HYDROGEN BUS FUEL INTERNATIONAL INTEGRATION ENERGY STORAGE CLEAN FUEL

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HYDROGEN BUS FUEL INTERNATIONAL INTEGRATION ENERGY STORAGE CLEAN FUEL SJ@ITM-POWER.COM

HYDROGEN BUS FUEL INTERNATIONAL INTEGRATION Introduction Hydrogen production & renewable energy Hydrogen refuelling infrastructure projects Bus station designs & projects ENERGY STORAGE CLEAN FUEL SJ@ITM-POWER.COM

ITM POWER WHAT WE DO ITM Power manufactures integrated hydrogen energy systems Power-To-Gas Renewable Electricity ITM Electrolyser Clean Fuel Water Renewable Chemistry ITM POWER WHAT WE DO HYDROGEN ENERGY SYSTEMS

FULL YEAR RESULTS INFOGRAPHIC

ITM POWER BUSINESS DEVELOPMENT From project initiation to after sales support Key Clients: Project initiation and development Customer led design and modular manufacturing System sales or build own and operate After sales support condition monitoring data collection and reporting Project Initiation Project Development Design & Manufacturin g Sales of Integrated Systems Build Own & Operate Fuel Contracts After Sales Support Revenue Generating ITM POWER BUSINESS DEVELOPMENT HYDROGEN ENERGY SYSTEMS

GRID BALANCING FREQUENCY SUPPLY SIDE DEMAND SIDE ENERGY STORAGE Stock image

CURTAILMENT = WASTED ENERGY AND MONEY RE curtailment is a growing occurrence = cheaper power The traditional route of storing energy has limitations of timing and capacity GWhrs (weeks/months) of energy storage is only achievable with hydrogen CA curtailed 85GWhrs in March 2017 Enough for 1.5million kg or 12 million bus miles Mostly economical curtailment - i.e. a low cost energy sync could capture this energy Low cost power will be available throughout the day when the buses are on the road BEV struggles here Electrolysis can capture this ENERGY STORAGE ENERGY STORAGE CLEAN FUEL

ENERGY STORAGE TECHNOLOGIES Power-to-gas is efficient long term low energy cost Source: ITM Power plc ENERGY STORAGE TECHNOLOGIES ENERGY STORAGE CLEAN FUEL

BC RENEWABLE HYDROGEN STUDY Energy Storage Sector export Up to 300MW of hydro power for P2G Exported as a valuable fuel rather than electrons Liquid organic hydrogen carrier Canada, California and Japan are markets to be addressed Huge markets are opening up Similar study going on in Massachusetts, USA 10MW rapid response electrolyser 50% operating point CANADIAN PROJECT 300MW ENERGY STORAGE CLEAN FUEL

HYDROGEN REFUELLING

REFUELLING STATION SOLUTIONS Ability to satisfy specific refuelling profiles Sophisticated modelling to size systems correctly REFUELLING STATION OPTIONS HYDROGEN ENERGY SYSTEMS

FUEL CONTRACTS 20+ fuel contracts in place Hydrogen price of 10/kg (ex VAT) ITM fuel card & training pack Growing network ITM POWER FUEL CONTRACTS HYDROGEN ENERGY SYSTEMS

REFUELLING FOR BUS STATION DEPOTS On-site Hydrogen fuel provision for public transport Bus Depot refuelling station Multi bus refuelling facility - within depot or purpose built site On-site generation, storage & dispensing Meeting critical operator led Level of Service obligations UK 100 bus project engagement with cities, bus operators and bus OEMs EU New Bus Fuel Project for design of large depots servicing 200 buses BUS DEPOT REFUELLING ENERGY STORAGE CLEAN FUEL

BIRMINGHAM FCEB Tyesley Energy Park 3MW 1,500kg/day 3MW Grid Balancing Electrolyser Funded by Innovate UK First of Kind 20 buses funded by FCH JU Energy storage grid benefits Renewable tariff for energy = low cost BIRMINGHAM FCEB BUS REFUELLING STATIONS

PAU FRANCE HYDROGEN BUS HRS 1MW 450kg/day Funded by FCH JU 20+ bus capacity taking advantage of low cost power in evening Led by Engie GNVert STMU Public Transport owner operator of buses 2019 start PAU FRANCE HYDROGEN BUS HRS MW SCALE HRS BUSES

BUSES TRUCKS TRAINS FERRIES Broad range of refuelling requirements Buses: 30kg/day Trucks: 75kg/day Trains: 180kg/day Ferries: 500kg/day Air quality is driving change: National and city bans on fossil fuel vehicles Freight and port applications Heavy goods vehicles LARGE REFUELLING STATION DESIGNS HRS BUSES TRUCKS TRAINS FERRIES

REPLICABLE 10MW MODULE HRS scale up through replication Ability to satisfy specific refuelling profiles Sophisticated modelling to size systems correctly Use of proven compressor technology Modularity provides flexibility 10MW (4t/day) 30MW (12t/day) 50MW (20t/day) REPLICABLE 10MW MODULE HYDROGEN REFUELLING SYSTEMS

HYDROGEN BUS FUEL INTERNATIONAL INTEGRATION Rapid Response Electrolysers Central to decarbonising Transport Power Chemicals Renewables need Energy Storage Rapid Response Grid Balancing electrolysers- at the right scale Low cost Low footprint Mature Technology Onsite Electrolysers offer harmony in expansion of renewables & hydrogen mobility Separates power capacity from energy volume decouples vehicle and fuel unlike batteries Fuel cell transport no compromise, enables rapid adoption for clean emission cities Future emission targets will require high purity and v low carbon hydrogen for fuel cell transport ENERGY STORAGE CLEAN FUEL SJ@ITM-POWER.COM

HYDROGEN BUS FUEL INTERNATIONAL INTEGRATION ENERGY STORAGE CLEAN FUEL SJ@ITM-POWER.COM