Solar for Logistics and Transport
Good morning, everybody.
Thank you for joining us and welcome to our webinar for on solar, for the logistics and transport sector.
Um, we might just wait a moment or two before we kick off just to allow a few more dispense to join us such as bear with.
Okay, I might kick off and say Good morning again.
Uh, if you've just joined us, welcome to energy action and beam solos Webinar this morning, where I'm joined by Andrew Lister, who will introduce in a moment you might be able to see him on screen.
I can to look at what's happening in the logistics and transport sector and what the opportunity is for solar the way we're going to structure this, this morning, I'm going to do a bit of a survey of what's happening, the global literature or the literature.
More generally, before I ask Andrew to delve into some of the projects he's been working on some of the technologies he's been working with, uh, some of the solutions to problems that he is providing for customers.
Right now, Before I move into the introa, though, I'll just frame up.
You know what we're going to talk about.
Look, I guess the core message.
The key message underneath everything today is that EV's, electric vehicles and ET's electric trucks are coming, and they're coming faster than a lot of people expected.
The opportunity to reduce carbon emissions is the primary driver coming from the energy action side of things.
And looking at the solar logistics sector, I'd like to explain a little bit about the importance of the energy sector also making its transition to renewable energy and a lower emissions base.
It's a big challenge for the energy industry, so we'll try and shed a bit of light on the environmental imperative that is now asking questions of energy reliability and also driving energy costs will look a little bit of that.
Mhm, Um, in spite of the twists in the energy market, however, the financial business case for electric vehicles certainly light-duty electric vehicles looks like it stacks up pretty well now, little way off for electric trucks.
But hopefully it's coming the path through the complexity of rising energy prices and energy reliability, etcetera, is to become increasingly self sufficient on site at your facility, become more in control of how you're using your energy and how you're dispatching your energy when you're buying your energy and to become more sustainable at your facility.
But if you start from the point of view of trying to future proof your facility for electric vehicle demand, then the problems that the energy market presents become quite complex.
If you sit down to to look at verse DC charging and the price differentials, if you start trying to follow the aspiration for high voltage five minute charging and you sort of then lay over the challenges of swap in, swap out models for trucks for batteries and then think about how how long hydrogen might be a way as a viable future fuel source is obviously a lot happening in the space.
So we've got Andrew Lister joining us today to shine a light on what's happening and talk about what he's what he can see coming down the wire.
So with no further ado, I'm going to introduce my my partner today.
Um, Andrew Lister.
It's a great pleasure and honour to have Andrew Joint join us.
Andrew is the CEO and managing director, managing director of Beam Solar Labs at Energy Action.
We love being.
We love their expertise.
We love the independence that they offer.
And we love the support that they offer our customer to customers to deliver fantastic results and Dr Value out of the behind the market solar and storage value chain.
Thank you.
Eat.
Thank you.
Cool.
Um, and look, just to introduce Energy Action.
If you're new to us, I'll just say a few words.
Um, our mission is around making energy simpler, cleaner and cost less.
We do this through energy procurement services and energy market data and reporting services that we offer through to commercial and industrial energy buyers and users around the country to kick off this morning.
Before I get to the next bit, I just I'm going to offer some killer facts.
And we might come back to these through the course of the presentation.
His first killer facts.
Like duty vehicles, this is around emissions light duty vehicles, electric vehicles in 2021 terms, or 2020 terms.
In fact, with the 2020 grid electricity grid, intensity will emit 11 kg of BVs.
Sorry.
TVs will 11 kg of co two equivalent per 100 kilometres.
They drive, whereas a diesel light duty vehicle will emit about 45 tonnes of 45 kg.
Sorry of emissions per 100 kilometres.
So it's about a four fold differential air fourfold increase for electric trucks.
At the moment, the differential is not quite so impressive and EV truck will emit 65 kilos of CO two per 100 kilometres.
It drives verse about 75 mhm kilos of emissions from a diesel powered truck.
If you look at the costs, though, here's some more killer facts coming at you.
Uh uh light duty vehicles, electric vehicles.
Let's assume they're 100% TV there, plugging TVs.
You're supplying them from the grid at current prices.
It's going to cost you about $3.
65 to drive 100 kilometres in your light duty vehicle, versus $15 for the diesel that's at a dollar 50 or later.
So before we even worry too much about $2 a litre diesel trucks.
It will cost you about $14 to drive an IV truck and the truck an electric truck for 100 kilometres verse 42 dollars to drive 100 kilometres in diesel powered truck, so some significant price differentials.
They're just on the dollar.
The fuel costs before we get into it, Um, it is beholden upon us just to offer an acknowledgement of country.
It's up on screen there right now that we acknowledge the traditional custodians of country throughout Australia and their connections to land, sea and community.
We pay our respect to elders past and present, and extend that respect to all Aboriginal and Torres Strait Islander people I myself.
I'm coming to you today from Parramatta, which is the traditional land of the Burramattagal people of the Dharug clan.
And Andrew, I believe you're joining us from Ulladulla in Miryyal country of the Budawang clan.
Yeah, and if we hear choppers, it's just endeavour energy.
That's right.
We're all clear so far.
Yeah.
All right.
Great.
Okay.
So quickly.
A quick survey of the of what's going on in the market? Quick, quick survey of the media type E V into your Google and you'll get results like this pretty quickly.
Um, some some pretty dramatic sales results in the E V space over the last 12 months have been reported by the Electric Vehicle Council last month.
In fact, the tripling electric vehicles sold in Australia and the observation that electric vehicles now account for 2% of new car sales in the country.
Um, Nissan talking about price parity in 2020 for I think MG might even be there now out of china and in the bottom left at the corner, you can see some bottom left of the screen.
Sorry.
You can see some of the projections from the International Energy Agency 11 million EV s and E.
T s on road globally in 2021 expecting to rise to 145 and 3,000,300 million uh TVs on road by 2030 2050 which I think by that stage, represents about 25 50% of total car sales, or total cars on road.
Just a little grab from the Australian Trucking Association Electric Vehicle Council, which I'll be referring to repeatedly.
They put out some some pretty cool policy documentation in March, making the point that with government support, it's entirely feasible that 30% of new electric trucks in Australia could be sorry.
30% of trucks in Australia could be electric by 2030 and 100% of truck sales in Australia could be electric by 2040 with the right signals.
And that brings us back to our killer facts around the the different operating costs.
Um, the But to deliver on the future of the emissions reduction picture that we all want to see, the energy system needs to change and change fast.
The best articulation I've found recently for the imperative here it's In fact, it's quite a chilling statement from, uh, UN Secretary General Antonio Gutierrez in at the end of February, framing the latest IPCC report.
Yeah, we're six or eight months on now, six months on from Glasco in October, November last year, where a lot of big statements and big commitments were made in the certainly allowed message that more had to happen sooner.
You can see on screen Gutierrez being quite outspoken, that fossil fuels are a dead end for our planet, for our human humanity and yes, for economies, making the point that a well managed path to energy security through renewables is really important.
And I guess our can you take out from this knowing our colours to the mast, et cetera, is that we need to see more sooner to restrict global warming to 1.5 degrees by 2050.
Yeah, um, let's break down what's happening globally or sorry, just in Australia and the emissions picture for a moment.
Um, there is a massive opportunity in reducing Australia's emissions by electrifying the transport sector.
Transport emissions in Cal 21 represented about 18% of Australia's total reported emissions.
When you look at that in tandem with our electricity emissions 33% you can see that providing a renewable energy solution that extends into the transport sector will reduce Australia's reporter emissions by more than 50%.
It's a big lip, very significant that we make headway on this.
Um, I've pulled some data that data is out of Department of Industry.
I pulled some data together to on the right hand side of the screen, just breaking down the transport sector's emissions as reported in 2020 um, so in total.
You know, if we look at hard numbers, you know, we can see on the left side of the screen transport 18% of total emissions in 2021 2020 it was about 94 megatons of CO two emissions were emitted by the transport sector.
Um, this is expected to grow by six megatons two by 2030.
And this is after we factor in a significant uptake of electric vehicles.
EVs revising up sales forecasts to 26% of E V um sales by revising by 26% or 2 26%.
And so such that seven such that 7% of light duty vehicle fleet will be easy or fuel cell by 2030.
This is also factoring in so a lot more penetration of PVS into the industry, obviously also factoring in about a 30% reduction in grid in emissions, great intensity across the electricity grid and also factoring in some marginal gains in the efficiency of internal combustion engines.
Um, you know, seeing those engines reduce their emissions per kilometre from 220 grammes per kilometre.
296 grammes per kilometre.
So what does that mean? Across the various sectors? Look, all sectors sorry the light vehicles sector, so that's E.
V s and light duty vehicles declined significantly in 2021 with covid that's expected to rebound in 22 23.
Having driven through Sydney traffic yesterday, I can vouch for the fact that those predictions are working.
Um, rebounding 200 about 101 megatons by 2026 then declining from that point with new car sales.
Um, and what else is seen in the trucking space? Trucking right now accounts for about 20 megatons.
So about 20% of the overall emissions of the transport sector.
Um, it didn't decline so much with COVID.
According to the data from the Department of Industry.
But it is, Well, they didn't see it decline in their projections, but it, uh and they are expecting it to grow by about a megatons between here and 2030.
So it's all happening.
So, you know, you bring those two pictures together of, um okay, 50% of emissions, uh, in Australia at the moment can be dealt with if we can deal with the energy supply.
A picture in the transport picture.
If we look at what's expected to happen between here and 2030 we can see electricity emissions declining by that roughly about 30% that I described.
But trucking, staying quite transport, staying quite stable through that sector with where we're at at the moment.
Okay, Um, so one factor which is complicating the transition of the transport fleet to EV's.
a little bit right now is the rising cost of energy at the moment.
And you can see on the left side of the graph chart energy action produces each month.
I've just narrowed the focus of that chart at our home pages.
Energy action dot com dot au just narrowed that down to the last two years.
You can see the substantial uptick as the economy has bounced back over the course of the last few months the first few months of 2022 but also as we've seen the situation deteriorate in Europe.
So right now we are seeing energy prices rising, being driven along with that economic rebound out of covid, but also the international commodity prices for coal and gas lifting significantly.
We've also had announcements of a significant base load power generation being withdrawn from the market in the next couple of years.
And we've also had a series of planned and unplanned outages across that coal fleet over the last few months as well.
So we have this situation right now where we have rapidly increasing prices, particularly in New South Wales and Queensland, less so in Victoria, still some good value opportunities in Victoria and interestingly, South Australia.
The state which has made the biggest gains towards a renewable energy system, is proving itself right now to the extremely resilient to some of the price conditions we're seeing on the East Coast.
True, Um however, as you as you're starting to think through what you need to do to move to eaves and how you're going to justify the business case to reduce emissions, the other side of the coin is being able to report that you're taking steps to reduce your your organization's emissions and to do it in a way which is credible to your stakeholders, um, in Australia and globally, through the greenhouse gas protocol.
The most reliable way to do that is through the purchase of certificates.
Certificates have a market price in Australia, which was established under some some legislation back in 2000.
We've seen that market price lift over the course of the last 12 months and certainly with Covid and more sorry with Glasgow last year, more and more organisations getting on board with declaring their intent and taking steps to reduce their emissions associated with their energy purchases.
We're seeing those certificate prices lift so on screen at the moment we can see where prices were for futures out in March 21 last year.
So 12 months ago we could talk to you about 1.5 cents per kilowatt as a premium on top of your energy costs for renewable power.
By the time we got to August and leading up to Cop 26 that premium for Cal 24 had shifted to just about 2.5 cents per kilowatt hour.
And at the end of March, it's about 4.5 cents per kilowatt hour in 24.
Significant change in that market perhaps driven even more so by the impending election, um, and concern as to what's going to happen as both parties get prepared to make their statements and make policy change.
Um, just pause for a moment to invite you guys to offer up any questions or comments.
As we're going, we'll do our best to answer them on the fly.
Given that, we'll probably be talking for the duration of the time that we've got together.
So please jump in if you've got through either the chat or the Q and a panel, if there's something that you would like to bring to our attention or check in with us on.
Okay, so cheers, Andrew.
So just thinking about how your stakeholders perceive your business and reporting credible steps in the energy sector.
And you I thought I might throw to you right here and ask what you're seeing across the sector behind the metre.
Thank you.
Yeah.
Besides, those price pressures that are you're either seeing now or that are coming.
Um, a lot of our customers are seeing pressure from their customers so often their suppliers to Audi.
Woolworths, Coles.
Um, and those companies have to have a very big focus.
And the way that that's manifesting now is through renewable energy targets our emissions targets for their suppliers.
So they're also leading by example.
We're rolling out solar, uh, 250 stores
C s.
Uh, well, worst have done.
Their 100th store was solar last year many, many more to come and then calls have done calls have done 69 stores and then all new stores.
So they're leading that, and then they are expecting their suppliers to do exactly the same thing.
And so we're getting our customers coming to us saying, Hey, look what words have just told us.
We need to be, you know, carbon neutral by 2025 or, you know, 50% renewable by 2025.
What do we do? So I imagine you're getting the same.
And then, you know, being in the logistics industry, you might be supplied to some of your manufacturers.
They're all in the same bite.
So we've got McCain food rolling out a huge seven megawatt behind the metre solar farm at their factory in Victoria.
That includes bio gas as well.
We've got C U B Rivlin's poultry, primo small goods, all with very big solar systems.
You know, this is just becoming the norm.
Um, out then? Yeah, that's yeah.
We are seeing it as well.
Um, and working with you on some of these projects, Andrew seeing a big drive from end users right through that value chain to get behind the media solutions to for their renewables to build some resilience.
We're also seeing it on the grid side where we're working with a lot of these brands and other brands to help them take advantage of what is available in the energy markets for what they can't do on site.
Yeah, Um, look, the other part of the cost equation in any business case to move to E.
V s and 80 s at the moment is diesel price.
Um, again, just referring back to the trucking association.
They've made the observation last month that diesel represents about 20% of the cost of short haul operators.
Costs in about 35% of the costs of long haul operators are a significant part of any bottom line accentuated by the moment by what we're seeing in fuel prices.
So just as the gas market certainly Australia is impacted by a global gas market because we export so much gas offshore and our gas producers will will seek the highest price.
Um, coal to, um is it's coal, which supports electricity generation, is not so linked directly to global markets and not available for transportation.
So readily to global markets.
But we certainly are a major exporter of coal and a lot of the coal contracts which support electricity generation here in Australia, linked to international benchmarks.
And both of those benchmarks, gas and coal are in turn linked to the oil price, which is driving prices at the pump well over $2 in Sydney at the moment.
Okay, so looking at what that means just breaking down some of my killer facts again and relating that back to the trucking, electric trucks and the trucking sector.
Specifically, I've just put on screen some modelling again from the Australian Trucking Association, played with the numbers a little bit just to make sure we're comfortable with the electricity costs going into it, where we're presenting cost per kilowatt hour delivered into the logistics and transport sectors for their facilities between seven and 15 cents per kilowatt hour.
That's a pretty reasonable range at the moment, given how quickly that markets moving customers are forward buying.
So have some protection in some instances thinking about the delivered costs in various regions of the country, and also thinking about the opportunity which exists for buyers to to use just off peak energy to fill their batteries and their trucks.
So 7 to 15 cents per kilowatt hour is translating.
As I mentioned, down two per 100 kilometres.
Um $6.50 to $14 per under kilometres compared to a dollar 50 per litre.
42 bucks for 100 kilometres.
If you're driving a diesel truck, some compelling numbers there.
Forget about that dollar sign on the emissions 65 75 kilogrammes of co, two equivalent per 100 kilometres.
Okay, wrapping that up though into a total cost of ownership picture.
Look, it looks like a pretty rosy picture is coming down the wire.
If your fleet is light duty vehicles on a five year total cost of ownership basis, we are getting price parity in Oz and uh, prosperity.
Actually, the cap works isn't quite there yet, but certainly over five years we're seeing a lower total cost of ownership on screen.
I've got some numbers that I've pulled from energy who have got a little calculator again to play with them a little bit just to get a reasonable Capex number in there for what we see for the 40 transit van being released in Australia later this year between 70 and 80 grand, but on a five year total cost to own basis.
A diesel truck will cost you about $80,000 verse $63,000 for a TV.
And that's that Lower monthly running costs that electricity verse, diesel costs that we talked about as well as significantly lower maintenance costs.
Trucks.
It's not so rosy.
Um, it's a long time since I bought a rigid truck, but surveying the literature, um, it's there's a significant price differential still between an electric truck and a diesel truck about 200 grand in Australia, according to the Trucking Association.
Um, and this is borne out by some TCO numbers we saw out of Europe, Um, in 2019.
So focusing on these on the Left column, which excludes any subsidy, um, it will cost you €300,000 over five years.
Um, in 2019 terms, Verse to run electric truck versus a conventional truck will cost you about €150,000.
So it seems to be in line with that $200,000 price differential the trucking association is talking about, um, delivering on the future.
There's a whole lot of policy work being done.
Um, it's a great time to be making a noise about policy, particularly trucking and transport policy.
With the election coming up.
Some of the initiatives announced by the Trucking Association Association, the Electric Vehicles Council at end of March on the right side of the screen.
If you want to read through those, um, and that's what's required to deliver on that national goal that those those bodies are shouting about.
Um, it's clear, too, that the market needs to develop behind this.
We can see, um, in some modelling from a company from Energy, a consultancy company out of Sydney.
Here, um, they've made the observation that top selling E V models aren't available.
Uh, sorry.
Top selling conventional car models are not available.
Leave a format yet.
Um, and, for example, if the Honda Accord and the Toyota Camry were released in DVD format in Australia, this they would expect that to triple E V sales again in a year, which is a big boost.
And again, the trucking association has observed that of the 58 electric trucks available in Australia, sorry available globally, only 14 are available in Australia at the moment.
So behind all that Andrew on the throat to you and ask what you can see happening in that in that heart West basement.
Yeah.
Thank you, Ed.
Sorry.
Um, thanks for covering all that price, um, information and background on TVs.
And, you know, I think it's obvious to everyone now that there's, you know, some emerging disruptive technologies come into the logistics and transport sector, Um, you know, through through the medium of energy.
So I've got four here, Um, you know, solar batteries, TVs and charges, and they all fit together.
Um, and I think, you know, soul is here now, Um, and, you know, it can provide some big impacts now, Um, but batteries are coming and and TVs are coming.
And so it's about getting yourself getting your business set up, ready to take advantage of what's in front of you now and to take advantage of what's what's coming in the in the next, um, next 10 to 15 years.
So I just run through these one by one.
Um, you know, starting with solar.
Um, and really, the principle of solar is it's it's free energy during the day.
So, um, this is a you know, a typical, um, typical logistics transport site on on the left here.
And, you know, it's about filling up your roof as much as possible.
Um, and then, um, you know, right, sizing that to your load.
So if you've got a favourable load like this site does here, you can see the energy use and blue on the on the right over a week, and then we're overlaying solar and in their, um, in the yellow so you can see, you know, if it's if it's size right, you've just got a whole lot of free power during the day, significant.
That looks like off the top of my head.
About 40% of the facility usage covered by solar.
And that that's exactly that's exactly right.
And so, you know, that's a 40% savings basically on your energy costs.
So, um, yeah, that's the first thing you should be looking at.
Sure.
And Andrew, look back to that seven cents per kilowatt hour that I mentioned before for a cost of energy.
You and I have worked on some deals in the recent past where we were achieving purpose behind the meta managed service deals for customers at about seven cents per kilowatt hour.
Are they still available out there in the market? That's that's right.
Now that that one is relying on some incentives, Um, the wiki incentive in Victoria that is still available.
Um and so, yeah, we're typically delivering solar.
You know, if you want to do it without Capex, without investment, you can do that as a P p A.
And in most cases, those are cash flow positive over a 10 year term.
So it's really a no brainer.
Uh, as cheap as you'll see on energy.
Yeah, that's right.
So things to consider with solar is, you know, you're available roof area.
Um, and a lot of sites are expanding, so it's it's thinking about.
All right, we've got this site here, This roof here.
What are we going to have, you know, in the near future as well? And then what's your low profile? Um, you know, what does that look like now and then what's that going to look like? If you if you had electric vehicle charging, or if you start electrifying some of your natural gas processes which will get into a bit later.
Um, what are the current and future electricity prices? Like you saw that chart that, um, had up earlier that, you know, some big price increases coming in Victoria and New South Wales and Queensland, and that's gonna have a big impact over the next few years on your energy prices.
Um, other things to consider are you know, do you do that as a Capex? You buy that outright if you don't have capital available.
If you've got better uses for that capital, there's a myriad of ways to finance that.
Um, but typically, that's done through a power purchase agreement, which gives you some other protections.
Um, around in the contract.
Um, if you've got if you've got some land available, um, you know, that's that's a great place to put solar as well.
And then what's going to happen in the future? You know, you're going to put more solar out, you're going to add a battery.
So there are all the things to to think about.
Yeah, great.
Andrew, we've just got a question through from Tim in our audience today.
Just asking the question.
Can you open up on what state and federal incentives are available for behind the metre solar.
That's a great question.
Terms.
So the main one federal one is the STC, so that will cover about 35 to 40% of the cost of a what we call a small system.
And there's still 100,000, uh, straight 100 kilowatts up 200 kilowatts.
So, um, you'll just get that will just come off the purchase price for those systems.
So you know what would normally be 100 $30,000 you know, might be 80 to $90,000 once you take off that, um, stc rebate.
And then the other big one is the wiki in Victoria.
So that covers systems above 100 kilowatts, and that will pay anywhere between, uh, 30 and 40% of that system system cost.
Um, and so were, you know, a lot of our customers' energy action customers, um, and Victoria capitalising on that.
And now is the time to do a very large solar system in that state.
Yeah, that's a great message.
Great message.
Um, it's about batteries.
Andrew.
Yes.
Moving onto batteries so they're not viable now.
What? We're seeing it.
You know, uh, not often as a viable now, but you know, they are.
They are coming.
Um, and you know, there's a few different roles they play that might provide a lot of value beyond just just your energy savings.
So we go to the next slide, I'll just run you through those those things to consider, you know? So you know there's there's a number of things a battery can do and can't do all of them at the same time, but it can definitely do.
Some of them, um, that might be of value to you.
So one is utilising that excess solar energy you might have and coming back to the V eight.
That's actually quite important with the V rebate.
And so adding a battery can often, um, if you've got a lot of excess, solar can often make the vehk incentive a lot a lot bigger.
Um, you can use it for demand management, which can take a huge cost off your, um, your peak demand charges and you can play in demand response market, so that might be your F cast market or your spot price market.
You know, in Queensland at the moment, we're seeing very high.
Um, spot prices, you know, 14 $14,000 a megawatt hour.
So if you can switch your battery on there, um, you know, it doesn't take many hours for it to start to get a return on that on that investment.
But where we find it, you know where it's most valuable is providing backup power saying, if your logistics, if you're cold storage, if you're you know, got pharmaceutical or other very, um, temperature sensitive product, you know, having that backup available can save hundreds and thousands or millions of dollars say, um, definitely worth considering a battery in those instances.
Um, so you know the best way to do it can't really be solved.
You know, in a kind of rule of thumb, we recommend, uh, assessment.
And you know, if you're down the five year end of the payback curve, then then that's great.
But for a lot of cases is probably going to be a 15 year payback for now, Um, and they do take up a bit of footprints.
So thinking about where, um, where that battery is going to live, you want it close to your distribution board, Um, and then thinking about how you're going to control that battery.
And so all the things these factors sort of playing with each other.
And, um, you know, it's worth it's worth assessing that to see if it's going to stack up.
Sure, that 5 to 15 year payback is, I guess, more significant when you think about a battery warranty.
Where are they sitting at the moment? Engine? Yeah, battery warranties.
Typically, you know, 7 to 10 years.
So the battery life you used to say that's only going to last 10 years.
But that is that is pushing out further and further again.
It depends on what what you're using that for.
If it's back up, you're not going to be using it very often.
Um, and you might only need, you know, to power cuts.
And you've paid that battery back in spades.
Okay.
All right.
Um, the other trend, um, that's emerging is a V s.
Um, And so I just got a chart up here of a of a site that, you know, electrified both its, um, heating.
And it's, uh it's transport use.
And you can see that you know, you you paint, which is your natural gas, and you're black.
Which is your your diesel? Um, you know, they typically you buy those off your side.
Um, but when you start using E.
V s, um, you know and supplying the power from your site that's going to have a huge impact on your electricity demand.
Say, if you've looked at solar previously and your demands a bit low, you know, in 5, 10, 15 years time one CVS become the dominant form of transport.
That's going to add a huge amount of electricity used to your site.
So you see, at the end, there were certain offset that with solar.
And so that's the way you need to be thinking about it.
You're you're going from fossil fuels to electricity, and then you're you're powering that electricity with renewable energy.
Great, great example and so things to consider with TVs.
Um, it's touched on most of these already.
Um, you know, it's a it's a big investment, and you'll pay that back with lower lower operational costs.
That's both fuel and maintenance.
Um, and it's going to impact a little bit how you operate that it's going to be some some winds.
You've got the fact that you don't have to fuel off site and pay heaps of money.
But you know, it is going to take longer to fill up that vehicle.
Um, and you're gonna want to time that pretty well, both from a you know, cheapness of electricity supply and and from, you know, limited infrastructure.
Whether that's electricity supply to your to your site and say it's really those side impacts that are really worth considering, um, now you're going to increase your electricity, use um, significantly.
And does your site have the capacity to supply that? You know, we're you know, most sites are going to need potentially an upgrade of their infrastructure or a very large solar system and potentially battery system to be able to supply that power to the vehicles.
Um, that's going to flow into your electricity contracts.
Um, and that's, you know, something to talk to energy action about how to how to manage that.
And there's There's both risks and opportunities around that, particularly with peak demand management.
And then, you know, as as vehicles get more mature, there's going to be operated opportunities around vehicle to grid where your vehicle is essentially a massive battery that can supply your site either for peak demand management or for backup.
So, uh, yeah, risks and opportunities.
Um, hopefully more of the more of the latter than the former.
Careful, careful planning and consideration is required.
I think that's the key message, right? That's exactly right.
Um, And so, aside from Solar, the other thing we're starting to see getting rolled out now is E V charges.
Um, companies either want that for their for their own fleet or their or their customers.
And, um, there's a few things to consider with those as well.
If we skip to the next slide.
Um, so you know, what are your fleet number is going to be? And what's that makeup gonna be again? That's that's from the customer side as well as your own.
Your own fleet, you know, How long do they need to charge? How many do you need to be charging at once and more and more? We're seeing it with staff staff cars as well.
You know, that's, um that's something that starts for starting to ask for.
You know, if I'm going to commute to work can I charge my Evie there and again? That presents some opportunities around, um, eventually around around vehicle to grid.
And there's some of these I've called them small details.
I'm not sure why, because they've got a massive impact on on costs.
But you know, whether whether you're getting a d c fast charger or just to get a charger that impacts the time to charge, but also the cost.
You know, the DC Charger, Um, you know, you're talking 10 times 10 times the cost to Dubai and instal one of those.
Um, the location is also very important.
Um, you've got the electricity, um, the electrical infrastructure.
How are you going to run that to the, um, to the charger? That could have a big cost, whether it's war mounted or um or pedestal mounted.
Um, and then how are you going to manage? Manage, load? You know, you've got this big load adding to your site.
Um, you know, that's going to have impacts on your electricity bill.
How do you manage that? How do you manage data? Um, and then do you want to charge for that? Have you got customers who are going to want to use that infrastructure and charge their charge, their cars, big questions.
So, um, Andrew, I'm gonna I really want you to have a quick talk about one of the case study projects we've been working on together.
Um uh, so I'm going to do an outsider's view of what beam does.
Really? Really? Well, we encourage our customers to talk to us and talk to beam about preparing the business case and financials.
You've been do it really fast.
Really accurately.
They present it beautifully.
Um, sizing their tools are really optimist to help you optimise what you can do on site and provide lots of scenarios to allow you to drill into what's going to work for your site.
Um, the other key piece of any effective assessment is always that roof structural assessment.
What can the load the rooftop bear, um, screen here some awesome.
I love this picture here of the detail.
And, uh, that's in the beam survey.
Beautifully presented online, very accessible.
Very easy to work with.
Very easy to set different iterations and scenarios with as well.
Um, but that's all the support beam process of initial offer procurement.
Fundamentally so working through initial office, going through a very rigorous short listing process to examine who's going to be able to support your projects before moving into final office.
To really drive the price down and then executing on a project that's going to deliver value.
Let's take advantage and summarise their Andrew.
These are some of your suppliers that you work with.
That's right.
That's right.
And so we've got most Yeah, most suppliers on the commercial side that exists in Australia.
Um, you know, and most of them are delivering, you know, fantastic projects for our for our customers.
I'll just quickly touch on the case study.
Um, so we've basically run through this process with Volvo Group Australia.
You know, they had an extra aside from those factors we discussed, they've had an extra push because they are a manufacturer of distributor of electric vehicles.
And so they came to us to energy action and beam and said, you know, this is the problem we've got.
We need to roll out this fleet of E.
V s.
We've got a large number of sites, You know, we've been looking at solar before, but, you know, we're not getting the momentum we need.
So the way we helped them was exactly the process that it ran through.
You know, starting with an assessment, you know, where does solar make sense at all? Their at all their sites? Um, we're to TVs.
Makes sense, um, at their sites.
And then we went through a procurement process for both the both the solar, uh, and the E V charging network.
And like a lot of companies, um, in Australia and probably the world at the moment, they're also under resourced in terms of then getting those projects implemented.
So we're now helping with them, helping them with the project management of the implementation of those solar and EV projects.
Story and look, the future proofing is a really important element there to write it was worked through, or we work together through that the solar.
Then let's look at Eve charging for cars and then the next tranches.
Uh, you know, Volvo, I guess, has got a bit of control over the TV technology, the ET technology in particular.
So you can call the shots, but making sure that the right infrastructure is there to support those trucks when they're when they're ready as well.
Run.
That's absolutely right.
Yep.
Yeah.
And look, I was in the process.
I start a bit on the outside, but I was really impressed by how effectively the beam team, with some support from my guys were able to move.
Although through the the specification development, the short listing to get quality suppliers and then how effective the supply procurement process was at the end, it was really impressive stuff.
Really great.
Okay, guys with less than were negative a minute.
Um, so I'll just round it out now with a couple of tips and tricks we'd like to leave you with, Um, if you're in the logistic space, um, you know, let's let's start with what we can solve.
For now, please reach out to us to get a solar battery and EV charging assessment.
Let's start a conversation, and we'll bring Andrew and his team in pretty quickly about what's you know, how we can future proof your facility and what may what the future might look like for you.
As part of that, we'll start to work with you to consider how we may need to upgrade your connection.
Um, let's assume your energy demand is going to go up with your E v fleet, um, and start to work through some of the energy storage scenarios that you may have to consider.
Um and then the last piece of it, the other piece we can do now is help you to buy renewable energy from the grid.
It doesn't need to be difficult.
There's four or five solutions that energy action supports, and we can step you through those to get a great fit.
But on that night on that note, I might take a moment to say, Andrew, thank you so much for joining us and everybody in our audience as well.
Thank you so much for joining us today.
If there are any questions and Andrew and I'll hang on the line and feel those otherwise thank you so much for your time today and your attention, we really appreciate it.
Okay.
And if you're anxious about it, please be aware that this will provide the deck as well as a recording of this session out to everybody that's in attendance, and everyone that's registered today.
Hopefully, there's some some kernels and some nuggets in there to help you with your business case.
And indeed, please reach out if there's anything we haven't come in or anything you would like us to deal with in regards to your particular circumstance.
Thank you so much for your time.
And here's Andrew.
Thank you, Ed.
Thank you, everyone.
