CONFIDENTAL. © FLEXGEN PARTNERS LLC. ALL RIGHTS RESERVED. 1

ENERGY STORAGE SYSTEM BUSINESS MODELS

© Fractal Energy Storage Consultants. Confidential.

Presented By: Judy McElroy, CEO

September 30, 2019

Fractal Energy Storage Consultants

Austin, Texas

512-574-3113

www.energystorageconsultants.com

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About Us

• Neutral and Unbiased

• Technology Agnostic

• Industry Insight

• Unmatched Experience

• Robust Technical & Financial Analysis

• End-to-End Services

Energy Storage Feasibility Studies

Design & Analysis (ESS / S+S / W+S / Microgrid)

Technology & Market Analysis

RFP Drafting, Management and Evaluation

Independent Engineering & Power Systems Analysis

Financial Model Development

Project Optimization

Education

O&M Services

What We Do

Who We Are

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• Current State of Storage in United States

• Current State of Storage in ERCOT

• Technology Landscape

• Battery Pros and Cons

• Current Opportunities

AGENDA

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STORAGE IN THE U.S.

In 2018, a total of 760.3 MWh of energy storage were interconnected, a 44.9% increase over

2017, bringing the cumulative energy storage total to 1,966.6 MWh nationwide.

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STORAGE IN THE U.S.

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STORAGE IN THE U.S.

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STORAGE IN ERCOT

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Electrical

Capacitor

•Capacitor•Supercapacitor

Li-ion capacitor-

Superconductor

•Superconducting magnetic energy storage (SMES)

Electrochemical

Room-temperature battery

•Lead-acid

•Copper-Zinc (CuZn)•Nickel-cadmium•Nickel-metal hydride

•Lithium-ion (Li-ion)

High-temperature battery

•Sodium-sulphur (NaS)•Sodium-nickel chloride

Redox flow battery•Zinc-bromine•All-vanadium•Polysulphide-bromine

Mechanical

Potential energy in storage medium

•Pumped hydro•Compressed air

(CAES)

Kinetic energy in storage medium

•Flywheel

Electrical Energy Storage Technologies

Type

Subgroupand

Examples

Note: a supercapacitor may

have charge stored

electrostatically and/or

electrochemically.

TECHNOLOGY LANDSAPE

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TECHNOLOGY LANDSAPE

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TECHNOLOGY LANDSAPEContainerized Energy Storage Solution Indoor Energy Storage Solution

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TECHNOLOGY LANDSAPE

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Pros:

• Decrease Costs

• Increase Revenue

• Increase Reliability

Cons:

• Expensive

• Fires

• Duration

BATTERY PROS & CONS

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CURRENT OPPORTUNITIES

https://www.origisenergy.com/energy-solutions/storage/

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QUESTIONS?