SuperPower s path to leadership in clean, green and smart energy technology

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1 superior performance. powerful technology. SuperPower s path to leadership in clean, green and smart energy technology Traute F. Lehner Sr. Director, Marketing & Gov t Affairs Advanced Energy Conference May 1, 2013 New York, NY SuperPower Inc. is a subsidiary of Furukawa Electric Co. Ltd.

2 Topics Role of superconductivity in clean energy Three stage evolution of SuperPower as a clean-energy company Technology scale-up Device demonstrations Learning from the marketplace Current status and a look ahead 2

3 SuperPower s evolution as a clean energy company : The Intermagnetics Years 2G HTS technology development Pilot production scale-up Demonstration projects energy focus : The Philips Years Transition to commercialization Exploration of other commercial markets Buildup of broad customer base From 2012 onward: The Furukawa Years Mass production focus Drive to long-term sustainability in a slowly evolving market 3

4 What is a superconductor? A material that, when cooled to a critical temperature, loses all resistance to the flow of electrons (no losses!!) Initial (LTS) discovery 1911 New (HTS) materials discovered in 1986 HTS LTS Liquid Nitrogen Liquid Helium Magnet levitating over a superconductor Meissner Effect 4

5 The power of energy density More power in less space Smaller, lighter compact and efficient devices = #6 bare copper: area = mm 2 Superconductor (black dot) area = 0.01 mm 2 Total wire area = mm 2 Current carrying capability of copper ~ 100 A/cm 2 Current carrying capability of 2G wire ~ 25,000 A/cm 2 Current carrying capability of superconductor film ~ 5,000,000 A/cm 2 5

6 Clean, green and smart energy solutions Devices fabricated with HTS Greater efficiency Environmentally friendly Safer Smaller footprint Lighter Aesthetics (NIMBY concerns) Security benefits Improved quality and reliability Form fit replacement for copper! 6

7 SuperPower formed in 2000 to develop 2G HTS for energy tech applications Superconductivity group spins off from GE in 1971 forms Intermagnetics General Corporation Successful business built around supplying superconducting (LTS) magnets for highly successful MRI business (Philips and others) Early focus on HTS begins at IGC in 1987, with discovery of HTS Development of wire with 1G HTS materials (BSCCO) Early device demonstrations (transformer, fault current controller) with 1G Realization of superiority of 2G HTS materials first to transition 1G HTS 2G HTS Multiple factors predict enormous market potential for 2G-based utility devices 7

8 A power grid in need of improvement 2-3% annual increase in demand for reliable, high quality power Aging utility infrastructure in need of upgrade and replacement power outages, brownouts, power sags regularly highlight limitations of the nation s energy delivery system 2 billion people worldwide without electricity - long term sustained growth More efficient, reliable, clean and cost-effective devices are needed $400M in VC funding provided to innovative energy tech solution providers in 2000 vs. $10M in

9 Initial focus - 2G HTS technology development and wire production scale-up 2G HTS expected to provide benefits for power applications higher current densities higher operating temperatures ultimately lower cost New manufacturing techniques akin to semiconductor industry automated, reel-to-reel fast, high throughput modular and scaleable expected to be economical in long lengths. Technology licensed from Lucent, LANL Aggressive IP portfolio program 9

10 And teaming with industry to demonstrate the technology Leverage capabilities with industry + technology partners to reduce risk Government support to leverage industry investment Demonstration programs to generate visibility and confidence Albany HTS Cable - Sumitomo, BOC (now Linde), National Grid (DOE, NYSERDA) HTS Transformer: Waukesha Electric (now SPX Transformer Solutions), RG&E (DOE) Superconducting Fault Current Limiter: Nexans, AEP (DOE, EPRI, NYSERDA) Fault Current Controller with General Atomics Albany HTS Cable with National Grid 1 MVA HTS Transformer with Waukesha Electric Matrix FCL with Nexans 10

11 The Philips years 2006: Intermagnetics is acquired by Philips for MRI magnet business SuperPower is part of package is there a fit? Six years to build value, find the right home Build-up of strong technical and business team Transition from pilot production scale-up to pilot-scale manufacturing Separation of R&D from manufacturing to focus on process standardization Strategic Research Agreement with Univ. of Houston - TcSUH Strong market focus Exploration of wide range of commercial markets beyond energy-only focus Buildup of broad global customer base 11

12 HTS addresses a broad application range 5+ years Large market potential lies outside the capability of LTS wire A wide range of applications with broad operating conditions & unique requirements needs a highly sophisticated & engineered wire. 12

13 Broad market application opportunities identified Energy Defense Transportation Industrial Medical Science/ Research FCL Cable Generators Transformers, incl. FCL Storage SMES Flywheels Motors Cables Directed energy weapons Maglev EV Motors Rail engines Rail transformers Induction heaters Motors Generators Magnetic separation Bearings Current leads NMR MRI HF magnets Space exploration SQUIDS High energy physics Electronics Cell tower base station filters Courtesy of Waukesha Courtesy of SuperPower and Furukawa Key: Near-Term addressable: 1-5 years Mid-Term: 3-7 years Longer term: 5-10 years 13 Courtesy of Oswald 13

14 The Voice of the Customer provides our roadmap Application-specific requirements: Performance: critical current, in-field performance, engineering current density, low ac losses, piece length Mechanical properties: wire strength, joint options Finishing options: insulation, stabilization, multiple geometries Quality: uniformity, delivery time, price optimization, reliability 14

15 A new strategic owner steps up Furukawa Electric acquires SuperPower in February 2012 Adding the world leader in 2G HTS to Furukawa s long history in LTS Focus on long-term sustainability in a slowly evolving market Concentration on continuous manufacturing improvements over established baseline capabilities to address market needs Steady expansion of production capacity to meet market requirements 15

16 Market expectation: at 20-30% of device cost, significant growth is expected for HTS wire market by 2017 Global Market for S/C Materials ($M) CAGR LTS Materials $ $ % HTS* Materials $12.30 $ % Total $ $ % * HTS = MgB 2, BSCCO and YBCO $ $ $ $ $ Superconducting Device Market ($M) HTS Wire S/C Device Market in 2017 ($M) HTS Wire Market ($M) The global market for Superconductivity applications is expected to grow to about $3.3B by 2017; for electrical equipment, this will amount to about $920M! $ $ $ $50.00 $0.00 Source: Superconductors: Technologies and Global Markets, BCC Research, Oct

17 We are meeting the requirements for today s HTS-based devices High performance: 100A standard; A premium (4 mm width) Uniform Ic over long lengths, across wire width High engineering current density: more energy in less space Chemistry: two formulations suited to unique operating conditions Flexible architecture: variety of widths and thicknesses Superior mechanical properties: handles operating forces High quality: thoroughly tested and qualified Long piece lengths: routine m lengths Increasing capacity to meet market demand 18

18 And making further progress with Continuous Improvement Programs Performance higher critical current Piece lengths longer single lengths without joints Uniformity tighter bandwidth, along the length and across the width Mechanical properties stronger in tension, compression, and other stresses Capacity/Delivery time larger quantities, faster delivery Price lower price per meter, improved price/performance ratio Options additional options including new types of insulation, additional geometries Major focus on product quality and performance certification in operating conditions Six Sigma, Lean manufacturing 19

19 Government funding changes new sources enable further device demonstrations that align with key goals ARPA-E SMES (Oct 2010 Sept 2013 ) $2.3M project / 80% funded by ARPA-E (ABB, BNL, UH) In-field performance and price improvement DOE Smart Grid Demonstration Program - 2G HTS FCL Transformer (Dec 2010 Sept 2015) $11.0M project / 50% funded by DoE (SPX, UH, SoCalEd) Bonded wire architecture; FCL functionality, ac loss and wire performance improvement ARPA-E REACT program Phase 1 (Jan 2012 June 2013) $1.9M project / 50% funded by ARPA-E (UH, TECO-W, Tai- Yang, NREL) Improvement in process equipment, wire performance, price DOD Army Research Lab: SMES for Micro-grid ( ) $4.2M project; 100% funded by DOD ARL (expand on SMES work in ARPA-E) (BNL, MTECH, UH) AC loss reduction through superconductor tape design; adaptation of coil from utility MV interface to LV military performance requirement 20

20 Summary Funding for SuperPower provided by corporate parents: Intermagnetics, Philips, Furukawa Partnerships and government programs critical to technology development and demonstration SuperPower s wire production scaled up - stable and sufficient to meet today s market requirements Market requirements become more demanding Manufacturing initiatives directed toward improvements to meet application requirements and to speed adoption rate For more information: tlehner@superpower-inc.com 21