Cheaper, Cleaner, Domestic, Abundant, Renewable, Reliable … · Compressed Natural Gas (CNG)...

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cleanenergyfuels.com Cheaper, Cleaner, Domestic, Abundant, Renewable, Reliable … The Logical Choice For Private & Public Fleets Mark R. Watkins Business Development Manager Northern California NATURAL GAS FUEL

Transcript of Cheaper, Cleaner, Domestic, Abundant, Renewable, Reliable … · Compressed Natural Gas (CNG)...

Page 1: Cheaper, Cleaner, Domestic, Abundant, Renewable, Reliable … · Compressed Natural Gas (CNG) Stations ... – Will be a factory-produced CNG vehicle – First product will launch

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Cheaper, Cleaner, Domestic, Abundant, Renewable, Reliable …

The Logical Choice For Private & Public Fleets

Mark R. Watkins

Business Development Manager Northern California

NATURAL GAS FUEL

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Why Invest in Natural Gas Vehicles?

Energy independence for America (Domestic)

NG is available today & tomorrow (Abundant)

NG significantly reduces air pollution (Cleaner)

RNG can be produced from bio-waste (Renewable)

Significantly reduces noise vs Diesel (Quieter)

Price protection for the bottom line (Cheaper)

$$$$$

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Natural Gas Is Pipelined Throughout the U.S.

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Natural Gas is Domestic and Abundant

Centuries of N. American reserves – ~ 85% U.S. ~ 10% Canada ~ 2% Mexico – Gas wells, Coalbed methane shale basins

Non-Renewable Sources (2,074 TCF)

98% Supplied from the U.S.A. and Canada

* Source: WGI Sep.2’09,p8

Renewable Sources (1,750 landfills)

Landfill Gas (Bio-Methane) Digester Gas:

− Dairy Farms / Cattle Feedlots − Sewage Treatment

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EPA’s HD Engine Emissions & Fuel Requirements

Cummins-Westport 9 Liter ISL-G @ 0.1 NOx & 0.005 PM since 2007

Diagram courtesy of Steve Yborra 09/2011

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Fleets With NG Gain Economic Edge

US Energy Information Administration (EIA) says the savings by using natural gas vs. gasoline or Diesel as a transportation fuel is forecasted to increase in the coming years Fleets that adopt NG earlier will have a significant competitive advantage over alternatives (fuel cost/mile) to those sticking with Diesel

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Compressed Natural Gas (CNG) Stations

Supplies light, medium, and heavy-duty vehicles

NG (@ 5-300+ psi) delivered by pipeline to station

NG dried to < 7 lbs/MCF moisture content

NG compressed (in 3-4 stages) up to 4,500 psi

Fast-fill station (fills in minutes) or Time-fill station (fills in hours)

In either time- or fast-fill, CNG is dispensed through compression fitting

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Natural Gas Boils @ -259 deg F & Liquefies @ -260 deg F

Fuel Tank Size: LNG has 2x the energy as same size CNG tank

NG is liquefied, distilled, & stored in large cryogenic vessels

Trucked, Shipped or Railed Regionally / Globally

LNG Dispensing typically faster than CNG

What is Liquid Natural Gas (LNG)? Why us LNG in Trucking & Shipping?

Video: LNG Properties: http://www.cumminswestport.com/fuels/lng.php

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Clean Energy Fuels Corporation

Founded in 1996 − T. Boone Pickens & Andrew J. Littlefair

Largest provider of vehicular natural gas (CNG & LNG) in North America – > 122MM GGE sold in 2010 vs 101MM in 2009 & 73.5MM in 2008

Full Service & Integration – Design, permit, build, monitor, maintain NG stations – Purchased IMW (NG compressors, dispensers, etc) – Purchased Northstar (LNG systems) – Purchased BAF Technologies (light-duty & medium-duty) – Own & operate landfill gas production – Financing, grants and tax credit assistance

Publicly-Traded as CLNE on NASDAQ – Headquartered in Seal Beach, CA

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Compressed Natural Gas (CNG)

Taxis

Airport Shuttles

Work Trucks

Clean Energy N. America’s Largest Natural Gas Fuel Provider

Liquefied Natural Gas (LNG)

> 600 Fleet

Customers

> 25,000 Natural Gas

Vehicles

> 275 Natural Gas

Fueling Stations

Medium- and Heavy- Duty Regional Trucking LNG Tanker Trailer

Heavy-Duty Regional & Long-Haul Trucking / Ports City Buses

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Dedicated CNG Products All 2012 EPA & CARB Certified

Transit Connect Cargo

F-250 or F-350 Truck

E-250 or E-350 Van (Passenger or Cargo)

F-450, F-550 or F-650 Truck E-450 or F-550 Cut-Away Shuttle

Transit Connect Taxi

BAF Technologies 2012 Products

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Exclusive agreement – CNG-powered Type “A” school buses – Collins is Type A school buses market leader – Will be a factory-produced CNG vehicle – First product will launch in mid-2012

New Partnership – Collins Bus Corp. and BAF

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Class 8 Natural Gas Trucks

Chassis – Freightliner – Kenworth – Peterbilt – Volvo – International

Engines – Westport GX

• 14.9 Liter based on Cummins ISX • Dual-fuel, compression-ignition • Up to 475 HP, 1,750 lb-ft torque

– Cummins-Westport ISL-G • 8.9 Liter Cummins ISL • 100% natural gas, spark-ignited • Up to 320 HP, 1,000 lb-ft torque

– 2013: Cummins-Westport • 11.9 Liter Cummins ISL • 100% natural gas, spark-ignited • Up to 400HP, 1,450 lb-ft torque

Kenworth T800 & T440 Peterbilt 384, 386 & 388

Capacity Yard Tractor

Freightliner M2 International

Autocar Yard Tractor

Volvo TM2

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Fine … but where am I going to fuel?!?!

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Existing Clean Energy Stations in the U.S.

As of April 1, 2012

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California Private and Public-Access CNG & LNG Stations

As of April 1, 2012

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Public-Access Clean Energy + PG&E CNG Stations - NorCal

Elk Grove

SFO

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Strategic Positioning: Pilot Partnership Provides Station Real Estate

Pilot’s acquisition of Flying J – Creates dominant fueling stop for over-the-

road long-haul trucking – Over 500 locations

Presence on all Interstate lanes

Relationships with all major fleets

Clean Energy has exclusive right to build LNG stations with Pilot Flying J

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By December 2012: Major Corridors Open

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$450MM Investment In Infrastructure

Chesapeake Energy: – Nation’s 2nd largest producer of Natural Gas – Investing $150MM in Clean Energy

• Funds ~ 150 truck fueling stations • Funds issued in 3 tranches July 2011 thru June 2013

Additional Infrastructure Investors: – $150MM from Springleaf & Lionfish Investments – $150MM from Greenwich Asset Holding Ltd

Links U.S. metro areas – Metro area infrastructure already in development – Chesapeake investment expedites U.S. trucking:

• Coast-to-coast, east-to-west, north-to-south

For years the argument has been: – “If I see stations … I’ll buy NGV”

Tell us where you need Fuel – … Clean Energy is building the fueling network!!!

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Next Steps For Fleet Owners

Identify Fleet Hubs, Lanes & Fueling Requirements – Return-to-base hub locations or current OTR refueling locations

– Lanes (hubs to destinations or continuation OTR)

– Miles per day per tractor x number of tractors returning to each hub or on each lane

– MPG & daily DGE fuel requirements per truck, hub and/or OTR station

– Refueling window (time of day to refuel, maximum idle / dispensing time)

Clean Energy Evaluation of Optimum Refueling Station – Time-fill CNG or fast-fill LNG or CNG

– Dedicated private station, public access station, private station with public-access lane

Inquire with Vehicle OEMs About LNG / CNG Options – Procurement, operations & maintenance cost of CNG or LNG vehicle vs Diesel

– Purchase vs Full-Service Lease options

Establish Roll-Out Plan – All-in replacement for aged fleets, transition 20% of fleet annually over 5 years, etc.

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Natural Gas for U.S.A. Truckers

Domestically Abundant

Low Carbon Low Particles

Low NOx Lower Cost

For further information please contact:

Mark R. Watkins Business Development Manager, Northern California

(925) 787-5169 [email protected]

www.cleanenergyfuels.com