Investor Presentaiton
Green transition drives
aluminium consumption
Semis demand growth driven by transport and electrical
Global semis demand 2022-2030
In million tonnes
-96
10
10
6
3
~122
3
8
Transport
Additional aluminium demand from green transition 1)
3
Construction
In million tons
+24
2
Packaging
2
Foil stock
2022 Africa China
Asia Austral- C&S Europe North 2030
ex. asia America
China
America
CAGR
'22-30%
4.8
2.5
3.9
2.1
2.8
2.4 2.8
2.8
Source: Hydro analysis, CRU, Goldman Sachs
4
Electrical
Consumer durables
2
Machinery &
2
Equipment
Other
1) Electrical vehicles (EV), hybrid electrical vehicle (HEV), plug-in hybrid electrical vehicle (PHEV)
16
14
13
12
11
10
8
7
6
Wind farms
Solar panels
HEV
EV
PHEV
2022 2023 2024
2025 2026 2027 2028 2029 2030
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