Umicore's Sustainability and Financial Report
Rechargeable Battery Materials - the plan to 2030
umicore
✓ Battery chemistry
Mid-Nickel
Production at scale
GWh 15
Korea
China
High-Nickel
Mid-Nickel
High-Nickel
High-Nickel
HLM
Mid-Nickel HV
Solid State CAM
Solid State Catholyte
Mid-Nickel HV
GWh 230
Europe
1/2
Europe
2/2
North
America
GWh 65
GWh >400
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
1. Pioneering Battery Materials
•
Starting of CAM R&D in 1995
Early move into industrial scale CAM production
Business-model: OEM Tier 2 / direct to cell makers
• Technical interface: cell makers
2. Re-Shaping
⚫ Market shift to OEM Tier-1
involvement business models,
next to cell makers
Technical interface: OEM
• Customer and platform
diversification
• Pioneering new OEM
co-investment / partnership
model to secure demand and
share investments
3. Ramping-up
Expanding
global footprint
to support
customer SC
needs "from
mine to
battery"
⚫ Accelerate
implementation
of advanced
chemistries
roadmap & SSB
4. Value creative growth
.
Significant growth in sweet-spot
phase for returns
• Visible impact of Umicore Scope 3
initiative to decarbonize BEV supply
chain
Full roll-out of advanced CAM
technologies / SSB
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