Stephen Ellis Manager, Fuel Cell Vehicles My Honda Roots – 54 Years Operations in North America

Stephen Ellis Manager, Fuel Cell Vehicles My Honda Roots – 54 years Operations in North America

American Honda Motor Co., Inc. 60 years in the U.S.

Then Now The first American Honda Today, the American Honda office in office opened in Los Angeles Torrance, Calif., serves as the U.S. in 1959. It was the first overseas headquarters for Honda’s automobile subsidiary of Honda Motor Co., Ltd. and motorcycle sales. Manufacturing in North America Building products close to the customer 1977 Plans announced to establish motorcycle plant in Ohio 1979 Motorcycle production begins at Marysville Motorcycle Plant 1980 Construction of Marysville Auto Plant begins – first Honda automobile plant in North America Honda/Acura Vehicles 1982 First Honda automobile produced in North America, “6 of the top 10” a 1983 Honda Accord, comes off the line on Nov. 1, 1982 in the 2019 Cars.com American Made Index North American Production Facilities

Ohio Honda of America Mfg., Inc. • Marysville Auto Plant • East Liberty Auto Plant • Anna Engine Plant • Performance Manufacturing Center Honda Transmission Mfg. of America, Inc. Indiana Honda Manufacturing of Indiana, LLC Alabama Honda Manufacturing of Alabama, LLC Georgia Honda Precision Parts of Georgia, LLC North Carolina Honda Power Equipment Mfg., Inc. Honda Aircraft Company, LLC Honda Aero, Inc. South Carolina Honda of South Carolina Mfg., Inc. Canada Honda of Canada Mfg. • Plant 1 • Plant 2 • Engine Plant Mexico Honda de Mexico S.A. de C.V • Guadalajara Motorcycle/Parts Plant • Guadalajara Auto Plant • Celaya Auto Plant • Celaya Transmission Plant North American Auto Production History Auto production facilities have combined to produce 36.1 million automobiles since 1982

2,000 2018CY Total Honda of Indiana 1,750 1,820,779 units 241,459

Honda of 1,500 Alabama 359,816 1,250 Honda de Mexico

1,000 147,521 Units in Thousands in Units

750 Honda of Canada 432,771 500 Honda of 250 America 639,212

1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 U.S. Suppliers

Honda purchased* a record $29.2 billion in parts from 607 suppliers located in the U.S. in calendar year 2018

*OEM parts purchased by all Honda plants in North America as of Dec. 31, 2018 U.S. Dealers for all Honda Products

There are 12,428 Honda dealers in the U.S., with combined employment of nearly 160,000

As of Dec. 31, 2018 Alternative-Fuel Technology

Honda has consistently advanced alternative-fuel vehicle technologies through its various product lines

Fuel Cell Technology Hybrid Technology In 2002, Honda became the first automaker to certify an FCV The original Insight, introduced in 1999, was the first for compliance with the Federal Motor Vehicle Safety commercially available hybrid car in North America. The Standards. Five years later, the FCX Clarity became the first 2019 Insight is powered by the third generation of Honda's fuel-cell vehicle leased to individual customers. innovative and efficient two-motor hybrid system.

The 2019 Accord Hybrid is powered by Honda's two- Electric Vehicles motor hybrid powertrain, providing a class-leading total Honda first began research and development of electric system output of 212 horsepower, seamlessly shifting vehicles in 1988. In 2017, the Clarity Electric began arriving at between EV Drive (100-percent electric motor), Hybrid U.S. dealerships, powered by a 120-kilowatt electric motor Drive (electric motor and gasoline engine [driving the and drawing power from a 25.5-kWh lithium-ion battery pack. generator motor]) and Engine Drive (gasoline engine). Honda Electrification Initiative Two-thirds of global auto sales to be electrified by 2030 Honda Fuel Cell Vehicle History

2000 1999 1998 Late 1980s  Accelerated  Next-gen development of FCV  First experimental car experimental cars :  Basic research with a high-pressure named V0 in 1998. hydrogen tank to launch Fuel cell FCX-V1 as world’s first FCV for commercial use Could have been described as a FCX-V3 mobile

Ion exchange membrane chemical plant Electrode Electrode (catalyst) (catalyst) (H2-absorbing alloy) FCX-V2 FCX-V4

2008 2016 2002

■ ■World’s first FCV for commercial Leased to individual customers use (U.S.-certified) (U.S. and Japan) 2003 FCX FCX Clarity

■Operation (starts) in sub-zero temperatures

■World’s first FCV leased to individual customers. Scott Niedermayer 2005 FCX

Clarity Powertrain

Vehicle attributes required to popularize electrified vehicles - Size (Large comfortable interior) - 5-Passenger - Great Performance - Handling (Fun to drive) - Value to Customers “Having everything expected of a sedan” “more compact machine for people” Man maximum Machine minimum

Downsizing fuel-cell stack: output per cell (electric power)

Power output of each ⇒ No. of cells : cell: 1.5 times Reduced by 30%

Output (electric power) New model

) 1.5 times

2 Previous model

Cell voltage (V) voltage Cell Output (W/cm Output

1.5 times Voltage

Electric current (A/cm2)

Downsizing fuel-cell stack: low-profile cell Reduce passage height and width by improving the MEA, Previous model New model reducing condensed water, and enhancing gas diffusion 20% thinner Coolant

MEA (membrane electrode assembly) 1mm Hydrogen MEA

1mm Air Schematic cell structure Original Honda 2-cell cooling structure Wave passage Air Hydrogen Coolant Straight Wave MEA Coolant Hydrogen Electrode layer (cross-section) Air

Passage Separator MEA Separator Hydrogen and air hit the walls of the passage and diffuse over the surfaces of the electrode layers = improved power generation performance © 2017 Honda R&D Co., Ltd. Powertrain Continual Advancement

Downsizing fuel-cell stack: evolution of the fuel cell stack

33% smaller (vs. Previous Model) New model 35%UP

kW/kg) 2.0

Previous model 60%UP

1.0 2003

2001

Gravimetric Gravimetric power density ( 1999 0 1.0 2.0 3.0 Volumetric power density (kW/L)

Compact powertrain  equivalent to V-6 powertrain Size comparison 34.1 24.5 Fuel cell powertrain

27.6

34.6 26.8 V-6 engine *Honda 3.5-liter gasoline engine

28.3

(in inches)

Increased amount of hydrogen storage while increasing packaging efficiency & range

H2 storage Previous New Increased model model by 39% Nominal pressure 35MPa 70MPa

Tank (Liquid) 171L 141L Volume Front: 24, Rear: 117 Rear : 117L

Hydrogen 3.92kg (Gaseous) 5.46kg storage Front : 24L

Front air curtain Rear air curtain Rear tire cover

*World’s first vehicle with air curtain ducts on the rear doors * Based on Honda research as of Feb. 2016

Jan 30, 2017 - DETROIT — General Motors Co. (NYSE: GM) and Honda (NYSE: HMC) today announced establishment of the auto industry’s first manufacturing joint venture to mass produce an advanced hydrogen fuel cell system that will be used in future products from each company. Fuel Cell System Manufacturing, LLC will operate within GM’s existing battery pack facility site in Brownstown, Michigan, south of Detroit.

Jun 7, 2018 - Detroit and Tokyo General Motors Co. (NYSE: GM) and Honda (NYSE: HMC) announced an agreement for new advanced chemistry battery components, including the cell and module, to accelerate both companies' plans for all-electric vehicles. NEW JOINT VENTURE FUEL CELL SYSTEMS MANUFACTURING, LLC ENHANCING MOBILITY REDUCING OUR CARBON FOOTPRINT

H2 STATIONS – IN YOUR NEIGHBORHOOD CAFCP 2030 Vision Document

“Fuel Cell Revolution” - Published July 2018 - cafcp.org

HYDROGEN FUELING INFRASTRUCTURE California “2030 Vision” Northeast “2025 Vision”

• Overall H2 station growth progress for CA and mention of NE • Steve, you may want to incorporate the next slide into your presentation. Please keep this segment high level, but it is important that we sell the dealers on a sound H2 infrastructure growth plan and our guidance in helping to make that happen • Channel your inner godfather