利用西弗吉尼亚州制造的储能设备保障电网安全——Form Energy.pdf

1、CONFIDENTIALEnergy Storage for a Better WorldSECURING THE GRID WITHWV-MADE ENERGY STORAGE2025 West Virginia Energy Summit 2025 FORM ENERGY|CONFIDENTIAL2Overview:American innovation to transform the power grid MANAGEMENT TEAMDecades of cumulative storage experience and 100s of MWsdeployed RJ JohnsonC

2、hief Commercial OfficerMateo JaramilloChief Executive OfficerTed WileyPresident&Chief Operating OfficerWilliam WoodfordChief Technology OfficerMarco FerraraChief Digital OfficerYet-Ming ChiangChief Science Officer Founded in 2017 to create low-cost,multi-day energy storage capable of providing cost-

3、effect,firm capacity to the electric grid around the globe Multi-day iron-air batteries can store and discharge energy for 100 hours High-volume manufacturing facility in Weirton,West Virginiain production 25 GWh($800M)of contracted capacity with leading utilities and developers and first commercial

4、 deployment in 2025 to Great River Energy(GRE)Pipeline of innovation includes cost-competitive electrochemical ironmakingOVERVIEW87k ft2Bay Area,CA250 employees150k ft2Somerville,MA250 employees1,000Employees550k ft2Weirton,WV450 employees 2025 FORM ENERGY|CONFIDENTIAL3The Problem:Not enough firm ca

5、pacity to meet AI-drive power demand Data Center Demand is Driving Exponential Load Growth in the U.S.The Risk of a Potential“Power Shortfall”Is SignificantProjected total U.S.data center power demand(GW)(1)Potential shortfall in power for U.S.data centers(GW)(2)+17%2024-2030 CAGRU.S.Power Needed,20

6、25-28U.S.Data Centers Under ConstructionAvailable U.S.Grid CapacityPotential Shortfall65(6)(15)(45)By 2030,data center demand is expected to account for an incremental 800 TWh/year in the U.S.,compared to 2024 2025 FORM ENERGY|CONFIDENTIAL4A Solution:100-Hour