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Energy Innovation:

Powering a Better Future

Working Together to Make the

Difference Against Diesel

5 June, 2015

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Making the Difference Against Diesel in Europe

Natural gas has a host of benefits vs diesel: But we have to address certain issues:

Cheaper - Many customers don’t know or believe it

Cleaner - Fugitive methane is a potential issue

Security of supply - Diesel is omnipresent

What do we need to promote use of LNG as a transportation fuel in Europe, and to displace diesel? Infrastructu

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OEMsOperators

Policy support

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China• 200,000 new NGVs added every year• 60+ OEM NGVs now available, with choice in every

category and for all applications• ENN is China’s largest privately owned energy

distribution company, with LNG demand from trucking, shipping, I&C, etc.

• ENN is the market leader, with 600 natural gas refuelling stations

• ‘Commoditised’ production of all relevant equipment

North America• 150,000+ NGVs• ENN has 30 stations operational• Supply backed up by mature LNG production

projects in key locations• Rail, marine, industry projects• Flexible station deployment, ranging from mobile

‘terminal’ stations to larger stations• Financing options for trucks; own offering (with

financing) for LNG vehicle storage tanks

ENN’s Main Markets for NGV Refuelling

Pooling Demand to Make ‘Chicken & Egg’ Irrelevant

• How many trucks, and where? • Know where the customers are, and where they go• Work closely with customers to understand their

needs, and offer the correct solutions• Work with competitors to make a complimentary

network• Make it easy for customers to fill• Work with industry bodies to make relevant

information public• DATA IS THE GLUE THAT

MAKES THIS STICK TOGETHER

LNG

Developing the European Market

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• Current LNG fuelling projects often too large and over-engineered

• Under utilisation causes problems with “warm” LNG and high pressure: affects customer fuelling experience

• Need “entry-level” stations with lower overall throughput that don’t require base customer (e.g. a few passing trucks from multiple fleets running past location with support from ENN containerised system)

• Solution: Development of modular, scalable station solutions: e.g. ‘Plug-and-play’ solution below:

Daventry, UKCost: €4.4 Million

Antwerp, Belgium Cost: €1M+

Piacenza, ItalyCost: €1.5M+

Modular and Scalable Station Solutions for Europe

Wellingborough, UK Capacity: 40 trucks Cost: <€400,000

6The Finished Article!

Modular and Scalable Station Solutions for Europe

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24/7 ‘Network Operations Centre’, connected to stations with live CCTV feed

Tailoring services to local customers is crucial. Examples of services provided at request of customers in Europe include:

Client area on ENN’s website: customers can access operational and safety documentation, view live CCTV feed of facility, access billing data, etc.

Remote monitoring and operation of station facilities through online system

Financing for extra LNG storage tanks

Added Value Services for Europe

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• The diesel refuelling market has a mature set of services for presenting data to customers

• Natural gas has to at least match diesel’s services, if not exceed them

• Natural gas must also deal with potential issues that diesel does not face

• This provides opportunities for innovation

• Innovation is supported by programmes like Connecting Europe Facility (TEN-T)

• Once data has been collected, it needs to be presented and disseminated through initiatives like TEN-T, and organisations like NGVA Europe.

Borderless billing Intelligent logistics Tie-in with telematics

The Difference of Data: European Case Studies

Optimisation of supply

and demand

Marine supply

Off-grid industrial

Collaboration between developers

Alternative infrastructure

(e.g. AD plants)

Vehicle refuelling

Collaboration is required locally, to make a network of supply and demand across Europe…

…and also between Europe and the rest of the world:

• Work with shippers; make use of synergies at a global level

• Changing international market, including new LNG projects coming onstream, will affect supply & pricing

Optimisation of Supply and Demand

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• Use existing Sea-Road-Rail infrastructure• Makes previously unviable projects viable• Lower distribution costs • ENN’s role: Funding of facilities &

system operator

Intermodality: LNG as a Prime Mover Fuel

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• Fixed and co-located stations make natural gas part of the mainstream refuelling infrastructure

• Modular stations enable rapid & flexible deployment of infrastructure

“A day will come when all nations on our continent will form a European brotherhood ...” Victor Hugo, 1849

• Policy helps with roll-out of network

• Pricing for diesel vs natural gas in energy equivalent units will enable direct comparison

• Need harmonisation of regulations across Europe

Towards a Pan-European Network

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Daniel Lambert

Business Development Manager

ENN European Transportation Fuels

daniellambert@enneu.com

Thank you!