GE EV Infrastructure Solutions Dec 8th 2010 Electric Vehicle Infrastructure Electric Vehicles are Coming … OEM Collection Fuel Production Fueling Location Data Gasoline Electric EV Tax Credits Prius, Focus Escalade, Leaf, Volt Caravan 150K+ EVs built in U.S. (Ford, GM, Nissan) 25% of new vehicles electric* Electric Vehicle Timeline 2010 2015 2020 2025 * - Needed to achieve Electrification Coalition goal of 75% electric miles by 2040 90% of new vehicles electric by 2030* Electric Vehicle Sales, United Sales: 2010-2015 Source: Pike Research For every EV sold, we expect there will be 1.5 charging stations … … one in every home and the rest for use in public applications. 3 Key Drivers for EV Growth 1. Government Funding and Incentives 2. Auto Manufacturer EV Pipeline 3. The Environmental Consumer #1 Federal Government Activity 1. American Recovery and Reinvestment Act (ARRA) Funding – $2.4B for manufacturing and infrastructure • $1.5B for US-based manufacturers to produce batteries and EV components • $500MM to produce other EV components like motors • $400MM to demonstrate and evaluate PHEV and related infrastructure 2. Auto Manufacturer Incentives - $8B loans for Advanced Vehicle Technologies • $5.9B to Ford (factories in Ohio, Illinois, Kentucky, Michigan, Missouri, Ohio) • $1.6B to Nissan (factory in Tennessee) • $465MM to Telsa (factory in California) 3. Fuel Efficient Vehicles Tax Incentives for Consumers • Tax credit for EV’s, up to $7,500 • Tax credit for charging stations up to $2,000 for consumers and $50,000 for public charging or 50% of the cost • Final guidance is pending the issuance of EV regulations #2 Auto Manufacturer Activity Battery Electric Vehicles (BEV): 2010 Coda Automotive Sedan 2010 Mitsubishi iMiEV BEV 2010 Nissan LEAF 2010 Ford Battery Electric Van 2010 Tesla Roadster Sport EV 2010 Chevy Volt Extended Range EV 2011 Peugeot Urban EV* 2011 Renault Kangoo Z.E. 2011 Renault Fluence Z.E. 2011 Tesla Model S 2011 BYD e6 Electric Vehicle 2011 Ford Battery Electric Small Car 2011 Opel Ampera Extended Range* 2012 Fiat 500 minicar 2012 Renault City Car* 2012 Renault Urban EV* 2012 Audi e-tron 2013 Volkswagen E-Up* 2016 Tesla EV Source: www.electricdrive.org *European Launch Hybrid Electric Vehicles (PHEV): 2010 Lexus HS 250h 2010 Mercedes E Class Hybrid 2010 Porsche Cayenne S Hybrid 2010 Toyota Camry Hybrid 2010 Toyota Prius Hybrid 2011 Audi A8 Hybrid (likely introduction) 2011 BMW 5-Series ActiveHybrid 2011 Honda CR-Z sport hybrid coupe 2011 Lexus CT 200h Hybrid Hatchback 2011 Peugeot Diesel Hybrid* 2011 Suzuki Kizashi Hybrid 2011 Audi Q5 Crossover Hybrid 2011 Hyundai Sonata Hybrid 2011 Infiniti M35 Hybrid 2014 Ferrari Hybrid #2 Auto Manufacturer Launch Cities Nissan Leaf GM/Chevy Volt Toyota Plug-In Prius BMW Mini E Source: auto manufacturer web sites & press releases #3 The Environmental Consumer GE research identified three key themes driving consumer interest in Electric Vehicles: 1. The emergence of the Hybrid/Electric tag as a status symbol 2. The personal desire for fuel efficiency 3. ‘Voting with your wallet’ – the desire to express your own personal politics through vehicle choice #3 The 3 Core Consumer Mindsets • Environmentally Conscious For this consumer, an EV at the right price point and form factor will be an obvious investment. They see the benefits and consider themselves part of the environmental movement: driving an EV will demonstrate that commitment. 47% • The innovative design, fast charging, and cool display will entice these drivers - they'll be intrigued by electric cars as a technology item first and foremost, so design cues and feature sets that reference other high tech brands will stand out. • Technology and Car Driven Frugal Travelers 47% 35% • Political Arguments Regardless of need, everyone wants to see America’s dependence on oil (particularly foreign oil) reduced. These consumers are driven more by the money that comes out of their wallets. While some are concerned about the total cost of ownership, the main pain point is how much they pay at the pump each visit. Reducing those charges by 2/3s is highly compelling. Consumer Choices for Charging Location Definitely use it here GE research concluded consumers gravitate towards locations where their vehicles will be parked for extended periods of time. Hotels were one of the most desirable charging locations. Cost of charging an EV BEV battery capacity Nissan LEAF GM Volt CODA sedan Tesla model S Level 1 … 120Vac, 24A Charge time (hrs) Total kWh % of capacity (LEAF) Retail electricity cost* 1 2.9 12% $0.35 2 5.8 24% $0.69 3 8.6 36% 24kWh 16kWh 34kWh 56kWh Level 2 … 240Vac, 30A Charge time (hrs) Total kWh % of capacity (LEAF) Retail electricity cost* 1 6.6 28% $0.80 2 13.3 55% $1.60 3 20.0 83% $2.40 4 26.6 100% $3.19 $1.04 4 11.5 48% $1.38 5 14.4 60% $1.73 6 17.3 72% $2.07 7 20.2 84% $2.42 8 23.0 96% $2.76 9 25.9 100% $3.11 * at avg retail rate of $0.12kWh Retail electricity cost is ~$3 per full charge Business Models 1. Free Charging – offer the service for free 2. Membership/Rewards Access – Preferred customer access, ability to acquire data 3. Pay for Parking Level 2 … 240Vac, 30A Pay for Parking Business model Total $ Charge time (hrs) kWh % of capacity (LEAF) Retail electricity cost* $5.00 $4.20 1 6.6 28% $0.80 $1.60 $10.00 $8.40 2 13.3 55% $1.60 3 $2.40 $15.00 $12.60 3 20.0 83% $2.40 4 $3.19 $20.00 $16.81 4 26.6 100% $3.19 5 $4.00 $25.00 $21.00 8 $12.00 $40.00 $28.00 12 $18.00 $60.00 $42.00 Charge time (hrs) Cost Revenue Profit $ $ 1 $0.80 2 GE offerings - Provide hardware - Turnkey – Hardware & Install - Long term maintenance agreement - GE Capital financing or lease agreement •at avg retail rate of $0.12kWh GE’s EV Infrastructure Solutions GE Brand Appeal Most Valuable Global Brands 2010 Rank Brand Value ($M) 1 $70,452 2 $64,727 3 $60,895 4 $43,557 5 $42,808 6 $33,578 7 $32,015 8 $29,495 Source: Interbrand, 2010 – Homeowners know the GE brand better than any other electrical products brand – Consumers trust GE GE Infrastructure Global unit sales Chargin g Stations Electric Vehicles 2,400 Units in thousands Battery cost curve 2,000 1,600 High cost 1,200 Medium cos t Low cost 800 400 2010 2011 2012 2013 2014 2006 2015 2010 2015 2020 2025 2030 Source: McKinsey. Source: Pike Report July 2010 GE uniquely positioned with complete solution J1772 Controller (IS) GE Nucleus (GEA) POS Systems (IS) Driver Services (IS) Smart Grid Coms (DE) Distribution Equipment (IS) EV Charging Hardware (IS) EV Sub-systems Turnkey Installation (IS) EV Services Product Overview Electric Vehicles • Battery Electric Vehicle … Ex Nissan Leaf • • • • One energy storage system – battery No primary on-board means of generating electricity to charge battery Plug in to electrical source or exchange battery 100 mile targeted range – late 2010 • Plug-in Hybrid-Electric Vehicle … Ex Chevy Volt • • • • One energy storage system – battery On-board means of generating electricity to charge battery Plug in to electrical source 40 mile targeted range • Hybrid-Electric Vehicle … Ex Toyota Prius • Two or more energy storage systems • On-board means of generating electricity to charge battery • ‘Short’ distances or support the main engine Electric Vehicle Terminology Terminology EVSE: Electric Vehicle Supply Equipment PHEV: Plug-In Hybrid Electric Vehicles BEV: Battery Electric Vehicles EV: Electric Vehicles – generic name for PHEV & BEV Example: Nissan Leaf -24 kWh battery -100 mile range -Level 1 = 20 hours -Level 2 = 8 hours -Level 3 = 30 mins Source: NissanUSA web site Typical EV battery 24kW • Level 1 (Slow Charging AC) • compatible with the most commonly available grounded electrical outlet • US: max 15A @120VAC => 15-20 hours • Europe: max 16A @ 230VAC => 6-8 hours Charge Time (approx) • Level 2 / Mode 3 (Fast Charging AC) 20 • US: max 80A @ 208-240VAC => 4-8 hours • Europe: max 32 @ 380VAC => 1 hours • Level 3 (Ultrafast DC charging) US • Typical charge time: 15 - 30 minutes Europe Hours 15 10 5 • Note: actual charge time depends on a number of factors 0 Level 1 Level 2 Level 3 Introducing the GE EV Charging Station Product Overview Pedestal Wall •Level II Charging •Charge time: 4-8 hours , assuming 24kWh battery and full cycle charge •208-240VAC at 40A •4 mounting options: • Single pedestal • Double pedestal • Wall Mount • Pole Mount (wall design with pole mounting brackets) •Modular design GE EV Charging Station… a closer look at the Pedestal Option What’s inside? Controller -Provides user with charger status and messages via LED Bar, Vacuum Fluorescent Display, or external communications -Allows user configurable overload protection -Performs CCID20 ground fault protection per UL 2231 -Provides single phase metering Contactor -Responsible for energizing and de-energizing of EVSE connector -Operates in conjunction with controller to meet UL and NEC requirements LED Bar Charger Status VFD Screen RFID (optional) Plug Holder Power Cord Holder Connector -Compliant with SAE J1772 standard -UL listed for EVSE applications Fuses Access Panel (on side) -Provides overload and short circuit protection Mounting Options -Single Pedestal (shown) -Double pedestal with a back to back design and 2 plugs Base to accept power and fasten to concrete GE EV Charging Station Specification GE EV Charging Station will be a modular design that can be upgraded as new technology arrives and customer needs change Basic: 1. Supply Needs: 208-240VAC @ 30A with 40A overload (2 pole) 2. GF Protection with Ground Monitor (UL 2231) 3. Charger & Vehicle Communication (NEC 625) - Connection Interlock - Personnel Protection - Automatic De-Energizing Device - Ventilation Interlock 4. Connection for SAE J1772 Plug & Cord 5. LED Lights & Display 6. Indoor & Outdoor Enclosure (NEMA 3R) Commerce Options: Card Reader, Card Swipe for Credit Cards Communication Options: Open Network Communications – Ethernet CAT5, RS485, RS232 GE WattStation Available April ‘11 GE EV Charging Station RFID Option GE EV Charging Station offers the option for Radio Frequency Identification (RFID) to control user access Details: •Control and restrict driver access with the RFID option •Driver just waves authorized RFID card in front of the reader and is able to start charging •Ethernet network offered to support RFID service Software: •Local desktop application that runs on a Windows Operating System •Secure software application enables the owner/operator to add, remove, suspend authorized drivers •Supplies reports on EV Charging Station usage and monitors status of EVSE and RFID communication status GE WattStation Available April ‘11 U.S. Compliance and Standards U.S. Electric Vehicle Standards • UL 2594, for EVSE • UL 2231, the Standard for Safety of Personnel Protection Systems for EV Supply Circuits • NEC Article 625, Electric Vehicle Charging System • SAE (Society of Automotive Engineers) J1772, Electric Vehicle and Plug in Hybrid Electric Vehicle Conductive Charge Coupler GE’s UL Expertise • • • • Certified UL lab facilities for witnessing and testing at Industrial Solutions HQ in Plainville, CT UL lab capabilities include: handling overload, endurance and short circuit, EMI testing, material and environmental analysis GE Industrial Solutions has over 3,000 unique catalog numbers that are UL listed UL collaborates with GE for industry guidance in technology and safety, and managing policy and technical content Market Outreach GE is helping to overcome the barriers to adoption and educate stakeholders GE WattStation TV Commercial – “Road Trip” GE Show featured on GE.com GE Accelerates EV Adoption GE Announced Largest-ever single EV commitment • • • • • Deployment of 25,000 EVs by 2015 Initial purchase of 12,000 GM Vehicles (starting with the Volt) GE will convert at least half its 30,000 global fleet Partnering with Fleet customers to further deployment Leveraging EV infrastructure expertise to provide supporting solutions EVs are hitting the highways and the need for infrastructure is growing coast to coast