UMICORE S P E A K E R
Kurt Vandeputte
Mobility Transformation
Capture profitable growth in circular battery value chain with
Battery Recycling Solutions
Umicore Capital Markets Day 2022 | 1 |
Agenda
1. | 2. | 3. |
Mobility | Frontrunner gearing | RISE 2030 |
transformation | up for profitable | |
driving growing | growth | |
battery recycling | ||
needs |
Umicore Capital Markets Day 2022 | 2 |
End-of-life EV batteries surging in the second half of the decade
End-of-life EV batteries theoretically available for recycling (kMT, global)
90 0
80 0
70 0
60 0
60.6%
50 0 | CAGR |
- 0
- 0
- 0
-
0
0
2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 |
Source: Umicore forecast data
Total cathode materials
Business models for end-of-lifevehicle disposal nascent; parameters and conditions not yet fully known
Recycled content requirements in battery production accelerating circularity pressure for critical elements (Ni, Li, Co)
Umicore Capital Markets Day 2022 | 3 |
Production scrap primary source of supply towards 2030
End-of-life EV batteries and production scrap available for recycling (kMT, global)
- 00
- 00
27.1% CAGR
10 00
50 0
0
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
End-of-life batteries | Production scrap |
Source: Umicore forecast data
Continuous startup of battery plants expected to produce significant pre-consumer scraps
Diverse and complex input feed mix
Diversified, flexible and robust recycling technology crucial
Umicore Capital Markets Day 2022 | 4 |
7.000
6.000
5.000
4.000
3.000
2.000
1.000
0
Global recycling need accelerating significantly post 2030
Robust technology to cope with feed mix changes
End-of-life EV batteries and production scrap available for recycling - per region (kMT, global)
6200 | 80% | ||
70% | |||
Share of EoL batteries vs total | 60% | ||
kMT available for recycling | |||
50% | |||
40% | |||
2000 | 30% | ||
900 | 20% | ||
230 | 10% | ||
0% |
20 | 21 | 20 | 22 | 20 | 23 | 20 | 24 | 20 | 25 | 20 | 26 | 20 | 27 | 20 | 28 | 20 | 29 | 20 | 30 | 20 | 31 | 20 | 32 | 20 | 33 | 20 | 34 | 20 | 35 |
RoW | NAM | Rest of Asia | China | Europe |
Source: Umicore forecast data
From 2030 end-of-life expected to become the vast majority of supply feed
Regional markets expected to emerge with specific dynamics (differentiated applications and battery technologies, regulation,...)
Importance of tuning offering for the different regional markets
Umicore Capital Markets Day 2022 | 5 |
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Umicore NV published this content on 22 June 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 22 June 2022 15:44:09 UTC.
