08/12/2021

Beyond the Highway: Powering the Future for Freight & Passenger RailRegina BarringerGeneral Manager-Global Rail & Defense

Public

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Cummins was founded by Clessie Cummins and W.G. Irwin, who believed in the power of ideas and had a shared vision of what ingenuity and hard work could achieve.

Founded in 1919

Cummins took the available technology and transformed diesel into a reliable and everyday use of transformation power source.

The power of diesel

A history rooted in innovation

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Five operating segmentsCummins has a 100-year-long track record of delivering leading power solutions. As we look ahead, we know our industries and markets will continue to change, and we are committed to bringing our customers the right technology at the right time.

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PowerSystems

Components Distribution New Power

Engine

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Cummins Locomotive in 1934

80 yearsexperience of high speed diesels in rail

Proven reliability & durability and a clean emissions leader for the rail industry

33,000+ engines in railway service

Cummins Rail Business

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1600 +QSK95

Engines Sold

3200 -4425 hpBroad Range

Rail MarinePower Generation

Countries

QSK95: In Operation

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Over 1.5M hours of Continuous & Intermittent Operation

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QSK954,400 hp US EPA Tier 4 Linehaul

EU Stage V

HydrailMultiCell Modules Zero emissions

Clean Product Portfolio

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We are investing in new technologies to broaden our portfolio

PORTFOLIO

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Cummins has been innovating alternative

power several decades.In 2017 we began

establishing a business focused on bringing

alternative power to our markets.

PRE-2017

The Electrification Business Development Initiative officially launched.

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T Acquired Brammo, a primarily low-voltage battery designer, located in North America.

Acquired Johnson Matthey Battery Systems, a primarily high-voltage battery designer, located in the United Kingdom.J

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B Announced that the electrification business will become Cummins’ fifth reporting segment, called the Electrified Power segment.

Acquired Silicon Valley-based Efficient Drivetrains Inc. (EDI), a developer of plug-in hybrid and fully electric powertrain systems for commercial vehiclesJ

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JU

LY Acquired solid oxide

fuel cell (SOFC) technology and assets in upstate New York to expand capabilities in stationary power options.

Acquired Hydrogenics, a Toronto-based fuel cell and hydrogen production technologies provider.

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V The Electrified Power segment is renamed New Power, better reflecting its growing alternative power portfolio.

Formed a JV with NRPOXX for hydrogen tanks.

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NE

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State of Rail Today - Trends

Industry Consolidation ESG Focus

Increased Operational Efficiency

Low Ridership

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State of Rail Today – Power Needs

Switcher Locomotives

1000 – 2300 HP

Linehaul Locomotives

4400 HP

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PLANET 2050 aspirational targets

COMMUNITIES ARE BETTER BECAUSE WE ARE THERE2050 Targets Net positive impact

in every community in which we operate

= sum of environmental good > local environment footprint

Near zero local environmental impact

DOING OUR PART TO ADDRESS CLIMATE CHANGE AND AIR EMISSIONS

USING NATURAL RESOURCES IN THE MOST SUSTAINABLE WAY2050 Targets

Nothing wasted Design out waste in products and processes Use materials again for next life Reuse water and return clean to the community

NOTES References to “facilities” relate to all consolidated operations and joint ventures subscribing to Cummins’ Enterprise Environmental Management System. Goals will be periodically assessed for progress and continued practicability

2050 Targets Customer success powered by carbon neutral

technologies that address air quality Carbon neutrality and near zero pollution in Cummins’

facilities and operations

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Opportunities to reduce emissions

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HOW IT WORKS

• Connected diagnostics• Early detection and diagnosis• Increases uptime

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Infrastructure Policy• Bipartisan support of large infrastructure

package• $66 billion in rail investment• $8 billion for hydrogen development hubs

Cummins Rail priorities include:• Closing the Tier 4 loophole• Installing Diesel Exhaust Fluid in railyards

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The Rail Application is one of the most

demanding in terms of Reliability, Availability,

Maintainability and Safety

Railway Codes, Standards, etc.,

extremely demanding

(EMC, Shock & Vibe, Ingress Protection,

Welding, QA Requirements …)

• Demanding Duty cycle.

• Vehicle operation for 30+ years

Key Constraints: Reliability, Durability, Fuel Efficiency, Weight, Compactness and Noise

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Copyright Alstom/Rene Frampe

• The world’s first two hydrogen trains were powered by Cummins Fuel Cells

• Trains successfully completed an 18-month trial in 2019 with over 180,000 km driven

• Phase 2 of the project is underway with 41 trains powered by Cummins Fuel Cell Systems entering service by 2022

Alstom trains powered by Cummins

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The path to zero emissions requires a broad portfolio of power solutions

ADVANCED DIESEL

NATURAL GAS

HYBRID

BATTERY ELECTRIC

FUEL CELL ELECTRIC

ELECTROLYSIS

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Q+A