EX-99.1 2 k24570exv99w1.htm CHARTS FURNISHED TO SECURITIES ANALYSTS exv99w1
 

EXHIBIT 99.1
2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
TECHNOLOGY LEADERSHIP
Larry Burns Vice President, Research & Development and Strategic Planning
©2008 General Motors Corporation. All Rights Reserved 1

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Opportunity
Growth industry
- 2007: 71M sales
- 2017: 98M sales
Challenge
Sustainability
- Energy — Safety
- Environment — Congestion
©2008 General Motors Corporation. All Rights Reserved 2

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
35% of World’s Energy
&
96% of Transportation Energy
Comes from PETROLEUM
©2008 General Motors Corporation. All Rights Reserved 3

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
GM Strategy: Displace Petroleum
Through Energy Diversity & Efficiency
©2008 General Motors Corporation. All Rights Reserved 4

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Energy Diversity
Energy Resource conversion Energy Carrier Propulation system
Oil (Conventional)Liquid fuelsConventional ICE Gasoline/Diesel Syngas Oil (Non-Conventional)Electricity BiomassSyngasICE Hybrid
Natural GasPlug-in Hybrid ICE CaolRange-Extended EV: RenewablesIC Engine/Fuel Cell (solar, Wind, Hydro)Battery Electric NuclearHydrogenFuel Cell Electric
©2008 General Motors Corporation. All Rights Reserved 5

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Advanced Propulsion Technology Strategy Improve Vehicle Fuel Economy and Emission Displace Petrioleum
Hydrogen Fuel Cell-Electric Battery-Electric Vehicles (E-Flex)
Hybrid-Electric Vehicles (including Plug-In HEV) IC Engine and Transmission Improvements
Petroleum (Conventional and alternative sources) Biofuels (Ethanol E85,biodiesel) Electricity (Conv. & Alternative Sources) Hydrogen
Energy Diversity
©2008 General Motors Corporation. All Rights Reserved 6

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
FUEL EFFICIENCYE85 ETHANOLHYBRIDELECTRICFUEL CELL
Chevy. Go from gas-friendly to gas-free
©2008 General Motors Corporation. All Rights Reserved 7

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Homogeneous-Charge
Compression Ignition (HCCI)
HCCL Operating Region
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2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Diesel Engines
Over one million diesel-powered
vehicles sold per year
Over 200,000 diesel engines
sold in the U.S. per year
Working to add biodiesel capability
- B5 currently approved
- B20 being validated
Improved diesel fuel quality as defined by World-Wide Fuel Charter specifications are key to low emissions
©2008 General Motors Corporation. All Rights Reserved 9

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
©2008 General Motors Corporation. All Rights Reserved 10

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
HYBRIDS
©2008 General Motors Corporation. All Rights Reserved 11

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Engine Control Module 12 Volt Battery and Accessories Power Electronics Advance Nickel Metal Hydride Battery Pack Power Electronics System Modified 2-mode Hybrid Drive System Hybrid 2 MODE 300V Battery 2-Mode Transmission Saturn VUE Plug-in hybrid Lithium Battery Pack Plug-in Charger
©2008 General Motors Corporation. All Rights Reserved 12

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008 ETHANOL
©2008 General Motors Corporation. All Rights Reserved 13

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Global Ethanol Production
U.S. is largest producer
• ~8B gal for 2007
• ~12B annual gal
within 24 months
European nations produce > 600M gal annually
Brazil is second largest producer
• >4B gal annually
China is third largest producer
• >1B gal annually
Europe
The Americas
Asia-Pacific
©2008 General Motors Corporation. All Rights Reserved 14

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
U.S. Ethanol Potential by 2030 Grain Ethanol 4% Gasoline 61% Cellulosic Ethanol 35% 11% Crop Residue 15% Energy Crops 3% mum. Waste 6% Forest/Mill
All percentages are on an energy equivalent basis. Based on University of Toronto data.
©2008 General Motors Corporation. All Rights Reserved 15

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
GM/Coskata Partnership on
Breakthrough Ethanol Technology
The Coskata Process Feedstock Feed Handler Bioreactor Gasifier Scrubber Syngas Ethanol & Water Ethanol Recovery Water Recycle Loop
©2008 General Motors Corporation. All Rights Reserved 16

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Opel Zafira CNG
©2008 General Motors Corporation. All Rights Reserved 17

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008 EXTENDED-RANGE ELECTRIC VEHICLES
©2008 General Motors Corporation. All Rights Reserved 18

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Electricity Generation:
Diversity Among Countries
ChinaFranceUnited States Coal Oil Natural Gas Nuclear Renewables Hydro other
©2008 General Motors Corporation. All Rights Reserved 19

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Typical Utility Daily Load Shape for Midwest Utility Electricity Demand
Why Is Electricity Important? ~14,000 MW Total Infrastructure Capacity 12,000 MW Summer Peak 7,000 MW Average peak 4,000 MW Baseload on load CoalNuclearHydro midnightnoonmidnightnoonmidnight
©2008 General Motors Corporation. All Rights Reserved 20

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
GM E-Flex
Flexible electric drive system
enabling variety of electrically
driven vehicles
Common electrical
drive components
Create and store
electricity
on board
©2008 General Motors Corporation. All Rights Reserved 21

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
E-Flex system:Engine=generator Regenerating breaking Electric motor Battery Pack Plug-in Gasoline E85 E100 Diesel Biodiesel
©2008 General Motors Corporation. All Rights Reserved 22

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
E-Flex system: Fuel Cell Front Regenerative Banking Hydrogen Electric Motor
©2008 General Motors Corporation. All Rights Reserved 23

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Hydrogen Basics
Hydrogen is an energy carrier
Can be competitive with gasoline on a cost-per-mile basis
Biggest challenge is managing the transition
Since natural gas, electricity, and water are widely available, infrastructure could be sited anywhere
2% increase in U.S. natural gas supply could
“kick-start” initial infrastructure for 10M vehicles
©2008 General Motors Corporation. All Rights Reserved 24

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Reinventing the Automobile
Autonomy Hywire Sequel
©2008 General Motors Corporation. All Rights Reserved 25

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Technology Progress — 2000 to 2007
Fuel Cell Stack
• Power 2X ^
• Gravimetric Density 5.5X ^
• Volumetric Density 3.5X ^
Fuel Cell System Complexity
• Number of Parts 12X ^
• Number of Assemblies 3X ^
Electric Traction System
• Power 2X ^
• Gravimetric Density 1.3X ^
• Volumetric Density 1.4X ^
Durability 30X            Significant Progress
Vehicle Range (Hydrogen Storage) 3X ^
Fuel Cell Propulsion System Cost 4.5X            Significant Progress
Improvement
Factor
Auto-Competitive
Status
©2008 General Motors Corporation. All Rights Reserved 26

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
SEequel Front electric motor fuel cell satack By-wire system Hydrogen storage tanks Wheel hub motor Lithium-ion battery wheel hub motor by-wire system
©2008 General Motors Corporation. All Rights Reserved 27

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Hydrogen 4
©2008 General Motors Corporation. All Rights Reserved 28

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Boss Carnegie Mellon GM Google Applanix intel
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2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
Connecting the dots FutureAccelerated industry growth Simple suupplier chain Low cost potential New designs Enhanced driving dynamics tailored with software 1/10 as many moving parts Single electric propulsion system Improved energy efficiency Zero emission Energy independence Energy from all pathways
©2008 General Motors Corporation. All Rights Reserved 30

 

 

2008 Merrill Lynch Analysts’ Conference L. Burns Mar 4, 2008
GM
©2008 General Motors Corporation. All Rights Reserved 31