2007/SOM3/MAG/WKSP/008 Session 2 Making Fuel Cells a Commercial Reality Submitted by: Ballard Power Systems Environmental Goods Workshop Cairns, Australia 26 June 2007
Making Fuel Cells a Commercial Reality Jamie Ally, Systems Engineer APEC Cairns, 2007 Why Hydrogen? 1 H 2 H 2 electrolysis compression transport filling station only for centralized production power generation operation crude oil supply refinery Reforming gas supply 1
The Fuel Cell Concept 2 Introduction to Ballard Power Systems 3 World leader in Proton Exchange Membrane (PEM) fuel cell design, development & manufacture 19.0% ownership of Ballard 11.4% ownership of Ballard Joint development Shared research Field experience 2
Ballard s Extensive On-Road Experience 4 3.3 Million Kilometers 130+ vehicles 24 cities around the globe Real-world customers Real-world driving conditions Revenue service with over 5 million bus passengers More than 90% availability, with some stacks exceeding 4,000 hours Ballard s Strategy 5 materials handling backup power residential cogeneration automotive 2007 2008 2009 2010 2011 2012 2013 2014 2015 pre-commercial, positive gross margin sales commercial volumes market commercialization timelines based on Ballard projections 3
Materials Handling 6 Market opportunity: replace lead acid batteries Market drivers: longer run times no loss of power during shift quick refueling smaller footprint Technology Status: 2005: 12 units 2006: 147 units 2010: 5,000-10,000 (potential) Backup Power 7 Market opportunity: replace lead acid batteries and diesel gensets in telecommunications backup installations Market drivers: extended run time reduced maintenance requirements wide operating temperature range Technology Status: 2006: 10 units 2007: 100 units (projected) 2010: 3,000-12,000 units (potential) 4
Residential Co-generation 8 Market opportunity: - replace hot water boilers in Japanese homes with integrated fuel cell system Market drivers: Japanese government subsidies Primary Energy Reduction of 20-30% (annual savings to homeowner ~ $600) Greenhouse Gas Reduction of 30-40% Technology Status: 2005: 201 units 2006: 315 units 2007: 400 units (projected) 2010: 2,000 12,500 units (potential) Automotive Market Overview 9 Market opportunity: large market but long time to commercialization passenger vehicles, buses and trucks fuel cell engines, fuel cell hybrids Market drivers: reduced emissions improved performance OEM competition Technology Status: 130+ vehicles on the road 39 buses delivered to customers Commercial fuel cell cars ~2015 5
Focus: The Bus Opportunity 10 Fuel cell bus using hydrogen from renewable sources displaces 70-90 tons of CO 2 per year Central Refuelling Central Maintenance Easy design integration High public exposure Phase 5 - Ballard Powered Bus Demo Sites 11 Bus Program Demo Sites Reykjavik Stockholm Perth Hamburg Stuttgart Barcelona Amsterdam Luxembourg California London Madrid Porto Beijing Phase 5 Bus Program Demo Sites 6
The Perth Fuel Cell Bus 12 Technology Progress 13 Current P5 Module Powering 21 Buses 4500 hr warranty >1.5 million km on-road experience Next Generation HD6 Module Under Development Greater power density 12,000 hr, 5 year warranty 7
HD6 - Packaging in Bus 14 Rear Section View Space for battery pack, air module, ancillaries Integrator is able to locate the HD6 Module in existing engine bay Stack module fits between frame rails in space formerly used by engine Fuel Cell Hybrid Shuttle Buses An Alternative Approach 15 Mark 9 SSL TM stack for smaller buses (shuttles) Scalable product: 4 21 kilowatts Suitable for hybrid and plug-in hybrid designs Utilizes a stack common to the materials handling and back-up power markets 8
Path to Commercialization 16 2002-2008 2008-2015 > 2015 Heavy-Duty Fuel Cell Module Development Technology Demonstration Pre-Commercial Trials Commercial Production Key attribute improvements of each generation Performance Reliability Durability Power density Durability (Warranty) Cost reduction Fuel Efficiency Cost reduction Design for manufacture Durability FTA National Fuel Cell Bus Demonstration Program 17 Ballard is powering two of the project teams that received awards from the $49M program GE Lightweight Fuel Cell Hybrid Bus Project Using the 75 kw HD6 fuel cell module 1 Bus operating in revenue service in the Niagara Falls region Partners: GE Research, A123, Ballard, NY Power Authority, White Plains NY WMATA Fuel Cell Bus Demonstration Project Using the 150 kw HD6 fuel cell module 2 Buses operating in revenue service in Washington D.C. Partners: WMATA, ISE Corporation, New Flyer, Ballard, Booz Allen Hamilton 9
2009-2010 Fuel Cell Bus Programs 18 Potential Numbers of FC Buses FTA Fuel Cell Bus Program 13 Transport for London 5-6 BC Transit Hybrid Fuel Cell Bus Program 20 Transport for London California ZEB Mandate, Advanced Demonstration 12 Making Fuel Cells a Commercial Reality Thank You 10