BATTERIES FOR ENERGY STORAGE SYSTEMS CAPITAL MARKETS DAY NOVEMBER 29, 2018 DR. PHILIPPE ROUSSEL, VP GLOBAL STRATEGIC MARKETING, SPM

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1 BATTERIES FOR ENERGY STORAGE SYSTEMS CAPITAL MARKETS DAY NOVEMBER 29, 2018 DR. PHILIPPE ROUSSEL, VP GLOBAL STRATEGIC MARKETING, SPM

2 BATTERY ENERGY STORAGE IS EVERYWHERE STATIONARY (EES) OR MOBILE (EVS/HEVS) 42

3 WHAT ARE THE FACTORS THAT WILL DRIVE GROWTH IN THIS MARKET? STATIONARY BATTERIES MOBILE BATTERIES RENEWABLE ENERGIES GREEN MOBILITY Improvement in the management and regulation of these diverse and intermittent energy sources (solar, wind) Improvement in the balance between production/consumption to avoid using conventional thermal power, which has very high CO 2 emissions They are an essential part of the Smart Grid concept: local production for local consumption reduces the need to transport power Improvement in power quality for greater equipment efficiency Emergence of electric vehicles and electric and hybrid buses and trucks Mobile batteries that can be recycled (Li-ion) into stationary batteries Mobile batteries for EVs that can also serve as stationary batteries for personal use 43

4 Capacity UNDERSTANDING BATTERY ENERGY STORAGE 10,000 kwh Up to approx. 10 MWh 1,000 kwh 250 kwh ENERGY STORAGE Stationary batteries 200 kwh e-truck 100 kwh e-bus 30 kwh 20 kwh 10 kwh ELECTRIC VEHICLE Mobile batteries 5 kwh 1 kwh Mersen 12V 24V 60V 96V 200V 300V 400V 500V 600V 750V 1,000V 1,200V 1,500V Voltage 44

5 A STATIONARY BATTERY MARKET DRIVEN BY RENEWABLE ENERGIES IN THE MEDIUM TERM AND DC GRIDS IN THE LONG TERM STATIONARY BATTERIES ANNUAL INSTALLED CAPACITY OF STATIONARY BATTERIES IN MWH CAGR +50% Direct current grids (industrial buildings, utilities) Renewable energies Power quality Grid (AC) Renewables Buildings (DC) Source: Yole Développement, 2017 residential segment excluded (< 20 kwh) 45

6 MERSEN SOLUTIONS FOR STATIONARY STORAGE BATTERIES STATIONARY BATTERIES Protection Connection Protection Protection Mersen solutions Li-ion battery cell Battery module Battery rack Battery pack Battery container Power conversion DC AC 46

7 ASIA AMERICA EUROPE MERSEN HAS THE ADVANTAGE ON THIS MARKET THANKS TO ITS GLOBAL FOOTPRINT STATIONARY BATTERIES Area of origin BATTERY MODULE MANUFACTURERS CONTAINER MANUFACTURERS POWER CONVERSION FOR ELECTRICAL ENERGY STORAGE Non-exhaustive list 47

8 Photo Exagon Motors ELECTRIC VEHICLES: A MARKET FOR ENERGY STORAGE MOBILE BATTERIES EVs and HEVs CAGR +17% PASSENGER VEHICLES BUSES, TRUCKS AND OTHER COMMERCIAL VEHICLES EVs CAGR +21% Source: IDTechEx, Yole, Mersen

9 MOBILE BATTERIES MERSEN SOLUTIONS FOR EV LI-ION BATTERIES Cooling plate Fuses Hybrids SPD Fuse Cooling Busbar Battery pack Charging station Monitoring busbar Cooling Module fuse Battery module Busbar per vehicle Capacitor Inverter Illustration courtesy of Renault 49

10 MOBILE BATTERIES AN EVOLVING MARKET SPORTS CARS EVALUATING Segment 1 Segment 2 Segment 3 Segment 4 400V up to 40 kwh 400V up to 80 kwh 800V up to 80 kwh > 1,000V up to 100 kwh 50

11 MOBILE BATTERIES OUR OFFER IS CHANGING HYBRID PROTECTION FUSES BUSBARS End to technical development partnership with the VW Group following changes in specifications Developments to be continued with four leading international manufacturers Product changes planned for the VW Group Strong demand for battery protection solutions and auxiliary circuits from 150V and up Expansion of our range for 500V and similar New innovative design at 800V Clear increase in demand for battery connection solutions (including monitoring functions)) Development of a dual offer: [busbars + capacitors] for power converters 51

12 KEY SUCCESS FACTORS FOR MERSEN ON BATTERY FOR ENERGY STORAGE SYSTEMS POWERFUL PRODUCTION BASE WIDE-RANGING EXPERTISE INNOVATION Global production footprint Asia Europe United States Skills centers regional presence On-going compliance process with automotive standard IATF Specialist in electrical protection for several decades Recognized expertise in battery connection and monitoring (smart busbars) Solid reputation in power converter cooling Teams dedicated for EVs and EES Introduction of disruptive new technologies for hybrid systems Integration of semiconductor-based protection functions 52

13 RECOGNIZED EXPERTISE ANDROS SPORT % ELECTRIC Our solutions are tested under extreme driving and temperature conditions Powered by EXAGON Battery cell connection components and protection fuses from Mersen 53

14 ENERGY STORAGE MARKET STRATEGY Continue discussions with carmakers about hybrid fuses Cultivate relations with electric platform customers (besides EV: rail, naval, aerospace, etc.) Examine opportunities in high-power charging stations Harness market growth in stationary batteries by capitalizing on our flexibility 54

15 GROWTH POTENTIAL FOR MERSEN IN ENERGY STORAGE CAGR est 25-30% 40-60M ~15M STATIONARY BATTERIES 3m MOBILE BATTERIES 12m 2018 est est 55

16 BEYOND LI-ION BATTERIES... REDOX FLOW BATTERIES NA-ION BATTERIES Storage for renewable energies Storage for transportation CHALLENGES FOR MERSEN (ADVANCED MATERIAL SEGMENT) Development of a range of flexible felt solutions Investment to be anticipated in the medium term if the market grows 56

17 QUESTIONS? 57