Invinity Energy Systems Plc · LSE:IES
Invinity Energy Systems — UBS Energy Transition Call (May 2020)
12 slides from Invinity Energy Systems's conference presentation, May 21, 2020
Slide 1: Vanadium redox flow batteries
Vanadium redox flow batteries UBS Energy Transition Call – 21 May 2020 1
Slide 2: Climate change is driving an energy transition and a growing need for ESG investment
Climate change is driving an energy transition and a growing need for ESG investment. 2
Slide 3: Presenters
Presenters Larry Zulch Matt Harper Chief Executive Officer Chief Commercial Officer ▪ Over 25 years as CEO of investor-backed ▪ Avalon Battery founder technology businesses ▪ Responsible for sales, business development, ▪ Focus on directing companies marketing, and field engagement transitioning fro
Slide 4: Invinity Energy Systems
Invinity Energy Systems Leading global manufacturer of Vanadium Flow Batteries (VFB) for businesses, industry, utilities and electricity networks. Invinity’s VFB: ▪ Commercially proven ▪ Cost competitive ▪ Safe & non-flammable ▪ Fully recyclable ▪ Extremely durable Our VFBs make renewable energy rel
Slide 5: Complementary, Development Stage Companies
Complementary, Development Stage Companies Founded: 2006 (AIM:RED) Founded: 2013 Locations: UK (England, Scotland), South Africa Locations: North America (U.S., Canada) Employees: 51 Employees: 28 FY 2018 + H1 2019 Revenue: £2.7 million ($3.6m USD) FY 2018 + H1 2019 Revenue: $2.6 million USD (£2.0 m
Slide 6: Invinity's Foundation: Proven battery module
Invinity’s Foundation: Proven battery module VS3 Internals Scalable Architecture Invinity VS3 Stacks (Power) Power Electronics Battery 40 kWh, 10 kW module Module Includes BMS, cooling, enclosure. Battery Building block for projects Unit from 250 kWh to 12 MWh Electrolyte Pumps ▪ 3rd generation, sel
Slide 7: The flow battery market opportunity
The flow battery market opportunity Flow batteries support long duration, unlimited cycle applications better than lithium. Key flow battery applications Application Duration Cycle Count Driving Opportunity Long Flow Batteries C&I solar + storage Medium High (daily+) Low-cost dispatchable solar Grid
Slide 8: Case Study: Energy Superhub Oxford
Case Study: Energy Superhub Oxford Energy Superhub Oxford is a grid-connected project ▪ High-profile £41 million reference site ▪ Showcasing EV charging, energy storage, low carbon heating ▪ Developed by Pivot Power (subsidiary of EDF Renewables) ▪ Programme to develop 45 similar sites across the UK
Slide 9: Addressing a global market
Addressing a global market Product Development Centre Business Development European Production & Primary Component & Strategic Manufacturing & Investor Relations Hub Final Assembly Centre Manufacturing Vancouver, Canada London, UK Edinburgh, UK Suzhou, China Regional Sales Hub Regional Sales Hub Cal
Slide 10: Invinity Opportunity Pipeline
Invinity Opportunity Pipeline Stage Base Upside Pipeline Total Sales Strategy Modules 394 603 3,083 4,080 ▪ Short term: C&I (commercial & industrial) and GSP (grid services providers) in UK, Capacity 13.8MWh 24MWh 123MWh 161MWh U.S. & Australia. ▪ Mid term: Utility segment in core markets, C&I and G
Slide 11: Building the world's leading flow battery company
Building the world’s leading flow battery company ▪ Regional Targets ▪ UK & EU, Western US, Australia ▪ Secondary markets: Africa, Asia ▪ Commercial Focus ▪ BtM C&I solar and storage (Current) ▪ Grid service providers (Current) ▪ Utility-scale / Network storage projects (Medium-term) ▪ Corporate Pri
Slide 12: Energy Systems
ENERGY SYSTEMS
Invinity Energy Systems — UBS Energy Transition Call (May 2020) on 6ix