Agder Batteri - Delingsarena
Prosjektnavigator AS
09:30 - Velkommen ved Stephen Sayfritz (Agder Batteri/Eyde-klyngen) og Gøril Hannås (UiA)
09:35 - Electric region Agder - Trond Kristiansen (Agder FK)
09:45 - Batteriverdikjede og Elkems prosjekter - Gunstein Skomedal (Elkem)
10:05 - Morrow Batteries - Terje Andersen (Morrow Batteries)
10:20 - Pause
10:35 - Invest in Norway - Agder - Nora Rosenberg Grobæk (Invest in Norway - Agder)
10:45 - Batteriforskning hos UiA - Bernhard Fäßler (UiA)
10:55 - Batteriløsninger fra BTG - Trygve Raen (BTG AS)
11:05 - Lydløs - Ståle Almenning (Innoventi)
11:15 - LIBRES gjenvinningsprosjektet - Martin Choux (UiA)
11:25 - Oppsummering - Stephen Sayfritz (Eyde-Klyngen)
0.125 kWh 0.5 kWh 24 kWh
1 kg 5 kg 300 kg
Innpakkning21%
Katodefolie7%
Katode26%
Anodefolie17%
Anode14%
Separator3%
Elektrolytt10%
Aluminium; 29%
Nikkel; 13%
Mangan; 1%
Kobolt; 2%Litium; 2%Oksygen; 9%
Kobber; 17%
Grafitt; 14%
Annet; 13%
NMC 811
Source: Golubkov et al 2014, RSC Adv, 4, 3633-3642
6Image source: “Electric Vehicle Outlook 2018 | Bloomberg New Energy Finance.” Bloomberg NEF, 2018, about.bnef.com/electric-vehicle-outlook/#toc-download
Source: European Commision JRC
Materialer for en fornybar fremtid produseres i Kristiansand!
Nikkel og kobolt til batteriKobber til kabler
REC Solar: Silisium til solcellerElkem Teknologi: Forskning på “Future Materials”
Elkem Carbon: Grafitt til batterier
ELKEM’S NORTHERN RECHARGE PROJECT
Elkem Fiskaa, 13 oktober 2020
10
Founded in 1904 by Sam Eyde
Listed on Oslo Stock Exchange since March 2018
31 PLANTS WORLDWIDE
Headquarter in Norway
>6,700 EMPLOYEES
Worldwide
22.7 BNOKTotal operating
income in 2019
>450 R&D PEOPLER&D centres
in Norway, France and China
ElkemMore than 115 years of historyas a technology, advancedmaterials and solutions provider
11
Elkem’s role in the lithium-ion battery value chain
Elkem is a producer of active anode
materials; synthetic graphite
and silicon
Elkem is a supplier of advanced silicone
solutions for battery packs, protection of
electronics and cable protection
Battery cell materials Cell manufacturingBattery modules and
packs, vehicle integration
Recycling and second use
Elkem involved in R&D projects with partners (LIBRES
program)
12
The world needs batteries and it needs lots of them…produced in a sustainable way
14
Europe is waking up – extensive plans for establishing new battery cellmanufacturing capacity…but production of critical materials is dominated by Asian players
2019 anode graphite output (ICCSINO)
Current plans of more than 600 GWh by 2030 in Europe and US …requiring up to around 0.5 million tons of anode graphite annually by 2030
BATTERY MANUFACTURING (US)
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BATTERY MANUFACTURING (EU)
Source: Benchmark Mineral Intelligence, Elkem analysis. Selected projects shown on map.
40 GWh
67 GWh
15 GWh
70 GWh
20 GWh
40 GWh30 GWh
17 GWh48 GWh
32 GWh
32 GWh
15 GWh
32 GWh
18 GWh
30 GWh53 GWh
55 GWh27
256
424
0
50
100
150
200
250
300
350
400
450
2019 2024 2029
GW
h
46
145
226
0
50
100
150
200
250
300
350
400
450
2019 2024 2029
GW
h
Elkem graphite anode material near zero CO2 emission from manufacturingdriven by energy efficient process and clean Norwegian hydropower
CO2 EMISSION REDUCTION IN ELKEM PROCESS VS ACHESON
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ACHESON FURNACES IN CHINA
All data based on Elkem analysis. Benchmark data is an estimate of a typical Acheson process.
Acheson processCO2 emissions
Energyconsumption gain
CO2 emissionreduction in
Norway
Elkem process
CO
2em
issi
on
s
Today’s production in Acheson furnaces comes with a severe environmental footprint.
Making batteryproduction greener
Elkem’s Northern Recharge anode material plant
1
Battery cell manufacturing plant2
Renewable hydro power
Raw materials by land and sea
Battery cell manufacturing plant
Elkem anode active material mixed with binder and additives
Separator
Cathode
Electrolyte filling
Cell assembly
Finished battery cells
Copper foil
Slot die coating
Drying and compression
Formation cycling
Renewable hydro power
Raw materials by land and sea
Elkem’s Northern Recharge anode material plant
1
Battery cell manufacturing plant2
Assembly of cells into battery
modules and packs
3
10%Elkem anode
graphite
Integration of battery
pack in vehicle
4
Recycling of anode graphite from battery5
Making batteryproduction greener
Pilot Industrial Pilot* Industrial Plant
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From pilot to industrial production
Capacity 1 ton per year 200 tons per year Large scale
Status In full operationUnder construction, operational beginning 2021
In planning.Phase 1 SOP: 2023Phase 2 SOP: To be decided
DescriptionAll process steps. Small size industrial equipment.
All process steps. Industrial scale equipment.
Modular design for rapid expansion
Location Kristiansand, Norway Kristiansand, Norway Herøya Industrial Park, Norway
*Project supported by Innovation Norway
Elkem Northern Recharge – Herøya site
Elkem Northern Recharge – Herøya site
25Fourth quarter results 2018
DELIVERING YOUR POTENTIAL
Agder Batteri - Delingsarena
Prosjektnavigator AS
09:30 - Velkommen ved Stephen Sayfritz (Agder Batteri/Eyde-klyngen) og Gøril Hannås (UiA)
09:35 - Electric region Agder - Trond Kristiansen (Agder FK)
09:45 - Batteriverdikjede og Elkems prosjekter - Gunstein Skomedal (Elkem)
10:05 - Morrow Batteries - Terje Andersen (Morrow Batteries)
10:20 - Pause
10:35 - Invest in Norway - Agder - Nora Rosenberg Grobæk (Invest in Norway - Agder)
10:45 - Batteriforskning hos UiA - Bernhard Fäßler (UiA)
10:55 - Batteriløsninger fra BTG - Trygve Raen (BTG AS)
11:05 - Lydløs - Ståle Almenning (Innoventi)
11:15 - LIBRES gjenvinningsprosjektet - Martin Choux (UiA)
11:25 - Oppsummering - Stephen Sayfritz (Eyde-Klyngen)