Elkem Asa · OSL:ELK
Elkem Asa — Kepler Cheuvreux Conference 2019
8 slides from Elkem Asa's conference presentation, Aug 29, 2019
Slide 1: Elkem's Opportunities in the Battery Market
ELKEM’S OPPORTUNITIES IN THE BATTERY MARKET Inge Grubben-Strømnes SVP Elkem Carbon
Slide 2: The demand for lithium-ion battery cells is surging
• The demand for lithium-ion Li-ion battery , average demand forecast (GWh) battery cells is surging Demand by segment (GWh) 2
Slide 3: Elkem's role in the lithium-ion battery value chain
Elkem’s role in the lithium-ion battery value chain Battery modules Battery cell Cell and packs, Recycling and Raw materials materials manufacturing Vehicle second use integration Elkem is a Elkem is a Elkem involved in producer of supplier of R&D projects active anode advanced silicone with partner
Slide 4: Elkem providing the solution for today's and tomorrow's anodes
• Elkem providing the solution for Market share active anode materials today’s and tomorrow’s anodes • Graphite - Proven and established technology - Stable long term performance Other (LTO, SiOx - Opportunities to mix in other materials (such as silicon) etc) 7% - Limited upside (high end materials
Slide 5: Elkem approaches anode graphite with a compelling value proposition
Elkem approaches anode graphite with a compelling value proposition • Robust cost structure • High end products demonstrated in test production • Strategic location in Europe • Green footprint: Clean process based on Norwegian hydro power Elkem graphitization Acheson graphitization 5
Slide 6: Elkem investing 65 MNOK in pilot line for anode graphite production
Elkem investing 65 MNOK in pilot line for anode graphite production PURPOSE • Develop and verify process technology and operational parameters • Design parameters for verification of industrial scale business case • Produce material for industrial scale testing and product qualification with custome
Slide 7: Elkem has a unique position – today and tomorrow
Elkem has a unique position – today and tomorrow Western supply The Li-ion battery chains must be market offers a developed to serve significant growth battery production opportunity for in Europe and the Elkem US Robust cost Elkem is uniquely positioned to supply structure is solutions to the batte
Slide 8: Delivering your potential
DELIVERING YOUR POTENTIAL USUI SAD M DSU USUI Bee SPA IAS OS PSE (ia(oni2() SSS VEL SELLS SEL SEL SSE SNELL NOSES