cheaper, cleaner, domestic, abundant, renewable, reliable … · compressed natural gas (cng)...
TRANSCRIPT
cleanenergyfuels.com
Cheaper, Cleaner, Domestic, Abundant, Renewable, Reliable …
The Logical Choice For Private & Public Fleets
Mark R. Watkins
Business Development Manager Northern California
NATURAL GAS FUEL
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Why Invest in Natural Gas Vehicles?
Energy independence for America (Domestic)
NG is available today & tomorrow (Abundant)
NG significantly reduces air pollution (Cleaner)
RNG can be produced from bio-waste (Renewable)
Significantly reduces noise vs Diesel (Quieter)
Price protection for the bottom line (Cheaper)
$$$$$
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Natural Gas Is Pipelined Throughout the U.S.
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Natural Gas is Domestic and Abundant
Centuries of N. American reserves – ~ 85% U.S. ~ 10% Canada ~ 2% Mexico – Gas wells, Coalbed methane shale basins
Non-Renewable Sources (2,074 TCF)
98% Supplied from the U.S.A. and Canada
* Source: WGI Sep.2’09,p8
Renewable Sources (1,750 landfills)
Landfill Gas (Bio-Methane) Digester Gas:
− Dairy Farms / Cattle Feedlots − Sewage Treatment
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EPA’s HD Engine Emissions & Fuel Requirements
Cummins-Westport 9 Liter ISL-G @ 0.1 NOx & 0.005 PM since 2007
Diagram courtesy of Steve Yborra 09/2011
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Fleets With NG Gain Economic Edge
US Energy Information Administration (EIA) says the savings by using natural gas vs. gasoline or Diesel as a transportation fuel is forecasted to increase in the coming years Fleets that adopt NG earlier will have a significant competitive advantage over alternatives (fuel cost/mile) to those sticking with Diesel
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Diesel
Gasoline
CNG
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Compressed Natural Gas (CNG) Stations
Supplies light, medium, and heavy-duty vehicles
NG (@ 5-300+ psi) delivered by pipeline to station
NG dried to < 7 lbs/MCF moisture content
NG compressed (in 3-4 stages) up to 4,500 psi
Fast-fill station (fills in minutes) or Time-fill station (fills in hours)
In either time- or fast-fill, CNG is dispensed through compression fitting
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Natural Gas Boils @ -259 deg F & Liquefies @ -260 deg F
Fuel Tank Size: LNG has 2x the energy as same size CNG tank
NG is liquefied, distilled, & stored in large cryogenic vessels
Trucked, Shipped or Railed Regionally / Globally
LNG Dispensing typically faster than CNG
What is Liquid Natural Gas (LNG)? Why us LNG in Trucking & Shipping?
Video: LNG Properties: http://www.cumminswestport.com/fuels/lng.php
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Clean Energy Fuels Corporation
Founded in 1996 − T. Boone Pickens & Andrew J. Littlefair
Largest provider of vehicular natural gas (CNG & LNG) in North America – > 122MM GGE sold in 2010 vs 101MM in 2009 & 73.5MM in 2008
Full Service & Integration – Design, permit, build, monitor, maintain NG stations – Purchased IMW (NG compressors, dispensers, etc) – Purchased Northstar (LNG systems) – Purchased BAF Technologies (light-duty & medium-duty) – Own & operate landfill gas production – Financing, grants and tax credit assistance
Publicly-Traded as CLNE on NASDAQ – Headquartered in Seal Beach, CA
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Compressed Natural Gas (CNG)
Taxis
Airport Shuttles
Work Trucks
Clean Energy N. America’s Largest Natural Gas Fuel Provider
Liquefied Natural Gas (LNG)
> 600 Fleet
Customers
> 25,000 Natural Gas
Vehicles
> 275 Natural Gas
Fueling Stations
Medium- and Heavy- Duty Regional Trucking LNG Tanker Trailer
Heavy-Duty Regional & Long-Haul Trucking / Ports City Buses
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Dedicated CNG Products All 2012 EPA & CARB Certified
Transit Connect Cargo
F-250 or F-350 Truck
E-250 or E-350 Van (Passenger or Cargo)
F-450, F-550 or F-650 Truck E-450 or F-550 Cut-Away Shuttle
Transit Connect Taxi
BAF Technologies 2012 Products
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Exclusive agreement – CNG-powered Type “A” school buses – Collins is Type A school buses market leader – Will be a factory-produced CNG vehicle – First product will launch in mid-2012
New Partnership – Collins Bus Corp. and BAF
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Class 8 Natural Gas Trucks
Chassis – Freightliner – Kenworth – Peterbilt – Volvo – International
Engines – Westport GX
• 14.9 Liter based on Cummins ISX • Dual-fuel, compression-ignition • Up to 475 HP, 1,750 lb-ft torque
– Cummins-Westport ISL-G • 8.9 Liter Cummins ISL • 100% natural gas, spark-ignited • Up to 320 HP, 1,000 lb-ft torque
– 2013: Cummins-Westport • 11.9 Liter Cummins ISL • 100% natural gas, spark-ignited • Up to 400HP, 1,450 lb-ft torque
Kenworth T800 & T440 Peterbilt 384, 386 & 388
Capacity Yard Tractor
Freightliner M2 International
Autocar Yard Tractor
Volvo TM2
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Fine … but where am I going to fuel?!?!
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Existing Clean Energy Stations in the U.S.
As of April 1, 2012
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California Private and Public-Access CNG & LNG Stations
As of April 1, 2012
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Public-Access Clean Energy + PG&E CNG Stations - NorCal
Elk Grove
SFO
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Strategic Positioning: Pilot Partnership Provides Station Real Estate
Pilot’s acquisition of Flying J – Creates dominant fueling stop for over-the-
road long-haul trucking – Over 500 locations
Presence on all Interstate lanes
Relationships with all major fleets
Clean Energy has exclusive right to build LNG stations with Pilot Flying J
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By December 2012: Major Corridors Open
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$450MM Investment In Infrastructure
Chesapeake Energy: – Nation’s 2nd largest producer of Natural Gas – Investing $150MM in Clean Energy
• Funds ~ 150 truck fueling stations • Funds issued in 3 tranches July 2011 thru June 2013
Additional Infrastructure Investors: – $150MM from Springleaf & Lionfish Investments – $150MM from Greenwich Asset Holding Ltd
Links U.S. metro areas – Metro area infrastructure already in development – Chesapeake investment expedites U.S. trucking:
• Coast-to-coast, east-to-west, north-to-south
For years the argument has been: – “If I see stations … I’ll buy NGV”
Tell us where you need Fuel – … Clean Energy is building the fueling network!!!
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Next Steps For Fleet Owners
Identify Fleet Hubs, Lanes & Fueling Requirements – Return-to-base hub locations or current OTR refueling locations
– Lanes (hubs to destinations or continuation OTR)
– Miles per day per tractor x number of tractors returning to each hub or on each lane
– MPG & daily DGE fuel requirements per truck, hub and/or OTR station
– Refueling window (time of day to refuel, maximum idle / dispensing time)
Clean Energy Evaluation of Optimum Refueling Station – Time-fill CNG or fast-fill LNG or CNG
– Dedicated private station, public access station, private station with public-access lane
Inquire with Vehicle OEMs About LNG / CNG Options – Procurement, operations & maintenance cost of CNG or LNG vehicle vs Diesel
– Purchase vs Full-Service Lease options
Establish Roll-Out Plan – All-in replacement for aged fleets, transition 20% of fleet annually over 5 years, etc.
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Natural Gas for U.S.A. Truckers
Domestically Abundant
Low Carbon Low Particles
Low NOx Lower Cost
For further information please contact:
Mark R. Watkins Business Development Manager, Northern California
(925) 787-5169 [email protected]
www.cleanenergyfuels.com