U.S. FUEL CELL INDUSTRY OPPORTUNITIES IN JAPAN

U.S. Commercial Service WebinarJuly 15, 2014Jennifer GangiRobert RoseBTI/Fuel Cells 2000

Fuel Cells 2000/BTI

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information since 1993 – 20 YEARS Award-winning services Connecting customers to companies Reports, analysis and articles Education and outreach Market research www.fuelcells.org www.fuelcellinsider.org www.btionline.org

Reporting on Industry

Reports can be found on both Fuel Cells 2000 and DOE’s websites

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Fuel Cell Systems Shippedby Application, Manufactured in North America*:

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Stationary Transportation Portable

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Fuel Cell Systems Shippedby Application, Manufactured in Asia: 2008-2013

Stationary Transportation Portable

U.S. Strengths

Leading fuel cell manufacturers – Bloom Energy, FuelCell Energy, Plug Power

CHP/Tri-generation Component/Supply Chain U.S. strong leader in several market sectors –

telecom backup, material handling, large-scale stationary

Hydrogen fueling in CA ($46.6 million for 28 new stations), dispensers at warehouses

ZEV Action plan – 8 states

DOE Funding

Recent awards: $20 Million for Hydrogen Production and Delivery $7 million for Hydrogen Storage SBIR/STTR for components ARPA-E - $33 Million for Fuel Cell Distributed

Generation

Recent RFPs: $2 million for Supply Chain $4.6 million for incubator projects (non-PGM

catalysts, hydrogen storage, production

Patent Leader

Japan’s Strengths

Fuel cell vehicles – Honda, Toyota, Nissan Hydrogen infrastructure support –

funding nearly 4x U.S. 100 stations by 2015 (goal) HySUT – 19 companies JHFC – funded by NEDO

Residential fuel cells – >60,000 Ene-Farm units Panasonic Toshiba Aisin Seiki JX/Nippon Oil

U.S./Japan Partnerships

GM – with Honda to develop a next-generation fuel cell system and hydrogen storage technologies, aiming for 2020

Bloom Energy – with SoftBank in new joint venture, installed 200 kW in Fukuoka

Air Products – with Nippon Steel & Sumkin Pipeline & Engineering Co. Ltd. for hydrogen infrastructure

Mesa Del Sol project – Fuji Electric demo’d fuel cell in New Mexico smart grid community, funded by NEDO

Potential Opportunities

2020 Olympics in Tokyo – FCEVs/buses for athlete, VIP transport

Starting to get back into large-scale installations (Fuji, Bloom)

Chiyoda – looking for large quantities of hydrogen to export to Japan

Airports – Kansai project with forklifts/hydrogen Fueling station technology – metering, pressure,

lower cost solutions Ene-Farm – expanding to Europe, looking for cost

reduction of fuel cell, BoP Partner in Japan Micro Grid RFP?

Korea Strong

FuelCell Energy – $181 million, multiyear order for 121 MW ordered by POSCO Power, 70 MW already delivered for Korea, world’s largest fuel cell park open (59 MW)

Plug Power Inc. MOU with Hyundai Hysco Co. Ltd. to create JV focused on Asia

ClearEdge Power* – ~9 MW for four Samsung Everland sites in Korea

Hyundai accepting leases in Southern CA for FCEV, first cars given to customers

Other Areas

China – fuel cell buses, telecom backup deals with Ballard

Singapore – home to Horizon Fuel Cell Technologies GIC, Singapore’s sovereign wealth fund, invested

approximately US$63 million in UK company Intelligent Energy

Innoverde - US$554,000 order from SFC (Germany) for fuel cells to power CCTV

Taiwan – APFCT fuel cell scooter project M-Field working with Ballard

Thailand – working with AFC Energy on waste-to-energy project

FC Expo Advantage

Hundreds of exhibitors – Japan companies, Korea, Pavilions from Taiwan, Germany, Finland, France, more

Tens of thousands of attendees Busy up until final minutes Free entrance to concurrent shows – Solar,

Wind, Battery, Smart Grid (those attendees also come to FC Expo)

Potential offsite meetings/site visits

Thank You!

Jennifer GangiRobert Rose

jennifer@fuelcells.orgbob@fuelcells.orgwww.fuelcells.org

202-785-4222