Critical Raw Materials in the energy sector An analysis from the - - PowerPoint PPT Presentation

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Critical Raw Materials in the energy sector An analysis from the - - PowerPoint PPT Presentation

Critical Raw Materials in the energy sector An analysis from the CRM_Innonet project - SET-Plan Conference side-event Aymeric BRUNOT - CEA-Liten 11 December 2014 What are Critical Raw materials ? Material criticality


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Critical Raw Materials in the energy sector – An analysis from the CRM_Innonet project

  • SET-Plan Conference side-event –

Aymeric BRUNOT - CEA-Liten 11 December 2014

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What are « Critical Raw materials » ?

  • Material criticality assessment performed by EU in 2010 and 2014
  • CRMs are potential risks for EU economy… risk mitigation research is relevant

Reduce Substitute Reuse/Recycle

EU CRM Innovation Network (CRM_Innonet)

Source : Report on critical raw materials for the EU – Report of the Ad hoc Working Group on defining critical raw materials (May 2014)

54 materials analyzed

Economic Importance Supply Risk

20 critical materials identified

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CRM_Innonet project (2012-2015)

– Coordination & Support action focussing on material substitution -

  • Develop material risk diagnostics, substitution roadmaps, policy

recommendations and a network around substitution…

  • EU funded (FP7)
  • Wide consortium (18 partners)
  • Progress :

– Materials & sectors analysis performed – Substitution roadmap under definition – Continuous development of the CRM Innovation Network (workshops)

Today’s focus : Illustration of the SET-Plan Energy sector analysis

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CRM_Innonet : Strategic Energy Technologies filters

Wind Power Photovoltaic Power Electric Accumulators Advanced power& cogen plant

PRIMARY FOCUS

SECUNDARY

Wind power Solar PV Concentrated Solar Power Hydropower Geothermal Marine energy Cogeneration & CHP Carbon Capture & Storage Advanced Fossil Fuel power gen. Nuclear fission Nuclear fusion Smart grids Bioenergy – power & heat Fuel cells & Hydrogen Electricity storage

Accumulators, Flywheel, magnetic/SMES, Pumped hydro, CAES, supercapacitor Electrolyser Fuel Cells

CRM

Permanent Magnets (Transport) Active Materials Alloys Casings Alloys Alloys Alloys Control Rods ?? Shields Active Materials Active mat. Alloys

  • Cf. fossil

Economic weight

>1b€ 100s M€ 10s M€ or less Accumulators Flywheel, magnetic/SMES

/

  • Cf. fossil power gen.

Strategic Energy Technologies (adapted)

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CRM_Innonet : detailled analysis (eg. wind energy)

Objective : improved risk assessment (EU industry value & positionning, jobs…)

  • Technology Analysis
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CRM_Innonet : detailled analysis (eg. wind energy)

Objective : improved risk assessment (EU industry value & positionning, jobs…)

  • Technology Analysis
  • Trade Analysis (PRODCOM)–production, import/exports...

EU producing countries

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CRM_Innonet : detailled analysis (eg. wind energy)

Objective : improved risk assessment (EU industry value & positionning, jobs…)

  • Technology Analysis
  • Trade Analysis (PRODCOM)
  • Market Analysis along the supply-chain
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CRM_Innonet : detailled analysis outcome

Objective : improved risk assessment (EU industry value & positionning, jobs…)

  • Technology Analysis
  • Trade Analysis (PRODCOM)
  • Market Analysis along the supply-chain

Wind (Nd, Dy) : Significant risk

(EU estimate : 1.4-2.2b€ - 12000 FTE)

Batteries (Co, Graphite, F, REE) : Relative risk

(EU estimate : 320M€ - 4000 FTE)

PV (In, Ga (CIGS)) : Limited Risk

(EU estimate : 80M€ - 2000-4000 FT - recent decrease)

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Conclusions & Learnings

  • Concerns about Material dependance is increasing in industry
  • « Criticality » is a relative concept, to be assessed at company level.

Cost-related criticality may be too simplistic…

  • Material risk assessment is dynamic – information on criticality factors is key
  • Risk mitigation strategies are diverse : Material substitution is often not the short-term option

but can be seen as longer-term/strategic in nature

  • Material supply risk considered at all stages of the product life (R&D EoL)
  • Substitution can be seen as strategic provisionning
  • Material innovation can be a game-changer: having substitution alternatives is key

Advanced materials have a role to play

  • Substitution roadmapping underway as part of CRM_Innonet :

Permanent magnets Batteries & Accumulators PCBs and Electronics Photonics Alloys

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CRM_Innonet – the Network

  • CRM_Innonet is a currently-running project, with active networking

events on material substitution

3rd Innovation Network Workshop on Substitution (11 Feb. 2015 - Brussels)

  • A web-site : http://www.criticalrawmaterials.eu/ (newsletter, etc.)
  • A. BRUNOT

CEA-Liten aymeric.brunot@cea.fr

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