Natural Gas for America’s Fleets cleanenergyfuels.com 1
What’s the Problem? In 1970 , we imported 24% of our oil. Today it is nearly 60% Increased Dependence on OPEC OIL ………… cleanenergyfuels.com 2
Worldwide Marketplace Worldwide Increasing Demand For an Ever Decreasing Supply of Oil .S.A . U.S.A 4% China = 19% India = 16% cleanenergyfuels.com 3
Source Countries for Oil & Natural Gas Natural Gas Sources Crude Oil & Refined Product for US Consumption Sources for US Consumption Mexico 0.2% Others 19% Canada Others 16.4% US 3.3% 28% 1/3 OPEC 80% USA OPEC Canada 32% 13% US 80.0% Mexico 8% Source: EIA - http://tonto.eia.doe.gov cleanenergyfuels.com 4
American & Abundant Boone Pickens: USA is the Saudi Arabia of Natural Gas cleanenergyfuels.com 5
The Natural Gas Solution Natural Gas for Transportation Cleaner – Too many regions have unhealthy air…. – Fleets are under pressure to reduce carbon footprint American – 98% domestically produced Cheaper – Costs average between $1.00- $2.00 less per gallon than gasoline or diesel – Oil is unpredictable and getting scarce cleanenergyfuels.com 6
Reduces Green House Gases Carbon Intensity Petroleum Fuels Natural Gas Fuels 23% GHG Reduction gCO 2 e/Mile 88% GHG Reduction Source: CARB Fuel Pathways Analysis cleanenergyfuels.com 7
Natural Gas Is a Domestic & Plentiful 98% Supplied from the U.S. and Canada Non-Renewable Sources Renewable Sources (4,000 TCF) (1,750 landfills ) Landfill Gas (Biomethane) Digester Gas (Sewer Treatment) 150 + years of Domestic Reserves Dairy Farms cleanenergyfuels.com 8
Cost of Natural Gas versus Crude Oil $3.26 x 5.8 = $18.91 Natural Gas Equals $18.91 per Barrel of Oil $95.28 (energy equivalent ) WTI Price as of Commodities Market February 20, 2013 02.14.13 cleanenergyfuels.com 9
Natural Gas: Cheaper Fuel for Fleets Diesel $4.089/DGE LNG $2.859/DGE 2006 2007 2008 2009 2010 2011 2012 2013 cleanenergyfuels.com http://online.wsj.com/article_email/SB10001424052702304707604577422192910235090-lMyQjAxMTAyMDIwMzEyNDMyWj.html?mod=wsj_share_email 10
The Diesel vs. Natural Gas Opportunity Nat Gas / Diesel Fuel Price Differential $6.00 Long-term Forecasts for Current average diesel price $4.08/gal Diesel to Increase Above $5.00 $4/gal $4.00 The $ per DGE The Expected Differential Between Natural Gas and Opportunity $3.00 Diesel will Average Between $1.25 to $2.00 per DGE Over $2.00 the Next 3 to 5 Years $1.00 High Mileage Applications will See a Rapid Payback on $0.00 the Incremental Investment 2005 2010 2015 2020 2025 2030 Source: U.S. Energy Information Administration - Diesel Nat Gas Differential Annual Energy Outlook 2011 cleanenergyfuels.com 11
Natural Gas Has an Economic Advantage Fuel Savings City Beverage Distribution Regional Corridoor Annual Fuel Useage 5,000 10,000 15,000 20,000 Savings per Gallon $1.50 $1.50 $1.50 $1.50 Annual Savings $7,500 $15,000 $22,500 $30,000 Incremental Cost Simple Payback (years) $20,000 2.7 1.3 0.9 0.7 $30,000 4.0 2.0 1.3 1.0 $40,000 5.3 2.7 1.8 1.3 $50,000 6.7 3.3 2.2 1.7 $60,000 8.0 4.0 2.7 2.0 Incremental Cost must include additional 12% FET Payback in 2 years or less should be universally acceptable (green shading) Payback in 4 years or less (yellow) should be acceptable to fleets that hold assets for 6 to 7 years combined with other factors Payback of 4 years or more is driven by non-economic factors – (2010 emissions, sustainability, foreign oil, US jobs) cleanenergyfuels.com 12
About Clean Energy (NASDAQ: CLNE) Largest Natural Gas Fuel Provider in North America Leading Provider of Natural Gas 700+ 195 Million 28,000+ 400+ As a Transportation Fuel Fleet Gallons of Natural Gas Natural Gas Customers NG last year Vehicles per Day Fueling Stations Compressed Natural Gas (CNG) Liquefied Natural Gas (LNG) Transit Buses Taxis LNG Tanker Fleet Port Trucking Regional Trucking Airport Shuttles Refuse Vehicles LNG Stations cleanenergyfuels.com 13
Clean Energy - Core Markets cleanenergyfuels.com 14
Clean Energy - Supply Chain cleanenergyfuels.com 15
Natural Gas Heavy Duty Truck Market cleanenergyfuels.com 16
Expanding Choices for Natural Gas Engines Currently Available – 8.9 liter Cummins-Westport SI (CWI) – 15 liter Westport HPDI (Paccar) Planned and Announced – CWI 12 liter SI engine • Field testing underway with OEMs • Commercial release in February 2013 – Volvo 13 HPDI liter engine • Planned introduction in 2014 – CWI 6.8 liter SI engine • Planned introduction in 2015 – Cummins 15 liter SI engine • Planned introduction in 2015 cleanenergyfuels.com 17
Every Major OEM Offers Natural Gas Trucks Freightliner – CWI 8.9 liter today and 12 liter by Q2 2013 Kenworth – CWI 8.9 &15 liter HPDI available today, 12 liter by Q2 2013 Peterbilt – 8.9 CWI & 15 liter HPDI available today, 12 liter by Q2 2013 Volvo – 8.9 CWI liter today and 12 liter by Q2 2013 International – Committed to deploy full natural gas truck product line – 8.9 Q2 2013 – 12 liter CWI by 2014 cleanenergyfuels.com 18
Natural Gas Fundamentals NG is extremely safe – Lighter than air = dissipates when released – High ignition temperature = 1,000f to 1,100f – Small air/fuel combustion ratio = 5% to 15% – Colorless, odorless, non-toxic substance – Doesn’t pool or leak into groundwater Types of NG fuel for vehicles – Compressed Natural Gas (CNG) • Compressed into vehicles at 3,600 psi Methane • 1 gallon = 5.66 pounds Ethane • 139,000 (DGE) British Thermal Units Propane – Liquefied Natural Gas (LNG) Butane Pentane • -260 degrees (liquid fuel) Hexane Other • 1 gallon = 3.49 pounds • 82,000 British Thermal Units cleanenergyfuels.com 19
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Compressed Natural Gas (CNG) Basics Light, medium, and heavy duty vehicles NG delivered by LDC pipeline to fueling station Dried, compressed & stored at 4,500 psi and dispensed at 3,600 psi Dispensed at similar speed (gpm) to gasoline Stored in several cylinders onboard the vehicle cleanenergyfuels.com 21
CNG Fast-Fill Stations cleanenergyfuels.com 22
CNG Fueling Station – Tampa, FL cleanenergyfuels.com 23
CNG Private Station – Saddle Creek Transportation Lakeland, FL cleanenergyfuels.com 24
CNG – Time-Fill K line post pic cleanenergyfuels.com 25
CNG Fuel Tanks CNG Common Tanks Nominal Size Effective Size Dry Weight Wet Weight Configuration (DGE) (DGE) (lbs) (lbs) 4 Tanks BOC 60 45 1,150 1,450 5 Tanks BOC 75 55 1,650 2,025 2 Tanks Side Rail 82 60 1,200 1,650 cleanenergyfuels.com 26
CNG Tank Package cleanenergyfuels.com 27
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Liquid Natural Gas (LNG) Basics Heavy-duty vehicles – >50 DGE/truck/day Pipeline gas cooled to -260 F Store 2x (energy)/volume as CNG Produced at LNG plants & delivered to LNG station & stored in cryogenic trailers Dispensed at 15+ DGE/minute cleanenergyfuels.com 29
LNG Fuel Tanks LNG Common Tanks LNG Tank Effective Size Effective Size Dry Weight Wet Weight Nominal Size (Gal) (Gal) (DGE) (lbs) (lbs) 119 102 60 495 870 150 128 75 620 1,093 Westport GX 119 94 58 785 1,155 cleanenergyfuels.com 30
LNG Fueling cleanenergyfuels.com 31
LNG Station Components LNG Transport Fuel Reservoirs Pump Vaporizer Dispensers Containment cleanenergyfuels.com 32
Port of Long Beach LNG Station 6 Lanes of LNG and CNG 1200 trucks fuel - Dispensing over 15,000 DGE /day cleanenergyfuels.com 33
America’s Natural Gas Highway cleanenergyfuels.com 34
America’s Natural Gas Highway Coast-to-Coast & Border-to-Border on LNG Clean Energy has the exclusive right to build LNG stations with Pilot Flying J Over 150 stations by the end of 2013, along every major interstate corridor cleanenergyfuels.com 35
2012 ANGH Deployment cleanenergyfuels.com 36
ANGH LNG Stations Hope Hull, AL Latta, SC Oklahoma City, OK Pearl, MS cleanenergyfuels.com 37
ANGH LCNG Station – Dallas, TX cleanenergyfuels.com 38
Clean Energy’s Dallas LNG/CNG Station cleanenergyfuels.com 39
What’s in it for You? Affordable, Cost Effective, Stable Fuel Supply Put Dollars back in the Budget Reduce Fleet Carbon Footprint - Lowers GHG Emissions Recognition and Improved Green Image American Vehicles Running on American Fuel Eliminate Vehicle Dependence on Foreign Oil cleanenergyfuels.com 40
Cheaper Cleaner & American Low Carbon Dave Mizerowski Regional Manager, National Accounts (770) 823-2854 dmizerowski@cleanenergyfuels.com cleanenergyfuels.com 41
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