Hari Subramaniam – CEO & Vice Chair – Energy Storage Ontario

Fast Facts

• eCAMION Inc. was established in 2010 – Strategic Partner SDTC $16MM Project

• Focused on supplying 20KW to 1MW Community Energy Storage (CES) systems for electrical Utilities’ grid modernization, ES based EV Charging, Commercial Buildings, & Industrial Applications

• Feb 2013 – Global First (Smallest Unit vs. Power) 250kWh with Intelligent Controls deployment in Toronto with Toronto Hydro. Oct 2014 – Revamped with upgrades.

• Sep/Oct 2014 – First deployment in the US (250kWh) and 2 Repurposed Battery CES

• Uniqueness: Chemistry & Inverter agnostic. Developed a ES Design – Module, Battery Management System (BMS) & Control, Protection & Power Management module (CPPM).

• Technology Expansion :Anti-Idling/Auxiliary Power Units (250Watts – 15 KW)

• Channel Partners: HD Supply (Canada and 22 US States), India – Larson & Turboro 2

PRIVATE & CONFIDENTIAL

3

Energy Storage Value Proposition

Decentralized

Utility (2013/14) Commercial (2015)

Industrial/Freq Reg

EV (2014/15) Residential

MARKET SEGMENT FOCUS

Vision

Customer Control

Power System Flexibility

Adaptive Infrastructure

Copyright 2013 eCAMION Confidential 4

• Reduction of demand factor• Real-time, automated load

control based on price information

• Integration of renewable DG/ EV Charging

• Enabling provision of renewable backup power through storage

• Fast response to local grid disturbances

• Volt VAR applications• V2G and G2V

• Reduction of demand during designated system-wide peak hours greatly reducing GA, Demand Charges & TOU pricing

5

Strategic Partners

eCAMION Inc. – Aligned for Growth

• Provider of turn-key smart energy storage solutions in distributed networks

• Customer Centricity: Chemistry & Inverter Agnostic (ABB, Eaton, S&C, Schneider)

• Hardware & Software Integration and Innovation

Intelligent Controls

Distributed Energy Storage

Auxiliary PowerApplications

Technology differentiation within & across platforms

Copyright 2013 eCAMION Confidential

TH & DTE Energy Storage Projects

250kWh/500kW Lithium Ion e – Controls Backup, Islanding Capital Deferral $16MM Project 3 Units

7

Toronto Hydro: 75 kW Solar System

Detroit Edison: 500 kW Solar System

250kWh/500kW FIAT – 50kWh/25kW VAR/Islanding/Freq Reg System Controller $11MM DOE Project 21 Units project testing

Distributed Energy Storage….EVOLUTION

8

Shifting the cost / environmental paradigm: Repurposed Automotive Cells RESS & Fast EV Charging Electric Vehicle batteries Hybrid batteries

• GM Engineering Centre• 4 -16 kWh• EV Charging• Residential Application• Growth via dealerships

• 25kWh/50kW • 2015 – Hybrid Cell TestingProduct Development Hybrid Batteries

PRIVATE & CONFIDENTIAL

Deployed in LA and Oak Ridges National Lab

Lessons Learned…….

9

• Battery Based: Li (Prismatic Pouch vs. Cylindrical), Packed products – Repurposed

• Customer Insight and comfort – LiPo4, Na+• Inverters & Control – Customers optimal need

• Standards (External –ESA/CSA/IEEE, Internal – FAT –Seismic, Water Testing, Utility and Customer –Protection & Control, Control Architecture – OMS/DMS

• Synergies – APU Trucks (Con Ed/ Power Stream) –Gen Set/PV

• PV with CES, Micro Grid – Diesel Gen Set• Existing Energy Storage (Fly Wheel, CDM – Chillers etc)

• Early stages with indications – Utility Value Prop (Large – Medium – Smaller Units)

• EV – Residential – EV Solar Ports• Commercial Bldg/ Micro Grid Value Prop

Thank you !

Industry Timeline

Electric Power Research Institute (EPRI) forecast for grid-ready energy storage

Energy Storage Market Size and Timeline

11

Grid Storage Functional Requirements

2011 2012 2013 2014 2015 2016Distributed

Storage Field Demos

Bulk Storage CAES Demos

Grid Ready Storage Solutions

Distributed Energy Storage Tests &

Validation

Large Market AdoptionPolicy Rules Clarified

Utility Business Models in Place

Market Size Estimations• Global Grid Storage will reach $113.5 Billion by 2017, following a 298% average year-on-year

growth trajectory since 2009, according to a Lux Research • PV Storage Market Set to Explode to $19 Billion in 2017, according to an IMS Research• APU Segment estimate is $9.2Billion – Not correlated to existing vs. new market creation

U

CEV I

Why Intelligent Energy Storage?

12

Aging Infrastructure & Customer Control Patterns Changing

Customer/ Gov’t led Renewable

energy into grid, EV Penetration –Power

Quality Issues

Intelligent energy storage is the linchpin of the

Smart Grid*

eCAMION – THE SAFEST AND MOST COMPACT INTELLIGENT ENERGY STORAGE SOLUTION

*Source: Johnstone, Nick and Ivan Hascic (2012), “Increasing the penetration of intermittent renewable energy: Innovation in energy storage and grid management”, in OECD, Energy and Climate Policy: Bending the Technological Trajectory, OECD Publishing.

Benefits of Energy Storage along the Electricity Value ChainSource: “Market Evaluation of Energy Storage in the United States”, KEMA, Jan 2012

The Energy Problem

13

One Way Flow

1. Aging Infrastructure2. Voltage/VAR/Freq Issues3. Demand and TOU

Charges4. Renewable Intermittence5. Self Generation –

Certainty of Supply6. Emergency Back up

1

2

3

4

5

The Solution: Storage based Intelligent Energy Ecosystem

14