John Wood CEO Ecoult - University of New South Wales · John Wood CEO Ecoult. ... Rechargeable...

John WoodCEO Ecoult

Ecoult Mission

Energy Storage for a Cleaner Planet

Ecoult Vision

Ecoult VisionEnergy Storage for a Cleaner Planet

UltraBattery Technology

UltraBattery TechnologyPartners

Ecoult Projects

Size of the Energy Storage Industry Opportunity

$6.2 $6.4 $6.8 $7.4

$9.4$10.4

$11.6$0.56

$1.11$1.39

$2.08

$2.78

$3.99

$5.00

$0.96

$1.08$1.22

$1.28

$1.34

$1.45

$1.58

$0.58

$0.65$0.73

$0.82

$0.91

$1.02

$1.15

$-

$2

$4

$6

$8

$10

$12

$14

$16

$18

$20

2 0 1 6 / 1 7 2 0 1 7 / 1 8 2 0 1 8 / 1 9 2 0 1 9 / 2 0 2 0 2 0 / 2 1 2 0 2 1 / 2 2 2 0 2 2 / 2 3

BIL

LIO

NS

GLOBAL MARKET EST IMATES OF ENERGY STORAGE SYSTEMS (B I L L ION $AUD)

(AT AUD/USD = 0 .75)

Diesel Efficiency in Remote Sites

Micro-grid

PV Energy Storage

Dual Purpose (Figures shown are Global Reserve Power Market)

Opportunity for Australia

Storage Technology

Customer Application

Needs & Performance

New Technologies

New Business Models

Supply Storage Products, Solutions, Services

Storage Technology


Needs & Performance

New Business Models

Supply Storage Products, Solutions, Services

Storage Technology


Needs & Performance

Ecosystem IOT basedKnowledge Industry

TransformationNew

Technologies

New Business Models

Storage Technology


Needs & Performance

MonitoringData AnalysisOnline Service

Portal

New Technologies


Portal

Storage Technology

Understanding


Needs & Performance

Role

$6.2 $6.4 $6.8 $7.4

$9.4$10.4

$11.6$0.56

$1.11$1.39

$2.08

$2.78

$3.99

$5.00

$0.96

$1.08$1.22

$1.28

$1.34

$1.45

$1.58

$0.58

$0.65$0.73

$0.82

$0.91

$1.02

$1.15

$-

$2

$4

$6

$8

$10

$12

$14

$16

$18

$20

2 0 1 6 / 1 7 2 0 1 7 / 1 8 2 0 1 8 / 1 9 2 0 1 9 / 2 0 2 0 2 0 / 2 1 2 0 2 1 / 2 2 2 0 2 2 / 2 3

BIL

LIO

NS

GLOBAL MARKET EST IMATES OF ENERGY STORAGE SYSTEMS (B I L L ION $AUD)

(AT AUD/USD = 0 .75)

Diesel Efficiency in Remote Sites

Micro-grid

PV Energy Storage

Dual Purpose (Figures shown are Global Reserve Power Market)

Size of the Energy Storage Industry Opportunity

$20B industry

over next 5 years

Competitive Landscape

Lead-Acid Market DominanceRechargeable Battery Market Worldwide 2000-2025

Source: Avicenne Energy “The Rechargeable Battery Market and Main Trends 2015-2025”t

2000 2010 2015 2020 2025

280 GWh

380 GWh427 GWh

575 GWh

775 GWh

Others

LIB

NiMH

NiCd

Lead Acid

UltraBattery

AnnualMarketsize

80%

20%

0%

100%

State ofCharge

ForkliftsCars Datacenters and Telecoms

1881

$15B

Starterbattery1

1960

Motivebattery2

$3.5B

1980

Standbybattery3$6B

Today

PSoC*UltraBattery4

*Partial State of Charge

Energy Storage

28 GWInstalled Base

Reserve Power

Lead Acid (UltraBattery) is really good at PSoC

Know your Competitive Advantages

Industry sizePba industry 7x

bigger than Li-ion

Relative size comparison of the battery industryPbA vs. Li-ion

PbA

>350GWh

Li-ion

<50GWh



bigger than Li-ion

Dual purposeactive & reserve

power applications

Lead-acid – Reserve capability

E F

ReserveEvent

Conventional batteryon Float

UltraBatteryin Partial state of charge E F

Dual Purpose – EconomicsMarginal Differences to Support Dual Purpose

$X

Costs Single Purpose

Full site costs

Full connection costs

Full PCS costs

Full battery store costs

Dual Purpose – Marginal Costs

$X + $0.3

Existing Use UltraBattery rather than AGM (higher battery price)Use a store 115% as big as a UPS only store

Existing

Existing

Existing Higher rating on switchgear associated with UPSDouble the size of the rectifier on the PCS



bigger than Li-ion


power applications

Forgiving technology

continual discharge & charge, high voltage,

no aircon etc.

Forgiving Technology – Ad Hoc Profiles



bigger than Li-ion


power applications



no aircon etc.

Indigenous manufacturers around the worlde.g. East Penn, Excide, Moura, Furukawa

Opportunity - Lead Acid Industry Partners


bigger than Li-ion


power applications



no aircon etc.


Sustainabilityrecyclability rates btw. 96-98%


85%

22%

98%98%

PbA batteries are clean and safePercentage recycled

63%58%

41%

TiresSolid waste PbAPaperAluminumGlassLi-ion

<5%

Proven sustainability of the industry

Lead Acid Plastic


Created from lead, acid and plastic

Lead Acid Plastic


Used


Collected


Broken down intothe original components

Lead Acid Plastic


Repeatthe cycle

Lead PlasticAcid

Lead emission elimination

3 large plants emit less than

CA IN NY

Recycling plants in US

1 x Car

1957 Vehicle>30M batteries

>350,000MTof lead



bigger than Li-ion


power applications



no aircon etc.


Sustainabilityrecyclability rates btw. 96-98%

Global Commercialization Strategy

Projects

Products

Control System

Global Government Industry Competition

Getting by with a little help from our friends

Getting by with a little help from our friendsResearch Project Support

Putting it all together – Tactical Plan

1 – Geographic Indigenisation

2 – UltraBattery Ecosystem

3 – Claim the High Ground

4 – Just Sell heaps of stuff


Ecoult in 2017


Putting UltraBattery Everywhere

Managed UltraBattery

2 – UltraBattery Ecosystem

Fleet Operator

FLEET OVERSIGHT

Site 1

Site 2

Site 3

SITE DRILL-DOWN

Present Power: 800kWRegulation Service Accuracy: 96%SOC: 75%EFF: 96%SOH: OK

CUSTOMER SERVICES

Reporting Support & Maintenance Services

REPORTING ENGINE

Status Improvement AdviceLifetime performance

SERVICE MGT

Pre-emptive interventionPlanning/Scheduling Dispatch

R&D

Enhanced Use Rules Improved performance Input to new battery design…

Ecoult ServicePlaform

SITE VISIBILITY

END USER APP

SOC: 75% Grid: 0kWSOH: OK PV: 10kW

Present Load: 2kWAvail Runtime: 5 Hrs

Owner / User

COMMISSIONING TOOL

Installer

CLOUDStorage & Analytics

DB

Managed Ultra Platform

Power Conditioning Equipment (Inverter/

Rectifier etc)

System Control (Application Specific)

System Integrator

Battery Control

Managed Ultra +

Monitor

Use Rules

Managed Ultra

Analog V, I, T

Digital V, I, T

Monitor Monitor

Runtime Advisor

Alerts, EQ, SoC, Refresh

WarrantyRecord

EPM& Manufacturer

Partners


Portal

Storage Technology

Understanding


Needs & Performance

Tools &Control

Actors & Roles

Pan PbAStrategy

New Projects

3 – Claim the High Ground

Exhibit A –Dual Purpose System

Exhibit B –Energy Portal

Exhibit A – Dual Purpose System

With Regulation

Profile of site with Critical Load

Profile Grid Sees

UPS/PCSSite with Critical Load


Grid Failure

DatacenterLoad Profile

Profile Grid Sees

UPS/PCSSite with Critical Load


Energy Portal

UPS/PCS

Smoothing

Regulation

Demand management

Peak lopping

Site with Critical Load

Exhibit B – Energy Portal

DatacenterLoad Profile

…with Islanding. True multipurpose microgrid.

UPS/PCS

Profile Grid Sees

Site with Critical Load

Exhibit B – Energy Portal

4 – Just Sell heaps of stuffBroad Commercialization

CompetitivenessPerformanceSafe Operation Warranty

Products, Solutions, Services

Fundamental Development

New Technology

New Business Models


Needs & Performance

Ecosystem IOT basedKnowledge Industry

Transformation

Government Capital Research PeopleRole Hook

John Wood CEO Ecoult - University of New South Wales · John Wood CEO Ecoult. ... Rechargeable...

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