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HYDROGEN ENERGY STORAGE: CLEAN FUEL &

RENEWABLE HEAT FUTUREBUILD, SHEFFIELD CITY HALL | NOVEMBER 2014

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Contents: Introduction to ITM Power

Energy Storage

Reference Plant - Thga Group Project

Clean Fuel Projects

Summary

HYDROGEN ENERGY STORAGE: CLEAN FUEL &

RENEWABLE HEAT FUTUREBUILD, SHEFFIELD CITY HALL | NOVEMBER 2014

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ITM Power | History First AIM listed fuel cell & hydrogen company

2004 IPO | 10m | ITM.L

2006 Secondary Fundraising | 30m

2011 Established ITM Power GMBH

2012 -2014 Expansion | 17m

2012 Established ITM Power Inc.

Two facilities in Sheffield | 70 staff

Manufacturing business model

Expansion in USA and Germany

HYDROGEN ENERGY STORAGE: CLEAN FUEL &

RENEWABLE HEAT FUTUREBUILD, SHEFFIELD CITY HALL | NOVEMBER 2014

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INTRODUCTION

HYDROGEN ENERGY

SYSTEMS FOR

ENERGY STORAGE

AND CLEAN FUEL

PRODUCTION

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GROWING WIND GENERATION

20% of peak capacity (55GW) in Winter

20% of peak capacity (40GW) in Summer

ENERGY STORAGE: THE NEED

HYDROGEN ENERGY SYSTEMS

Evidence of grid balancing problems from Germany, Denmark and Spain

Problems start at 20% capacity; UK hit this threshold at the end of 2013

Energy Storage is a Market Pull

Source: ITM Power plc, data from BWEA

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THE NEED: GRID BALANCING

ENERGY STORAGE | CLEAN FUEL

BALANCING SUPPLY AND DEMAND:

A total of 725m paid for balancing services in 2010-11

Estimates in 2020 are: circa 1.9bn - 5.9bn pa

Tariffs already operational in the UK

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RAPID RESPONSE

HYDROGEN ENERGY SYSTEMS

RAPID RESPONSE ELECTROLYSER

ITM Electrolyser

Clean Fuel

Energy Storage Wind Power

Grid

Available in 1MW modules | Responds in 1sec | Self pressurises to 80bar

http://www.google.co.uk/url?sa=i&rct=j&q=wind+turbines&source=images&cd=&cad=rja&docid=KzXd5siJNeIKuM&tbnid=h-hYyflhIfoGuM:&ved=0CAUQjRw&url=http://strabanechronicle.com/2012/11/wind-turbines-blamed-for-aghyaran-television-disruption/wind-farms/&ei=SvMGUfDmD6Wx0AWozoHoCg&bvm=bv.41524429,d.d2k&psig=AFQjCNEDAWRGfxmJ8_6TXGstnq7lfotaSQ&ust=1359496394568348

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ENERGY STORAGE | CLEAN FUEL

360KW POWER-TO-GAS MODULE

WHATS UNIQUE ABOUT ITM ELECTROLYSERS?

Rapid response | Self pressurising

1 sec response time

80bar self pressurising

1MW units

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ENERGY STORAGE | CLEAN FUEL

WHY POWER-TO-GAS?

POWER-TO-GAS RATIONALE

Electricity cannot be stored easily | Hydrogen can be stored easily in the gas grid

Source: ITM Power plc

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ENERGY STORAGE | CLEAN FUEL

ENERGY STORAGE TECHNOLOGIES

ENERGY STORAGE TECHNOLOGIES

Power-to-gas is efficient | long term | low energy cost

Source: ITM Power plc

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ENERGY STORAGE | CLEAN FUEL

EU POWER-TO-GAS ENERGY STORAGE

EU Hydrogen Limits for Injection into the HP Gas Grid

Covered by a range of local laws and EU Directives Note: interpretation of these rules is complex

Limit falls to 2% if there is a

CNG station downstream

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ENERGY STORAGE | CLEAN FUEL

WHERE DOES THE GAS GO?

GAS USAGE IN THE UK (DUKES 2013)

Source: Dukes 2013

Where does the gas go?

906 TWh of natural gas consumed in the UK in 2011

52% was used to provide heat

34% burned in power stations to make electricity

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ENERGY STORAGE | CLEAN FUEL

ELECTRIFY HEAT?

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DECC: UK HEAT STRATEGY

The Future of Heating: Meeting the challenge

70% of UK heat comes from natural gas

Low penetration of renewable heat in the UK

RHI launched Nov. 2011

12% of heating from renewables by 2020

57 TWh hydrogen

Circa 18,600 MW Electrolysis

ENERGY STORAGE | CLEAN FUEL

DECC: UK HEAT STRATEGY

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0%

5%

10%

15%

20%

25%

30%

35%

0.0%

0.5%

1.0%

1.5%

2.0%

2.5%

3.0%

3.5%

0 2 4 6 8 10 12

Frac

tio

n w

ind

ou

tpu

t cu

rtai

led

Hyd

roge

n f

ract

ion

(vo

l%)

Excess wind (TWh pa)

725 TWh p.a. natural gas consumption, 30 GW wind capacity (2020)

Hydrogen fraction

Curtailment

HYDROGEN FRACTION VS EXCESS WIND LEVELS

ENERGY STORAGE | CLEAN FUEL

Capturing 2.8 TWh pa of excess wind (ie 4% of 2020 output)

Requiring 978MW of electrolysis at 30% utilisation

Results in average national hydrogen content of 0.5%, reducing carbon footprint by 0.2%

Source: ITM Power plc

POWER-TO-GAS IN THE UK

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P2G: ELEMENTS OF VALUE

ENERGY STORAGE | CLEAN FUEL

Value to the Power Grid

Avoided wind curtailment

Avoided infrastructure upgrades

Reduced reserve power

Reduce CO2 from open cycle GTs

Absorbing reactive power

Value to the Gas Grid

Decarbonising gas

Providing renewable heat

Reducing GHG emissions from gas transportation

Value to the UK Economy

Reducing fuel imports

Improved energy security

Creating jobs in manufacturing

Value to the power grid

Value to the gas grid

Value to the economy

P2G: ELEMENTS OF VALUE

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CPUC Sets the energy storage mandate for the power sector

Energy storage target of 1,325 megawatts

3 major CA utilities by 2020

Optimization of the grid, including peak reduction

Integration of renewable energy

Reduction of GHG emissions to 80% below 1990 levels by 2050

This decision represents an important first step in encouraging

the storage market and supporting grid reliability, Commissioner Carla J. Peterman, the lead Commissioner for this proceeding.

CALIFORNIA ENERGY STORAGE

1.3GW ENERGY STORAGE MANDATE IN CALIFORNIA

HYDROGEN ENERGY SYSTEMS

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REFERENCE PLANT

REFERENCE PLANT | GERMANY | UK | USA

A major barrier to entry has been overcome

NRE has been invested

Products have been standardised

Compliance in UK | EU | USA

Power-to-Gas and Refuelling Stations

HYDROGEN ENERGY SYSTEMS

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THGA GROUP

ENERGY

STORAGE

PROJECT

SCHEDULE

DOCUMENTATION

SIGN OFF

PROMOTION

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FIRST P2G SALE: THGA GROUP

Won competitive tender on cost, price & performance

One of the worlds largest utility groupings

18,200 employees

5.7m customers (electricity, 3.6m, gas 2.1m)

Sales of 21.3bn

Plant to be located at Mainova AG in Frankfurt

ENERGY STORAGE | CLEAN FUEL

360KW POWER-TO-GAS MODULE

Source: Thga-Gruppe

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A challenging time frame

Discussions April 2011

Competitive tender process

Order March 2013

On site in September 2013

CE marked by December 2013

TUV permit by December 2013

Hydrogen injection planned for 2013

THE SCHEDULE

THE SCHEDULE

HYDROGEN ENERGY SYSTEMS

Build

Procurement

Manufacture

Control system design

CE Mark

PED

EMC

Machinery

ATEX

Commission

Loop checks

Acceptance

Performance

Permit

Documentation

Audit

Certificate

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Technical file runs to 5 boxes

Compliance Documentation

Datasheets: Equipment

Datasheets: Valves

Datasheets: Instrumentation

Datasheets: Electrical control equipment

Control & Electrical document I02201- DDI-001

THE DOCUMENTATION

THE DOCUMENTATION

HYDROGEN ENERGY SYSTEMS

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LOAD FOLLOWING

PERFORMANCE

HYDROGEN ENERGY SYSTEMS

Rapid response Electrolysis

Set Point vs Actual (blue)

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P2G PLANT & VISITOR CENTRE

ENERGY STORAGE | CLEAN FUEL

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UK REFUELLING STATIONS

UK REFUELLING STATIONS

EcoIsland (TSB)

1x80kg | 1x15kg

1.5m

HyFive (EU)

3x80kg

3.0m

OLEV 11m Call

6x80kg

Tender

H2Mobility

65x80kg

Tender

H2Mobility

1,000 Stations

Tender

Development of a UK Infrastructure Business

Grant funded Capex and Opex

Maintenance contract with each award

OLEV 11m announced | OLEV 60m call in early 2015

HYDROGEN ENERGY SYSTEMS

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Hydrogen Energy Storage Smart Grid

2.4m TSB consortium grant

Installation of 80kg/day & 15kg/day refuellers

Sites in Sheffield & IoW

Fleet of 20 vehicles (HICE and FC)

Hydrogen energy storage system

Balancing supply and demand

ENERGY STORAGE | CLEAN FUEL

UK INFRASTRUCTURE ROLL-OUT

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CALIFORNIA REFUELLING STATIONS

CALIFORNIA REFUELLING STATIONS

2013 PON

Hyundai Chino

Won $1.3m

2014 PON

Riverside

Won $2.1m Bid

2015 PON

10x100kg

Tender

8 More PONs

80x100kg

Annual Tender

California Hydrogen Infrastructure Deployment

Fund of $200m for 100 hydrogen stations with up to $20m a year for 10yrs

2012: ITM Power Inc. established in California

2013: ITM Power Inc. wins H2 station award with 2 North American partners at Hyundai, Chino

2014: ITM Power Inc. wins H2 station award with 2 North American partners at the City of Riverside

HYDROGEN ENERGY SYSTEMS

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CALIFORNIA REFUELLING STATIONS

ENERGY STORAGE | CLEAN FUEL

FIRST STATION LED BY H2FRONTIER

100% Renewable

Located at Hyundai, Chino, LA

Sale worth $1.4m

Operational in 2015

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CALIFORNIA REFUELLING STATIONS

ENERGY STORAGE | CLEAN FUEL

RIVERSIDE LED BY ITM POWER

33% Renewable & Expandable

Located at Riverside CA

Existing alternative fuels

Grant worth $2.125m

Operational in October 2015

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Summary:

Renewable power needs energy storage

Power-to-Gas is at the required scale

Power-to-Gas energy storage provides renewable heat

Fuel cell cars have arrived look outside

Fuel cell cars need clean fuel

Strong developing pipeline of commercial sales and funded projects

HYDROGEN ENERGY STORAGE: CLEAN FUEL &

RENEWABLE HEAT FUTUREBUILD, SHEFFIELD CITY HALL | NOVEMBER 2014

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HYDROGEN ENERGY STORAGE: CLEAN FUEL &

RENEWABLE HEAT FUTUREBUILD, SHEFFIELD CITY HALL | NOVEMBER 2014

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