EnerSys · NYSE:ENS

EnerSys — NGU Summit (July 2024)

24 slides from EnerSys's conference presentation, July 2024

  1. Slide 1: OptiGrid by EnerSys

    OptiGrid by EnerSys

  2. Slide 2: Who is EnerSys?

    Who is EnerSys? • Company originated in the Late 1800 – US side of the Business • Tom Edison created ESB – Electric Storage Battery – European side of the Business • Chloride (Again late 1800) – Exide Industrial/Yuasa – EnerSys 2001 • Evolved from traditional Lead Calcium Batteries $400M • Largest I

  3. Slide 3: EnerSys' Technologies: Lead Acid

    EnerSys’ Technologies • Lead Acid – Flat Plate Flooded Products • Telecom, UPS, Utility, Nuclear – Tubular Lead Acid • Flooded and Gel • Lead Calcium and Lead Calcium Antimony – Valve Regulated Lead Acid Flat Plate • Lead Calcium • Advanced Thin Plate Pure Lead • 8 Ah to 2000 Ah (block and 2V Horizo

  4. Slide 4: EnerSys' Technologies: Nickel Based and Lithium Ion

    EnerSys’ Technologies • Nickel Based Batteries – Traditional Nickel Cadmium • 10Ah to 1500 Ah – New partnership with PowerGenix • Nickel Zinc testing • Lithium Ion – Small Format (low to high Voltage) Systems – Large Format Cells and Systems • Largest Cell 540 Ah

  5. Slide 5: EnerSys Markets

    EnerSys Markets = S psn sas — Solutions

  6. Slide 6: OptiGrid

    -OptiGrid red E i luti Batteries

  7. Slide 7: Battery Technology Choice

    Battery Technology Choice • 2 Types of Battery Life – Cycle Life – how many times are you going to charge and discharge the battery? – Float Life - for non-Cyclic applications; how long can the battery hold a charge to be discharged less frequently – Hybrid – Float/Cycle • Battery life determined by

  8. Slide 8: Give and Take Relationship

    Give and Take Relationship Total Battery Life = Discharges X (energy/discharge X time) Batteries will provide so much energy in a life time • The closer a battery gets to it’s factor limits the less battery life – DOD – Most secondary technologies will slowly become damaged the deeper it is discharg

  9. Slide 9: Power Requirements

    Power Requirements In most cases, this is short high rate cycles • Decision Making Factors – Cost – How much do you want to spend? – Power Density – How much space do you have? – Cycle Life – Realistically how long do you want the solution to last

  10. Slide 10: Power Requirements

    Power Requirements • Most think of new chemistries (lithium, Tertiary cells – sodium based, flow batteries) and forget about lead • Battery management system are needed for all batteries – Used for operation and safety – New Technologies generally need a more complex system – Complexity generally me

  11. Slide 11: Energy Requirements

    Energy Requirements In most cases, this is longer discharge cycles • Decision Making Factors – Cost – How much do you want to spend? – Charging– How much time to charge? – Float Life – Since you will not generally cycle the battery to an end of life you will have a life limit.

  12. Slide 12: Energy Requirements

    Energy Requirements • Most think of new technologies (Tertiary cells – sodium based, flow batteries) and forget about lead • Battery management system are needed for all batteries • Tertiary Cells (Sodium, Flow) – Need a warm up period – Have back up power for the storage – Needs high technical supp

  13. Slide 13: Cost Estimates (No Electronics)

    Cost Estimates (No Electronics) Li Ion cell (18650) $270/kWh Li Ion battery $850-5000/ kWh Nickel-Zinc $450/ kWh Smaller Nickel cadmium $400/kWh Lead Acid $300/ kWh Lighter

  14. Slide 14: OptiGrid by EnerSys

    OptiGrid by EnerSys

  15. Slide 15: Introducing OptiGrid

    Introducing OptiGrid? World-class solutions from a worldwide leader Stabilizing your power grid means preparing for voltage regulation, frequency regulation, ramp control and peak shaving. Increasingly, utilities and others are discovering significant benefits through the integration of large batter

  16. Slide 16: Why these markets help the Utilities?

    Why these markets help the Utilities? Submarines – High Voltage MicroGrid (flooded and VRLA) – BMS managing EnerSys proprietary charge/discharge regime Motive – High Routine Cycling Stationary – Long life float and cycling applications – High/low voltages

  17. Slide 17: What is OptiGrid?

    What is OptiGrid? Full Turnkey Solution • Coupling our engineering expertise with our manufacturing capabilities and financial strength, we can provide any portion of a large scale energy storage system; from the DC shelter to the AC inverters  Batteries  Power Conditioning System  BMS and Monito

  18. Slide 18: Batteries

    Batteries Pb - Flooded Pb - Tubular Pb -VRLA Lithium lon Nickel Cadmium ‘EnerSys (battery experts) will match the Chemistry to the application! ¥OptiGrid | Stored Energy Solutions

  19. Slide 19: Power Conditioning System

    Power Conditioning System Dynapower • Bi-Directional Inverter – High efficient electronics for connecting resources to & stabilizing the Grid. • Up to Multi-MW Power Levels • IGBT Based Single & Multistage Topologies • Full 4 Quadrant Power • 1% Power Accuracy • Fast Switching/Response Times • Dynam

  20. Slide 20: Power Conditioning System Applications

    Power Conditioning System Dynapower • Applications – Improving Power Quality – Energy Shifting – Microgrids – Integration of Renewable Energy – T & D Deferral – Distributed Energy Resources – Backup Power

  21. Slide 21: BMS and Monitoring

    BMS and Monitoring • Battery Chemistries have to be managed – Charging • Voltage, Amps, time • Dependent on state of charge – Discharging • When, How and What to measure? • Battery Chemistries have to be monitored – Trends determine management • Boost, float, Voltage, Current – Safety • Monitoring t

  22. Slide 22: Shelter

    Shelter – These systems are expensive • Get what you want in the Shelter; don’t settle – Make sure it is designed around • Safety • Technology • Application – If it is not going to be transportable don’t use a transportable shelter

  23. Slide 23: You're Invited to our Demonstration Site

    Your Invited to our Demonstration Site Mega Watt System • Can support up to 1.5mW of power – Or 500kW for 30 minutes, 250KW for 4 hours , etc. • Isolation architecture within the battery – Our system will disconnect “on command” into several strings for safety and maintenance • Cell Level Monitoring

  24. Slide 24: OptiGrid Systems offer the proven portfolio of DataSafe and PowerSafe products

    OptiGrid Systems offer the proven portfolio of DataSafe and PowerSafe products – Tubular Gel – Tubular Flooded – Flat Plate VRLA – Flat Plate Flooded – Advanced TPPL – Nickel Cadmium – Nickel Zinc (future) – Lithium Ion EnerSys Financial Solutions – Full turnkey solution including financing for a co

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