SAFT PRESENTATION 1 2 Saft - Industrial Standby Division CORPORATE OVERVIEW Saft proprietary information – Confidential SAFT, newly a subsidiary of TOTAL Group* SAFT DEVELOPS AND MANUFACTURES ADVANCED-TECHNOLOGY BATTERY SOLUTIONS FOR MULTIPLE APPLICATIONS ON A GLOBAL SCALE Diversified base of industries Broad portfolio of technologies (Ni-based, Primary Lithium and Lithium-ion) 35% North America 32% Europe 33% Leadership positions on 75-80% of Asia, MEA, Latam revenue base (Industrial Standby, Metering, Aviation, Rail, Defense, Satellites) * SAFT is part of TOTAL new division, “Gas, Renewables & Power”, since September 1st, 2016 ~100 years of history 3 $835M* revenue FY 2015 Industrial Standby Division (Sept. 2016) *Using an exchange rate of 1.10 9% invested in R&D Saft proprietary information – Confidential +4,100 people +3,000 customers We serve multiple customer segments for specific applications Industrial Standby Civil Electronics Aviation Defence Rail Space Telecom Other (Marine, Grid, Vehicles) 4 Industrial Standby Division (Sept. 2016) Saft proprietary information – Confidential Mature, reliable technology – #1 worldwide in Li-ion satellite batteries – Mercedes S400 hybrid • First production vehicle with Li-ion – Ferrari F1 KERS (and 4 other teams) – F-35 Joint Strike Fighter – Airbus A350 XWB 5 Saft proprietary information – Confidential A strong international presence Head office Manufacturing sites Sales offices 6 Saft - Industrial Standby Division 14 manufacturing sites 19 countries 31 sales offices Saft proprietary information – Confidential Research and Development excellence Multiple research programs (electrochemistry research, new materials, etc.) 9 new patents filed Total portfolio of patents: 153 $74M invested in R&D ~ 9% of sales Create new, cost-competitive products that meet customer requirements 7 Saft - Industrial Standby Division Saft proprietary information – Confidential Main Applications – Switchgear • Medium to High Performance Requirements • Load Profile! • 48V and 120V • Industrial and Utility – UPS • Short Duration Commercial = High Performance • Long Duration UPS = Long or Medium Performance • Industrial, Data Center and OEM – Engine Starting • 12V or 24V • Diesel Genset • Fire Pumps 10 Saft - Industrial Standby Division Saft proprietary information – Confidential 2 11 Saft - Industrial Standby Division ISD PRODUCTS AND SERVICES Saft proprietary information – Confidential Maintenance Saft stationary Ni-Cd battery A full range for all applications 12 Saft - Industrial Standby Division Saft proprietary information – Confidential Battery Basics - NiCd Pocket Plate (traditional design) – Plate Construction – – – – • Active Material Held inside “pockets” • Pockets are double perforated steel strips • Very Rugged L, M, & H- Type Performances Wide Capacity Steps Engineered Solution Long Life and Low Total Cost of Ownership 13 Saft - Industrial Standby Division Saft proprietary information – Confidential UPTIMAX – New Generation – UP1L – Energy Range • 15 to 1700 Ah Capacity • For Low rate dischargers for long periods between 1 and 100 h – UP1M – Medium Power Range • 8 to 1330 Ah Capacity • For mixed loads with varying current between 30 min and 3 hr – High Charge Efficiency – Easy Transport, Install and Storage 14 Saft - Industrial Standby Division Saft proprietary information – Confidential SPH range Sintered / PBE range – Low maintenance, high energy/power density batteries • Capacity range: 11 Ah to 320 Ah • Low maintenance battery • Fast recharge capability • Narrow voltage window • Extremely long life • Resistance to abuse – H-Rate Performance – Ideal for Engine Starting/Switchgear 15 Saft - Industrial Standby Division Saft proprietary information – Confidential Why NiCd? – Features: • Ultra-Low Maintenance • IEC 60623 • No Temperature Constraints • High Efficiency • High Power / Energy Density • Zero Internal Corrosion • Proven Reliability (produced for over 100 years) – Benefits: • Simple Preventative Maintenance Routine • Reduced Total Cost of Ownership • Fast Recharge Time • Reduced Footprint and Space Savings • Reduced Downtime and Increased Availability • No Sudden Death Failures • Long Life / 25 Year Pro-rata Warranty 16 Engine Starting Presentation 2015 Saft proprietary information – Confidential A step forward for UPS market with new Saft Li-ion product range 17 Saft proprietary information – Confidential Li-ion: Many Flavors – Currently Used Cathodes • LiCoO2 = LCO – Cell Phones, Tablets, Cameras • LiNiCoAlO2 = NCA – Industrial, EV’s • LiNiMnCoO2 = NMC – E-bikes, Medical Devices, EV’s • LiMn2O4 = LMO – Power Tools, Medical Devices • LiFePO4 = LFP – Portable and Stationary, high load applications 4,40 – Currently Used Anodes = Carbon (C) 145 Ah/kg – Emerging anodes • Li4Ti5O12 = Lithium Titanate Oxide (LTO) • Alloy anodes = Si and Sn based (Silicon and Tin) 195 Ah/kg 4,00 VOLTAGE (V) • Graphite 125 Ah/kg 4,20 3,80 162 Ah/kg 3,60 LiNiO2 LiCoO2 3,40 LiMn2O4 LiFePO4 3,20 3,00 0,00 50,00 100,00 150,00 CAPACITY (Ah/kg) 18 Industrial Batteries 101 Saft proprietary information – Confidential 200,00 250,00 Major Lithium Ion Chemistries Tradeoffs among the five principal lithium ion battery technologies Source: BCG Research The furthered colored shape extends along a given axis, the better the performance along that dimensi 19 Lithium-ion L&L Saft proprietary information – Confidential Rechargeable Batteries– Ragone Chart (Comparison with Li Ion VLU, VLV, VLP, VLM and VLE) 20 Industrial Batteries 101 Saft proprietary information – Confidential Li-Ion – for Standby Applications – Technologies • Ni Co Al (NCA) Lithiated oxide / Graphite o Improved Calendar Life, Cycle Life, Energy/Power Density • Super Iron Phosphate – sLFP o Improved chemical stability, Flat Power Curve – Features • Compact, sealed, maintenance -free • Very high efficiency: >95% • Long calendar and cycle life • SoC indication: Essential for smart energy management • Superior cell design and manufacturing process – Built in the USA. Saft - Jacksonville, FL - since 2011 21 Industrial Batteries 101 Saft proprietary information – Confidential Saft FlexIon– The Li-ion flexibility for your Mission Critical Flex’ion is a complete lithium-ion battery system from Cells, to Electronic Management, through system design, hardware/software and cabinets. This integrates those 3 main building blocs: Li-ion module (Synerion® range) – • 48V: 48PFe, 48MFe, 48EFe • 24V: 24PFe, 24MFe, 24EFe • Cells only + electronic (cell balancing, sensors,.;) • Module selection based on discharge profile BMM (Battery Management Module) – – • 300A continuous • Electronics: management of the string, communication,.. MBMM (Master Battery Management Module) •Electronic inside: management of the parallelism, communication,.. Saft Li-ion Solutions for your Mission Critical operations Saft proprietary information – Confidential Safety Features System Level – BMM modules have contactors and fuse to manage string operation – Synerion modules manage cell monitoring and balancing – Battery Management System (BMS) constantly monitors more than 70 individual system parameters, including: 23 Cell Management Module Management Over Charging & Contactor State of Charge Calculation Over Discharge& Contactor State of Health Calculation Over Loading Module Level Parameters Short Circuit Data collection and Summary Temperature Communication Cell Balancing Algorithm Charge Control Discharge Current Saft proprietary information – Confidential Scalability and Modularity Nominal systems from 110 to 874Vdc Up to 19 parallel strings to meet power / energy requirements From Cells to Battery System Installation Flex’ion ® Synerion® Module VL Cell Battery System Installation 24 Saft proprietary information – Confidential FlexIon, Modular example: 480V, SYN48PFe, Load profile ~500kW for 5 min 11 17 11 11 11 Saft proprietary information – Confidential Saft proprietary information – Confidential 11 Saft Intensium® Flex vs High Power VRLA 375kW / 3 Minutes Delta Related Benefits kWh installed 280 SafT Intensium Flex 130 Footprint (sq Ft) Weight (lbs) 21 10000 10 2000 ‐52.38% ‐80.00% Improve TCO : lower real estate cost, other equipement can be installed Improve TCO : lower infrastruture cost, easy and quicker to maitain Calendar Life 25degC Eficiency 5 to 7 20 2.5 to 3 times less Improve TCO : less replacement over 20 years 83 to 87% 96 to 99% Energy savings & Improve TCO : less energy consumptions in floating mode and charge, les power/energy installed Optimal Operating 20 to 30 DegC temperature range 15 to 45DegC HVAC consumptions savings & Improve TCO : extend the operating temperature of the battery room and save HVAC consumptions and related costs Recharging time 5 to 7hrs 1.5hr Communication To be added Included Improve Predictive Maintenance and System availability :SOC, SOH, Alarms and custonized battery information alaready avaialble Electrochemistry L/A Li‐Ion Improve System availability : No sudden death Improve Environemental footprint : CO2 reduction (~40%) Improve TCO : less maintenance 26 Saft proprietary information – VRLA ‐53.57% Energy savings : less energy consumptions in floating mode and charge 3 to 5 times better Improve System availability Saft proprietary information – Confidential Manitoba Hydro - October 2015 27 StBy North America - Saft Proprietary Saft proprietary information – Confidential Flex’ion with Super Lithium Iron Phosphate your solution Uninterruptible Power Supplies (UPS) Benefits – >8x lighter installed weight compared to lead-acid – >4x smaller Installed footprint: compared to VRLA – >95% roundtrip efficiency – >5x faster recharge than lead-acid types – >3500 cycles to 80% Depth-of-Discharge (DoD) – >17 years life duration at room temperature – Modular system integrating cells, balancing and supervision – Integrated supervision (state-of-charge/health, alarms, etc.) – Significantly lower environment impact than lead-acid – Optimised performance for different applications (HP/MP/E) 28 Saft proprietary information – Confidential Saft’s support and commitment to reach the Li-ion battery for UPS breakthrough – Warranty : 10 years full on the battery (Modules, Chemistry) / 5 years full on the overall system. – Integration Guidelines : overview of how to integrate the Saft Intensium® Flex lithium ion battery system in a standby application. – General Safety Recommendations - Saft Intensium® Flex (Lithium‐ion) Batteries for UPS Applications in Indoor Environments – The purpose of this document is to inform our customers about particular safety recommendations in order to properly install and operate our lithium‐ion batteries. 29 Saft Intensium Flex for UPS applications Saft proprietary information – Confidential Saft proprietary information – Confidential Related Standards for Emerging Technologies – IEEE Std 1679-2010 • IEEE Recommended Practice for the Characterization and Evaluation of Emerging Energy Storage Technologies in Stationary Applications • Recommended information for an objective evaluation of an emerging energy storage device or system for any stationary application • The storage medium may be electrochemical (e.g., batteries), kinetic (e.g., flywheels), electrostatic (e.g., electric double-layer capacitors), thermal, or some other medium • Devices recharged by non-electrical means, such as fuel cells, are beyond the scope of this document • The document provides a common basis for the expression of performance characteristics and the treatment of life-testing data – IEEE Std 1679.1 – draft format – UL1642, UL1778, UL1973 30 Nicholas Shanley Lunch and Saft proprietary information – Confidential Field Service – Onsite – – – – – – – – – Installation – Saft’s stationary battery experts are skilled and experienced at resolving individual needs of our customers. We offer comprehensive after sales support and a range of maintenance and training services. 31 Commissioning Training Testing Trouble Shooting Maintenance & Repair Warranty Extension Condition Monitoring Refurbishment Saft - Industrial Standby Division Saft proprietary information – Confidential Saft Li-ion end-to-end capability – Technology • More than 15 years experience • Criteria : Performance, Safety and Service Life – Manufacturing • Process control is key for life and reliability • Cell manufacturing and System assembly • 4 production sites (France and U.S.) – System Capability 32 • System Design, development, qualification • Mechanical, Electrical, Qualification and Testing • Pre-project & project management Saft proprietary information – Confidential 4 33 Saft - Industrial Standby Division THANK YOU Saft proprietary information – Confidential