U.S. FUEL CELL INDUSTRY OPPORTUNITIES IN JAPAN U.S. Commercial Service Webinar July 15, 2014...
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Transcript of U.S. FUEL CELL INDUSTRY OPPORTUNITIES IN JAPAN U.S. Commercial Service Webinar July 15, 2014...
U.S. FUEL CELL INDUSTRY OPPORTUNITIES IN JAPAN
U.S. Commercial Service WebinarJuly 15, 2014Jennifer GangiRobert RoseBTI/Fuel Cells 2000
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
Shipments
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500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
2008 2009 2010 2011 2012 2013P
(Sys
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Fuel Cell Systems Shippedby Application, Manufactured in North America*:
2008-2013
Stationary Transportation Portable
Shipments
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5,000
10,000
15,000
20,000
25,000
30,000
2008 2009 2010 2011 2012 2013P
(Sys
tem
s S
hip
ped
)
Fuel Cell Systems Shippedby Application, Manufactured in Asia: 2008-2013
Stationary Transportation Portable
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
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
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
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
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?
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
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
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