Norsk Hydro Asa · OSL:NHY
Norsk Hydro Asa — Nordea Battery Seminar 2019
10 slides from Norsk Hydro Asa's conference presentation, Jun 4, 2019
Slide 1: Rationale for battery investments
Rationale for battery investments Rune Bruøygard Oslo, 04th June 2019
Slide 2: Hydro: The global and complete aluminium company
Hydro: The global and complete aluminium company Our purpose: “…create a more viable society by innovative and efficient use of natural resources and products” More than 110 Aluminium Hydropower Engaged in the Global reach, Involved and years of industrial – metal of the – infinitely entire value ch
Slide 3: Energy is a key differentiator in the aluminium industry
Energy is a key differentiator in the aluminium industry Bauxite Alumina Primary Rolling Extrusion ~25% ~35% ~35% Energy cost* ~10% ~8% ~50% Energy business area’s • Power sourcing • Power sourcing • Power sourcing and • Power sourcing • Power sourcing contribution to Hydro • Fuel switch project pro
Slide 4: Batteries will play a vital role in the energy transition
Batteries will play a vital role in the energy transition Understanding battery technology is key to understanding business impact Power generation Grid, market Grid, market and storage Consumption Less flexible production Storage can solve some of the issues Demand flexibility becomes important Dat
Slide 5: Electrification of transport will affect stationary storage deployment
Electrification of transport will affect stationary storage deployment Corvus is a global leading battery system supplier for marine applications Integration between stationary - and transport Stationary energy Transportation Consumer Consumer Power market Supply side Supply side Indicative battery
Slide 6: Corvus has established the market for a broad range of user cases within marine
Corvus has established the market for a broad range of user cases within marine Technology optimization, safety and cost: Key enablers for marine industry Market segmentation 6
Slide 7: Strong growth in marine electrification for Corvus
Strong growth in marine electrification for Corvus Good potential stepping stone to further expand business - Corvus well positioned Strong growth in Market for HEV battery systems will Sector coupling increasingly Corvus over the last 3 years be multi billion market by 2024* important as industry g
Slide 8: The marine battery value chain is under development
The marine battery value chain is under development Norway is taking lead and is well-positioned to continue to drive development Module System Raw material Cell production Cell assembly Ship builder customization integrator Chem companies (fragmented) Rolls Royce Norwegian Electric Large, multi-nat
Slide 9: Strategic rationale for Hydro's Corvus investment
Strategic rationale for Hydro’s Corvus investment For Hydro Corvus investment is driven by our need for deeper learning about a strong market that will be increasingly important to us Strong trend in Li-Ion Value chain is not defined battery market Norway is taking a leading High growth potential ro
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