lPUBLIC 公開 Zero Emission Hydrogen Vehicles

DOE Electricity Advisory Committee Working Together Towards a Sustainable and Resilient Zero Carbon Emission Future: Hydrogen, Batteries, & Natural Gas

Robert Wimmer Director, Energy & Environmental Research Motor North America

June 9, 2021

Sustainability & Regulatory Affairs 1 lPUBLIC 公開 Toyota Motivation

Toyota 2050 • Seek a 90% reduction in tailpipe emissions by 2050, from 2010 levels, Environmental Challenge on a global basis • Meet customer transport needs anywhere in the world with a portfolio of electrified vehicle options

NEXT GENERATION VEHICLE

• Accelerate vehicle electrification globally to achieve by 2025 • All Toyota and models have an electrified option • ~50% of new vehicle sales will be electrified

Sustainability & Regulatory Affairs 2 lPUBLIC 公開 Toyota US Electric-Drive Portfolio Cell Compact/ Medium

Corolla Hybrid Prius Prius AWD

Large/ LC 500h Premium Camry Hybrid Avalon Hybrid ES 300h Mirai FCEV Toyota Hybrid LS 500h

Venza UX 250h SUV Lexus

RAV4 Hybrid Hybrid NX 300h Highlander Hybrid Electrification Progress Takes Time • 1st Prius hybrid launched in US in 1999 Sienna RX 450h • +4M electric-drive Toyota & Lexus sold in US • ~23% of current Toyota & Lexus sales electrified • Expect 70% electrified by 2030 RAV4 Prime Prius Prime PHEV Plug-In Electric PHEV

Sustainability & Regulatory Affairs 3 lPUBLIC 公開 Advantage & Status

No change in Public Infrastructure behavior needed No need for home refueling

Rapid Refueling Clarity 3-5 minute

• +10,000 FCEVs sold in US, ~8000 Toyota Mirai • 48 retail H2 stations open in CA Long Range +400 miles • +60 under construction or in design Excellent performance in cold weather • Also deploying stations in area

H2 Station Locations

Sustainability & Regulatory Affairs 4 lPUBLIC 公開 A Single Can Support Many ZEVs

An FCEV requires 3-5 minutes to refuel → A single nozzle can fuel ~10 FCEVs / hour

New stations typically have two dispensers with 4 nozzles → ~480 FCEVs can be refueled in a 12-hour day → A single 4 nozzle station can support up to 1500 individual FCEVs (Assuming twice a week refueling)

Station Capacity = ~ 1 ton of H2 / day

Sustainability & Regulatory Affairs 5 lPUBLIC 公開 Scalability of FC Technology

2X Systems

Heavy-Duty Applications

Modular Fuel Cell Plus Additional Power System • Batteries • H2 Storage Medium-Duty Applications

Marine, Industrial, Rail and Stationary Applications Sustainability & Regulatory Affairs 6 lPUBLIC 公開 Toyota Heavy-Duty Fuel Cell Vehicles

Fuel Cell Power Supply Vehicle Japan

Class 8 Fuel Cell Tractor Medium Duty Fuel Cell Trucks with Hino Japan

FC Fork Truck

UNO FC Utility Tractor Sora Fuel Cell Bus Heavy Duty Fuel Cell Trucks with Hino US Sustainability & Regulatory Affairs 7 lPUBLIC 公開 Commercial Class 8 Truck Project with 10 4 2 CLASS 8 TRUCKS UNIQUE OPERATORS NEW HD H2 FUELING STATIONS

Sustainability & Regulatory Affairs 8 lPUBLIC 公開 Toyota Zero Emission HD Truck Drayage Project

$82M “Shore-to-Store” ZANZEFF* Project Toyota “Tri-Gen” Project

Funding Agency • Renewable hydrogen, power, and heat production • Located at Toyota’s Port Facility in Port of Long Beach $41M • Will fuel “Portal” trucks and new Mirai

Project Manager

OEM Manufacturer ZEV Powertrain Station Developer

• 10 FCEV Class 8 On-Road “Portal” Trucks • 2 High Capacity Heavy-Duty • FCEV Yard Tractors and Fork Lifts Hydrogen Fueling Stations * Zero-Emission & Near Zero-Emission Freight Facilities

Elimination of HD truck emissions will greatly benefit air quality in nearby disadvantaged communities

Sustainability & Regulatory Affairs 9 lPUBLIC 公開 Feedstock and Vehicle Diversification Necessary for Success

Feedstock Options for Low-Carbon H2 + Natural Gas Wind Solar CCS

Electrolysis Bio Gas H2 H2 Commercial Vehicles Passenger Vehicles

Increase in H2 demand contribution to infrastructure development

LD Scale FC Volume FC System Cost

FC technology Fuel Demand HD Scale Sustainability & Regulatory Affairs H2 Cost 10 lPUBLIC 公開

2021 Prius 2021 RAV4 Hybrid

Thank You For Your Attention

2021 GR Hybrid Hypercar 2021 Mirai

Sustainability & Regulatory Affairs 11