1. U.S. FUEL CELL INDUSTRY OPPORTUNITIES IN JAPAN U.S. Commercial Service Webinar July 15, 2014 Jennifer Gangi Robert Rose BTI/Fuel Cells 2000

2. Fuel Cells 2000/BTI  U.S. nonprofit organization  Leading non-aligned source for fuel cell information since 1993 – 20 YEARS  Award-winning services  Connecting customers to companies  Reports, analysis and articles  Education and outreach  Market research  www.fuelcells.org  www.fuelcellinsider.org  www.btionline.org

3. Reporting on Industry Reports can be found on both Fuel Cells 2000 and DOE’s websites

4. Shipments

6. U.S. Strengths  Leading fuel cell manufacturers – Bloom Energy, FuelCell Energy, Plug Power  CHP/Tri-generation  Component/Supply Chain  U.S. strong leader in several market sectors – telecom backup, material handling, large-scale stationary  Hydrogen fueling in CA ($46.6 million for 28 new stations), dispensers at warehouses  ZEV Action plan – 8 states

7. DOE Funding Recent awards:  $20 Million for Hydrogen Production and Delivery  $7 million for Hydrogen Storage  SBIR/STTR for components  ARPA-E - $33 Million for Fuel Cell Distributed Generation Recent RFPs:  $2 million for Supply Chain  $4.6 million for incubator projects (non-PGM catalysts, hydrogen storage, production

8. Patent Leader

9. Japan’s Strengths  Fuel cell vehicles – Honda, Toyota, Nissan  Hydrogen infrastructure support –  funding nearly 4x U.S.  100 stations by 2015 (goal)  HySUT – 19 companies  JHFC – funded by NEDO  Residential fuel cells – >60,000 Ene-Farm units  Panasonic  Toshiba  Aisin Seiki  JX/Nippon Oil

10. U.S./Japan Partnerships  GM – with Honda to develop a next-generation fuel cell system and hydrogen storage technologies, aiming for 2020  Bloom Energy – with SoftBank in new joint venture, installed 200 kW in Fukuoka  Air Products – with Nippon Steel & Sumkin Pipeline & Engineering Co. Ltd. for hydrogen infrastructure  Mesa Del Sol project – Fuji Electric demo’d fuel cell in New Mexico smart grid community, funded by NEDO

11. Potential Opportunities  2020 Olympics in Tokyo – FCEVs/buses for athlete, VIP transport  Starting to get back into large-scale installations (Fuji, Bloom)  Chiyoda – looking for large quantities of hydrogen to export to Japan  Airports – Kansai project with forklifts/hydrogen  Fueling station technology – metering, pressure, lower cost solutions  Ene-Farm – expanding to Europe, looking for cost reduction of fuel cell, BoP  Partner in Japan Micro Grid RFP?

12. Korea Strong  FuelCell Energy – $181 million, multiyear order for 121 MW ordered by POSCO Power, 70 MW already delivered for Korea, world’s largest fuel cell park open (59 MW)  Plug Power Inc. MOU with Hyundai Hysco Co. Ltd. to create JV focused on Asia  ClearEdge Power* – ~9 MW for four Samsung Everland sites in Korea  Hyundai accepting leases in Southern CA for FCEV, first cars given to customers

13. Other Areas  China – fuel cell buses, telecom backup deals with Ballard  Singapore –  home to Horizon Fuel Cell Technologies  GIC, Singapore’s sovereign wealth fund, invested approximately US$63 million in UK company Intelligent Energy  Innoverde - US$554,000 order from SFC (Germany) for fuel cells to power CCTV  Taiwan –  APFCT fuel cell scooter project  M-Field working with Ballard  Thailand – working with AFC Energy on waste-to-energy project

14. FC Expo Advantage  Hundreds of exhibitors – Japan companies, Korea, Pavilions from Taiwan, Germany, Finland, France, more  Tens of thousands of attendees  Busy up until final minutes  Free entrance to concurrent shows – Solar, Wind, Battery, Smart Grid (those attendees also come to FC Expo)  Potential offsite meetings/site visits

15. Thank You! Jennifer Gangi Robert Rose jennifer@fuelcells.org bob@fuelcells.org www.fuelcells.org 202-785-4222