Discussion elements on production of battery materials and battery - - PowerPoint PPT Presentation

ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE

Bridging the Innovation Gap

EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016

Discussion elements on production of battery materials and battery cells in Europe

EMIRI – Energy Materials Industrial Research Initiative Dr Fabrice Stassin - Managing Director -fabrice.stassin@emiri.eu www.emiri.eu

ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE

Bridging the Innovation Gap

EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016

Li-ion battery supply chain is predominantly Asian

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ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE

Bridging the Innovation Gap

EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016

Further performance development of Li-ion batteries relies strongly upon Advanced Materials

• Cost of energy storage using batteries is to keep coming down to ensure further adoption &

deployment across EU in frame of Energy Union

• This is made possible by reduction in cost, increase in performance, and extension of lifetime
• f the Advanced Materials enabling energy storage using batteries
• Innovation in Advanced Materials is crucially needed and long, risky and capital-intensive

innovation cycles would benefit from risk-sharing at EU level

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ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE

Bridging the Innovation Gap

EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016

Advan anced M Mat aterial ials f for L Li-ion

• n bat

atterie ies (R&D a D and / o

• r M

Manufactu turing) EU EU Asia ia North th Ame meric ica Shar are of G Glob

• bal V

l Valu lue Chai ain 5% 5% BUT i increasing 90% B 90% BUT d decreasing 5% 5% BUT i increasing Cath thode Umi micor

• re

Belif life Umi micor

• re

Nichia a Tanak aka a Sumi mitom

• mo
• To

Toda Kogyo yo Corp rp Nippon D Denko ALEEE EEES 3M 3M BASF ASF Dow

• w

Phoste tech/S-Chemi mie Anode - graphite te SGL L Imerys ys Hita tachi Chemic mical als MMS MS Mitsubishi Chem. m. Nippon C Carbon Shenzhen Superior g graphite te Anode - Eme mergin ing n new ma materia ials ls Umi micor

• re

Bosch ch Dow

• w

3M 3M Separa rator Freudenberg Arke kema Treop

• por
• re

Asahi K i Kansai ai Sumi mitom

• mo
• Ube

Mitsubishi Tor

• ray

y Celgard rd

In field of Advanced Materials for batteries, EU-based players are gaining ground & address global market

* Illustrative & non-exhaustive list 4

ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE

Bridging the Innovation Gap

EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016

Advanced Materia ials ls f for

• r Li

Li-ion

• n batter

eries es EU EU Asi sia North th Ameri rica ca Curr rrent co collect ctor Cir ircuit it F Foil

• il

Schlenk Hita tachi LS LS M Metr tron Ta Targray Electrolyte te, b binder a and o

• thers

JSR SR Solvay ay Arke kema Ube e Tomya yama ma Mitsubishi C Chem. Panax/Ete Etec Zhangj gjiagang BASF ASF ( (Nov

• vol
• lite)

Specialty h high gh te tech additi tive Arke kema Baye ayer ( (with C CNTs) Var ario ious Var ario ious Batte ttery Electrov

• vaya/

a/Litec BMZ MZ SAFT FT Bat atscap ap Leclanché Sony Sanyo SDI, LG LG Panas ason

• nic

# C China Ener erdel el A123 23 Bosto ton P Power 5

In field of Advanced Materials for batteries, EU-based players are gaining ground & address global market

* Illustrative & non-exhaustive list

ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE

Bridging the Innovation Gap

EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016

We see strong opportunities for growth in Advanced Materials driven by e-mobility and using NMC tech.

Li-ion batteries to prevail past 2030 driven by e-mobility

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ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE

Bridging the Innovation Gap

EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016

Enablers for further manufacturing of Advanced Materials for batteries in EU

Europe pean (end) nd)-mark rket dev evel elopmen ent Compe petitive inno novation-drive ven produc duct o

• fferi

ring Acce ccess t to raw m mate aterial als Ac Access t to capi pital for

• r p

pilo ilotin ing & & capa pacity b buildi ding Cost b bene nefit & & incen entives es f for manuf ufacturi uring ng i in E EU Acce ccess t to competen ence & e & skills ls

• Energy Union
• Integrated SET Plan
• Horizon 2020 – FP9
• EURICS
• ESIF
• Industrial Policy
• REFIT
• Circular Economy
• Critical Raw Materials
• EIB, EFSI, ESIF
• Horizon 2020 – FP9
• Integrated SET Plan

7

ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE

Bridging the Innovation Gap

EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016

What does Europe need to do to stimulate battery cell production?

8

• Facil

ilitate in inves estment in in E EU in in p productio ion capacity o

• f battery cells

ells b based o

• n w

wel ell- esta tablished Li-ion b n batter ery t techn chnology gy for e-mobility (actual global supply cannot meet future demand forecasted for EVs)

• Asian battery cell producers lead in terms of technology, IP, customer base, …
• Whether EU should focus on attracting these Asian cell producers and/or

incentivize expansion of production capacity of EU-based cell producers remains an open question

• Dev

evelopm pmen ent o

• f EU-ba

based sed batter ery cell p produ duction ( (through gh A Asian p n player ers attract cted ed t to EU o

• r other

ers) s) w will l lead t d to reinforcem cemen ent and d dev evelopm pmen ent

• f EU-ba

based sed produc ucer ers o

• f Advanced

ced M Materials f for batter eries es

• As to investment in R&D, EU m

must i impr prove e fundi nding s g suppo upport f for n new ew L Li-ion b batteries

• Fund

nding ng supp pport shoul uld d focus us strongl ngly on Advanced ced Materials (in line with industrial realities)

• Funding support should also cover next-generation batteries keeping

in mind timeline of any industrial returns

R&D &D Mf Mfing