Investor Presentaiton
E Environmental Focus: Favourable Dynamics for Al in a Low Carbon Economy
Why aluminium makes sense
•
Alunimium is a lightweight metal making it an increasingly important
component of production and construction
•
Due to this quality it is the metal of choice for vehicle production. With
the need to reach lower emission targets this is set to incentivize more
intensive use of aluminium
Beyond this it is also used in the construction of eco-houses, and is
widely used in renewable energy and consumer goods
Landscape for aluminium
•
Global production of aluminium is expanding, however inventories are
running out
1
•
There is a 800kt deficit in 2020
•
En+ Group is positioned to capitalise on this
Ent
GROUP
Favourable automotive prospects for Aluminium and Nickel
3
2
1
33%
CAR SALES ■ EVS
16%
2%
5%
2016
2020
2025
2030
Trend for lighter and more energy efficient car bodies is expected to
accelerate, thus increasing Al content in vehicles
2
NCA batteries (Nickel Cobalt Aluminium) are becoming the product of
choice for the rapidly growing EV industry
3
As EV's market share grows the entire power generation and
distribution infrastructure will need to adapt
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