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John Wood CEO Ecoult - University of New South Wales · John Wood CEO Ecoult. ... Rechargeable...
Transcript of John Wood CEO Ecoult - University of New South Wales · John Wood CEO Ecoult. ... Rechargeable...
John WoodCEO Ecoult
Ecoult Mission
Energy Storage for a Cleaner Planet
Ecoult Vision
Ecoult VisionEnergy Storage for a Cleaner Planet
UltraBattery Technology
UltraBattery TechnologyPartners
Ecoult Projects
Size of the Energy Storage Industry Opportunity
$6.2 $6.4 $6.8 $7.4
$9.4$10.4
$11.6$0.56
$1.11$1.39
$2.08
$2.78
$3.99
$5.00
$0.96
$1.08$1.22
$1.28
$1.34
$1.45
$1.58
$0.58
$0.65$0.73
$0.82
$0.91
$1.02
$1.15
$-
$2
$4
$6
$8
$10
$12
$14
$16
$18
$20
2 0 1 6 / 1 7 2 0 1 7 / 1 8 2 0 1 8 / 1 9 2 0 1 9 / 2 0 2 0 2 0 / 2 1 2 0 2 1 / 2 2 2 0 2 2 / 2 3
BIL
LIO
NS
GLOBAL MARKET EST IMATES OF ENERGY STORAGE SYSTEMS (B I L L ION $AUD)
(AT AUD/USD = 0 .75)
Diesel Efficiency in Remote Sites
Micro-grid
PV Energy Storage
Dual Purpose (Figures shown are Global Reserve Power Market)
Opportunity for Australia
Storage Technology
Customer Application
Needs & Performance
New Technologies
New Business Models
Supply Storage Products, Solutions, Services
Storage Technology
Customer Application
Needs & Performance
New Business Models
Supply Storage Products, Solutions, Services
Storage Technology
Customer Application
Needs & Performance
Ecosystem IOT basedKnowledge Industry
TransformationNew
Technologies
New Business Models
Storage Technology
Customer Application
Needs & Performance
MonitoringData AnalysisOnline Service
Portal
New Technologies
MonitoringData AnalysisOnline Service
Portal
Storage Technology
Understanding
Customer Application
Needs & Performance
Role
$6.2 $6.4 $6.8 $7.4
$9.4$10.4
$11.6$0.56
$1.11$1.39
$2.08
$2.78
$3.99
$5.00
$0.96
$1.08$1.22
$1.28
$1.34
$1.45
$1.58
$0.58
$0.65$0.73
$0.82
$0.91
$1.02
$1.15
$-
$2
$4
$6
$8
$10
$12
$14
$16
$18
$20
2 0 1 6 / 1 7 2 0 1 7 / 1 8 2 0 1 8 / 1 9 2 0 1 9 / 2 0 2 0 2 0 / 2 1 2 0 2 1 / 2 2 2 0 2 2 / 2 3
BIL
LIO
NS
GLOBAL MARKET EST IMATES OF ENERGY STORAGE SYSTEMS (B I L L ION $AUD)
(AT AUD/USD = 0 .75)
Diesel Efficiency in Remote Sites
Micro-grid
PV Energy Storage
Dual Purpose (Figures shown are Global Reserve Power Market)
Size of the Energy Storage Industry Opportunity
$20B industry
over next 5 years
Competitive Landscape
Lead-Acid Market DominanceRechargeable Battery Market Worldwide 2000-2025
Source: Avicenne Energy “The Rechargeable Battery Market and Main Trends 2015-2025”t
2000 2010 2015 2020 2025
280 GWh
380 GWh427 GWh
575 GWh
775 GWh
Others
LIB
NiMH
NiCd
Lead Acid
Lead-Acid Market DominanceRechargeable Battery Market Worldwide 2000-2025
Source: Avicenne Energy “The Rechargeable Battery Market and Main Trends 2015-2025”t
2000 2010 2015 2020 2025
280 GWh
380 GWh427 GWh
575 GWh
775 GWh
Others
LIB
NiMH
NiCd
Lead Acid
UltraBattery
AnnualMarketsize
80%
20%
0%
100%
State ofCharge
ForkliftsCars Datacenters and Telecoms
1881
$15B
Starterbattery1
1960
Motivebattery2
$3.5B
1980
Standbybattery3$6B
Today
PSoC*UltraBattery4
*Partial State of Charge
Energy Storage
28 GWInstalled Base
Reserve Power
Lead Acid (UltraBattery) is really good at PSoC
Know your Competitive Advantages
Industry sizePba industry 7x
bigger than Li-ion
Relative size comparison of the battery industryPbA vs. Li-ion
PbA
>350GWh
Li-ion
<50GWh
Know your Competitive Advantages
Industry sizePba industry 7x
bigger than Li-ion
Dual purposeactive & reserve
power applications
Lead-acid – Reserve capability
E F
ReserveEvent
Conventional batteryon Float
UltraBatteryin Partial state of charge E F
Dual Purpose – EconomicsMarginal Differences to Support Dual Purpose
$X
Costs Single Purpose
Full site costs
Full connection costs
Full PCS costs
Full battery store costs
Dual Purpose – Marginal Costs
$X + $0.3
Existing Use UltraBattery rather than AGM (higher battery price)Use a store 115% as big as a UPS only store
Existing
Existing
Existing Higher rating on switchgear associated with UPSDouble the size of the rectifier on the PCS
Know your Competitive Advantages
Industry sizePba industry 7x
bigger than Li-ion
Dual purposeactive & reserve
power applications
Forgiving technology
continual discharge & charge, high voltage,
no aircon etc.
Forgiving Technology – Ad Hoc Profiles
Know your Competitive Advantages
Industry sizePba industry 7x
bigger than Li-ion
Dual purposeactive & reserve
power applications
Forgiving technology
continual discharge & charge, high voltage,
no aircon etc.
Indigenous manufacturers around the worlde.g. East Penn, Excide, Moura, Furukawa
Opportunity - Lead Acid Industry Partners
Industry sizePba industry 7x
bigger than Li-ion
Dual purposeactive & reserve
power applications
Forgiving technology
continual discharge & charge, high voltage,
no aircon etc.
Indigenous manufacturers around the worlde.g. East Penn, Excide, Moura, Furukawa
Sustainabilityrecyclability rates btw. 96-98%
Know your Competitive Advantages
85%
22%
98%98%
PbA batteries are clean and safePercentage recycled
63%58%
41%
TiresSolid waste PbAPaperAluminumGlassLi-ion
<5%
Proven sustainability of the industry
Lead Acid Plastic
Proven sustainability of the industry
Created from lead, acid and plastic
Lead Acid Plastic
Proven sustainability of the industry
Used
Proven sustainability of the industry
Collected
Proven sustainability of the industry
Broken down intothe original components
Lead Acid Plastic
Proven sustainability of the industry
Repeatthe cycle
Lead PlasticAcid
Lead emission elimination
3 large plants emit less than
CA IN NY
Recycling plants in US
1 x Car
1957 Vehicle>30M batteries
>350,000MTof lead
Know your Competitive Advantages
Industry sizePba industry 7x
bigger than Li-ion
Dual purposeactive & reserve
power applications
Forgiving technology
continual discharge & charge, high voltage,
no aircon etc.
Indigenous manufacturers around the worlde.g. East Penn, Excide, Moura, Furukawa
Sustainabilityrecyclability rates btw. 96-98%
Global Commercialization Strategy
Projects
Products
Control System
Global Government Industry Competition
Getting by with a little help from our friends
Getting by with a little help from our friendsResearch Project Support
Putting it all together – Tactical Plan
1 – Geographic Indigenisation
2 – UltraBattery Ecosystem
3 – Claim the High Ground
4 – Just Sell heaps of stuff
1 – Geographic Indigenisation
Ecoult in 2017
1 – Geographic Indigenisation
Putting UltraBattery Everywhere
Managed UltraBattery
2 – UltraBattery Ecosystem
Fleet Operator
FLEET OVERSIGHT
Site 1
Site 2
Site 3
SITE DRILL-DOWN
Present Power: 800kWRegulation Service Accuracy: 96%SOC: 75%EFF: 96%SOH: OK
CUSTOMER SERVICES
Reporting Support & Maintenance Services
REPORTING ENGINE
Status Improvement AdviceLifetime performance
SERVICE MGT
Pre-emptive interventionPlanning/Scheduling Dispatch
R&D
Enhanced Use Rules Improved performance Input to new battery design…
Ecoult ServicePlaform
SITE VISIBILITY
END USER APP
SOC: 75% Grid: 0kWSOH: OK PV: 10kW
Present Load: 2kWAvail Runtime: 5 Hrs
Owner / User
COMMISSIONING TOOL
Installer
CLOUDStorage & Analytics
DB
Managed Ultra Platform
Power Conditioning Equipment (Inverter/
Rectifier etc)
System Control (Application Specific)
System Integrator
Battery Control
Managed Ultra +
Monitor
Use Rules
Managed Ultra
Analog V, I, T
Digital V, I, T
Monitor Monitor
Runtime Advisor
Alerts, EQ, SoC, Refresh
WarrantyRecord
EPM& Manufacturer
Partners
MonitoringData AnalysisOnline Service
Portal
Storage Technology
Understanding
Customer Application
Needs & Performance
Tools &Control
Actors & Roles
Pan PbAStrategy
New Projects
3 – Claim the High Ground
Exhibit A –Dual Purpose System
Exhibit B –Energy Portal
Exhibit A – Dual Purpose System
With Regulation
Profile of site with Critical Load
Profile Grid Sees
UPS/PCSSite with Critical Load
Exhibit A – Dual Purpose System
Grid Failure
DatacenterLoad Profile
Profile Grid Sees
UPS/PCSSite with Critical Load
Exhibit A – Dual Purpose System
Energy Portal
UPS/PCS
Smoothing
Regulation
Demand management
Peak lopping
Site with Critical Load
Exhibit B – Energy Portal
DatacenterLoad Profile
…with Islanding. True multipurpose microgrid.
UPS/PCS
Profile Grid Sees
Site with Critical Load
Exhibit B – Energy Portal
4 – Just Sell heaps of stuffBroad Commercialization
CompetitivenessPerformanceSafe Operation Warranty
Products, Solutions, Services
Fundamental Development
New Technology
New Business Models
Customer Application
Needs & Performance
Ecosystem IOT basedKnowledge Industry
Transformation
Government Capital Research PeopleRole Hook