Clean Energy Fuels Corp. · NASDAQ:CLNE
Clean Energy Fuels — AFVI Webinar September 16, 2008
25 slides from Clean Energy Fuels's conference presentation, Sep 16, 2008
Slide 1: Natural Gas Emissions Benefits & Fueling Infrastructure
Natural Gas Emissions Benefits & Fueling Infrastructure Cheaper by the Gallon: Natural Gas Fueling Fleet Transportation Needs AFVI Webinar September 16, 2008 Cleaner – Cheaper – Domestic Natural Gas cleanenergyfuels.com 1
Slide 2: Challenges to the Trucking Industry
Challenges to the Trucking Industry z Diesel Fuel – High Cost If only there was – Cost Uncertainty – Looming Shortages a cheaper fuel, z Climate Change & Carbon Emissions a cleaner fuel, a fuel made in z 2010 Engine Technology Changes (& Cost Increases) America… cleanenergyfuels.com 2
Slide 3: Summary of Presentation
Summary of Presentation About About Clean Clean Energy Energy Emissions Emissions Benefits Benefits Fueling Fueling Infrastructure Infrastructure cleanenergyfuels.com 3
Slide 4: Clean Energy
Clean Energy Largest Alternative Transportation Fuel Provider 250+Leading Provider 14,000+of Natural Gas 170+ Fleet As a Transportation Natural Gas Fuel Natural Gas Customers Vehicles Fueling Stations Compressed Natural Gas (CNG) Liquefied Natural Gas (LNG) Taxis Regional Government Trucking Vehicle
Slide 5: Clean Energy's Business Model
Clean Energy’s Business Model NASDAQ: CLNE We Provide CNG & LNG Fuel to Fleets We Deliver Value-Add Services to Drive Fuel Sales z Vehicle OEM relations z Fleet analysis z Station design and build z Station capital z Station operations and maintenance z Vehicle financing z Grant assistance – $100 Mi
Slide 6: Emissions Benefits
Emissions Benefits cleanenergyfuels.com 6
Slide 7: What Problem? Issues We Face with Diesel Emissions
What Problem? Issues We Face with Diesel Emissions z Diesel Exhaust Is Toxic –Classified as a Toxic Air Contaminant in California z High Particulate Matter Emissions z High NOx Emissions (Smog & Health Impacts) z High Green House Gas Emissions z Serious Public Health Issues – Asthma – Bronchitis – H
Slide 8: Unacceptable Cancer Risk from Diesel Exhaust
Unacceptable Cancer Risk from Diesel Exhaust Diesel PM Causes 83.6% of Airborne Cancer Risk in Greater LA The risk levels are "clearly too high, and unacceptable, relative to breathing air here in Southern California," - Barry Wallerstein, South Coast Air Quality Management District cleanenergyfuels
Slide 9: Natural Gas Is Simply a Clean Fuel
Natural Gas Is Simply a Clean Fuel z Diesel Fuel – Complex Molecule - Full of Carbon – Inherently Burns Dirty – The average chemical formula for common diesel fuel is C12H23, ranging from approx. C10H20 to C15H28 – C12H23 has 1 Carbon per 1.9 Hydrogen H H H H H H H H H H H H H C C C C C C C C C C C
Slide 10: Natural Gas Is The Low Carbon Option
Natural Gas Is The Low Carbon Option Greenhouse Greenhouse Gas Gas Emissions Emissions Reductions Reductions11 (Compared (Compared to to Heavy Heavy Duty Duty Diesel Diesel Engines) Engines) 21% Low Carbon Regulatory Framework: AB 32 (Nunez) Global Warming Solutions Act of 2006: Diet The Low Carbon
Slide 11: Natural Gas NOx Emissions Are Much Lower than Diesel
Natural Gas NOx Emissions Are Much Lower than Diesel Comparison of NOx Emissions from 2008 HD Trucks 3.10 2.00 Not-to-Exceed STD/FEL Value 1.60 33% Lower 2007-09 NOx (g/bhp-hr) 1.20 EPA "Standard" Everything counts: 0.80 AQMD projects NOx needs to be reduced by 70% to 90% to achieve air quality stan
Slide 12: Made-In-America Fuel
Made-In-America Fuel Natural Natural Gas Gas Supplied From 98% US and Canada Imported z 80+ Years of Domestic Reserves (Some estimates are as high as 120 years) z World NG Reserves Estimated at 3x that of Oil z Why Import Oil When We Have Our Own Energy? *Based on Current Rate of Consumption Sources
Slide 13: Society Benefits: Health, Climate Change, Energy
Society Benefits: Health, Climate Change, Energy Emission Reductions from 100 LNG Trucks Compared to 2008 Diesel DPM NOx GHG Diesel Reduced, Reduced, Reduction, Displaced, up to up to up to up to 589 123,000 11,266,000 1,800,000 pounds/year pounds/year pounds/year gallons/year DPM & NOx: Based on CA
Slide 14: Fueling Infrastructure
Fueling Infrastructure cleanenergyfuels.com 14
Slide 15: Compressed Natural Gas (CNG) Basics
Compressed Natural Gas (CNG) Basics z Light duty and medium duty vehicles z Same fuel that heats homes & used for cooking z Pipeline gas compressed at the station z Dispensed similar to gasoline z Stored in cylinders onboard vehicle z Not propane! (NG has higher BTU content) cleanenergyfuels.com 15
Slide 16: CNG Fueling – From Home to Fleet
CNG Fueling – From Home to Fleet Home Fueling Fleet Fueling Retail Station Fueling cleanenergyfuels.com 16
Slide 17: Liquid Natural Gas (LNG) Basics
Liquid Natural Gas (LNG) Basics z Heavy duty and medium duty vehicles z Pipeline gas cooled to -260F z Produced at LNG plants z Delivered by truck to fuel stations z More onboard fuel storage than CNG – Greater range at lower weight z Premium priced vs. CNG cleanenergyfuels.com 17
Slide 18: LNG Sources: Field Production LNG Plants
LNG Sources: Field Production LNG Plants z Large Scale Plants – ExxonMobil (Wyoming) – Williams (Colorado) – BP (Wyoming) – Pioneer (Kansas) z Plants condition Natural Gas from the Well to Pipeline Quality – Natural gas is liquefied and then turned back to gas z Some amounts are sold from plants for
Slide 19: LNG Sources: Pipeline LNG Production Plants
LNG Sources: Pipeline LNG Production Plants z Plants Take Pipeline Gas and Convert to Liquid (LNG) z Produce LNG for 2 Purposes – Storage for later use (utilities) – Transportation fuel z Located Near Consumption – Pickens Plant, near Houston, Texas – Topock, AZ – Boron, CA – Ehrenberg, AZ z 100-300
Slide 20: LNG Production Plants Make the Fuel
LNG Production Plants Make the Fuel Clean Energy’s Newest LNG Plant in Boron, California Opens 2008 $70 Million Investment 160,000 gal/day Expanding to 240,000 gal/day at end of 2009 1.5 Million Gallons Storage cleanenergyfuels.com 20
Slide 21: Fuel Delivered to Stations in Trailers
Fuel Delivered to Stations in Trailers cleanenergyfuels.com 21
Slide 22: Above-Ground Stations Dispense the Fuel
Above-Ground Stations Dispense the Fuel Carson Truck Station Grand Opening Dec-07 cleanenergyfuels.com 22
Slide 23: LNG Truck Fueling
LNG Truck Fueling z Fuel dispensed at 20 to 40 gallons per minute – Tank fills in a few minutes z Sealed Dispensing System cleanenergyfuels.com 23
Slide 24: Fueling Network Can Easily Span Regions
Fueling Network Can Easily Span Regions 420 Miles 408 Miles 283 Miles 380 Miles cleanenergyfuels.com 24
Slide 25: Let's Go – Cure Oil Addiction Today!
Let’s Go – Cure Oil Addiction Today! z Natural Gas Fuel Is: – Cheaper – Cleaner – Lower Carbon – Made in America – Abundant z Trucks Are Available Thank You for Attending Greg Roche (562) 493 – 2804 [email protected] cleanenergyfuels.com 25