EV evolution and integration with the grid. Karl R Anders October 2017

NISSAN IN THE UK Global 2016 – 9.9 million in alliance ANNUAL R&D SPEND IN THE UK 8,500 STAFF EMPLOYED ACROSS FOUR SITES £1.7BN ANNUAL SPEND WITH UK SUPPLIERS 507,000 VEHICLES BUILT AT NMUK IN 2016 TOTAL UK JOBS 40,000 8 MILLION UNITS HAVE BEEN EXPORTED SINCE 1986 2 VEHICLES PER MIN - 1 IN 3 UK BUILT A NISSAN 177,000 SOLD IN 2016 (5.5% - 6TH) Global 2016 – 9.9 million in alliance Nissan, Renault, Infiniti, Mitsubishi, Datsun, Lada, Dacia Mercedes Link

BUILT IN THE UK NMUK manufactures NMUK currently manufactures 4 models QASHQAI X-TRAIL LEAF JUKE LITHIUM-ION BATTERIES FOR LEAF & e-NV200 BUILT IN THE UK NMUK manufactures NMUK currently manufactures 4 models Also manufacturing batteries for the LEAF = a major investment in UK economy and demonstrates confidence in this sustainable technology CLICK Start producing the LEAF in Q2 2013 Start producing the new Note in August 2013 Current production is now over 500,000 a year across whole range of cars Sunderland originally employed 430 people when it opened in 1986 (as opposed to 5,400 in 2012) Solely produced the Bluebird, producing 100,000 vehicles And here are some of the key facts and figures about NMUK

WE WILL DIFFERENTIATE BY CHALLENGING CONVENTIONS: NISSAN BRAND PILLARS WE WILL DIFFERENTIATE BY CHALLENGING CONVENTIONS: WE WILL BE THE LEADERS IN CROSSOVERS FUSING STATUS, STRENGTH AND PRACTICALITY WITH ATHLETIC DESIGN, DRIVING DYNAMICS AND LOW RUNNING COSTS WE WILL BE THE EXPERTS IN ELECTRIC VEHICLES A DYNAMIC AND EFFORTLESS DRIVE CAPABLE OF UP TO 155 MILES ON A SINGLE CHARGE- THE ULTIMATE SOLUTION TO OUR FUTURE NEEDS. WE WILL BE PIONEERS IN AUTONOMOUS DRIVING MAKING DRIVING SAFER, EASIER AND MORE ENJOYABLE, LETTING YOU FOCUS ON WHAT MATTERS TO YOU, WHILST KEEPING YOU CONNECTED, TRANSFORMING YOUR DRIVE.

NISSAN EV SALES EV = KEY CORE BRAND PILLAR GLOBAL = 300,000 EUROPE = 78,000 UK = 25,000 e-NV200 NUMBER ONE EV VAN e-NV200 – UK NUMBER 1 LEAF ONLY UK BUILT ULEV

EV NORMALISING

ULEV GROWTH 2016 – NORMALISING 44,907 ULEV SOLD IN THE UK IN 2016 UK ULEV DEMAND INCREASED 27% ON 2015 2% OF ALL REGISTRATIONS AND RISING USED CAR MARKET INCREASING FASTER (Source: SMMT data – March 2017)

ULEV MARKET GROWTH OVER PAST 6 YEARS

MARKET CONTINUES TO RISE – PARTICULARLY ELECTRIC PURE ELECTRIC GROWTH LEAF 48% SHARE USED LEAF – 20% DEALERS OUT OF STOCK PICG 107,474

The EV Car Market MTD vs LY CYTD Total 1,319 7% 10,223 43% Nissan LEAF   10,223 43% Nissan LEAF 633 11% 4,989 61% Tesla S&X 442 69% 3,184 80% Renault Zoe 123 -43% 908 -36% BMW i3 EV 64 -46% 634 52% Hyundai Ioniq 9 29% 183 2514% Mercedes B Class 5 -83% 129 -42% Kia Soul 22 5% 125 15% VW e-Golf 20 400% 49 17% Market up 43% YTD - LEAF up 61% so driving the total EV market LEAF number 1 with 49% of the pure EV car market – Tesla next with 31% ALL NEW 40KW NEW LEAF DUE JANUARY PICG 107,474

NEW LEAF The first ‘Generation 2’ EV 40kW Battery gives 235 mile range High technology Halo Car Open for pre-order late October Pricing released November Available from January SVO – YET UNNAMED SPEC – MID WAY BETWEEN ACENTA AND TEKNA GRADE

BATTERY AND RANGE BATTERY 24KW - 30KW - 40KW RANGE 106 - 155 - 235 MILES POWER 109 - 147 PS TORQUE 254 - 320 NM 6.6KW CHARGING STANDARD

NEW TECHNOLOGY ProPILOT advanced driver assistance ProPILOT Park - fully autonomous parking e-Pedal technology - drive and brake seamlessly

The EV Van Market MTD vs LY CYTD Total 133 21% 933 18% Nissan e-NV200   933 18% Nissan e-NV200 85 -10% 769 19% Renault Kangoo 36 800% 103 -3% Peugeot Partner 7 40% 33 6% Citroen Berlingo 5 -29% 28 180% Smaller market with fewer players Market up 18% YTD - Nissan (e-NV200) up 19% so dominates UK market e-NV200 number 1 with 82% of the pure EV car market – Renault next with 11% Longer range =- taxi opportunities (Combi) REVISED 40KW e-NV200 DUE MARCH (game changing 173m range) PICG 107,474

CONNECTED PUBLIC TRANSPORT THE FUTURE = EVOLUTION SMART GRIDS CONNECTED BUILDINGS P THE INTERNET OF THINGS CONNECTED PUBLIC TRANSPORT CONNECTED PARKING AUTONOMOUS CARS OUR WORLD TRANSFORMING FAST IN WAYS WE COULD NOT HAVE FORSEEN JUST A FEW SHORT YEARS AGO. PLACING ADDITIONAL DEMAND ON THE ENERGY GRIDS AND DISSCONNECT BETWEEN TIMES OF SUPPLY AND DEMAND. ELECTRIC CARS COULD TRANSFORM LIKE MOBILE PHONES HAVE, NOT JUST TRANSPORT BUT AN INTEGRATED PART OF HOMES, WORK AND LIFE. WHILE PETROL AND DIESEL CARS CANNOT, ELECTRIC CARS CAN. INTERNET, DATA AND ENERGY CONNECTIVITY MAKES INTEGRATION AND MERGING POSSIBLE. INCREASING IMPORTANCE OF EVS TO BE ABLE TO BOLSTER THE GRID AND POWER THINGS OTHER THAN TRANSPORT. Source: SMMT

ENERGY PROVIDER 24 kWh gen 1&2 battery 30 kWh gen 3 battery Bidirectional charging & discharging

V2G CAR USED FOR TRANSPORT ONLY USED FOR A SMALL PART OF THE DAY (LOWER GRAPH). CONNECTED IT CAN BE AN ASSET FOR BOTH TRANSPORT AND GRID SUPPORT OVER A LONGER PERIOD EACH DAY. POTENTIAL FOR EV OWNERS TO PROFIT FROM BUYING CHEAP AND SELLING HIGH MAKING BUSINESS CASE STRONGER. UNLOCKING TRUE POTENTIAL OF AN EV. ALL LEAF AND ENV ENGINEERED TO CHARGE BOTH WAYS ENABLING V2G, NOT ALL COMPETITORS CAN. NEEDS CHARGER UPGRADE, NOT VEHICLE UPGRADE. PURE EV HAS LARGE BATTERY, PHEVS HAVE TINY BATTERIES TO LOOK GOOD ON TESTS (NOT NECESSARILY IN REAL WORLD) SO NOT ANYWHERE AS USEFUL. THIS IS NOT THE FUTURE – IS NOW. UK TRIAL FROM SEPTEMBER – 100 VEHICLES IN PARTNERSHIP WITH NATIONAL GRID. ROLLOUT NOT FAR AWAY

UNLOCKING TRUE POTENTIAL OF AN EV. 100% 50% 7h 18h 6h 0% USE CAR FOR MOBILITY USE CAR FOR POWER Vehicle fully charged in morning 70% CAR USED FOR TRANSPORT ONLY USED FOR A SMALL PART OF THE DAY (LOWER GRAPH). CONNECTED IT CAN BE AN ASSET FOR BOTH TRANSPORT AND GRID SUPPORT OVER A LONGER PERIOD EACH DAY. POTENTIAL FOR EV OWNERS TO PROFIT FROM BUYING CHEAP AND SELLING HIGH MAKING BUSINESS CASE STRONGER. UNLOCKING TRUE POTENTIAL OF AN EV. ALL LEAF AND ENV ENGINEERED TO CHARGE BOTH WAYS ENABLING V2G, NOT ALL COMPETITORS CAN. NEEDS CHARGER UPGRADE, NOT VEHICLE UPGRADE. PURE EV HAS LARGE BATTERY, PHEVS HAVE TINY BATTERIES TO LOOK GOOD ON TESTS (NOT NECESSARILY IN REAL WORLD) SO NOT ANYWHERE AS USEFUL. THIS IS NOT THE FUTURE – IS NOW. UK TRIAL FROM SEPTEMBER – 100 VEHICLES IN PARTNERSHIP WITH NATIONAL GRID. ROLLOUT NOT FAR AWAY

Electric vehicle ready to V2G To make it work… Electric vehicle ready to V2G V2G charger Aggregation platform Warranty compliance British regulation is positive Physical check: enough 10 kW power, space for charger? What kind of driving patterns do I have? The more I plug…

V2g ACTUAL INSTALLATIONS Cranfield, UK Hagen, Germany Frederiksberg, Denmark

THANK YOU karl.anders@nissan.co.uk

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