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SAFE HARBOR STATEMENT
This presentation contains forward-looking statements within the meaning of the Federal Private Securities
Litigation Reform Act of 1995 conveying management’s expectations as to the future based on plans,
estimates and projections at the time the statements are made. The forward-looking statements contained in
this presentation and that may be made by the presenter involve risks and uncertainties, including, but not
necessarily limited to: ENER1’s ability to deliver prototype, production samples and finished product to
electric vehicle customers; the estimated future sales for ENER1’s electric vehicle batteries; the degree of
competition in the markets for lithium battery, fuel cell and nanotechnology-based products and services; our
ability to procure, install, integrate, start-up and efficiently operate new equipment; ENER1’s history of
operating losses; the lack of operating history for the development stage ENER1 businesses; the need for
substantial additional capital; the dependency upon key personnel; and other risks detailed in ENER1’s
annual report on Form 10-K for the year ended December 31, 2009 as well as in its other filings from time to
time with the Securities and Exchange Commission. These risks and uncertainties could cause actual results
or performance to differ materially from any future results or performance expressed or implied in the
forward-looking statements included in this presentation. ENER1 undertakes no obligation to publicly update
or revise any forward looking statements, whether as a result of new information, future events or otherwise.
DECEMBER /// 2010
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TARGET MARKETS & KEY STRATEGIC PARTNERS
GLOBAL SUPPLY STRATEGY
CELL MANUFACTURING
BATTERY PACK ASSEMBLY - Near the Customer
• Global Footprint – North America, Asia
• Lower Capital Investment
• Logistics Save
• JIT-WIP Save
TRANSPORTATION
GRID STORAGE
CONSUMER
Passenger Vehicles, Light-Duty
Fleet, Heavy Duty Buses and
Military
Transmission and Distribution,
Generation, Renewable Energy,
Utility End Customers
Small Cell Batteries for Cell
Phones, PDAs, Hand-held
Scanners
R&D / MANUFACTURING
ENER1 / CORPORATE HQ / NYC, U.S.
ENER1 EUROPE / SALES & MARKETING / Paris, France
ENERDEL / Indianapolis, IN, U.S.
ENERDEL / Noblesville, IN, U.S.
ENERDEL / Mount Comfort, IN, U.S.
ENERDEL / R&D CENTER / Japan
ENERTECH / Korea
WANXIANG (LOI) / SHANGHAI, CHINA
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ELECTRIC VEHICLE CHAIN – INVOLVEMENT & SOLUTION
AUTOMOTIVE: 2010 CUSTOMERS
THINK GLOBAL
• Currently shipping to: Liander,
Ringeriks-Kraft, Tronheims-Energi,
Sundal Energi, Vattenfall Energi,
Fortum, Gavle Energi, and Red
Electrica
• Only EV with the European CE
conformity certification and EU
homologation requirements (M1
certificate); 19 years developing the
most sophisticated EV drivetrain
system in the world
• Approximately $300 mm invested in
THINK through combination of
FORD investment and private
placements. ENER1 31%
shareholder in THINK
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VOLVO CAR
CORPORATION
JAPAN POSTAL
SERVICE
•
Exclusive Battery provider for C30
PEV (24 kWh, 150 km range)
•
Japan Post currently electrifying
25% of their 22,000 vehicle fleet
•
C30 is scalable to the S40, S60 and
V50 platforms
•
ENER1 is retrofitting Japan Post
vehicles with the THINK drivetrain
and EV battery pack
•
SOP in 2011 – for Europe, with US
and China to follow
•
Postal fleets in France, the UK and
Germany alone approach 90,000
vehicles
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ENER1 PRODUCT / CHEMISTRY PORTFOLIO
Cathode (+)
LiMn2O4
(LMO)
LiMn2O4
(LMO)
Mixed Oxide
High Voltage
Spinel
Anode (-)
Hard Carbon
Li₄Ti5O₁₂
(LTO)
Hard Carbon
Li₄Ti5O₁₂
(LTO)
Development
Status
Production
Ready
Gen 2
Development
Production
Ready
Gen 2
Development
PRODUCT & TECHNOLOGY
Ener1 has selected hard carbon or LTO anode due to the long
life, low temperature, low impedance and safety requirement in
Automobiles. This is combined with high energy density
cathode that exhibit similar performance characteristics.
MODULAR ARCHITECTURE
TRANSPORTATION TO GRID: “SECONDARY USE”
CONCEPT
Module
Battery
Electric
Vehicle
Matured
Vehicle
Battery
Commercial Application
Rack
Robust Sub-System Design & Integration Required For a
Successful Energy Storage System (ESS) Solution
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Substation
Frequency Response &
Demand Reduction
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CONVENIENCE STORE: CHARGEMART – COMBINING
IT ALL TOGETHER
TSUKUBA: A GREEN PROTOTYPE COMMUNITY
City Hall
Convenience Store
EV Sharing Station
Fast Charge Station
PV Arrays, IES
EV Sharing Station
Fast Charge Station
PV Arrays, IES (ENERDEL)
Rapid Transit System
Mazda 2 (EV)
ENER1 Battery
EV Service Station
Solar Panels
IES
Fast Charger
Data Center
EV
EV Sharing Station
Fast Charge Station
EV Sharing Station
Fast Charge Station
PV Arrays, IES