Norsk Hydro Asa · OSL:NHY
Norsk Hydro Asa — Pareto Securities' 25th annual Power & Renewable Energy Conference 2023
9 slides from Norsk Hydro Asa's conference presentation, 2023
Slide 1: Hydro Batteries
Hydro Batteries Morten Halleraker, Head of Batteries Pareto Securities' 25th annual Power & Renewable Energy Conference
Slide 2: Batteries is one of Hydro's growth units
Batteries is one of Hydro's growth units Hydro’s 2025 strategy 1 Strengthen position in low-carbon aluminium 2 Diversify and grow in new energy Renewable energy Batteries Green hydrogen Profitability & Sustainability 2
Slide 3: Large gaps between announced supply and projected demand in Europe
Large gaps between announced supply and projected demand in Europe Announced supply vs. forecasted demand in Europe Battery capacity equivalents (GWh) 2025 2030 European demand from all segments: ~1 200 GWh European demand from EV: ~600 GWh European demand: ~350 GWh 2021 2025 2021 2025 2030 Source:
Slide 4: Focused battery strategy: Grow within sustainable battery materials by leveraging Hydro's capabilities
Focused battery strategy: Grow within sustainable battery materials by leveraging Hydro’s capabilities S T R AT E G I C G R O W T H Anode materials Circular solutions Battery materials Vianode targeting substantial market Hydrovolt targeting 25% market share Selectively explore share for synthetic g
Slide 5: We create value by utilizing Hydro's capabilities and expertise
Leading sustainability competence We create value Active industrial owner – use Hydro core capabilities to industrialize innovation by utilizing Hydro's capabilities and Growth and scaling potential required, strong team and owners with distinct contributions expertise Early entry for impact and val
Slide 6: Hydrovolt value chain
Hydrovolt value chain Hydrovolt 6
Slide 7: Hydrovolt
Hydrovolt Europe’s largest battery recycling plant • Raw materials critical for energy transition • Recycling an essential part of the solution • Building on Norwegian EV market • Commercial operation commenced • Preparing FID for industrial pilot discharge and disassembly • Prepared for European ex
Slide 8: Hydro Batteries delivering on strategy and stated value creation potential
Hydro Batteries delivering on strategy and stated value creation potential Significant progress last 24 months Key capabilities 10,000 20,000 2x EVs with Vianode Value uplift on equity EV batteries secured by Raw materialsScaling capability, energy expertise graphite from plant invested Hydrovolt an
Slide 9: Hydro
Hydro Industries that matter
Norsk Hydro — Pareto Securities' 25th annual Power & Renewable Energy Conference 2023 on 6ix