E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Bridging the Innovation Gap SET Plan Conference - EMIRI Side Event Key Elements & Extracts from the EMIRI Study on the EU Sector of Advanced Materials for Energy – The Case of Batteries Dr. Egbert LOX – Senior Vice-President Government Affairs of Umicore EMIRI – Energy Materials Industrial Research Initiative Dr Fabrice Stassin - Managing Director fabrice.stassin@emiri.eu www.emiri.eu EMIRI Side Event – Presentation of Dr. Egbert LOX
EMIRI carrying out a first study on EU Industrial Sector E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE of Advanced Materials for low carbon energy Bridging the Innovation Gap � Study based on the 4 Key Components defined by Industry & Research in EMIRI Advanced Materials as "key enablers" tackling EU Energy Challenges Challenge 1 Challenge 2 Advanced Materials for Energy Efficiency Advanced Materials for a "competitive, efficient, secure, sustainable & flexible energy system" Key Component 1 Key Component 2 Key Component 3 Key Component 4 Advanced Materials to make Advanced Materials to enable energy Advanced Materials to increase the Advanced Materials enabling the renewable electricity technologies system integration energy performance of buildings decarbonisation of power sector competitive (energy storage, grids) � No similar study known to us and to be provided to EU stakeholders & beyond � Such a first study is needed to better orient & organize innovation funding at EU level & MS level and stimulate Industry participation � Within each Key Component, the various technologies are considered with: � The brief technology overview Today … � The end-market and the EU dimension � The value chain (EU versus North America vs Asia) Some elements � The SWOT of EU for Li-ion batteries � The innovation needs for Advanced Materials with Umicore case � The derived call topics 2 EMIRI Side Event – Presentation of Dr. Egbert LOX
Next to low carbon energy harvesting, E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE energy storage is essential in EU’s energy transition Bridging the Innovation Gap � Better integration of renewables � Improvement of overall power quality, smoothing out fluctuations in electricity transmission � Support of weakly connected grids � Increase of energy efficiency & flexibility � Batteries are particularly suited for storage from KWh to MWh level (grid) & variable discharge times � Li ion batteries = a promising technology 3 EMIRI Side Event – Presentation of Dr. Egbert LOX
Energy Storage with Li-ion batteries is an opportunity E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE for EU to create part or whole of a value chain Bridging the Innovation Gap 2030 4 EMIRI Side Event – Presentation of Dr. Egbert LOX
EU is however facing growing global competition in E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Advanced Materials for Energy Storage Bridging the Innovation Gap 1 1. End-markets of low carbon energy applications strongly developing outside of EU 2 2. Manufacturing of Adv. Mat. for low carbon energy applications establishing outside of EU 3. Innovation in field of Advanced Materials for low carbon energy steadily following 3 manufacturing with EU lagging behind on innovation, manufacturing & commercialization 3 2 1 5 EMIRI Side Event – Presentation of Dr. Egbert LOX
Lack of end-market development & innovation-oriented E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE programs will put at risk a developing EU value chain Bridging the Innovation Gap Advanced Materials for Stationary Energy EU Asia North America Storage using Li-ion batteries Share of Global Value Chain 5% BUT increasing 90% BUT decreasing 5% BUT increasing Cathode Umicore Nichia 3M Belife Umicore BASF Tanaka Dow Sumitomo Toda Phostech/S-Chemie Kogyo Corp JGC Catalyst Nippon Denko Anode SGL Hitachi chemicals Superior graphite Imerys MMS Dow Mitsubishi chemicals Nippon Carbon Separator Freudenberg Asahi Kansai Celgard Arkema Sumitomo Treopore Ube Mitsubishi Toray Current collector Circuit Foil Hitachi Targray Schlenk LS Metron Electrolyte, binder and others JSR Ube BASF(Novolite) Solvay Tomyama Arkema Mitsubishi Chem. Panax/Etec Specialty high tech additive Arkema Various Various Bayer (with CNTs) Battery (Litec) Sony Enerdel SAFT Sanyo (A123 ) Gaia SDI, LG Boston Power Pure Energy Panasonic Leclanché # China 6 EMIRI Side Event – Presentation of Dr. Egbert LOX
Li-ion batteries with suitable cost & performance E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE requires world-class innovation in Advanced Materials Bridging the Innovation Gap Innovation should focus on optimizing Li Ion batteries for low cost ,high safety, long cycle life, extreme use & environmentally friendly storage stationary applications 7 7 EMIRI Side Event – Presentation of Dr. Egbert LOX
E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE The case of batteries - Umicore in a nutshell Bridging the Innovation Gap � We are a global materials technology company (14.600 people, 79 sites, > 50% sales in Europe, Turnover 2013 @ 9.8 B€) � Our mission is to make “materials for a better life” � The majority of our growth comes from clean technologies � We use application know-how to create tailor-made solutions in collaboration with customers � We close the loop and secure supply by recycling production scrap and end-of-life materials Application know-how Chemistry material Material Metals Material science solutions solutions Metallurgy Recycling 8 EMIRI Side Event – Presentation of Dr. Egbert LOX
Case study from Umicore E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Cathode materials for Li-ion batteries (1/2) Bridging the Innovation Gap Development and manufacturing of electrode materials for batteries is part of Umicore’s Advanced Materials technology portfolio � Development and production of materials for primary batteries and 1st generation secondary batteries was done in EU � Development of materials for Li-ion batteries also done in EU and continues as such � A Research & Technology Center and 2 Application Labs are established in Asia For manufacturing of Li-ion battery materials Umicore had to comply with the logic of the value chain and the market (main battery materials plant in South Korea) � Close to 90% of battery cell production is in Asia � Powerful customers request their strategic suppliers to be located in their vicinity � Short time-to-market met by fast processing of investment files by authorities in Asia � Local public funding is also a factor � Precursor production is maintained in EU 9 EMIRI Side Event – Presentation of Dr. Egbert LOX
Case study from Umicore E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Cathode materials for Li-ion batteries (2/2) Bridging the Innovation Gap Will this lead to an exit of Umicore’s battery materials innovation from EU? � Whenever possible Umicore continues to innovate in Europe (Lithium Iron Phosphate pilot line in JV with Prayon, partially based on CEA-technology) � Innovation without proximity to industrial production difficult to maintain in the long term Is the move of battery materials manufacturing to Asia reversible? � Launch of electric vehicle manufacturing in Europe, development of stationary energy storage provide (last) opportunities (in some cases, downstream value chain players could prefer working with proximity-suppliers) � Europe needs to prepare itself now to seize this opportunity 1. Make sure that development in EU of next generation materials and battery cells is at an advanced stage (also higher Technology Readiness Levels) 2. Public funding is a factor (less fragmentation, more clarity, more predictability …) but less red tape will be equally important for establishing and running pilot lines and later industrialize 10 EMIRI Side Event – Presentation of Dr. Egbert LOX
EU is tackling challenges in the frame of the E NERGY M ATERIALS I NDUSTRIAL R ESEARCH I NITIATIVE Key Enabling Technologies (KET) & the SET Plan Bridging the Innovation Gap � Advanced Materials are recognized as a KET by EU � Advanced Materials are given some attention in SET Plan Integrated Roadmap � A market-oriented, industry-led strategy is now needed for Advanced Materials in EU for various applications including for low carbon energy � Strong & clear recommendations were put forth by the KET High-Level Group � 1st elements contributed to shaping the Horizon 2020 work program but more recommendations need to be transformed into actions at EU level if industrial presence on Advanced Materials in EU is to be maintained and hopefully developed � In field of Advanced Materials for Energy, Umicore & 60+ organizations are teaming up within EMIRI advocating for reinforced public private interactions for a more effective & efficient innovation program of value for the Industry developing, producing, using Advanced Materials 11 EMIRI Side Event – Presentation of Dr. Egbert LOX
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