2. We are the sum of some powerful parts
Battery cells
Battery packs &
+ systems expertise
Science, Materials, &
+ Manufacturing expertise
Power to move
= the world
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 2
3. We are The Dow Chemical Company…
• Well-known for our superior commitment to quality & safety
• Have extensive experience running world-class manufacturing
operations at scale
• 30+ years of transportation sector heritage bringing
innovative products to market in materials and parts
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 3
4. We are Townsend-Kokam
• A leading battery manufacturer with a decade’s worth of
experience in Lithium Ion technology
– Have been using NMC cathodes for over 10 years
• Have experience producing and selling large-format cells
across a wide range of industries (including defense,
industrial, etc.)
• Over a decade of experience manufacturing “Kokam”
batteries that possess exceptional energy capabilities
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 4
5. We are Dassault SVE
• Founded in 2002, SVE has spent many years developing its
pack and battery management system
• SVE developed unique integration experience, providing
Dow Kokam with the capability and tools to engineer packs
into a vehicle
• SVE has extensive road-testing experience from 40+
electric vehicles that have driven >1M kilometers to date
• Aviation heritage with attention to quality and reliability
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 5
6. We are technologically advanced
with regards to cells Wound Li-Ion
• Our NMC cell chemistry allows us to
provide:
– Excellent energy density (143mAh/g)
– Excellent power-to-energy ratio,
particularly for high-energy applications
– High cycle life (2,000 cycles at 80%
discharge)
Dow Kokam
• Our Z-fold design enables:
– Lower impedance and heat generation
– Improved lifetime
– Faster charge and discharge
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 6
7. Our battery packs are inherently built with
added safety and reliability
Due to their mechanical architecture, our packs offer:
- superior thermal control,
- inherent moisture protection,
- redundant safety features
Our packs are AUTOSAR compliant
We have vehicle integration skills
with faster development times and
high quality results
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 7
8. We offer total vehicle solutions when it
comes to our management systems
• Our thermal management system (e.g., cooling,
electronics and software) improves an EV’s performance:
– Range: Can drive from Canada to Mexico
– Lifetime: Can be extended vs. passive cooling
– Robustness: Protects against failure and overheating
• Our Digital Vehicle Management System
(DVMS) has a modular software architecture
to adapt to specific customer needs.
– Battery Management System (BMS)
– DC/DC & Charger management
– Thermal management
– Vehicle interface, diagnostics, others…
DOW KOKAM RESTRICTED – Cannot be copied Fordistributed without permission
DOW KOKAM RESTRICTED – or internal use only 8
9. We are a leading vertically integrated
battery supplier
• Broad knowledge of the full system enables
Dow Kokam to produce better cells, packs & systems
• Integrated design of cells, packs, etc. allows for
improved effectiveness and efficiency
throughout the value chain
Mining Materials Components Cells Packs Application
Transportation
Utility, Defense
Aerospace, Marine
Industrial, Security
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 9
10. We provide solutions for
a wide range of applications…
Defense Aerospace Security
Marine Industrial Transportation
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 10
11. Extensive exposure within the
Transportation Sector
Electric, Series and Parallel Hybrid
Architectures:
Electric Battery stored energy
drives vehicle zero tailpipe emission
City Bus and LEEP Project
Mexico City's
ElectroTAXI Revolución
PHOTO CAPTION: Electro Autos Eficaces Chief of Production, Hermann
Fuchs shows Señor Jamie Arceo, Mexico City's Chief of Energy, the
ELECTROTAXI ® prototype during EVS 23 in December 2007.
Equipped with Kokam lithium polymer batteries, the Nissan Sentra
has a range of 135 miles. Also present was Mexico City's Secretary
of Roads and Transports, Armando Quintero.
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 11
12. We are building a global footprint…
Michigan:
1,200 MWh per year France:
(2012) 15,000 packs per year
Missouri:
33 MWh per year
Korea:
150 MWh
per year
R&D/Manufacturing
…coupled with local support
Sales
DOW KOKAM RESTRICTED – Cannot be copied or distributed without permission
DOW KOKAM RESTRICTED – For internal use only 12
13. We have a multi-generational technology plan
• Our current technology is proven & competitive
• Dow Kokam is hard at work on our 2nd
Generation platform, which should:
– Reduce system-level costs on lifetime basis
– Improve discharge rate by 50%
– Improve charge rate 150%
– Extend cycle life by 400%
– Improve safety
DOW KOKAM RESTRICTED – Cannot be copied orRESTRICTEDwithout permission only
DOW KOKAM distributed – For internal use 13
14. Sustainability is core to our business
• Dow Kokam is conducting a life-cycle
analysis to appropriately measure the
environmental impact of our products from
“cradle to grave.” This will allow us to
better:
– Manage end-of-life issues, including
recyclability
– Manage carbon footprint impact
– Guide battery pack design choices
• We are working with recyclers to collect
and recycle waste during manufacturing
and to develop a plan for end-of-life
recycling
DOW KOKAM RESTRICTED – Cannot be copied or distributed without permission
15. Our R&D capabilities are world-class
• Partners in Korea
– Materials Development
• Cathode, Anode, Separator
– Cell Design and Testing
• Stacking Expanding Lee Summit
• Packaging ─ $5MM+ prototyping/piloting facility
• Performance and Abuse testing • Clean/dry room
• Flexible Coating Line
• Performance/Abuse testing
• Dow Chemical • Materials Characterization
– Materials Development ─ Building world class team
• Cathode, Anode, Electrolyte, Binder etc
─ Leveraging National Lab
– Fundamentals
Relationships
• Analytical, Material & Polymer Science
─ Establishing IP & Quality expertise
– Process Scale Up
• Société de Véhicules Electriques (SVE)
– Software Development
– Module/Pack Design
– Thermal Management
– Modeling
DOW KOKAM RESTRICTED – Cannot be copied or distributed without permission 15
16. In summary, we are here to stay…
• We are committed to becoming a
leading supplier of Li technology,
products and systems
• We have strong financial support
from The Dow Chemical Company
• We are currently building state-of-the-art R&D
and manufacturing facilities that will produce
600MWh worth of batteries in Midland, MI by 2012
• We are committed to being a leading supplier
within the Transportation Sector on a global basis
DOW KOKAMDOW KOKAM RESTRICTED – For internal use only
RESTRICTED – Cannot be copied or distributed without permission 16
