First Solar, Inc. · NASDAQ:FSLR

First Solar — First Solar Solar Symposium 2018

14 slides from First Solar's conference presentation, March 2018

  1. Slide 1: Corporate and Institutional Renewable Energy

    Corporate and Institutional Renewable Energy Solar Symposium 2018 1

  2. Slide 2: Non-utility procurement market snapshot

    Non-utility procurement market snapshot March 2018 Mark Porter Business Renewables Center 2

  3. Slide 3: Agenda

    AGENDA Who has been buying? Important factors for buyers /RockyMtnInst #theBRC Copyright 2018 by Rocky Mountain Institute For more information, please visit http://www.businessrenewables.org/ or contact BRC@RMI.org 3

  4. Slide 4: Companies with Sustainability Targets (Nov 2015)

    COMPANIES WITH SUSTAINABILITY TARGETS As of November 2015 Today 2018 2020 2030 2040 Long-Term /RockyMtnInst #theBRC Copyright 2018 by Rocky Mountain Institute For more information, please visit http://www.businessrenewables.org/ or contact BRC@RMI.org 4

  5. Slide 5: Companies with Sustainability Targets (Jan 2017)

    COMPANIES WITH SUSTAINABILITY TARGETS As of January 2017 Today 2018 2020 2030 2040 Long-Term /RockyMtnInst #theBRC Copyright 2018 by Rocky Mountain Institute For more information, please visit http://www.businessrenewables.org/ or contact BRC@RMI.org 5

  6. Slide 6: 14 of 19 New Buyers in 2017

    14 OF 19 NEW BUYERS IN 2017 Buyer Capacity (MW) Apple* F 500 456 Google* F 500 536 First time F 500 transactor Anheuser-Busch InBev* 372 T-Mobile* 320 * Signed multiple Kimberly Clark* F 500 245 deals in 2017 Facebook* F 500 230 General Motors* F 500 200 DeAcero 110 Target F 500 100 General Mills F

  7. Slide 7: US and Mexico Corporate Demand

    US AND MEXICO CORPORATE DEMAND 2017 almost as strong as 2015, without tax credit fears, 2018 continues to be strong /RockyMtnInst #theBRC Copyright 2018 by Rocky Mountain Institute For more information, please visit http://www.businessrenewables.org/ or contact BRC@RMI.org 7

  8. Slide 8: 52 Corporations Have Signed Deals to Date

    52 CORPORATIONS HAVE SIGNED DEALS TO DATE Buyer Capacity (MW) Buyer Capacity (MW) Google F 500 2397 Target F 500 100 Amazon F 500 1135 Nike 86 Apple F 500 764 US Delphi Automotive 80 AT&T 520 Cummins F 500 75 Facebook F 500 474 Solvay 71 Microsoft F 500 463 Philips F 500 70 Walmart F 500 397 Goldman

  9. Slide 9: Why Have Buyers Been Transacting?

    WHY HAVE BUYERS BEEN TRANSACTING? /RockyMtnInst #theBRC Copyright 2018 by Rocky Mountain Institute For more information, please visit http://www.businessrenewables.org/ or contact BRC@RMI.org 9

  10. Slide 10: Corporate and Institutional Renewable Energy panel

    CORPORATE AND INSTITUTIONAL RENEWABLE ENERGY Karl Brutsaert Mark Porter Gerry DaRosa Marty Sedler Harry Singh First Solar BRC/RMI ASU Intel Goldman Sachs Sr. Director, Global Corporate Manager Director, Energy Innovations Director, Global Utilities & VP US Power Trading Renewables Infrastructure /Ro

  11. Slide 11: Appendix A: VPPA structure

    Appendix A: VPPA structure 11

  12. Slide 12: /RockyMtnInst Copyright 2018 by Rocky Mountain Institute For more information, please visit http://www.businessrenewa…

    /RockyMtnInst #theBRC Copyright 2018 by Rocky Mountain Institute For more information, please visit http://www.businessrenewables.org/ or contact BRC@RMI.org 12

  13. Slide 13: Appendix C: The BRC

    RENEWABLES Appendix C: The BRC ee (| } \ / Nasr

  14. Slide 14: The BRC transforms energy procurement to create a clean, prosperous and secure low-carbon future

    THE BRC TRANSFORMS ENERGY PROCUREMENT TO CREATE A CLEAN, PROSPEROUS AND SECURE LOW-CARBON FUTURE BRC unites energy consumers, energy developers and service providers to accelerate and scale renewable energy by: • Solving the toughest Primers and Case Studies transactional barriers in the renewable e

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