Plenary Session

11th June 2021

1

AGENDA

9:00 – 9:05 Welcome address and approval of minutes of previous plenary (04/02/2021)

Arne Richters

9:05 – 9:30 Presentation of new member (Xponential Battery Material, Uber*) and discussion

Michal Mackoviack

Zuzana Pucikova*

9:30 – 10:30 Presentation of Working groups activities WG leaders and secretariat

o WG Battery

o WG Electrification

o WG Energy

o WG Green Deal

o WG Logistic

o WG Infrastructures

o WG Communication

Emilia Valbum

Florian Chapalain

Naomi Chevillard

Marie-France van der Valk & Sarah Walker

Théo Fievet (Acting)

Claire Vandewalle

Jose Sanchez

10:30 – 10:40 Mid-year activities / budget report Théo Fievet

10:40 – 10:55 Outline of ECF/Element Energy - Consumer Choice study

Thomas Wilson

10:55– 11:00 AOB Arne Richters & Théo Fievet

Coffee break

11:10 – 12:00 New work area? Presentations “A Sustainable Value Chain for Electromobility”

Tae-Yoon Kim (IEA)

Sanjeev Kumar

Revisite the agreedactions(outside actions specific to each WG)

4

Fill in the positions of Chair, Vice-Chair and Treasurer

Extend the WG CVD to other issues related to fleet electrification

Contact BCG shall they wish to participate in the study on employment (interview)

Put in place the practical improvement to the Platform

Organize a Webinar ahead of the Fit-for-55 publication

Prepare a workplan for a potential WG on trucks/logistic.

Organize workshops with MEPs Assistants

New Platform BoardMembers

Julia (T&E)

Vice-Chair

Philipe (AVERE)

Treasurer

New MembersPresentations

Xponential Battery Materials B.V.

Amsterdam, Netherlands

June 11th, 2021

Company & Technology Overview

CARBONX™

• Xponential Battery Materials introduces CarbonX™, a sustainable biomass-derived

carbonaceous battery matrix for use in advanced Lithium Sulfur (Li-S) and Sodium Ion

(Na-Ion) batteries and supercapacitors.

SEM Images of Mesoporous Carbon

BASED ON A NOVEL BIOMASS TO MESOPOROUS CARBON PROCESS, OPTIMIZING PERFORMANCE BY CONTROLLING CARBON PORE SIZE AND SURFACE AREA, XBM ENVISIONS CARBONX™ TO BECOME ONE OF THE INDUSTRY LEADING LITHIUM-SULFUR AND SODIUM ION BATTERY, AND

ULTRACAPACITOR MATERIAL PLATFORMS.

Pore Diameter Pore Volume

Pore size distribution of mesoporous carbon by BJH method

CarbonX™ - Engineered Porosity in Carbon Materials

INITIAL XBM LI-S BATTERY TECHNOLOGY FOCUS

• Commercialize and manufacture the NextGeneration Li-S Battery cathode materialbased on a novel doped CarbonX™ materialwith the following advantages:

1. Li-S Battery cathode material with long life and a

capacity of >900 mAh/g.

2. Strong affinity to suppress polysulfide dissolution and

shuttle.

3. Porous Hierarchical structure to accommodate large

volume change during cycling.

4. Highly conductive framework for high sulfur utilization.

5. Cobalt free, can be combined with either Li-metal or

high-capacity silicon anode.

Metal oxide doped mesoporous carbon

XBM’S STRATEGIC BUSINESS APPROACH

1. Leverage XBM expertise in carbon materials

manufacturing to create an ideal Sulfur support

matrix material.

2. Develop and implement low-cost Sulfur

synthesis process compatible with the CarbonX

platform.

3. Successfully Demonstrate the approach in a

full cell Li-S Battery.

4. Manufacture pilot scale material in volumes

suitable for qualification with LBS customers.

XBM BIOMASS R&D TEAM IN BRAZIL

CTNANO – XBM’S MESOPOROUS CARBON SPECIALIST

Carbon nanomaterial hybrids and composites:

applications in energy devices

XBM GLOBAL R&D TEAMS

USA Brazil EU

CarbonX (Pilot-Scale)

Production based in

Poland

XBM GLOBAL TEAMS – STREAM OF WORKS

XBM Develops Li-S Cathode

Material at Western Michigan

University Project (US)

XBM funds a two-year project at

Western Michigan University (“WMU”)

to develop a high capacity and long-life

lithium sulfur battery cathode material

made from biomass derived porous

carbon doped with metal and sulfur

particles, design and test full battery

cells using this new metal-carbon-sulfur

cathode and other complimentary

electrolyte and anodes.

XBM Biomass to Mesoporous

CarbonX Project (Brazil)

XBM collaborates with the Universidade Federal

University of Minas Gerais (“UFMG”) funded by

Fundacao de Apoio a Pesquis and XBM.

Process R&D to convert various local biomass

materials (trees, shells, stalks etc.) to high purity

mesoporous carbons that meets XBM’s battery

application requirements (i.e., surface area, surface

functional group, purity, particle size etc.)

Process R&D on doping mesoporous carbon with metal

oxide, sulfide, nitride as identified by XBM.

UFMG will produce and send different kinds of (more

than 3) mesoporous carbon and doped mesoporous

carbon to WMU for lithium sulfur battery prototyping

and performance testing.

XBM CarbonX Pilot

Manufacturing Plant Project

(Poland)

XBM intends to collaborate with a local university and

possibly funded by Polish government grant to build

and demonstrate an XBM CarbonX pilot production

demonstration plant based on WMU and UFMG

laboratory XBM project results.

Pilot production demonstration of biomass to doped

mesoporous carbon conversion, based on results from

Joint Research Project between XBM and Brazil group.

Pilot production demonstration of engineering

secondary structure of metal-sulfur-carbon composites

(ES-CarbonX), based on results from Joint Research

Project between XBM and WMU.

Target to produce and send 20 Kgs of (ES)-CarbonX

back to WMU for pilot lithium sulfur battery cell

production.

THE TEAM

Phillip Roberts, CEO /Co-

founder CLB Europe Ltd.

Successful Corporate

Executive (ARCO) and

founder of multiple start-ups

in the US, technology

inventor and entrepreneur

Corporate Visions 2017

California CEO of the Year

Eduardo Munoz

Co-founder, Director

Interim CEO

Eduardo Munoz, Chairman,

co-founder of CLB Europe

Ltd.

Introduced 3 new

technologies to the product

portfolio at ArqBravo/EV

Share

20 years of experience in EV

and technology development

Junbing Yang, PhD, CTO, Co-

founder of CLB Europe Ltd. and

inventor of SiCAM™

Leading Silicon composite

anode material developer for

use in lithium batteries

Formerly a top material scientist

at US Argonne National

Laboratory

BIO

Junbing YangCo-founder, Director

Technical Advisor

BIO

Phil Roberts

Co-founder, Director

Business Advisor

BIO BIO

Michał MaćkowiakCo-founder

Financial Advisor

Michał Maćkowiak, MBA , CFO

Inventor and Co-Founder of the

first Polish zero-emission bus

with battery in the chassis – ARP

e-Vehicles

Active member of European

Battery Alliance with 12+ years

experience in energy sector

Former Head of Investor

Relations as well as Innovation

at RAFAKO

CONCLUSION: CARBONX IS A LIB GAME CHANGER

Makes Li-S Batteries Use Commercially Viable by

Overcoming many Li-S cathode stability, cost, and safety

issues.

Novel Biomass Derived Porous Carbon Platform Enables

Multiple Advanced Battery + Capacitor Applications

Successful Core Battery Material and Business

Development Team

For Further Information Contact - Michal Mackowiak: michal@xbmbv.com

WGs updateThis Photo by Unknown Author is licensed under CC BY-NC-ND

WG Battery11th June 2021

WG Batteries

• Intensive work on Batteries Regulation only needs platform approval

• Messaging approved for social media use

• Outreach plan draft done

• Main Stakeholders identified

• Personalized outreach has started to Permanent Representations with WG leadership and member participants

Energy Working Group

Renewable Energy Directive

• Timeline

• February 2021: adoption of our position paper

• March 2021: meeting with the European Commission team

• April 2021: Leaked document indicating a key win for credit trading mechanisms

• June 2021: meeting with the Greens

• 14th July 2021: proposal for a revision of the Directive

• Actions

• Coordinated follow-up towards DG ENER

• Outreach to the ITRE Committee key MEPs

WG Fleet Electrification11th June 2021

March April May June

What we have achieved so far

1. «Clean Vehicles Directive » working group turned into a « Fleet Electrification » working group

2. New position paper on Fleet Electrification published on 12 May

3. Position paper promoted on social media, and directly shared with key EC Cabinets (Timmermans, Simson, Valean, Sinkevicius) and DG Move units (Policy coordination.A1, Research & Innovation.B3, Sustainable Transport.B4, )

4. First meetings held with the EC:- 9 June 2021: Isabelle Vandoorne- Head of Unit B4

- 14 June 2021: Pierpaolo Settembri Heand of Unit A1

Why are corporate fleets important?

“Trickle-down effect”: Corporate cars quickly become private cars via the second-hand market (average ownership of 36-48 months)

Increased acceptability: Corporate fleets are highly visible in our cities.

Bigger footprint : Corporate vehicles spend more time on the road = higher emissions

YET

No clear legislative incentives at EU level0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Car park Driven kilometers New registrations Emissions from roadtransport

Corporate fleets Private vehicles and Public fleets

Our message: 100% of new vehicle purchase in corporate fleets to be electrified by 2030

A regulation to harmonize the European market by preventing risks of increased gaps between MS during the implementation.

A realistic yet ambitious mandate put on companies to decarbonise their vehicle fleets in accordance with the Green Deal’s objectives

A gradual approach to progressively but eventually reach the objective of 100% of new vehicle purchase in corporate fleets to be electrified by 2030.

Different targets might be set for specific market segments and industries.

Next steps

1. Fine-tuning our proposal on fleet electrification- Application threshold (25 cars/company turnover/ other criteria?)

- Fleets to prioritise

- Enforcement/penalties?

- Timeline

2. Next meeting with the EC- 23 June 2021: Valean Cabinet

3. Next working group meeting- Last days of June (exact date tbc)

WG Green Deal

Plenary

11.06.2021

WG Green DealACHIEVEMENTS

• Position paper on CO2 standards for cars and vans

• Presentation of its key messages in Fit for 55 event

NEXT STEPS

• Questionnaire on what does the future of electromobility look like ?

• Discussion on the EU ETS revision

• Discussion on Taxonomy ?

Next meeting to be proposed in the coming days

WG Infrastructure11th June 2021

Calendar: WG Infrastructure’s activities

Q1 2021 Q2 2021 Q3 2021 Q4 2021

Q2-Q3 2021EPBD Position Paper

14/07Fit for 55 Package

AFID revision

22/03Reply to the EPBD

Roadmap Consultation

Platform’s papersIn progressEuropean Commission

22/06Reply to the EPBD Open Public

Consultation

Q4 2021 (December)EPBD revision

Ongoing activities

1 Public Consultation (DL: 22nd June)on the revision of the Energy Performance of Buildings Directive (EPBD)

2 Advocacyon the Alternative Fuels Infrastructure Directive (AFID)

3 Position Paperon the revision of the Energy Performance of Buildings Directive (EPBD)

EPBD key messages

Electromobility must be adressed in the EPBD revision

❑ Pre-equip all buildings by 2035 and ask for V1G-ready for all new chargers

❑ Ensure the right-to-plug-in for all buildings

❑ Tackle the outstanding barriers to the installation of EV charging points (condominiums)

❑ Strengthen building requirements to support the deployment of smart charging

WG Logistic

Plenary

11.06.2021

WG Logistic

Acheivments

• Comments on the Eurovignette Directive during Trilogue negotiations

• Outreach meetings

• Cabinet Valean

• DG MOVE

• MEP Riquet Assistant

• Discussions on impact of advacentETS on Eurovignette

Proposed workplan for 2021 - 2022

1. CO2 Emissions for trucks and buses

2. Weight & Dimension

3. Safe and Secure Parking Lots

Not only HDVs – rail, waterways, last-mile delivery can also be in the agenda depending on legislative calendar.

Timeline

1. CO2 Emissions for trucks and buses

Review and report to the EP / Council by 2022.

Ensure the revision will introduce ambitious but realistic targets and accompanying measures for the deployment of electric trucks and buses at EU level

2. Weight & Dimension

Proposal for the revision of the directive in 2022

Recommend measures to accelerate deployment of ZE HDV, to ensure a level playing field between traditional and ZE trucks

3. Safe and Secure Parking Lots

EC currently working on delegated act on the standards for such parking areas

Define the needs of ZE HDV and ensure the ambitions to upgrade trucks’ parking lots along the TEN-T takes the ZE HDV into account. Propose a set of policy solutions such as a minimum kWh capacity available at existing and futures fast-charging stations.

1. What are the solutions for electrifying the heavier traffic with it's 2% share of .

vehicles but 25% share of emissions?

2. Do the speakers know there are no charging points for HDV in Europe at the .

present time ?

3. What do you think is most important for electrification of heavy transport such as

trucks?

4. Do the speakers know busses are also HDV and that they need charging when in

operation ?

5. as HDV use specific charging devices it’s important to know what are the coming

regulations and goals in matter of HDV charging in the public domain ?

6. How are you projecting the growth of logistic fleets in numbers?

7. How do you see inclusion of the heavy goods road transport in the growing

electromobility sector?

8. What are DG Move's plans to introduce plug in power points for refrigerated

vehicles in truck parking areas to reduce the use of ICE powered TRU ( Transport

Refrigeration Units) while parked overnight or during mandated driver rest periods.

9. What is the expected coverage in terms of HDV vehicles in European countries,

especially in larger cities ( in terms of number of charging points, where and when

to be in operation ).

10. The acceleration of the introduction of amended regulations for new technologies

like eTrailer would be highly appreicated. The setting of targets is only one side of

the coin. The other side is to enable the industry to bring new technologies to the

market and in use.

WG CommunicationPlenary session June 11th

Events and Workshops – 2021

1) Digital events:• What: Electromobility: A green boost for European automotive jobs• When: July 1st

• Status:• Finish the action plan

Do members agree on the real value for the Platform (members interest, etc.)on dissemination

2) External events:• EU Sustainable Energy Week, (Oct. 2021)-> Application to

participate sent• …

3) Face to face events:Depending on the evolution of the Covid 19, could be a possibility for Q42021

To discuss

Communication PlanTo discuss

Main activities

• 1) May 2021-> Workshop with community managers (members) : Positive feedback received (updated high-level timeline of Platform’s expected posts).

• 2) Currently-> • Analyzing the possibility to “professionalize” some

digital COMM activities ( Digital Intelligence, Digital activation and development to increase our engagement, etc.)

• External media dissemination: Assessing the possibility to share our content on external media

Members commitments on the websiteTo decide

Idea to discuss: Makemembers commitments clickable on the webpage to access their website/commitments to electromobility etc.

Implementation to be discussed

Mid-year activity review and budget update

Outreach

9

meetings with policy makers

14

different membersengaged outreach

meetings

7

Position papers

5

Responses to EC consultations

Engagement with external stakeholders

4

New members

13

Meetings withnon membersstakeholders

6

External speakers invited to WG

discussions

500+

Followers on social media

Internal activities

41

Hours of WG discussions

3

Ad hoc workshops

1

Study

2

InternalNewsletters

Public communication

2

Webinars

12

Members takingthe floors in

Platform’s webinars

15K+

Views on social media

1

Publication

29

13

Invoices*

Paid Pending

-7.749,16

28.775

12.500

33.525,127.333

E X PE N SE S RE VE N U E PRE VI OU S Y E AR

RE VE N U E ( 2021) ** C U RRE N T TOTAL

BALANCE (AMOUNT IN €)

19.833

Budget update

* As of 8th June 2021**Figure assumes all invoices will be paid, exc. new members

Outline of ECF/Element EnergyConsumer Choice study

E-mobility: Inevitable, or not?Project overview & aims

(1) European Alternative Fuels Observatory (EAFO): EV Market Share of New Registrations (M1); Acronyms : ICE = internal combustion engines

Project Introduction

• EV sales rose sharply during 2020, accounting for 9% of European car sales compared with 3% in 2019⁽¹⁾

• Ongoing growth depends on:

1. Pace of technology development

2. EU & national policies to meet ICE phase out dates

3. European consumer attitudes

• This project will address the lack of authoritative evidence for consumer preferences and provide a comprehensive picture of government action required to reach decarbonisation goals

• The study will also investigate:

• Projected total cost of ownership of zero emission Commercial Vehicles (3.5t van, 26t rigid truck, artic truck)

• Benefits of grid integration, in light of projected EV uptake (literature review)

Objectives & Outcomes

• Develop and run a choice experiment (quantitative survey) to evaluate European consumer attitudes towards EVs, and how these will change in future

• Update and use a choice model to predict sales of different car powertrains out to 2050. Combine willingness to pay outputs from choice experiment with projections on technological development to account for consumer preferences in the longer term

• Develop scenarios of EV uptake in several European countries, to illustrate the effectiveness of different policy interventions, and the impact of technology improvement

• Engage with key stakeholders to ensure the work is relevant to all

One outcome will be analysing the meaning behind the study’s results, from which we expect to find that significant adoption of EVs has now become inevitable→ Demonstrating this rigorously will allow European debate to question actions needed to ensure EV transition benefits jobs & consumer interests

Consumers often report that they would like to buy an EV, but a core set of barriers are usually identified, with cost and charging infrastructure commonly raised

Choice experiment done on 2,000 new car buyers in the UK in 2015 (as well as at earlier date)

Understanding barriers is key to predicting EV uptake

• Purchase price• Driving range• Availability of charging infrastructure• Number and range of models available

However, little work has been done to quantify these barriers. This is the main benefit of a choice experiment.

Most existing studies have limitations which we hope to overcome

Survey Year Countries Sample size Choice experiment

JCR Results of stated preference survey 2017 1,248

T&E consumer attitudes to cleaner cars 2018 4,500

RAC report on motoring 2020 3,068

NewMotion EV Driver Survey 2020 4,492

bp On The Move 2019 12,000

GreenCar EV labelling 2020 2,000

ECF E-mobility: Inevitable, or not? 2021 14,000

• Small sample sizes• Poor or unclear representativeness of average consumers• Performed by invested parties, so bias perceived by readers• Limited to only a few or a single country; not covering whole EU • No quantification of barriers, such as through choice

experiment

Project timeline

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov

11.18.25.01.08.15.22.01.08.15.22.29.05.12.19.26.03.10.17.24.31.07.14.21.28.05.12.19.26.02.09.16.23.30.06.13.20.27.04.11.18.25.01.08.15.22.

Consumer survey design

Smart charging review

Stakeholder engagement - survey

Survey analysis

11/06/2021

Running survey

Stakeholder engagement – modelling assumptions

Uptake modelling

Commercial Vehicles TCO analysis

Report writing and dissemination

• A workshop to gather your input and feedback will be held 23rd June or 24th June (see Doodle)

• This will cover: car uptake modelling assumptions, Commercial Vehicle TCO analysis, smart charging review

AOB

• OEMs to the Platform

• Native speakers to review papers

A sustainable value chain for

electromobility25min Tae-Yoon KIM

International Energy AgendySenior analyst and lead author of the Critical Mineral report at the IEA

10min Sanjeev KUMAREuropean Geothermal Energy CouncilHead of Policy

15min Q&A and discussion for members