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UMICORE

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Umicore : Mobility transformation – Capture profitable growth in circular battery value chain with Battery Recycling Solutions

06/22/2022 | 11:45am EDT

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

  1. 0
  1. 0
  1. 0
  1. 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)

  1. 00
  1. 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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Disclaimer

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.


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