Energy Conversion and Financial Overview slide image

Energy Conversion and Financial Overview

Our Strategies - LNG Refuelling Stations in North America ENN 新奥 Improving economics accelerates LNG adoption Average life of a heavy duty truck is 5-10 years, payback period shorter than 2-3 years is attractive to truck owners The bulk of the incremental cost for LNG truck depending on the fuel tank and tank systems, Blu has launched the new fuel tank system for Class 8 trucks which reduced cost substantially Retail price of LNG is more stable than diesel Natural gas represents only 1/3 the cost of a DGE of LNG at the pump, the rest is taxes, liquefaction, infrastructure and margin, while 65-70% of diesel is tied to the commodity cost of oil $3.00 $2.50 $0.00 LNG ($/Gallon) Sales Tax $2.00 Payback calculation for LNG trucks State Excise Tax $1.50 Average diesel price¹ (USD/gallon) 3.3 Federal Excise Tax $1.00 Refueling Station Average LNG price² (USD/DGE³) 2.6 Fuel Price $0.50 Delivered Spread (USD/DGE) 0.7 Average miles travelled (miles/year) 100,000 LNG consumption (DGE/year) 18,000 Savings (USD/year) 12,600 Incremental cost for adopting LNG truck (USD) 70,000 Payback (years) 5.6 LNG ($/DGE) Diesel ($/DGE) Favourable tax policies Volumetric Excise Tax Credit (VETC) - The bill of $0.5/gallon fuel tax credit for the business use of natural gas as a transportation fuel has been extended for the calendar year 2014 - LNG Excise Tax Equalization Act The current federal highway excise tax for both LNG and diesel is $0.243/gallon, however, it takes 1.7 gallons of LNG to equal the same energy content as 1 gallon of diesel. Since the excise tax is volumetric basis, not energy content, LNG is taxed at 1.7x more than diesel. The bill proposing the change of excise tax on LNG to be based on energy equivalent basis was introduced in Senate, if it is passed, LNG trucks will pay 40% less on tax Excise Tax /gallon 24.3cents Current Tax Payment $4,374 2.8 Fuel Type Diesel LNG Annual Mileage 100,000 100,000 Gallons/year 18,000 30,600 24.3cents $7,436 9 With Blu v2. fuel system 35,000 Incremental cost for adopting LNG truck (USD) Payback (years) Notes: 1. Diesel price on West Coast on 29/12/2014 released on EIA 2. Average LNG retail price at the pump at ENN US stations in Dec 3. Diesel gallon equivalent
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