Deutz Ag · XETR:DEZ
Deutz — Investor Day (November 2021)
20 slides from Deutz's investor day presentation, Nov 17, 2021
Slide 1: Sustainable Drivetrains for Off-Highway Applications
Sustainable Drivetrains for Off-Highway Applications Dr. Markus Müller, CTO November 17, 2021 | Coreum
Slide 2: Disclaimer
Disclaimer Unless stated otherwise, all the figures given in this presentation refer to continuing operations. The details given in this document are based on the information available at the time it was prepared. This presents the risk that actual figures may differ from forward-looking statements.
Slide 3: DEUTZ technology strategy: open-minded approach to technology
DEUTZ technology strategy: open-minded approach to technology Biodiesel Multi-fuel Hydrogen Synthetic fuels Sustainable fuels H 48V 360V Modular battery Fuel cell Green electricity systems systems systems DEUTZ is tackling the challenges in off-highway applications by ensuring compatibility with dif
Slide 4: Possible technology applications of climate-neutral drives
Possible technology applications of climate-neutral drives 30kW peak 56 kW peak 100 kW peak 180 kW peak 300 kW peak 10kW medium 15 kW medium 45 kW medium 70 kW medium 115 kW medium bio/synthetic fuels H2 engine hybrid solutions E-DEUTZ focus on drivetrain solutions up to 100 kW 4 DEUTZ | Capital Mar
Slide 5: DEUTZ technology strategy: sustainable fuels
DEUTZ technology strategy: sustainable fuels Biodiesel Multi-fuel Hydrogen Synthetic fuels Sustainable fuels DEUTZ is tackling the challenges in off-highway applications by ensuring compatibility with different technologies 5 DEUTZ | Capital Markets Day 2021
Slide 6: Video renewable energy
Video renewable energy
Slide 7: The DEUTZ TCG 7.8 H2 engine
The DEUTZ TCG 7.8 H2 engine ▪ CO2-free technology (2H2 + O2 → 2H2O) fulfills EU “Zero Emission” Standards*) ▪ Economic alternative to other emmission free technologies ▪ Attractive total cost of ownership (initial investment significantly lower than for a fuel cell) ▪ Retrofitting in existing equipm
Slide 8: DEUTZ TCG 7.8 H2
DEUTZ TCG 7.8 H2 Off-Road ▪ Excavators ▪ Tractors & other agricultural machinery Stationary energy generation ▪ Generators (GenSets) ▪ Thermal power stations Train ▪ Regional trains ▪ Special trains/locomotives City and long-distance busses Base engine ▪ Medium range busses, 12m ▪ Addition to BEV in
Slide 9: Enhancement of existing engine portfolio: 48V hybridization
Enhancement of existing engine portfolio 48V hybridization – Example 4 cylinder TCD 5.2 EC48 4 cylinder engine with electric compressor 48V vs. 6 cylinder engine 1.100 ▪ Strong initial torque 1.000 ▪ Strong engine dynamic 900 Torque [Nm] ▪ No turbo delay 800 ▪ Fuel efficient 700 600 500 TCD 6.1 WG 4
Slide 10: DEUTZ technology strategy: electrification
DEUTZ technology strategy: electrification H 48V 360V Modular battery Fuel cell Green electricity systems systems systems DEUTZ is tackling the challenges in off-highway applications by ensuring compatibility with different technologies 10 DEUTZ | Capital Markets Day 2021
Slide 11: Electrification in the DEUTZ Group
Electrification in the DEUTZ Group Current range of products and services Electric drivetrains: Modular Charging 48V and 360V drive Powertree solutions systems Hybrid systems Marine Electric drive systems Modular Scalable battery electri- batteries systems Components fication Strong partner in off-r
Slide 12: Video E-DEUTZ modular product kit
Video E-DEUTZ modular product kit
Slide 13: Examples of E-DEUTZ applications
Examples of E-DEUTZ applications MULAG Comet E MAEDA Hitachi ▪ Ground handling tractor already in field ▪ Electric crawler crane with 360V system ▪ 2.6t mini excavator with 48V system test on Amsterdam airport ▪ Prototype tested by DEUTZ, hand over ▪ First prototype running November 2021 ▪ SOP plann
Slide 14: Battery systems: roadmap for modules and battery pack
Battery systems: roadmap for modules and battery pack Technical and commercial data points Status Quo Gen #1 Gen #2 Gen #3 414 mm S+4 6 6 Technical details Celltyp prismatic prismatic cylindrical or prismatic Module 5.2 kWh, 48V (BMW i3) ~2.2 kWh TBD scalable, different modules, scalable, different
Slide 15: Battery systems: modular packaging approach
Battery systems: modular packaging approach Today Follow-up S+6 548 mm 6 414 mm S+2 S+4 521 mm 6 6 3 6 6 3 Flat Compact variants S+ 414 mm S+2 280 mm 8 S+ 146 mm 4 3 4 3 Scalable 360V-battery system at a glance 15 DEUTZ | Capital Markets Day 2021
Slide 16: Off-highway battery costs decrease slower than on-highway segment
Off-highway battery costs decrease slower than on-highway segment Battery cost development EUR/kWh ▪ Off-highway battery pack prices substantially higher than on-highway (factor of ~2-3x to date) ▪ Due to lacking scale benefits, battery packaging (non-standard and specialized Off-highway packaging a
Slide 17: Fuel cell technology as electricity source / range extender
Fuel cell technology as electricity source / range extender Methanol reformer HT PEM fuel cell Plug-in option 100 % DC power methanol Application Battery pack Fuel cell based on high temperature PEM-technology combined with methanol reforming (HT-PEM) ▪ Robust technology for off-highway applications
Slide 18: Solutions for CO2-free powertrains for mobile machinery
Solutions for CO2-free powertrains for mobile machinery Urban Rural / No Infrastructure H2 Mobile Power Mobile H2 supply supply H2 supply AC H2 GenSet AC H2 H2 DEUTZ Powertree DEUTZ Powertree DC DC Construction machinery with Construction machinery with Construction machinery with Construction machi
Slide 19: The path to a climate-friendly future
The path to a climate-friendly future Construction machinery Material handling Agricultural machinery Stationary systems Other Diesel Alternative Gas Fully Hybrid Hydrogen fuels electric electric Diverse drive solutions required for different performance requirements 19 DEUTZ | Capital Markets Day 2
Slide 20: Thank you!
Thank you! DEUTZ AG Ottostr. 1 51149 Cologne, Germany Phone: +49 (0) 221 822-0 E-mail: info@deutz.com www.deutz.com