Ballard Power Systems Inc. · TSX:BLDP

Ballard Power Systems — Smarter E 2023

16 slides from Ballard Power Systems's conference presentation, Jun 15, 2023

  1. Slide 1: Charging EV Fleets Independent of Grid with Clean Power-On Demand using MW scale PEM FC

    Charging EV Fleets Independent of Grid with Clean Power-On Demand using MW scale PEM FC Presented by: Roy T. Segev Thursday, June 15, 2023, 1:00 pm

  2. Slide 2: Agenda

    • About Ballard Agenda • Where is the problem ? • Why PEM FC most suitable for EV charging ? • Ballard’s EV charging FC options

  3. Slide 3: Proven Performance Promise

    Proven 8 MW successfully deployed Products certified to stationary fuel cell power generator requirements per EU, ATEX and CSA standards Ballard Power Performance Systems 99.9% reliability 50% efficiency Excellent availability We are dedicated Exceptional durability to accelerate the adoption of fue

  4. Slide 4: Ballard by the numbers

    SALLARD’ Ballard by the numbers soe 1,400 >1,400 >2,300 7 TRAIN 8 SHIPS 28 years Z Q 2030 >5.3 MILLION PRODUCTION MEAs 6

  5. Slide 5: Our Markets: Applications powered by Ballard

    Our Markets: Applications powered by Ballard

  6. Slide 6: We are a vertically integrated manufacturer throughout the fuel cell value chain

    We are a vertically integrated manufacturer throughout the fuel cell value chain We design, build and test proprietary core technology components to produce optimized fuel cell products for each application • Unit cell components (MEAs, plates…) • Fuel cell stacks • Balance of plant component integr

  7. Slide 7: From low to high level integration

    We have a comprehensive range of fuel cell products to address multiple applications Product Line Specifically designed for the application From low to high level integration Fuel cell MEAs and bipolar plates components Buses, trucks, cars Air and liquid cooled Fuel cell stacks stacks Mobile (buses,

  8. Slide 8: Hydrogen is key to the decarbonization of our economy

    Hydrogen is key to the decarbonization of our economy • Hydrogen is the energy carrier to decarbonize multiple sectors and change the future industry • Supported by electrolyzing technology hydrogen is an important storage solution for renewable energy that cannot be distributed by the grid • Hydrog

  9. Slide 9: Stationary Business 2022-2023

    Stationary Business 2022-2023 EVC DC Hobro UK 400 KW 3,000 KW EVC Offshore ESS Berlin 2022 2023 DC USA Holland Denmark 1,000 KW DC USA 400 KW 200 KW Industrial 1,000 KW 1,500 KW 1,000 6,000 Taiwan Peaker 1,000KW P2P 400 3,000 Portugal Germany EVC USA Utility TBD 200 KW 800 KW Industrial 1,000 KW 6,0

  10. Slide 10: Why PEM fuel cells for EV charging?

    Why PEM fuel cells for EV charging? • Using hydrogen fuel cells to fuel EV charging stations will ensure access to zero-emission reliable power for EVs • Will avoid costly and timely grid delays • 50-60% efficiency at part power • Ramp 100% in 10 sec • Clean DC power 350-720 Vdc • 96% Recyclable (ME

  11. Slide 11: Hydrogen fuel cells for EV charging

    Hydrogen fuel cells for EV charging • It is estimated that 20-25% of depots don't have sufficient grid power to support the fleet charging! • Fedex – 100% of its fleet will become EV by 2040 • UPS – 10,000 EV as a start • DHL – 20% of its fleet already EV • Amazon – 100% of its fleet will become EV

  12. Slide 12: Fuel Cell vs. Battery 144MWh

    Fuel Cell vs. Battery 144MWh Fuel Cells Lithium Batteries

  13. Slide 13: 2 x 1MW Fuel Cell solution

    2 x 1MW Fuel Cell solution PEM Fuel Cell Value Proposition • The Only viable 100 % Zero emission solution • Smaller footprint than batteries • Lower CAPEX than batteries

  14. Slide 14: FCgen MW solution

    FCgen® MW solution Modular 1MW block containers based on 5*FCgen for outdoor turnkey installations incl. cooling and power management. • Short installation time on site (turnkey) • 36 stacks per MW (96% recyclable stack components) • Scalability KW/MW • 9-12 months timeline for delivery • 6 X 3 humi

  15. Slide 15: ClearGen II

    ClearGen®II Modular 1.5MW block containers for outdoor turnkey installations incl. cooling and power management. • Short installation time on site (turnkey) ClearGen®II 1,5MW • 44 stacks per MW (96% recyclable stack components) • Scalability MW/GW • ~18 months timeline for delivery • 1 humidifier pe

  16. Slide 16: Thank you

    Thank you Please contact Roy Segev for more information Roy.Segev@ballard.com +972-544-40-90-74 Ballard.com

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