EnerSys · NYSE:ENS
EnerSys — IQPC 7th Energy Storage Summit 2012
27 slides from EnerSys's conference presentation, Dec 11, 2012
Slide 1: IQPC 7th Energy Storage Summit
IQPC 7th Energy Storage Summit Dec 11-12, 2012 Hilton Mark, Center – Alexandria, VA
Slide 2: The World's Largest Industrial Battery Company
The World‘s Largest Industrial Battery Company • EnerSys manufactures, markets, and distributes industrial batteries in three markets – Reserve (1) Power – Motive Power – Aerospace & Defense • Global leader: 25% share in a $7.9 billion market in CY 2011 – Includes Motive Power and Reserve Power only
Slide 3: Diverse Industry Experience & Markets
Diverse Industry Experience & Markets Wind, Solar & Renewables Heavy Duty/Commercial
Slide 4: Over 20% of Revenue from Our Unique Premium Products
Over 20% of Revenue from Our Unique Premium Products Thin-Plate, Pure-Lead Square Tube Design • Superior performance in reserve • Superior performance in power and aerospace & defense motive power • More power • Highest power • Longer life • Longest run times
Slide 5: Rechargeable Chemistries - positioning
Rechargeable Chemistries - positioning Smaller Size, Weight and Cost Considerations Lighter
Slide 6: Lead – The Facts
Lead – The Facts • 1859 Gaston Plante • 50% of rechargeable batteries are lead based • Adaptable and proven • Continuous and steady advancement • 100% recyclable • Safe • Cost effective • Commercially available • Benefits of combined solutions
Slide 7: Lithium Ion – Small Format
Lithium Ion – Small Format • Redundant arrays of 18650 cells • Allows for individual cell failures • Built upon success in similar technologies – Massively Paralleled Microprocessors – N+1 Power Supplies – Redundant Array of Inexpensive Discs (RAID) Storage • Benefits – Lower Cost over conventional
Slide 8: Lithium Ion - Large Format
Lithium Ion - Large Format • Large format Li-ion cells (NCA & LFP) • 6Ah – 500Ah cells • Optimized designs for application • Complete system with BMS • Wholly owned subsidiary Oct 2011
Slide 9: Nickel Solutions
Nickel Solutions • Nickel Cadmium – Very good high power rating – Low internal resistance – Reduced loss of capacity at deep temperature – No ice formation at temperatures below 0 °C – Insensitive against deep discharge – Long shelf life • Nickel Zinc – Licensing and development partnership Mar 2012
Slide 10: Flow Batteries
Flow Batteries • Rechargeable fuel cell utilizing an electrolyte to convert chemical energy into electrical energy • Run time limited by quantity of electrolyte reserves • Two popular types – Zinc Bromide (ZBB) – Sodium Sulfur (NaS)
Slide 11: Advanced Lead Acid Solutions
Advanced Lead Acid Solutions • What does it do? – Focused on negative plate – Improve plate porosity – Better utilization of AM – Longer life • Who does it? – Axion Power – Firefly – Additives…. • Results • Commercialization
Slide 12: Energy Storage Markets
Energy Storage Markets • Uninterruptible power supply • Renewable energy storage • Peak shaving • Hybrid vehicles • Hybrid systems • MW or kW? Source: EPRI Dec ‗09
Slide 13: An Obvious Solution?
An Obvious Solution? • Material handling market • BCI NA data 2004-2009 – 1,220,000 batteries shipped – Average 18-125-17 – 36V, 1000Ah @ 8hr rate (36kWh) • 43.9GWh of operating energy! • 5 yr life cycle • 1500 cycles @ 80% DoD
Slide 14: Large Scale Energy Storage
Large Scale Energy Storage • Lead works – Chino, CA 1998 • 10MW for 4 Hrs – PREPA, 1995 • 20MW • New projects – Congestion/Arbitrage – ―buy ahead‖ – 10MW solar/wind – Smooth out supply
Slide 15: Storage - New Legislation
Storage - New Legislation • California Assembly Bill No. 2514 – 2.25% of daytime peak generation in storage by 2014 – 5% by 2020 • Estimated 30GW peak market – 675MW needed in new energy storage! • Pb - $168MM market (@ $250/kWh) • Li - $1B market (@ $1500/kWh)
Slide 16: Why Energy Storage?
Why Energy Storage? • Improving Power Quality • Energy Shifting • Microgrids • Integration of Renewable Energy • T & D Deferral • Distributed Energy Resources • Backup Power
Slide 17: OptiGrid Stored Energy Solutions
-OptiGnid red Energy Solutions
Slide 18: Introducing OptiGrid
Introducing OptiGrid • Grid stabilization options for voltage regulation, frequency regulation, ramp control and peak shaving. • Integration of large scale battery systems to significantly benefit power grid and potentially defer T&D upgrades. • OptiGrid™ Stored Energy Solutions — a flexible, turnke
Slide 19: What is OptiGrid
What is OptiGrid • A full turnkey solution coupling engineering expertise, manufacturing capability and financial strength across a broad breadth of products. • Energy Storage (Batteries) • Power Conditioning System • BMS and Monitoring • Shelter • Financing
Slide 20: Energy Storage Options
Energy Storage Options • Flooded Lead Acid • Advanced Lead Acid • Valve Regulated Lead Acid • Lithium Ion (all formats) • Nickel Cadmium • Nickel Zinc Battery chemistries matched to the application
Slide 21: Power Conditioning Systems
Power Conditioning Systems • Partnership with Dynapower • Bi-Directional inverter • Multi-Mega Watt power • IGBT based topologies • Full 4 quadrant power • 1% power accuracy • 480VAC and MV Grid connections for integrated transformers • Fully configurable
Slide 22: Battery Management & Monitoring
Battery Management & Monitoring • Data collection – Trend based analysis – When is action required? – Safety of entire system • Batteries parameters – Charge • Voltage, Amps, Time – Discharge • When, how and for how long
Slide 23: Shelter & Financing
Shelter & Financing • Shelter – Not as simple as it sounds – Get what you pay for – Safety, technology, application – Detection systems (fire, gas, spills) – Is transportable needed? • Financing – EnerSys Financial Solutions as an option – Operating expense vs capital expense – Full financing for en
Slide 24: Technology Considerations
Technology Considerations • How long must it run – Short (power) or long (energy) discharge period – Do you need both? • How long must it last – Cycle life – Depth of Discharge (DOD) – Ambient conditions (temperature) • How much space is there – Power/Energy density • How is this being funded Answer
Slide 25: Current Status and Invitation
Current Status and Invitation • Full scale demonstration site • 1.0MWh of storage – 1.0MW for 1 hour – 250kW for 4 hrs • Cell level monitoring • ―Safe‖ shelter (fire, gas, spills) • Proprietary battery balancing circuitry • DC ground fault monitoring and alarms • Battery designed with isolation poin
Slide 26: Conclusions
Conclusions • Needs based approach • Customizable solutions for each user • Experience and knowledge – Collaboration of experts – AC and DC partners engaged – Best practices from global experiences • Proven storage portfolio & technologies – Safely matched to the application • Turnkey installation a
Slide 27: Thank you
Stored Energy Solutions