Commercialization of fuel cell commercial vehicles by Yane Laperche-Riteau Business Development Director Power to Change the World 1
Power to Change the World Committed to sustainable mobility and clean air for everyone Relentlessly developed technology over 39 years We have leading talent, with >500 people (50 based in Europe) passionate about our mission Power to Change the World 2
Power to Change the World 3
There are strong market drivers for our industry Commitment to COP21 agreement Diesel vehicles are being banned in Europe Electrification of transportation Introduction of low emission zones in cities Commitment from transit agencies to move to 100% ZEB by 2025 or 2030 Power to Change the World 4
Our industry is facing a unique window of opportunity. Power to Change the World 5
Electrification of transportation is progressing fast. Power to Change the World 6
Fuel cell improves performance of electric heavy duty vehicles Increase range Fast and scalable refueling No compromise on passenger or payload Enable electric transportation for the more demanding routes and longer duty cycles Power to Change the World 7
Fuel cell electric buses have demonstrated performance in service More than 15 years of road-experience Over 12M km in service Bus availability >85% >27,000hrs stack durability Operation in challenging routes and climates Power to Change the World 8
Over 1,000 fuel cell electric buses will be in service by 2020. 4 9 (+152 JIVE 2) 6 Power to Change the World 9
Fuel cell technology is now expanding to other heavy duty trucks Power to Change the World 10
and to electric delivery truck fleets. Power to Change the World 11
There are several fuel cell powered light rail (trams) entering service in China. Power to Change the World 12
Major European train OEMs have regional hydrogen train development program. Power to Change the World 13
There is a strong demand for fuel cell technology in China. Power to Change the World 14
We have established a joint venture to produce stacks in China JV with Guangdong Synergy in Yunfu Factory was commissioned in 2017 and has started production. Current capacity: 6,000 stacks /year (equivalent to 2,000-3,000 FC vehicles) Power to Change the World 15
We have shipped over 600 heavy duty power modules to China in 2017 Power to Change the World 16
Units 1 Shipped Kilowatts Shipped Ballard product shipments (HD market) 80,000 2,500 Demand from China is driving production volume and cost reduction 2,000 1,500 1,000 500 Units Shipped Kilowatts Shipped 60,000 40,000 20,000 2014 2015 2016 2017 1 Includes modules shipped from Canada and stacks & MEA s shipped to the JV Power to Change the World 17
500 fuel cell electric commercial trucks are being deployed in Shanghai. Power to Change the World 18
Adoption barriers Technology awareness Total cost ownership Hydrogen infrastructure Power to Change the World 19
Increase engagement with fleet operators to assess hydrogen mobility. Power to Change the World 20
Advance in Technology & Performances Functional improvements with each product iteration Heavy Duty Motive Engine o o o Higher durability Greater reliability Lower cost 8th generation (~2020) will be cost competitive with battery powertrain and have lower operating cost than diesel bus o Lifecycle cost will be reduced by a factor of 5x Power to Change the World 21
Offer simple and attractive H2 supply contract to fleet operators. Power to Change the World 22
Fuel cell and hydrogen will deliver affordable zero-emission mobility without compromise. Power to Change the World 23
Ballard Power Systems Europe is fully committed to support Heavy Duty Fuel vehicle deployments. Power to Change the World 24
Committed to sustainable mobility, and clean air for everyone. Power to Change the World 25