Electric Mobility Threat or Opportunity? (for Petrol Station owners and operators)

Introduction

Electric Mobility - Threat or Opportunity?

Actually it’s both and more,

It depends on YOU !!!

Status and Trends

- High Price of oil (increasing trends)

- Global warming and CO2 reduction

- Geopolitical issues (instability in main oil production areas)

Status and Trends Oil Market

0.00

50.00

100.00

150.00

200.00

250.00

19

86

19

88

19

90

19

92

19

94

19

96

19

98

20

00

20

02

20

04

20

06

20

08

20

10

20

12

20

14

20

16

20

18

20

20

20

22

20

24

20

26

20

28

20

30

20

32

20

34

Real Prices Low Price (EIA 2010) High Price (EIA 2010) Average Price (EIA 2010) Average Price (EIA 2011) High Price (EIA 2011) Low Price (EIA 2011)

Forecast, trends and real prices – Oil Market

Source: EIA; Thomson Reuters, Petrotec Statistics

High Price

(EIA 2011)

High Price

(EIA 2010)

Average Price

(EIA 2010)

Average Price

(EIA 2011)

Low Price

(EIA 2011)

Low Price

(EIA 2010)

REAL PRICE (Jan-Apr 2012)

102,99 USD/Barrel

Status and Trends Transportation and CO2 emissions

Source: EPA, US Department of Transportation 2010

CO2 emissions allocated to economic sector

Status and Trends Energy distribution

37%

25%

21%

8%

9%

Total energy Source Distribution

Oil

Natural Gas

Coal

Renewable Energy

Nuclear

72%

22%

5%

7%

Oil distribution by demand sector

Transportation

Industry

Residential & Commercial

Electric Power 94%

3% 3%

Transportation energy source distribution

Oil

Natural Gas

Renewable Energy

Source: EIA, Energy Outlook 2009

Status and Trends Electricity consumption and Market

Source: The future of Nuclear Power, MIT, 2003 Source: BP Energy Outlook 2030, 2011

Electricity demand will increase 25%

over the next 10 Years

Electricity price will increase due to

incorporation of additional taxes

Status and Trends Geopolitical instability in oil production areas

Lybia – Still 300.000 barrels per day

bellow of full capacity.

Syria – About 230,000 barrels are

offline in Syria thanks to the fighting

in the country

Yemen - Nearly 140,000 barrels of oil

are unavailable from Yemen as the

Arabian country battles militants

in its south-west region bordering

the Red Sea and the Gulf of Aden.

South Sudan - Roughly 350,000 barrels

of oil are offline due to a flare-up

in violence in the African country.

Status example in the the beginning of April 2012

Hybrid and 100% Electric Vehicles Constructors trends and the future

All big constructors have announced and released electric vehicles

Automotive started the

revolution !

Hybrid and 100% Electric Vehicles Forecasts and trends

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

2010 2015 2020 2025 2030 2035 2040 2045 2050

Plugin Hybrid Vehicles Forecast Compilation

PHEV Forecast Compilation

Trend

Source: ETCACC; JRC/CE; Deutsche Bank; AEA; US Department of Energy; European Parliament; BCG

Hybrid and 100% Electric Vehicles Forecasts and trends

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

40.0%

2010 2015 2020 2025 2030 2035 2040 2045 2050

Battery Electric Vehicle Forecast Compilation

EV Forecast Compilation

Linear (EV Forecast Compilation)

Source: ETCACC; JRC/CE; Deutsche Bank; AEA; US Department of Energy; European Parliament; BCG

Hybrid and 100% Electric Vehicles Sales and history based trends

1.00%

1.50%

2.00%

2.50%

3.00%

3.50%

4.00% Hybrid Vehicles Market - USA

Sales of Hybrid Vehicles vs Total (%)

Trend

Source: Hybridcars.com

Hybrid and 100% Electric Vehicles Sales and history based trends

0.00%

0.05%

0.10%

0.15%

0.20%

0.25%

0.30%

0.35% Electric Plugin Vehicles Market - USA

Sales of Plugin Vehicles vs Total (%)

Trend

Source: Hybridcars.com

Where does the Petrol Station fits? EV Charging Technology

Slow Charging for EV’s will not be the solution:

•Residential tariffs will increase

•It is very time consuming and with vehicles with increased battery

capacities will be insufficient

Fast Charge will lead, but:

•Require a lot of power availability

•Need to be installed in a place with dully surveillance

•Will adapt to different standards

•It is “fast” and convenient

The Petrol Station is the place for Fast Charges!

Petrol Station The now

Topology 1

Convenience

Store Car Care

Service

Station

Food and

Beverage

Additional

Services

Leisure

Convenience

Store Car Care

Service

Station

Additional

Services

Car Care Additional

Services

Fuel (Energy)

Topology 2 Topology 3

Big Mall

or

Petrol Stations – The future Where is business?

Food and

Beverage

Service

Station

Store

Car care

Convenience

store

Leisure

Aditional

Services

? ?

Petrol Station – Business Value

50% £?

The Anchor

Energy (FUEL)

Diesel

Gasoline

LPG

Ethanol CNG/LNG

Biodiesel

Electricity

50% £?

Petrol Stations – The future What is business?

What petrol stations have as advantage?

- Included in daily routines of consumers

- Highly accessible places

- Prepared with parallel products and services

- Secure places with supervision and local supporting for costumer

The perfect spot for 10-20 minutes of EV charging as in Fast-Charge?

Why not using the same business model as for regular fuel

dispensers?

Petrol Stations – The future Where is business?

Electricity in Petrol Station – How and When

Fast Charge

Equipment

Local Electric

Energy

Storage

2012 2020 2030

Emerging

technology

PROBLEMS?

Petrol Stations – The future What and where are the bottlenecks?

Where should we act to protect our business?

- Technical Legislation and standardization activities

Chademo European Combo AC European

Petrol Stations – The future What and where are the bottlenecks?

Technical Legislation and Standardization Evolution

Chademo European Combo AC European

Status: Implemented and

progressing in the market

DC:

- 50kW – 400 VDC – 125 A

- 15 to 30 min 80% of charge

Status: In development and

recently agreed with

constructors

AC

- 32A - 480V – 22kW - 4h

recharging time

- 10-16A - 220V – 8 to 10h

recharging time

DC

- 200-400VDC – 200A

- up to 200A

- 10 to 20 min 80% of charge

Status: Implemented and

progressing in the market (32A).

Annouced with Renault ZOE

(63A)

AC

- 63A - 480V – 43kW

30 minutes recharging time

- 32A - 480V – 22kW

4h recharging time

- 10-16A - 220V – 8 to 10h

recharging time

Petrol Stations – The future Problems - Regulation

Commercialization of electricity

- Commercialization status is the most sensitive menace to the

future of mobility business

- Today is not possible to re-sell electricity. Any good reason why?

- Electrical utilities are preparing to reach the mobility market

-Competition and product substitution

Petrol Stations – The future What and where are the bottlenecks?

What has to be done

- Petro Stations have to enter EV recharging market: otherwise,

1 EV sold = -1 customer coming to the station

- Petrol Stations must be able to sell or re-sell electricity

- Union between Petrol Station operators is needed for a review of

actual status – regulations protect electricity companies

- With a correct metrological equipment and a fair operation, there are

no arguments to forbid selling or re-selling electricity in Petrol Stations

- With the right equipment, regulations and business model people

could choose the best offer in terms of true price differentiation per

petrol station

Petrol Stations – The future Changes are already happening…

It’s time to prepare the future

and fight to change the actual

regulations. Otherwise, electrical

mobility will not be a part of our

business and our current

business will decline.