2021 Investor Day Presentation slide image

2021 Investor Day Presentation

Future dry year flexibility scenarios (2) 750MW hydrogen electrolysis plant As per scenario #1, flex production down in times of hydro inflow scarcity in incremental steps Adding to this: flex production up in times of renewable surplus: wet, sunny, windy, low demand A "typical" running load of 550MW The ability to increase to 750MW during periods of surplus at lower market prices Annual consumption the same as previous case (5TWh), a 77% capacity factor, with dry-year flexibility offered back to the power system, up to 1.5TWh Strong seasonality in the demand for flexibility The distribution of potential H₂ plant loading is far broader than was observed for dry-year demand response only energy [GWh per week] Weekly output 140 120 100 80 60 40 20 20 28-Jun ... 28-Sep www................. Hydrogen Electrolysis Consumption Southland Stimulation & System Flexibility: all weeks, all hydrologies M 28-Dec *II......... EMPTY____________LINE 28-Mar 28-Jun 28-Sep ....... 28-Dec 5-25th %ile 25-75th %ile 75-95th %ile ........... .................. 28-Mar 28-Jun 28-Sep 28-Dec Min Mean Max 28-Mar www................ 28-Jun Source: Meridian Benefits to the system can be significant: increasing the overall power system capacity factor, dry-year management, and the ability to absorb more intermittent renewables Meridian. 11 MAY 2021 2021 INVESTOR DAY PRESENTATION 129
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