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cleanenergyfuels.com
Natural Gas
for
America’s Fleets
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cleanenergyfuels.com
What’s the Problem?
In 1970, we imported 24% of our oil.
Today it is nearly 60%
Increased Dependence on OPEC OIL …………
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Worldwide Marketplace
U.S.A.
4% China = 19%
India = 16%
Worldwide Increasing Demand
For an Ever Decreasing
Supply of Oil
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Source Countries for Oil & Natural Gas
US28%
Canada13%
Mexico8%
OPEC32%
Others19%
Crude Oil & Refined Product
Sources for US Consumption
US80.0%
Canada16.4%
Mexico0.2%
Others3.3%
Natural Gas Sources
for US Consumption
Source: EIA - http://tonto.eia.doe.gov
1/3 OPEC 80% USA
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American & Abundant Boone Pickens: USA is the Saudi Arabia of Natural Gas
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The Natural Gas Solution
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
Natural Gas for Transportation
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Petroleum Fuels Natural Gas Fuels
Reduces Green House Gases
Carbon Intensity
gCO2 e/Mile
23% GHG
Reduction
88% GHG
Reduction
Source: CARB Fuel Pathways Analysis
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Natural Gas Is a Domestic & Plentiful
150 + years of Domestic Reserves
Landfill Gas (Biomethane)
Digester Gas (Sewer Treatment)
Dairy Farms
Non-Renewable Sources
(4,000 TCF) Renewable Sources
(1,750 landfills)
98% Supplied from the U.S. and Canada
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Cost of Natural Gas versus Crude Oil
$95.28 WTI Price as of
02.14.13
$3.26 x 5.8 = $18.91
Natural Gas Equals $18.91 per Barrel of Oil
(energy equivalent )
Commodities Market February 20, 2013
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cleanenergyfuels.com
Natural Gas: Cheaper Fuel for Fleets
http://online.wsj.com/article_email/SB10001424052702304707604577422192910235090-lMyQjAxMTAyMDIwMzEyNDMyWj.html?mod=wsj_share_email
LNG
$2.859/DGE
Diesel
$4.089/DGE
2006 2007 2008 2009 2010 2011 2012 2013
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cleanenergyfuels.com
The Diesel vs. Natural Gas Opportunity
Long-term Forecasts for
Diesel to Increase Above
$4/gal
The Expected Differential
Between Natural Gas and
Diesel will Average Between
$1.25 to $2.00 per DGE Over
the Next 3 to 5 Years
High Mileage Applications
will See a Rapid Payback on
the Incremental Investment
Source: U.S. Energy Information Administration -
Annual Energy Outlook 2011
Nat Gas / Diesel Fuel Price Differential
$0.00
$1.00
$2.00
$3.00
$4.00
$5.00
$6.002
00
5
20
10
20
15
20
20
20
25
20
30
$ p
er
DG
E
Diesel Nat Gas Differential
Current average diesel price $4.08/gal
The
Opportunity
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Natural Gas Has an Economic Advantage
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)
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
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cleanenergyfuels.com
Compressed Natural Gas (CNG)
Taxis
Airport Shuttles
Transit Buses
Leading Provider of Natural Gas
As a Transportation Fuel
About Clean Energy (NASDAQ: CLNE)
Liquefied Natural Gas (LNG)
Port Trucking
LNG Stations
LNG Tanker Fleet
Largest Natural Gas Fuel Provider in North America
700+ Fleet
Customers
28,000+ Natural Gas
Vehicles per Day
400+ Natural Gas
Fueling Stations
195 Million Gallons of
NG last year
Regional Trucking Refuse Vehicles
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Clean Energy - Core Markets
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Clean Energy - Supply Chain
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Natural Gas Heavy Duty Truck Market
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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
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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
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cleanenergyfuels.com
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
• 1 gallon = 5.66 pounds
• 139,000 (DGE) British Thermal Units
– Liquefied Natural Gas (LNG)
• -260 degrees (liquid fuel)
• 1 gallon = 3.49 pounds
• 82,000 British Thermal Units
Butane
Pentane
Hexane
Ethane
Propane
Other
Methane
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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
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CNG Fast-Fill Stations
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CNG Fueling Station – Tampa, FL
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CNG Private Station – Saddle Creek Transportation Lakeland, FL
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CNG – Time-Fill
K line post pic
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CNG Fuel Tanks
CNG Common Tanks
Configuration Nominal Size Effective Size Dry Weight Wet Weight
(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
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CNG Tank Package
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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
Liquid Natural Gas (LNG) Basics
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cleanenergyfuels.com
LNG Fuel Tanks
LNG Common Tanks
LNG Tank Nominal Size
Effective Size Effective Size Dry Weight Wet Weight
(Gal) (Gal) (DGE) (lbs) (lbs)
119 102 60 495 870
150 128 75 620 1,093
Westport GX 119 94 58 785 1,155
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LNG Fueling
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LNG Transport
Fuel Reservoirs
Pump
Dispensers
Containment
LNG Station Components
Vaporizer
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Port of Long Beach LNG Station
6 Lanes of LNG and CNG
1200 trucks fuel - Dispensing over 15,000 DGE /day
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America’s Natural Gas Highway
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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
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2012 ANGH Deployment
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ANGH LNG Stations
Hope Hull, AL Latta, SC
Oklahoma City, OK Pearl, MS
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ANGH LCNG Station – Dallas, TX
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Clean Energy’s Dallas LNG/CNG Station
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cleanenergyfuels.com
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
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cleanenergyfuels.com
American Cleaner &
Low Carbon
Cheaper
Dave Mizerowski
Regional Manager, National Accounts
(770) 823-2854
dmizerowski@cleanenergyfuels.com
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