Advanced Batteries for New Applications and Markets Pb2013, Prague, 20 June 2013 Michel Baumgartner EU Affairs Manager
Contents 1 The European Battery Industry Short Overview 2 Automotive Applications Car market data Automotive battery market data What consequences for Lead-based batteries? 3 Industrial Applications Industrial battery market data Drivers for advances in technology Untapped potential: Energy Storage
1. The European Battery Industry Short overview
European Battery Industry Battery Manufacturers + Supply Industry 30,000 direct jobs! 6 billion EUR turnover, of which 5 billion in Lead-based batteries
Membership Battery Manufacturers
2. Automotive Applications
The Car Market Expectations Vehicle Production Europe* 2012-2016 (in m units) PC/LCV according to POLK HCV According to LMC
The Automotive Battery Market - Expectations Battery Market Volumes 2012 2016 (in m units) 62,685 62,397 63,820 65,726 66,853 44,883 44,970 45,309 45,782 46,464 17,802 17,427 18,511 19,944 20,389 2012 2013 2014 2015 2016 OEM AM * According to POLK and GIPA
Regulatory requirements for fuel economy and CO 2 emissions in the automotive sector CO 2 Targets 2012 2015 2020 154 130 95 182 162 132 179 160 116 grams CO 2 /km Europe 15% by 2015 25% improvement over 2015 levels by 2020 United States 15% by 2016 40+% improvement in average fuel economy by 2025 China Aligning requirements around EU regulations Existing and pending legislation continues to push automakers to introduce new technologies
HEV/EV Sales - Expectations
Battery Technology and Applications Transport Sector New European Green Vehicles Initiative (in Horizon 2020) recognises the importance of R&D into all levels of hybridisation and electrification SLI Conventional combustion engine EFB Simple start-stop systems AGM High cycle needs and advanced Start-Stop + + < 50 V Micro Hybrid HEV + + PHEV + + EV
EU Climate Policies creating new markets for Energy Storage Future Market Start-Stop functionality in 75% of new European vehicles Research tells that 90% of all owners are very satisfied Global Start/Stop market for new vehicles to reach 35 million by 2017 Future Start/Stop Technologies Start-Stop with voltage stabilization system ehdi technology with lead-acid AGM battery and Supercaps Hybrid Air system PSA/Bosch w/o specific battery Engine off while approaching a stop, but at vehicle speed < 20 km/h (not after complete vehicle standstill as today) Stop-in-motion : Engine off at higher whenever acceleration is not needed
Near-Term Reality: Evolutionary technology is winning mass market adoption + + + + < 50 V 2020 Forecast (2012 look) Updated 2020 Outlook Global Gas Average / l: 1,21 US, 1,62 EU, 1,41 China
2. Industrial Applications
Motive Battery Market in 2012 by Product Category Units ( 000) Trend (units) 2011-2012 k Trend ( ) 2011/2012 2V Cells Sealed 452-3% 44,850-5% 2V Cells Vented 9,450-4% 819,750-5% Mono-blocks Sealed 523 +4% 58,250 +7% Mono-blocks Vented 178 +5% 19,550-7% Total Motive Market 2012: 942,400 k - 10,600,000 units 523,000; 5% 178,000; 2% 452,000; 4% 9,450 kunits 89% 2V Sealed 2V Vented Mono-blocs Sealed Mono-blocs Vented
Stand-by Market 2012 by Region - k Value 2012 Trend 2011/2012 Total EMEA 840,000 +2% EU-27 627,000 +1% Other Europe 109,000 +5% Middle East 53,000 +7% Africa 51,000 Double digit increase 13.0% 6.3% 6.1% 74.6% EU 27 Other Europe Middle East (15 countries) Africa (18 countries)
Stand-by Market 2012 EU 27 Total Market: 627,000 k Per Technology 18.6% Flooded Sealed < 24 Ah Sealed > 24 Ah Per Application Communication UPS (AC) Others 6.8% 46.2% 28.0% 74.7% 25.9% Others: power, lighting, switching, security, solar, train infrastructure
Smaller Volumetric energy density (Wh/litre) Energy Storage & Generation Technologies Size, Weight and Cost Considerations 400 350 300 250 200 150 100 50 Lead Acid $150/ kwh Nickel metal hydride $600/ kwh PEM fuel cell $900/kWh Supercaps ($5000/kWh) Silver-Zinc $550/ kwh Li Ion battery Nickel cadmium $400/kWh Flow battery $650 /kwh $850-5000/ kwh Nickel-Zinc $250/ kwh SODIUM-NICKEL CHLORIDE Zebra Battery System $700 / kwh Li Ion cell (18650) $270/kWh Sodium Sulphur $650 /kwh 0 0 25 50 75 100 125 150 Gravimetric energy density (Wh/kg) Lighter
General Technical Improvements Ability to work at Partial State of Charge (PSOC) Applies not only to stop start, also telecom & motive power applications Charging at higher currents & faster rates Improving lead acid technology dynamic charge acceptance & charging efficiency. General improvements in cyclic capability at various DCH rate levels & also various depth of discharge Heat: designs for higher ambient operating temperatures Diversity in product form factors & functionality needs.
EU Climate Policies creating new markets for Energy Storage Energy Sector Statement: Electricity storage is a clear technology priority for the decarbonisation of the European power system of 2020 and beyond Eurobat provided to European Commission: 2050 Roadmap on Energy Storage The future role and challenges of Energy Storage
Two new EUROBAT publications «Battery Storage for Rural Electrification systems»: - Current state of knowledge of off- and mini-grid systems - General guidelines for optimized battery selection - Enhance the knowledge about combination of functions - Lead, Lithium, Nickel and Sodium technology «Battery Storage for Smart grid applications»: - Complementary paper to the joint EASE/EERA «European Energy Storage Technology Development Roadmap towards 2030» - Explains the potential contribution /advantages of battery energy storage at all levels of the electricity grid: generation, transmission, distribution and customer. - Recommendations to facilitate mass-market utilization - Lead, Lithium, Nickel and Sodium technology
THANK YOU!