we balance Europe 11/26/2017 1 Mod Modular ular Li Li-Ion Ion - - PowerPoint PPT Presentation

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we balance Europe 11/26/2017 1 Mod Modular ular Li Li-Ion Ion - - PowerPoint PPT Presentation

we balance Europe 11/26/2017 1 Mod Modular ular Li Li-Ion Ion ce cell ll pr prod oduc uction tion with with zer ero CO o CO 2 foo ootp tprint rint 1. Why in Germany/Europe 2. Unique opportunity 3. Our sequential und parallel


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1 11/26/2017

we balance Europe

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Mod Modular ular Li Li-Ion Ion ce cell ll pr prod

  • duc

uction tion with with zer ero CO

  • CO2 foo
  • otp

tprint rint

11/26/2017 2

  • 1. Why in Germany/Europe
  • 2. Unique opportunity
  • 3. Our sequential und parallel plan
  • 4. TerraE CO2 footprint

Organization

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11/26/2017 3

Why in Germany/Europe?

1. Huge local demand in Europe 2. The logistic for an European-based cell production is easier 3. Industry consortium available 4. High level of renewable energy 5. Strong R&D competence 6. Experienced machine and plant builder with strong Li-Ion experience 7. Financial Government an EU support for the starting phase 8. Significant local supplier market

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Unique opportunity

11/26/2017 4

Summary Demand of Li-Ion cells Production Capacity Cell price time today

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5 10 15 20 25 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028

Planned capacities (in GWh)

2 4 6 8 10 12 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028

Planned capacities (in GWh)

Automotive Non-Automotive

11/26/2017 5

TerraE growth plan to serve increasing customer demands

Phas hase 1 e 1

up t to 1,5 1,5 GWh

Phas hase 2 e 2

34 G GWh

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11/26/2017 6

Serve the industrial market first and immediately

Ph Phase ase 2 Ph Phas ase e 1

Prepare capacity for serving the automotive market in 3 years with following strategy Syner Synergy y fr from Phase 1

  • m Phase 1

to be g to be graded aded in Phase 2 in Phase 2

TerraE defines Two-Steps-Strategy to serve market’s need

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Europäische Batterie-Allianz

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Summary

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Planning group for highly modern Giga-Fab is led by TerraE

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Su Summa mmary y of

  • f Sw

Swed edish ish St Stud udy, , May May 20 2017 17

Focus of the Study

  • Analysis of Greenhouse Gas (GHG) Emissions and

Energy Use for Li-Ion Battery Production

  • Recommendations for a CO2 neutral Electric Car fleet
  • Literature Review on

– Lithium-ion batteries for light-duty vehicles – Energy consumption and greenhouse gas emissions – Current and near future chemistries

  • Lithium iron phosphate (LFP) cathodes
  • Lithium nickel manganese cobalt oxide (NMC) cathodes
  • Lithium manganese oxide (LMO) cathodes
  • Graphite anodes
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Find Findings ings Lif Life Cy e Cycle le As Asse sess ssme ment nt with with th the Sp e Spec ecifi ific c GHG GHG Foo

  • otp

tprin rint

Mining

  • Total

18 – 50 Material Processing

  • Total

48 – 121 (216)

  • Most likely

60 -70

Battery Manufacturing

  • Total

20 -110

  • Most likely

70 -110 Recycling

  • Most likely

15

  • Pyrometallurgy

Total and Most likely values in kg CO2-eq/kWh [Table 24, page 39] The studies indicate greenhouse gas emissions of 120-250 kg CO2-eq/kWh. Based on the assessment

  • f transparency and scientific method this report views a range of 150-200 kg CO2-eq/kWh as the

most likely impact. [page 28] Comment: The range is w.r.t. a fossil share of 50-70%.

w.r.t. = with reference to

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Calculation of GHG Footprint

based on the Study Results

Car Battery Size [kWh] 150 kg CO2-eq/kWh 200 kg CO2-eq/kWh Tesla Model S 86 12.9 t CO2 17.2 t CO2 Nissan Leaf 23.8 3.6 t CO2 4.8 t CO2

This calculation shows the GHG Footprint of two batteries with the assumed data from the report. The range of 150 – 200 kg CO2 eq/kWh is w.r.t. a fossil share of 50-70%. About 60% of the emissions are from the battery manufacturing process. Assuming we can use 100% renewable energy in the manufacturing process, we can reduce the GHG Footprint by 60%.

w.r.t. = with reference to

Car Battery Size [kWh] 60 kg CO2-eq/kWh 80 kg CO2-eq/kWh Tesla Model S 86 5,2 t CO2 6,9 t CO2 Nissan Leaf 23,8 1,4 t CO2 1,9 t CO2

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CO2 Footprint of ICE and Electrical Powered Cars

11/26/2017 12

2000 4000 6000 8000 10000 12000 14000

10 000 20 000 30 000 40 000 50 000 60 000 70 000

KG CO2-EQ DRIVING DISTANCE [KM]

EPC (Study) ICE PC EPC (TerraE)

German electricity mix in 2015: 535 g CO2/kWh Assumptions:

  • 7 l/100 km: 165 g CO2/km (tank to wheel)
  • 18 kWh/100 km (plug to wheel)
  • 15,000 km/a average driving distance

TerraE target ~1.5 years for break-even IVL Study based result ~ 2.5 years for break-even

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13 11/26/2017

willing to join?