E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Bridging the Innovation Gap 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 EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016
Li-ion battery supply chain is predominantly Asian E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Bridging the Innovation Gap 2 EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016
Further performance development of Li-ion batteries E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE relies strongly upon Advanced Materials Bridging the Innovation Gap 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 of 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 3 EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016
In field of Advanced Materials for batteries, EU-based E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE players are gaining ground & address global market Bridging the Innovation Gap Advan anced M Mat aterial ials f for L Li-ion on bat atterie ies EU EU Asia ia North th Ame meric ica (R&D a D and / o or M Manufactu turing) Shar are of G Glob obal V l Valu lue Chai ain 5% 5% BUT i increasing 90% B 90% BUT d decreasing 5% BUT i 5% increasing Cath thode Umi micor ore Umi micor ore 3M 3M Belif life Nichia a BASF ASF Tanak aka a Dow ow Sumi mitom omo o Phoste tech/S-Chemi mie To Toda Kogyo yo Corp rp Nippon D Denko ALEEE EEES Anode - graphite te SGL L Hita tachi Chemic mical als Superior g graphite te Imerys ys MMS MS Mitsubishi Chem. m. Nippon C Carbon Shenzhen Anode - Eme mergin ing n new ma materia ials ls Umi micor ore Dow ow Bosch ch 3M 3M Separa rator Freudenberg Asahi K i Kansai ai Celgard rd Arke kema Sumi mitom omo o Treop opor ore Ube Mitsubishi Tor oray y * Illustrative & non-exhaustive list 4 EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016
In field of Advanced Materials for batteries, EU-based E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE players are gaining ground & address global market Bridging the Innovation Gap Advanced Materia ials ls f for or Li Li-ion on batter eries es EU EU Asi sia North th Ameri rica ca Curr rrent co collect ctor Cir ircuit it F Foil oil Hita tachi Ta Targray Schlenk LS M LS Metr tron Electrolyte te, b binder a and o others JSR SR Ube e BASF ASF ( (Nov ovol olite) Solvay ay Tomya yama ma Arke kema Mitsubishi C Chem. Panax/Ete Etec Zhangj gjiagang Specialty h high gh te tech additi tive Arke kema Var ario ious Var ario ious Baye ayer ( (with C CNTs) Batte ttery Electrov ovaya/ a/Litec Sony Ener erdel el BMZ MZ Sanyo A123 23 SAFT FT SDI, LG LG Bosto ton P Power Bat atscap ap Panas ason onic Leclanché # C China * Illustrative & non-exhaustive list 5 EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016
We see strong opportunities for growth in Advanced E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Materials driven by e-mobility and using NMC tech. Bridging the Innovation Gap Li-ion batteries to prevail past 2030 driven by e-mobility 6 EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016
Enablers for further manufacturing of Advanced E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Materials for batteries in EU Bridging the Innovation Gap Europe pean Compe petitive Cost b bene nefit & & (end) nd)-mark rket inno novation-drive ven incen entives es f for dev evel elopmen ent produc duct o offeri ring manuf ufacturi uring ng i in E EU Energy Union Horizon 2020 – FP9 Industrial Policy Integrated SET Plan EURICS REFIT ESIF Ac Access t to capi pital Acce ccess t to Acce ccess t to for or p pilo ilotin ing & & raw m mate aterial als competen ence & e & skills ls capa pacity b buildi ding Circular Economy EIB, EFSI, ESIF Horizon 2020 – FP9 Critical Raw Materials Integrated SET Plan 7 EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016
What does Europe need to do to stimulate battery E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE cell production? Bridging the Innovation Gap Facil ilitate in inves estment in in E EU in in p productio ion capacity o of battery cells ells b based o on 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 of 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 or other ers) s) w will l lead t d to reinforcem cemen ent and d dev evelopm pmen ent Mfing Mf of EU-ba based sed produc ucer ers o of 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) R&D &D Funding support should also cover next-generation batteries keeping in mind timeline of any industrial returns 8 EMIRI @ EERA Expert Workshop on Batteries in EU – October 19th 2016
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