1. Ingeniería

ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE
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
[email protected]
www.emiri.eu
EMIRI Side Event – Presentation of Dr. Egbert LOX
EMIRI carrying out a first study on EU Industrial Sector
of Advanced Materials for low carbon energy
Bridging the Innovation Gap
ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE
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 increase the
energy performance of buildings
Advanced Materials to make
renewable electricity technologies
competitive
Advanced Materials to enable energy
system integration
(energy storage, grids)
Advanced Materials enabling the
decarbonisation of power sector
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
The end-market and the EU dimension
The value chain (EU versus North America vs Asia)
The SWOT of EU
The innovation needs for Advanced Materials
The derived call topics
EMIRI Side Event – Presentation of Dr. Egbert LOX
Today …
Some elements
for Li-ion batteries
with Umicore case
2
Next to low carbon energy harvesting,
energy storage is essential in EU’s energy transition Bridging the Innovation Gap
ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE
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
EMIRI Side Event – Presentation of Dr. Egbert LOX
3
E
M
I
R
I
Energy
Storage
with
Li-ion
batteries is an opportunity
for EU to create part or whole of a value chain
Bridging the Innovation Gap
NERGY
ATERIALS NDUSTRIAL
ESEARCH NITIATIVE
2030
EMIRI Side Event – Presentation of Dr. Egbert LOX
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EU
E
isM however
I
facing
R
I growing global competition in
Advanced Materials for Energy Storage
NERGY
ATERIALS NDUSTRIAL
ESEARCH NITIATIVE
Bridging the Innovation Gap
11. End-markets of low carbon energy applications strongly developing outside of EU
22. Manufacturing of Adv. Mat. for low carbon energy applications establishing outside of EU
33. Innovation in field of Advanced Materials for low carbon energy steadily following
manufacturing with EU lagging behind on innovation, manufacturing & commercialization
3
EMIRI Side Event – Presentation of Dr. Egbert LOX
2
1
5
Lack
E
Mof end-market
I
R
development
I
& innovation-oriented
programs will put at risk a developing EU value chain Bridging the Innovation Gap
NERGY
ATERIALS NDUSTRIAL
ESEARCH NITIATIVE
Advanced Materials for Stationary Energy
Storage using Li-ion batteries
EU
Asia
North America
Share of Global Value Chain
5% BUT increasing
90% BUT decreasing
5% BUT increasing
Cathode
Umicore
Belife
Nichia
Umicore
Tanaka
Sumitomo Toda
Kogyo Corp
JGC Catalyst
Nippon Denko
3M
BASF
Dow
Phostech/S-Chemie
Anode
SGL
Imerys
Superior graphite
Dow
Separator
Freudenberg
Arkema
Treopore
Current collector
Circuit Foil
Schlenk
JSR
Solvay
Arkema
Hitachi chemicals
MMS
Mitsubishi chemicals
Nippon Carbon
Asahi Kansai
Sumitomo
Ube
Mitsubishi
Toray
Hitachi
LS Metron
Ube
Tomyama
Mitsubishi Chem.
Panax/Etec
Various
Electrolyte, binder and others
Specialty high tech additive
Battery
EMIRI Side Event – Presentation of Dr. Egbert LOX
Arkema
Bayer (with CNTs)
(Litec)
SAFT
Gaia
Pure Energy
Leclanché
Sony
Sanyo
SDI, LG
Panasonic
# China
Celgard
Targray
BASF(Novolite)
Various
Enerdel
(A123 )
Boston Power
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Li-ion batteries with suitable cost & performance
requires world-class innovation in Advanced Materials Bridging the Innovation Gap
ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE
Innovation should focus on optimizing Li Ion batteries for low cost ,high safety, long
cycle life, extreme use & environmentally friendly storage stationary applications
EMIRI Side Event – Presentation of Dr. Egbert LOX
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The case of batteries - Umicore in a nutshell
ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE
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
Metals
Chemistry
material
Material science
solutions
Metallurgy
Material
solutions
Recycling
EMIRI Side Event – Presentation of Dr. Egbert LOX
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Case study from Umicore
Cathode materials for Li-ion batteries (1/2)
ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE
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
EMIRI Side Event – Presentation of Dr. Egbert LOX
9
Case study from Umicore
Cathode materials for Li-ion batteries (2/2)
ENERGY MATERIALS INDUSTRIAL RESEARCH INITIATIVE
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
EMIRI Side Event – Presentation of Dr. Egbert LOX
10
E
I
R
I
EU
isM tackling
challenges
in the frame of the
Key Enabling Technologies (KET) & the SET Plan
NERGY
ATERIALS NDUSTRIAL
ESEARCH NITIATIVE
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
EMIRI Side Event – Presentation of Dr. Egbert LOX
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