1. A NEW FUELING NETWORK Fuels Institute Annual Meeting May 24, 2017

2. But the context of transportation is changing dramatically.
Transportation seems unchanged... we still have to get from Point A to Point B.
But the context of transportation is changing dramatically.
Transportation inefficiency costs us our money, health and time.
1% of transportation energy is used to move a person*
Our mindset has changed. Time is the new luxury commodity.
Car selection is based on innovation, environment, convenience, TCO.
Drivers are always connected and everything around them is being connected.
* Dr Stefan Heck, NAUTO
These points set the context to describe difference between existing gas fueling networks and the electric fueling network.

3. But the context of transportation is changing dramatically.
Transportation seems unchanged... we still have to get from Point A to Point B.
But the context of transportation is changing dramatically.
Vehicle miles driven peaked in 2006.
EVs are 4X more energy efficient than gas cars.
100% of top auto brands have committed to EVs.
72% smartphone penetration in the U.S.1
6.4 billion devices connected today, 20 billion by
New technology, socioeconomic, climate and product changes are changing the context of transportation. For example…
When the last fueling network was created, smartphones did not exist.
Driver motivations:
20% Environment
20% Convenience
20% Cost
20% Tech/innovation
1 Pew Research
2 Gartner Research

4. “Honey, can we have breakfast at the Grand Canyon again tomorrow?”

5. Transportation Becomes a Fast Growth Industry
No driver
10+x utilization increase
Operational efficiencies of shared ownership
EV drive train
Cost per mile decreases by order of magnitude
Cost of Transportation
Opportunity cost of travel almost eliminated
Hours of wasted time a day reduces to practically zero unproductive time
10X increase over years
VMT per annum growth increases to 10-15% after 2020
Vehicle Miles Traveled 5

6. “Should we book a party vehicle to Vegas, or do you just want to get work done?”

7. Vehicle Diversity Skyrockets
Hardware costs amortized over order of magnitude higher VMT
Impact on vehicle quality likely significant: million mile vehicles commonplace
Impact on vehicle costs likely significant: million dollar vehicles can be profitable at high utilization
# of vehicles likely to drop, potentially significantly in OECD, depending on how high utilization goes and how aggressively VMT increases
Hardware Cost per Mile Falls
Today, industry segmented into passenger vehicles, buses, trucks
In future, much more extreme segmentation with new vehicle types constantly being invented; we lack the creativity today to imagine many of the vehicle types of the future
Lack of driver, shared ownership, and high utilization makes highly customized and expensive vehicle solutions viable
Exotic vehicles become accessible to the mass market
More Diverse Vehicles Economically Viable 7

8. ACES Trends Become Powerfully Reinforcing
Between 2020 and 2030, adoption of the ACES trends will proceed much faster than even most aggressive analyst projections. Examples of what could happen:
Compelling data on lives saved through autonomous systems creates groundswell to outlaw human driving
Diesel engine bans in urban cores, first for buses, then delivery trucks, then passenger vehicles
Aggressive regulatory action on CO2 emissions (eg outright ban on CO2 emissions by 2025/30)
OEMs make decision to stop investing in ICE engine development
Shared vehicle platforms like Uber, Lyft, Didi use ban of ICE vehicles on their platform as a marketing advantage once economics of EV drive train becomes compelling
The China effect: China’s next 5 year plan sets near term timeline for elimination of ICE engine
Drop in residual values of ICE vehicles and in new car insurance and gas station business sets off downward spiral in those very influential markets
Analysts do not project step changes in adoption! At least some of the above are likely to happen. Analysts don’t know how to factor these step changes into their projections

9. Who is ChargePoint?

10. Largest EV Charging Network
35,000+
Charging Spots
325,000+
Drivers
24.5M+
Charges Delivered
70+%
Market Share
of Networked Chargers
500 DC fast chargers

11. Best Product Offering and Business Model…
Complete Platform of Hardware Products
Initial Offering
Sell the best engineered and
designed hardware
Home
Fleet
Public
DC Fast (50kW)
DC Fast
(24kW)
DC Ultra Fast
(50-400kW)
Enables
Recurring Revenue Model
Cloud Services Subscription
Network services
Per/port 1-5 years
Growing Element of Business
Model
Maintenance
1 year included, plus additional 1-4 year contracts
Energy Services
Demand response, ancillary services, carbon credits
Transactions
Share of driver transactions
Driver Monetization
Advertising, OEM partnerships, mobile app 11

12. Cloud Services Critical to Your Operations
Real time station availability
Reporting on fuel savings, energy usage, GHG and more
Access control policies for driver groups
Flexible pricing and automated collections
Integrate with your systems
Energy management capabilities
Customer support for station managers and drivers
Driver tools to locate and use stations

13. ChargePoint Analytics: Measuring Success
Energy (kWh)
Peak Load, Average Load (kW)
GHG Avoidance and Gasoline Savings
Station Utilization
Unique Drivers
Peak Occupancy
Session Length Histogram
Detailed Transaction Data
Integrate data into your existing systems
Data Driven Decisions
Data driven decisions, not decisions based on anecdotal information or social media

14. The Future of Mobility
ChargePoint Express 250 Standalone DC Fast Charger
ChargePoint Express Plus
Platform for ultra-fast DC charging

15. Building Blocks for Modular Deployment
Express Plus Station
Up to 3 connectors
Dual display
2 Power Modules (62.5 kW)
Liquid cooled cable
Up to 400 kW output
Power Module
31.25 kW
Liquid cooled
Easily installed, no special tools to change out modules
Power Cube
Scale to up to 16 Power Modules (500 kW per cube)
Supports up to 8 Stations
Liquid cooled

16. Express Plus Sample Configurations
Grow charging capacity
without stranded investment
Pre-wire sites and grow without ongoing construction
Up to 400 kW per port
Up to 312 kW per port
Up to 125 kW per port
Ultra-fast DC charging
Hundreds of miles in 15 minutes
Up to 62.5 kW per port

17. For more information contact us
Thank You
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