John Wood CEO Ecoult

Transcription

1 John Wood CEO Ecoult

2 Ecoult Mission Ecoult Vision Energy Storage for a Cleaner Planet

3 Ecoult Vision Energy Storage for a Cleaner Planet

4 UltraBattery Technology

5 UltraBattery Technology Partners

6 Ecoult Projects

7 BILLIONS Size of the Energy Storage Industry Opportunity G L O B AL MAR K E T E S T I M AT E S O F E NERGY S T O R AGE SYSTEMS (B I L L I O N $ AUD) ( A T A U D / U S D = ) $20 $18 $16 $14 $12 $10 $8 $6 $4 $2 Diesel Efficiency in Remote Sites Micro-grid PV Energy Storage Dual Purpose (Figures shown are Global Reserve Power Market) $0.58 $0.96 $0.56 $0.65 $1.08 $1.11 $0.73 $1.22 $1.39 $6.2 $6.4 $6.8 $0.82 $1.28 $2.08 $7.4 $0.91 $1.34 $2.78 $9.4 $1.02 $1.45 $3.99 $10.4 $1.15 $1.58 $5.00 $11.6 $ / / / / / / / 2 3

8 Opportunity for Australia Storage Technology Customer Application Needs & Performance

9 Supply Storage Products, Solutions, Services Storage Technology New Technologies Customer Application Needs & Performance New Business Models

10 Storage Technology New Technologies Supply Storage Products, Solutions, Services Ecosystem IOT based Knowledge Industry Transformation Customer Application Needs & Performance New Business Models

11 Storage Technology New Technologies Monitoring Data Analysis Online Service Portal Customer Application Needs & Performance New Business Models

12 Role Storage Technology Customer Application Needs & Performance Monitoring Data Analysis Online Service Portal Understanding

13 BILLIONS Size of the Energy Storage Industry Opportunity $20 $18 $16 $14 $12 $10 $8 $6 $4 $2 G L O B AL MAR K E T E S T I M AT E S O F E NERGY S T O R AGE SYSTEMS (B I L L I O N $ AUD) ( A T A U D / U S D = ) Diesel Efficiency in Remote Sites Micro-grid PV Energy Storage $20B industry Dual Purpose (Figures shown are Global Reserve Power Market) $0.91 $1.34 $0.82 $2.78 over next $1.28 $ years $0.65 $1.22 $2.08 $0.58 $1.08 $0.96 $1.39 $1.11 $0.56 $6.2 $6.4 $6.8 $7.4 $9.4 $1.02 $1.45 $3.99 $10.4 $1.15 $1.58 $5.00 $11.6 $ / / / / / / / 2 3

14 Competitive Landscape

15 Lead-Acid Market Dominance Rechargeable Battery Market Worldwide GWh 575 GWh 280 GWh 380 GWh 427 GWh Others LIB NiMH NiCd Lead Acid Source: Avicenne Energy The Rechargeable Battery Market and Main Trends t

16 Lead-Acid Market Dominance Rechargeable Battery Market Worldwide GWh 575 GWh 280 GWh 380 GWh 427 GWh Others LIB NiMH NiCd Lead Acid Source: Avicenne Energy The Rechargeable Battery Market and Main Trends t

17 UltraBattery 1 Starter battery 2 Motive battery 28 GW 3 Standby Installed Base battery Reserve Power 4 PSoC* UltraBattery Annual Market size State of Charge $15B $3.5B $6B *Partial State of Charge 100% 80% 20% 0% Today Cars Forklifts Datacenters and Telecoms Energy Storage

18 Lead Acid (UltraBattery) is really good at PSoC

19 Know your Competitive Advantages Industry size Pba industry 7x bigger than Li-ion

20 Relative size comparison of the battery industry PbA vs. Li-ion PbA >350 GWh Li-ion <50 GWh

21 Know your Competitive Advantages Industry size Pba industry 7x bigger than Li-ion Dual purpose active & reserve power applications

22 Lead-acid Reserve capability Conventional battery on Float E F Reserve Event UltraBattery in Partial state of charge E F

23 Dual Purpose Economics Marginal Differences to Support Dual Purpose Costs Single Purpose Full site costs Full connection costs Dual Purpose Marginal Costs Existing Existing Full PCS costs Full battery store costs Existing Existing Higher rating on switchgear associated with UPS Double the size of the rectifier on the PCS Use UltraBattery rather than AGM (higher battery price) Use a store 115% as big as a UPS only store $X $X + $0.3

24 Know your Competitive Advantages Industry size Pba industry 7x bigger than Li-ion Dual purpose active & reserve power applications Forgiving technology continual discharge & charge, high voltage, no aircon etc.

25 Forgiving Technology Ad Hoc Profiles

26 Know your Competitive Advantages Industry size Pba industry 7x bigger than Li-ion Dual purpose active & reserve power applications Indigenous manufacturers around the world e.g. East Penn, Excide, Moura, Furukawa Forgiving technology continual discharge & charge, high voltage, no aircon etc.

27 Opportunity - Lead Acid Industry Partners

28 Know your Competitive Advantages Industry size Pba industry 7x bigger than Li-ion Dual purpose active & reserve power applications Forgiving technology continual discharge & charge, high voltage, no aircon etc. Indigenous manufacturers around the world e.g. East Penn, Excide, Moura, Furukawa Sustainability recyclability rates btw %

29 PbA batteries are clean and safe Percentage recycled 41% 58% 63% 85% 98% 22% <5% Li-ion Solid waste Glass Aluminum Paper Tires PbA

30 Proven sustainability of the industry Lead Acid Plastic

31 Proven sustainability of the industry Lead Acid Plastic Created from lead, acid and plastic

32 Proven sustainability of the industry Used

33 Proven sustainability of the industry Collected

34 Proven sustainability of the industry Lead Acid Plastic Broken down into the original components

35 Proven sustainability of the industry Lead Acid Plastic Repeat the cycle

36 Lead emission elimination 3 large plants emit less than CA IN NY 1 x Car Recycling plants in US >30M batteries >350,000 MT of lead 1957 Vehicle

37 Know your Competitive Advantages Industry size Pba industry 7x bigger than Li-ion Dual purpose active & reserve power applications Forgiving technology continual discharge & charge, high voltage, no aircon etc. Indigenous manufacturers around the world e.g. East Penn, Excide, Moura, Furukawa Sustainability recyclability rates btw %

38 Global Commercialization Strategy Projects Products Control System

39 Global Government Industry Competition

40 Getting by with a little help from our friends

41 Getting by with a little help from our friends Research Project Support

42 Putting it all together Tactical Plan 1 Geographic Indigenisation 2 UltraBattery Ecosystem 3 Claim the High Ground 4 Just Sell heaps of stuff

43 1 Geographic Indigenisation Ecoult in 2017

44 1 Geographic Indigenisation Putting UltraBattery Everywhere

45 Fleet Operator FLEET OVERSIGHT Site 1 Site 2 Site 3 SITE DRILL-DOWN Present Power: 800kW Regulation Service Accuracy: 96% SOC: 75% EFF: 96% SOH: OK CUSTOMER SERVICES Reporting Support & Maintenance Services Ecoult Service Plaform SITE VISIBILITY REPORTING ENGINE Status Improvement Advice Lifetime performance SERVICE MGT Pre-emptive intervention Planning/Scheduling Dispatch R&D Enhanced Use Rules Improved performance Input to new battery design EPM & Manufacturer Partners Managed Ultra Platform 2 UltraBattery Ecosystem Managed CLOUD UltraBattery Managed Ultra + Managed Ultra Warranty Record Monitor Storage & Analytics Alerts, EQ, SoC, Refresh Monitor DB Battery Control Runtime Advisor Use Rules Monitor END USER APP SOC: 75% Grid: 0kW SOH: OK PV: 10kW Present Load: 2kW Avail Runtime: 5 Hrs COMMISSIONING TOOL System Control (Application Specific) Digital V, I, T Analog V, I, T Power Conditioning Equipment (Inverter/ Rectifier etc) Owner / User System Integrator Installer

46 Tools &Control Storage Technology Customer Application Needs & Performance Pan PbA Strategy Monitoring Data Analysis Online Service Portal Actors & Roles Understanding

47 3 Claim the High Ground New Projects Exhibit A Dual Purpose System Exhibit B Energy Portal

48 Exhibit A Dual Purpose System

49 Exhibit A Dual Purpose System With Regulation Profile Grid Sees UPS/PCS Profile of site with Critical Load Site with Critical Load

50 Exhibit A Dual Purpose System Grid Failure Profile Grid Sees Datacenter Load Profile UPS/PCS Site with Critical Load

51 Exhibit B Energy Portal Energy Portal Peak lopping Demand management Regulation Smoothing UPS/PCS Site with Critical Load

52 Exhibit B Energy Portal with Islanding. True multipurpose microgrid. Profile Grid Sees Datacenter Load Profile UPS/PCS Site with Critical Load

53 4 Just Sell heaps of stuff Broad Commercialization Safe Operation Performance Competitiveness Warranty

54 New Technology Fundamental Development Products, Solutions, Services Ecosystem IOT based Knowledge Industry Transformation Customer Application Needs & Performance New Business Models Role Hook Government Capital Research People

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