Plug Power, Inc. · NASDAQ:PLUG
Plug Power — Investor Day (August 2023)
16 slides from Plug Power's investor day presentation, Aug 23, 2023
Slide 1: Plug Power
Plug Power NASDAQ: PLUG Copyright 2023,Plug Copyright 2022, PlugPower PowerInc. Inc.
Slide 2: Cautionary Note on Forward Looking Statements
Cautionary Note on Forward Looking Statements This presentation will include “forward-looking statements” about Plug Power Inc. (“Plug”). These forward-looking statements will contain projections of Plug’s future results of operations, or of Plug’s business or financial position, or other forward-lo
Slide 3: CEO Andy Marsh
CEO Andy Marsh
Slide 4: Plug is building an end-to-end green hydrogen ecosystem
Plug is building an end-to-end green hydrogen ecosystem, from production, storage and delivery to energy generation, to help its customers meet their business goals and decarbonize the economy. 4
Slide 5: EVP General Manager, Energy Solutions and Chief Strategy Officer, Sanjay Shrestha
EVP General Manager, Energy Solutions and Chief Strategy Officer, Sanjay Shrestha
Slide 6: Industry Leading Expertise
Industry Leading Expertise Sanjay Shrestha: EVP General Manager, Energy Solutions and Chief Strategy Officer Kevin Alan Sharkey: Brent Koski: Steve Baker: Kopczynski: Jerry Kahil: VP, Project VP, Hydrogen Georgia Plant VP, Project VP, Finance Execution Energy Manager Development • 3 years at Plug •
Slide 7: VP Project Execution Alan Sharkey
VP Project Execution Alan Sharkey
Slide 8: Peachtree Green Hydrogen Plant - Camden County, Georgia
Peachtree Green Hydrogen Plant - Camden County, Georgia Jul 2022 Sep 2022 Dec 2022 Mar 2023 • 15 TPD LH2 (Future expansion May 2023 Night shift to 30 TPD underway) • Grid connected • In-person sales showcase: product portfolio in action, Cooling Towers customer training, construction details and pla
Slide 9: Peachtree Georgia
Peachtree Georgia 2023 Schedule Milestone Summary ✓ Fill/Flush on ELX skids – June 2023 ✓ ELX Stack Installs – July 2023 ✓ Systems available for pre-commissioning – July 2023 ✓ SMA Rectifier Commissioning Start – July/August 2023 ✓ H2 Production – August 2023 Construction Details ✓ Completed - Equip
Slide 10: Georgia Plant Layout with Expansion Plans
Georgia Plant Layout with Expansion Plans 10
Slide 11: VP Hydrogen Strategy Brent Koski, Georgia Plant Manager Steve Baker
VP Hydrogen Strategy Brent Koski Georgia Plant Manager Steve Baker
Slide 12: Georgia plant strengthens our long-term positioning as the global leader in green hydrogen production
Georgia plant strengthens our long-term positioning as the global leader in green hydrogen production Hydrogen Generation Liquefaction Hydrogen Delivery and Storage Hydrogen Molecule Supply Or Key Advantages: • Years of experience in electrolysis and liquefaction come together for the first time in
Slide 13: EVP Sanjay Shrestha and VP Finance Jerry Kahil
EVP General Manager, Energy Solutions and Chief Strategy Officer, Sanjay Shrestha VP Finance Jerry Kahil
Slide 14: Anticipated Impact of Plug's Green Hydrogen Strategy
Anticipated Impact of Plug’s Green Hydrogen Strategy As Georgia produces at its full capacity, this is expected to cut our fuel margin loss by as much as half from Q2 to Q4 2023 Plug expects its green hydrogen network to produce hydrogen at a cost that is one-third of our third-party purchases By so
Slide 15: Plug's US Network is expected to drive substantial margin expansion
Plug’s US Network is expected to drive substantial margin expansion and expedite the energy transition 2023 2023 YE 2025 – 500 TPD Projects Currently Under Construction And Or In Operation New York New York Midwest Tennessee Tennessee Southwest Texas II Texas Georgia Texas Georgia Louisiana Gulf Coa
Slide 16: Thank you for coming
Thank you for coming- We appreciate your attendance! 16