$TPII Investor Thesis Aid Pro Innovators -> Technology & Market Not endorsed by Triad Pro Innovators Informational only Trade at your own risk No content in this summary is warranted August 8K August 8K No news seems to be the catalyst for slow price death. Few buyers here and there, but lack of news hasn’t brought anyone in. Solution in Wind: 1) Blade pitch systems currently utilize mostly lead acid battery technology for backup in an emergency situation to stop the turbine. These are mission critical and are expected to ensure the turbine shuts down properly without failure a) These use 3 per turbine, one per blade b) Battery solutions require yearly maintenance and have a short life compared to the expected 20-25 year life of the turbine, capacitor solutions have a much longer life c) Further, temp requirements for wind are -40F, which degrade battery power by more than 50% d) Offshore wind turbines are expensive to maintain and service life is a HUGE cost, minimizing service is a top priority for the industry. e) This is both a retrofit opportunity (>300,000 worldwide) as well as new turbine installation (10’s of thousands per year). 2) Grid storage - Wind is used in many locations where grid storage would be beneficial. a) Hawai’i and other locations are working hard to add renewable energy but require some sort of storage system paired with the installation. b) Current solutions are lead acid batteries which are unsafe and highly dangerous: i) Just one example: https://www.greentechmedia.com/articles/read/battery-room-fire-at-kahuk u-wind-energy-storage-farm Articles on wind pitch systems: - https://www.nacleanenergy.com/articles/33350/emergency-pitch-control-how-ultracapacitor s-improve-efficiency-and-reduce-o-m-costs - https://www.windpowerengineering.com/reducing-om-costs-with-ultracapacitors-in-emerge ncy-pitch-control-systems/ - https://www.maxwell.com/images/documents/PES-Maxwell-Corporate-Wind.pdf - http://cdn.pes.eu.com/v/20160826/wp-content/uploads/2017/09/PES-W-3-Maxwell-talking- point-4-1.pdf - https://www.prnewswire.com/news-releases/global-wind-turbine-market-2020-to-2025---fea turing-general-electric-vestas-and-senvion-among-others-301188509.html https://www.ge.com/renewableenergy/sites/default/files/related_documents/wind-onshore -3mw-wind-turbine-platform-gea32208b-r1.pdf https://invenergy.com/assets/public-filings/Supplement-09-Ekola-Flats.Assorted-Turbine-Information.pdf Solution in Solar/Grid Storage: 1) Grid storage - renewables and remote power solutions are used in many locations where grid storage would be beneficial. a) Current solutions are lead acid batteries which are unsafe and highly dangerous: i) https://www.greentechmedia.com/articles/read/battery-room-fire-at-kahuku-wind- energy-storage-farm ii) https://www.greentechmedia.com/articles/read/arizona-battery-fire-already-promp ted-safety-improvements-in-grid-storage iii) https://www.solarpowerworldonline.com/2020/02/just-how-concerned-should-the- solar-industry-be-about-battery-fires/ b) Demand for a solution is growing i) https://www.nrel.gov/news/features/2020/declining-renewable-costs-drive-focus-o n-energy-storage.html ii) https://www.globenewswire.com/news-release/2020/08/10/2075386/0/en/Grid-Sc ale-Stationary-Battery-Storage-Market-to-hit-40-billion-by-2030-Says-Global-Mark et-Insights-Inc.html American Wind Energy Association joins with Cleanpower to combine Wind, Solar, and Energy storage forces for renewable adoption: https://www.tradeandindustrydev.com/industry/alternative-energy-fuels/awea-merge-american-clean-p ower-association-17002 Grid and Micro-Grid Capacitive Storage Articles: - https://microgridknowledge.com/supercapacitor-based-energy-storage/ - https://www.betterworldsolutions.eu/smart-grid-energy-storage-ultracapa citors/ - GOLF CART MARKET This is “just” the battery market (which they would replace batteries) https://www.businesswire.com/news/home/20201126005541/en/Global-Golf-Cart-Battery-Market- 2020-2024-Insights-on-COVID-19-Impact-and-Market-Forecast-for-New-Normal-Technavio https://www.researchnester.com/reports/golf-cart-market/1216?gclid=Cj0KCQiA8dH-BRD_ARIsAC24umbyl cpu15MLM3E3mqgzd5ueWkb_60JvfLHP8x6f-jtnaVixecHbEnAaAi_mEALw_wcB Electric Vehicle Market Just the battery market is expected to grow $44B!!! https://www.prnewswire.com/news-releases/electric-vehicle-battery-market-worth-133-46-billion-globally-b y-2027-at-18-05-cagr-verified-market-research-301113902.html https://www.businesswire.com/news/home/20201123005819/en/Global-Electric-Vehicle-Ba ttery-Market-to-Grow-Over-44-Billion-Despite-Recession-COVID-19-Impact-Analysis-and-B usiness-Continuity-Plan-for-the-New-Normal-Technavio Electric Vehicle Market Target market for delivery vans: - Amazon committed to EV fleet: https://www.businessinsider.com/amazon-creating-fleet-of-electric-delivery-vehicles -rivian-2020-2 - Most car manufactures are getting into the game: https://media.ford.com/content/fordmedia/fna/us/en/news/2020/11/12/all-electric-for d-e-transit.html - Many startups looking for comp advantage: https://www.crainsdetroit.com/mobility/auburn-hills-electric-van-maker-electric-last- mile-go-public-14-billion-reverse-merger - UPS:: https://www.ups.com/us/es/services/knowledge-center/article.page?kid=ac91f520 - FedEx: https://newsroom.fedex.com/newsroom/fedex-and-chanje-to-develop-groundbreaki ng-charging-infrastructure/ - DHL: https://www.dhl.com/global-en/home/press/press-archive/2019/dhl-and-streetscoot er-develop-new-electric-drive-vehicle-with-hydrogen-technology.html - etc. TO BE CONTINUED...
Enter the password to open this PDF file:
-
-
-
-
-
-
-
-
-
-
-
-