Umicore's Sustainability and Financial Report

Umicore chemistries addressing ~75% of total umicore Light-duty EV CAM demand Global CAM demand (GWh) LDV only - Chemistry split -25% CAGR 400 2,400 Umicore addressable market, covering design- to-performance 1,300 ~75% and design-to-cost applications Evolving technologies reflecting car OEMs' need for performance- and cost-focused solutions NM(C) chemistries (incl. Mn-rich) represent vast majority of EV CAM demand in 2030 -25% 2022 2026 2030 NMC/NCA, Manganese-rich L(M)FP Source: Umicore market model Solid-state batteries expected to gain traction based on NMC, with a single digit market share expected towards 2030 70

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