FREUDENBERG SEALING TECHNOLOGIES

FREUDENBERG

SEALING TECHNOLOGIES

Dr. Manfred StefenerLead Center Fuel Cell Systems

Technical expertise meets the power to industrialize

No disclosure to third parties!

The Freudenberg Group: A globally leading technology company since 1849

100 %

Family

Ownership

Global presence

in more than 60

countries worldwide

~ €8.8bnSales 2020

1849

Founded by Carl Johann

Freudenberg in ~48,000employees

5,0% R&D Ratio

Moody‘s

Rating A3~€3.0 BillionSales with products

≤ 4 years


Freudenberg & Fuel Cell: A success story of product innovation since 1995

The company committed itself to Fuel Cells as sustainable and forward-looking

technology at an early stage

Freudenberg

Performance Materials

Freudenberg

Sealing Technologies

Freudenberg

Filtration Technologies

No major FC sold in market today without significant Freudenberg content.

Complete transfer of this long-term expertise to our FC systems for heavy duty applications.


Focus of BFC business is exclusively on heavy duty markets with highest life, quality and durability needs

Lead Center Battery Systems Lead Center Fuel Cell Systems

Division Battery & Fuel Cell Systems (BFC)

XALT LLC Freudenberg FST GmbH

BFC systems business initiated to further participate in global electrification trend


Overview Freudenberg Battery & FC Systems Business

Battery Cell &

Pack Production(Midland, MI)

Option: Future local manufacturing of

FC systems

Battery & Fuel Cell

R&D Center(Auburn Hills, MI)

Focus: Battery cell & system

development / validation, software /

electronics development / testing &

FC-Battery hybrid configuration

Fuel Cell System

Test Center(Plymouth, MI)

Focus: Local testing & validation

Battery Engineering, Standard

Compliance & Maritime Center(Weinheim, GER)

Fuel Cell Systems R&D Center(Munich I, GER)

Focus: Heavy-Duty Mobility

FC Development Center

Fuel Cell Systems Production /

Test Center(Munich II, GER)

Focus: Production & assembly of MEA & Stack up to 500 MW/a,

> 4 MW test capabilities for H2 & reformate systems,

validation FC-Battery hybrids

High in-house value-add and

system responsibility but

full customer flexibility regarding required supply

High volume FC production SOP 2024 initial site in EU (300 MW,

scaling to 3 GW per 2027)

All offers are designed exclusively for heavy duty market needs

Offerings covers in-house designed BMS and in future EMS in accordance with ISO26262

China / Asia expansion committed – likely timing 2022 for first local activities

6 sitesin NA & EU

>1000vehiclesin field

>10.000.000miles driven

Active programs on5 continents

~600employees

> 8.5MWhon single vessel

Holistic fuel cell hybrid approach by high value creation, strategy of identical parts, modularity & full HD market coverage by LTPEM

City Bus >40 kW

System-Configuration Application Requirement

Delivery >40 kW

Truck >100 kW Rail >100 kW

Mega Yacht ~20 MW Cruise ~60 MW

>40 kW

1 x

>100 kW

Fuel Cell Racks

X x

Balance of Plant Battery

Balance of Plant Battery

BoP + Reformer Battery

Modular scalable

Stack

BPP

Leverage of several segments results in maximum economies of scale & competitive cost

structure in all segments - Ability to meet future cost targets for upscaled industry

illustrative images / internet

Integrated MEA

1-3

x

Potential scope of supply Freudenberg - extractions possible


20

100

1510

40

15

Freudenberg has highest share in the value chain of fuel cell systems with a strong focus on electrochemistry

Competitor Y

Competitor X

VALUE OF THE PRODUCT

20%

Catalyst,

Electrode

15%

Integrated

MEA

10%

BPP, Stack(true heavy-duty)

40%

FC System

incl. BoP

15%

Electronics

Value of FC

System

to customer

Manufacturing of low

loaded platinum

catalyst & CCM

Manufacturing of

integrated high

lifetime MEA with

gasket

Manufacturing of

long-lasting Heavy-

Duty BPP & Stack

Design of System,

BoP & Safety +

System certification

Design of Power

Electronic Controls,

Software &

Telematics

Majority of industry focuses on FC design and stack assembly, but in-house value creation

and industrialization ability in electrochemistry will drive future competition

Majority of fuel cell

companies are more a

kind of FC assembler

as real manufacturer

=> high dependency

from sub-suppliers

(pricing, quality,

technical performance)

Main

activities

Example Freudenberg USP: Freudenberg relies already for prototypes on integrated MEGA1 (= MEA 7) concept

Freudenberg view: Integrated components are key step in the industrialization process for fuel cell systems and to meet target cost

Ability to manufacture integrated electrochemical core components leads the way towards this path paired with proprietary seal designs & compounds

In current MEGA generation, electrochemical active core element is permanently attached to the frame/sealing element in an integrated, highly automated process flow

Allows an easy, failure-proof handling in the successive stack assembly and avoids contamination/quality risksReliable protection and integration of all layers

GDL: Gas Diffusion Layer,

MPL: Micro Porous Layer, CL: Catalyst / Electrode Layer,

PEM: Proton Exchange Membrane

1. MEGA = Membrane Electrode Gasket Assembly; MEA7 with integrated sealing systems

High in-house value creation @ MEA drives technical efficiency,

product quality and cost level


Pre-fabricated container solutions with highest thermal integration of reformer unit

and fuel cell modules to realize maximum efficiencies and installation flexibility

Modular, scalable

Heavy-Duty FC stack

Modular, scalable FC-System (incl. BoP)

with integrated fuel reforming module + pure

Hydrogen

(example Aidanova / Methanol)

HD Bipolar plate (BPP)Graphite bipolar plate with advanced flow field design for

homogenous temperature profile and homogenous gas distribution

HD Membrane Electrode Assembly (MEA)Fully integrated MEA with patented concept for advanced

assembly characteristics

High in-house value creation of the modular pre-fabricated container solutions enables highest lifetimes & max efficiencies

Single Cell of a Heavy-Duty Fuel Cell Stack

1

2


Cruise industry values our holistic approach for high life-times supported by in-house value creation

“Meyer Werft and Freudenberg Sealing Technologies plan to equip next-gen cruise ships with fuel cell propulsion” (press release October, 10th 2019)

• Project consortium - includes Luerssen Werft, Carnival Maritime and DNV.GL -

will jointly develop a new generation of fuel cell technology with integrated

methanol reforming process

• Fuel cells with integrated fuel reforming offers excellent properties in terms of

storage volumes, easy fuel handling and enables maximum shipping ranges

• Hybridization of fuel cell system with XALT‘s modular battery portfolio will be

the next step

One Example - Cruise

Freudenberg’s maritime portfolio is in line with all existing IMO rules / IGF codes

Maritime safety certification achieved

-

Start of integration @ cruise ship in Q4/2021

Also outside of maritime sector, we see strong interest in oursolution

“Fuel cells for long-distance bus transport / FlixBus and Freudenberg join forces to power up sustainable transportation solutions” (press release September, 1st 2019)

• Collaboration on a future-oriented project for sustainable, CO2-free

mobility with Europe’s largest operator of long-distance bus travel

• Development of the first long-distance bus with fuel cell drive

including hybridization platform; operation strategy, software, controls

& safety infrastructure (Battery & FC)

• Implementation on several European bus routes for proper system

validation – finally 50 vehicle test fleet targted (Munich Vienna,

Berlin Hamburg, Stockholm Copenhagen, etc.)

FC Hybrid – the rightsizing of battery and fuel cell system within a parallel hybrid architecture fits perfectly the application requirements for the segment Truck & Bus

One Example - Bus

Activities connected with national funding / Will start soon


Thank you for your attention!

FREUDENBERG SEALING TECHNOLOGIES

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