Electrification of Transportation – – Electrification of Transportation It’ ’s a matter of when, not if s a matter of when, not if… … It Key Trends and Drivers for the Future Key Trends and Drivers for the Future June 14, 2011 June 14, 2011 Nancy Gioia Director, Global Electrification Ford Motor Company
From our Executive Chairman From our Executive Chairman “Improved sustainable performance is not just a requirement, but a tremendous business opportunity.” - Bill Ford Our vision for the 21 st century is to provide SUSTAINABLE transportation that is affordable in every sense of the word: William Clay Ford 2nd Environmentally, Socially & Economically Slide 2, June 14, 2011
Sustainability at Ford Sustainability at Ford Environmental • CO 2 Reduction • Energy Efficiency Economic • Air & Water • Profitability Quality • Cash Flow • Waste Reduction Sustainable Sustainable Meeting the needs of Social the present without • Human Rights compromising the • Working Conditions • Employee Growth future. and Development Slide 3, June 14, 2011
Process to Manage Sustainability of Our Process to Manage Sustainability of Our Products Products At Ford, sustainability is embedded into the fabric of our company Slide 4, June 14, 2011
Consumer: more people more people Slide 5, June 14, 2011
Consumer: china & india india china & Slide 6, June 14, 2011
Consumer: urbanization urbanization Slide 7, June 14, 2011
Consumer: falling fertility falling fertility Slide 8, June 14, 2011
Consumer: aging population aging population Slide 9, June 14, 2011
Wealth 1990 Wealth 2015 Slide 10, June 14, 2011
World Map 2050 Population Slide 11, June 14, 2011
Consumer: Oil and Gas Price Volatility Consumer: Oil and Gas Price Volatility is Picking Up is Picking Up Crude Oil Price ($ / barrel) Concentration of Global Oil Reserves $120 US Other 2% 10% Kazakhstan 3% $100 Nigeria 3% Libya 3% $80 Russia 6% Middle East $60 Canada 60% 6% $40 Venezuela 7% $20 Over 60% Of Oil Reserves Are Concentrated In Middle East Nations $0 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 Sources: BP Statistical Review of World Energy June 2008 Source: U.S. Department of Energy, Energy Information Agency PennWell Corporation, Oil & Gas Journal, Vol. 106.48 (December 22, 2008) Gulf Publishing Company, World Oil, Vol. 229, No.9 (September 2008) 4F Slide 12, June 14, 2011
Science: Science: Global Emissions Objective Global Emissions Objective CO 2 Concentration (PPM) • CO 2 stabilization target at 450 662 ppm is required to limit global warming to 2.0 degrees C over pre-industrial levels “Business as Usual” • This target has been endorsed by the United Nations Framework Convention on Climate Change 450 • Light Duty Vehicles are the source “Stabilization” 2010: for ~20% of CO 2 in the U.S. 390 • Ford is committed to doing its part of achieving a 450 ppm glidepath 275 1900 1950 2000 2050 2100 Ford Is Committed To Support CO 2 Stabilization At 450 PPM Slide 13, June 14, 2011
Science: Global Automotive Science: Global Automotive Emissions Objectives Emissions Objectives Global Carparc Global Automotive CO 2 Objective (millions of units) (avg. vehicle CO 2 emission g / km) 2,345 288 1,630 127 2025 965 35 2010 2020 2030 2040 2050 2010 2020 2030 2040 2050 Global Automotive Emission Objectives Reflect Growing Carparc Source: IHS Global Insights Slide 14, June 14, 2011
Ford’ ’s Sustainability Strategy s Sustainability Strategy – – Ford Technology Migration Technology Migration TECHNOLOGY MIGRATION NEAR TERM MID TERM LONG TERM 2007 2012 2020 2030 FULL CONTINUE LEVERAGE BEGIN MIGRATION TO ADVANCED TECHNOLOGY IMPLEMENTATION OF ELECTRIFIED OF KNOWN VEHICLES AND TECHNOLOGY DEPLOYMENT OF ALTERNATIVE EPAS ENERGY SOURCES 6 ‐ SPEED TRANSMISSIONS AUTO STOP ‐ START ECOBOOST SUBSTANTIAL WEIGHT REDUCTION WORLD ‐ CLASS HYBRIDS WORLD CLASS BEVs BEGIN BEV INTRODUCTION WORLD CLASS PHEVs Ford’s sustainability strategy, founded on affordability for millions of customers, remains in place as we move to the mid-term. Slide 15, June 14, 2011
Ford’ ’s Electrification Strategy s Electrification Strategy Ford Plug & Play into High Volume Platforms with Global Reach PHE V BE V HE V Gas E ngine Diesel E ngine Alternative Fuels Bio-Fuels Pragmatic, comprehensive, flexible approach to leverage global assets and get the product and cost right for profitable growth. Slide 16, June 14, 2011
New C- -Platform Electrified Vehicles Platform Electrified Vehicles New C POWER THE CHOICE OF Ford’s strategy is to electrify global platforms with all 3 electric solutions – to drive choice of top hats, scale and affordability Slide 17, June 14, 2011
Electrification Projects – – US and Europe US and Europe Electrification Projects 2004 CY 2010 CY 2012+ CY C ‐ MAX HEV (Next Generation HEV, Global C ‐ Platform) HEV C ‐ MAX HEV Hybrid Electric Vehicles FUSION/MKZ NEXT GEN HEV (Global CD Platform) Next Generation HEV (CD ‐ Platform) Next ‐ Generation HEV PHEV C ‐ MAX ENERGi (Global C ‐ Platform) Plug-in Hybrid Electric Vehicles New C ‐ MAX PHEV TRANSIT CONNECT ELECTRIC BEV TRANSIT CONNECT ELECTRIC Battery Electric Vehicles FOCUS ELECTRIC (Global C ‐ Platform) FOCUS ELECTRIC (Global C ‐ Platform) New PHEV (Global C ‐ Platform) Technology, platform and flexible manufacturing approach support efficient rapid global deployment Slide 18, June 14, 2011
Ford Global Electrification Product Plan Ford Global Electrification Product Plan 2010 CY 2015 CY 2020 BEV BEV Ford PHEV PHEV Global HEV Volume HEV HEV % of total Ford 1% 2-5% 10-25% volume • Portfolio Approach = HEV/PHEV/BEV (customer ‐ driven) • Global Flexibility = Electrify Highest Volume Platforms • Best Value = HEVs Remain Highest Volume • Affordability Remains Key = Sharing Common Components Ford’s electrified platform strategy provides global flexibility Slide 19, June 14, 2011
Technology and Component Sharing Technology and Component Sharing Component HEV PHEV BEV Power/ Energy/Fast Power High Voltage Battery Energy Charge Traction Motor Mod Generator N/A Technology and Technology and Inverter(s) Mod Scale – Key to Scale – Key to Electric AC / Heater Mod Affordability Affordability DC / DC Converter Mod Regen Brake Hardware Many New Many New Skills Needed… Transmission Skills Needed… N/A Engine N/A Gear Box N/A N/A Charger & Wiring N/A Mod Electric Pumps / Cooling Circuits N/A Mod Mod Slide 20, June 14, 2011
All New Customer Interfaces - All New Customer Interfaces - Require New Skills and Tools Require New Skills and Tools SMARTGAUGE™ WITH ECOGUIDE GRAPHICALLY TRACKS DRIVER’S EFFICIENCY Slide 21, June 14, 2011
Electric Lifestyle – – Supported By Ford Supported By Ford Electric Lifestyle In ‐ Car Info with At Home Smartphone Access with MyFord Touch TM Charging MyFord Mobile Supporting increased in ‐ vehicle Supporting home infrastructure Supporting continual connectivity data needs and minimizing energy cost to vehicle (North America) Plug-In vehicles require In-Vehicle, Charge-Point, and Remote communication and control Slide 22, June 14, 2011
Future State: Integrated World with Energy Future State: Integrated World with Energy Providers & Autos Working Together Providers & Autos Working Together Renewables Wind/ Solar Exploring Value From “Plugging In” All New System View: • What components are in the new system? Advanced • How will the grid and energy flow be controlled Lithium in the future? Batteries • Who are the parties involved? for Mobile and Stationary • What new integration is needed? Uses Smart • What are the key technologies and standards Utility Data Appliances needed? Management and Operations Many Open Questions… Integrating a new Integrating a new system - system energy eco- energy eco Slide 23, June 14, 2011
Re- Re -Think the Business: Think the Business: Build Value Chain Build Value Chain VALUE CHAIN Engineering & Manufacturing & Research and Innovation Assembly Development Raw Materials Inverter Electric Battery Pack Gear Box Motor Sales & Service Financing EOL & Recycling Marketing Slide 24, June 14, 2011
Jobs And Innovation: Is The Industry Jobs And Innovation: Is The Industry Prepared For Growth? Prepared For Growth? Global EV Volumes: 2000 - 2017 CY BEV PHEV HEV Total EV 4500 NOW 4000 3500 3000 Volumes (000) 2500 2000 1500 1000 500 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Calendar Year Industry must invest in installed capacity and R&D for global growth Electrified Vehicle growth delivers high-value manufacturing jobs – now and in the future Source: CSM Global EV Data 2000-2017 Slide 25, June 14, 2011
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