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Commercializing Fuel Cell Systems – An Entrepreneurial Strategy
TMITMIFuel CellSystemsFuel CellSystems
NSF Fuel Cell Education ForumStark State CollegeNorth Canton, Ohio
April 17, 2011
Benson P. LeePresident and CEO
Technology Management, Inc.Cleveland, Ohio
TMI CONFIDENTIALTechnology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
Mission: Development and product commercialization of low cost solid oxide fuel cell (SOFC) platform acquired from SOHIO/BP.
Vision: Power delivered “Anywhere, Anytime, by Anyone”“Anywhere Energy™ Inside”
“Hub and Spoke” Business ModelClassic Model for “Disruptive Technology” Platform Technology at HubStrategic Alliances at Spoke(s)
TMI
Technology Management, Inc. (TMI)Ohio’s Oldest Independent Fuel Cell Systems Company
About TMI Facilities
10,000 sq ft Cleveland, Ohio, development facility dedicated to development, fabrication, testing of SOFC systems
• Compact kW scale system • Appliance-like simplicity for local
manufacture• Plug and Play for ease of maintenance,
higher power & redundancy• Operates on multiple liquid & gaseous,
conventional & biofuels• Sulfur tolerant
Single Platform Technology
• Privately held • Organized in 1990 to acquire proprietary solid oxide fuel cell (SOFC) technology from BP• Invented in Ohio, headquartered in Ohio• 100% of development and business strategy in Ohio. • Hub and Spoke Commercialization Strategy• Anywhere Energy brand
Slide 4TMI CONFIDENTIALTechnology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
Low Cost Cell & Stack Design
Invented by SOHIO/BPFull scale = 2-inch diameterElectrolyte SupportedInternally ManifoldedRadial Reactant Flow3-4 Watts/Cell~400 Cells/kW (net)No precious materialsLow cost fabrication
CathodeWith Seal
ElectrolyteYttria-Stabilized Zirconia
AnodeWith Seals
SeparatorMetal Alloy
FuelAirAir
RepeatingStack
OAQDA
Funding Sources
Technology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
Propane (2005)
Soybean Oil (2008)
Offsite Demonstrations(2005-2008)
Soybean Oil & Biodiesel (2006)
Technology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
30 Day Demo of 1kW System on Soybean Oilat Dalton Farm (Wakeman, Ohio)
May, 2009
1000+ hour Operation on JP-8at Lockheed Martin (Akron, Ohio)
January, 2011
Technology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
photograph courtesy of
TMI is one of the few known
companies that has publicly
demonstrated a kW scale system
operating on untreated fuel
Fuel Cell Power System
Fuel cell StackSub Assembly
Useful heat
AirAir
FuelFuelA.C. Power
HeatManagement
PowerConditioner
FuelProcessor
Controls
12
The Platform
DifferentiatorsValue PropositionsLow Cost Strategy
Scalability
Uniquely Positioned
1-20kW(TMI)
“Battery Scale” “Utility Scale”
TMI CONFIDENTIALTechnology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
Slide 14
High Efficiency at Small Scale
TMI CONFIDENTIALTechnology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
Multiple Non-Competing Markets (1-20kW)
Military
(JP-8)
& Aero
nautic
sElectric
al BusFuel Manifold
Fuel In
Power Out
Natural Gas
Pipelines Clean Power for Agri-Business
Institutional &Commercial
Remote & Critical Power
RuralElectrification
Mobile APU
Village Power/Micro-Utility
Water Purification & Desalinization
Power Supplement for to Solar/Wind
Combined Heat & Power
Off-gridBuildings
Microgrids & Commercial Residential
CellTowers
Telecom Relay
Networks
Class 8Fleets
Pleasure Craft
Off Road & Class 6
Municipal Fleets
Recreational
Tank APU
Battery Recharger
MobileCommunications
Slide 16TMI CONFIDENTIALTechnology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
DifferentiatorsCompared to IC engines, all fuel cells:
Use clean, quiet, electrochemical processOperate indoors (no carbon monoxide)Are scalable without economy of scale penaltiesAre more fuel efficient at all sizes
Solid Oxide Fuel Cell (SOFC)Continuous Primary (24/7) power High temperature = cogeneration
TMI SOFC:Unique compact 1 kW market entry systemDesigned for low cost manufacturePathway from Fossil to Renewable
Military: operates on JP-8. No desulfurization required (all other known fuel cell systems require desulfurization).Migration: switches “on the fly” among fuels (e.g. diesel, biodiesel, vegetable oil, natural gas, JP-8, and others)Economic: Operates on both fossil and bio-derived fuels.
Operates on gas and liquid Fuels
fuels:
• Propane • Kerosene • JP-8 (Military) • Diesel
• Natural Gas
• Biodiesel• Vegetable oil (Soy Oil)• Used cooking oil• Jatropha (India, China,
Africa)• Ethanol (Brazil)
• Digester biogas (Simulated)
• Ammonia
Liqu
id
Fossil Renewable
Technology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
TMI CONFIDENTIALTechnology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
Hub and Spoke Business Model Strategic Relationships Provide Specialized Market Feedback
Platform Technology
Strategic Partnership B Target
Market B
TargetMarket A
TargetMarket C
Slide 19TMI CONFIDENTIALTechnology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
Single Platform Serves Multiple Markets
Military (MEP)
Rural/Remote
Distributed Generation (DG)
TMI 1-kW Multi-Fuel Modular System
System/Platform
Primary Markets (2011)
Technology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
Single Proprietary Platform Anticipates licensing strategiesStandalone or OEM Operates on Indigenous fuels
Independent of fuel supply infrastructureCompact
Overnight shipping of replacement systemsPlug and Play
Maintenance by one person Independent of trained workforce, special tools or parts inventory
ModularScalable powerRedundant power
Low product life cycle cost Manufacture (like an appliance)Competitive O&M
Technology Management, Inc. • 9718 Lake Shore Blvd.• Cleveland, OH 44108 • 216-541-1000 [email protected]
1kW Market Entry SystemCompact – 1 kW system can be shipped overnight by common carrierMultiple systems for more power and redundancyEase of operation, maintenance and siting
1 person/local workforceNo special tools or equipmentNo parts inventoryIndoor siting for high security
Operation on gas and liquid fuels:Natural gasPropaneKeroseneJP-8 (Jet Fuel) Diesel EthanolBiodieselVegetable oil Digester biogas (simulated)AmmoniaUsed cooking oilJatropha
“On the fly” fuel changeoverAppliance-like simplicity for mass manufacture
1 kW Prototype16”x16”x 42”
120#
2009
Target
> 1 kW13”x13”x 28”
< 75#
© Ricardo, Inc. 2006 22RA369, 21 June 2006
Technology Management Inc
This document contains Ricardo Confidential Proprietary information and may not be shared with any other entities without receiving written permission from Ricardo.
2006 Fuel Cell Seminar (Hawaii 11/06)1st Public Display of TMI/Ricardo Truck APU 2006 Fuel Cell Seminar (Hawaii 11/06)1st Public Display of TMI/Ricardo Truck APU
TECHNOLOGY MANAGEMENT, INC. 9718 Lake Shore Boulevard, Cleveland, Ohio 44108 USAB: (216) 541-1000 F: (216) 541-1000 [email protected] Slide 25
Ohio Biomass to Energy ProgramOARDC (Ohio Agricultural Research & Development Campus)
ThermochemicalConversion
Biological Conversion
Fermentation
Anaerobic Digestion
Extraction
Gasification
ThermochemicalConversion
Biological Conversion
Fermentation
Anaerobic Digestion
Extraction
Gasification
TMI SOFC SYSTEMS: A SINGLETECHNOLOGY CONVERTS ALL BIOFUELS INTO ELECTRCITY
Thank You !www.anywherenergy.com
Technology Management, Inc.CLEVELAND, OHIO USA
Benson P. Lee9718 Lake Shore Boulevard, Cleveland, Ohio 44108
(216) 541 1000