Solvay Sa · EURONEXT:SOLB
Solvay Sa — Innovation webinar November 2020
30 slides from Solvay Sa's conference presentation, Nov 24, 2020
Slide 1: Comment Solvay peut innover plus rapidement avec ses clients
« Comment Solvay peut innover plus rapidement et en se dépassant, en partenariat avec ses clients » 24 Novembre 2020
Slide 2: Agenda
Agenda La nouvelle façon de faire de la recherche et de l’innovation chez Solvay, Nicolas Cudré-Mauroux, CTO Les batteries, focus sur l’économie circulaire chez Solvay, Imre Horvath, Head of Strategic Development-Raw Materials & Recycling for the Battery Materials Platform Quand la crise déclenche d
Slide 3: La nouvelle façon de faire de la recherche et de l'innovation chez Solvay
La nouvelle façon de faire de la recherche et de l’innovation chez Solvay 3
Slide 4: Bolder & Faster
BOLDER & FASTER Evolving demography, resource constraints and climate change v G R O W CLIMATE RESOURCES BETTER LIFE Our business strategy (Nov. ‘19) Our sustainability roadmap by 2030 (Feb. ‘20) To create sustainable shared value for all, including our employees, customers and shareholders 4 Resear
Slide 5: Our G.R.O.W. strategy
Accelerate Growth G We will prioritize investments in high margin Materials businesses with high growth potential, which are also our most sustainable solutions Our G.R.O.W. R Deliver Resilient cash We will maximize cash flow generation from our resilient strategy Chemicals businesses where we have a
Slide 6: 2030 Solvay One Planet goals
2030 Solvay One Planet goals 10 ambitious objectives to reduce our global impact CLIMATE Align GHG with Phase Reduce Paris Agreement out coal negative pressure & commit to SBTi on biodiversity Fight against climate crisis Reduce by 30% (-2%/y) Achieve 100% 30% reduction Increase Increase Reduce Redu
Slide 7: Strategy, Value creation, Sustainability: the compass for R&I decisions
Strategy, Value creation, Sustainability: the compass for making R&I decisions Sustainability Alignment with Specialities vs. & Circular G.R.O.W. commodities Economy Accelerate innovation with Move resources to higher Develop circular highest-growth customers margin specialty products businesses wit
Slide 8: Spotlight on sustainable mobility trends
Spotlight on sustainable mobility trends Solvay’s 3 platforms positioned for growth New PLATFORM EV Batteries Thermoplastic Hydrogen & Composites Clean Energy Materials for binders, Combining our expertise in Membranes & other materials for electrolytes, separators and polymers and composites PEM el
Slide 9: Solvay Innovation Process
Solvay Innovation Process Combining AGILITY and RIGOR IDEAS OPPORTUNITIES PROJECTS MARKET DRIVEN Develop Ideas to From Proof of Concept to Proof Concept Value for Solvay Screening Incubation Prepare Kickoff Project Kickoff Opportunity Bank Process 9 Research & Innovation Template
Slide 10: Solvay as an enabler of Circular Economy
Solvay as an enabler of Circular Economy THE LINEAR CHAIN THE CIRCULAR VALUE CHAIN: AN OPPORTUNITY FOR SOLVAY Raw materials extraction Only chemical industry is able to separate SEPARATION complex assemblies to recover raw materials (e.g. metals from E-waste) Chemicals manufacturing Using of seconda
Slide 11: Making circular economy of batteries a reality
SOLVAY BATTERY MATERIALS PLATFORM Making circular economy of batteries a reality IMRE HORVATH Head of Strategic Development of Raw Materials & Recycling ONE SOLVAY FOR BATTERY November 24th 2020
Slide 12: From combustion engines to e-mobility
Los Angeles Jakarta From combustion engines to e-mobility Point of no return is reached Venice ONE SOLVAY FOR BATTERY Making circular economy of batteries a reality 12
Slide 13: Car electrification is a game changer for the Li-ion battery industry
Car electrification is a GAME CHANGER for the Li-ion battery industry and a source of unprecedented Li-ion battery demand in GWh opportunities ONE SOLVAY FOR BATTERY Making circular economy of batteries a reality 13
Slide 14: Our mission, vision and ambition: one billion euro in 2030
OUR MISSION Enabling faster transition to e-mobility for a clean planet OUR VISION OUR AMBITION Provide advanced ONE materials to unleash full Billion potential of Li ion batteries Euro in 2030 ONE SOLVAY FOR BATTERY Making circular economy of batteries a reality 14
Slide 15: 3 legitimate questions on e-mobility
3 Legitimate questions on e-mobility Are we not depleting other primary resources ? Is the carbon footprint really more favorable? Can we deal responsibly with the waste of batteries? ONE SOLVAY FOR BATTERY Making circular economy of batteries a reality 15
Slide 16: 3 legitimate questions on e-mobility
3 Legitimate questions on e-mobility Are we not depleting other primary resources ? Is the carbon footprint really more favorable? Can we deal YES, responsibly with the 50% less CO2 waste of emissions than an batteries? average EU car today Source transportenvironment.org, meta-analysis of 11 indepe
Slide 17: 3 legitimate questions on e-mobility
3 Legitimate questions on e-mobility Are we not ? depleting other primary resources ? Is the carbon footprint SOLUTION = really more circular economy of favorable? Can we deal batteries YES, ? responsibly with the 50% less CO2 waste of batteries? emissions than an average EU car today Source transpo
Slide 18: Life cycle of an EV battery and expected waste volumes
What is the life cycle of an EV battery and how much volumes of waste can we expect? Life cycle of an EV battery Volumes of waste to be treated over time Tons of incoming spent / waste batteries in EUROPE Stationary Storage (2nd life) Stationary New batteries Spent / waste Storage batteries (2nd lif
Slide 19: Is the European legislator engaged fully?
Is the European legislator engaged fully to address this upcoming challenge? Major thrust on circular economy, waste management and use of secondary materials ONE SOLVAY FOR BATTERY Making circular economy of batteries a reality 19
Slide 20: Solvay know-how in primary versus secondary mining
Solvay products and know-how in primary mining versus secondary mining (“urban mines”) ? PRIMARY MINING Typical Concentrations SECONDARY MINING 3 3 Li x6 Li Lithium Lithium 27 27 Co x20 Co Cobalt Cobalt 28 28 Ni x6 Ni Nickel Nickel Solvay is the worldwide leader in metals extraction products and tec
Slide 21: Typical recycling process (open loop)
How does a typical recycling process look like? (OPEN LOOP) Unable to keep up with the ever more stringent requirements by the EU Legislator Cell EV PRODUCTION Cathode precursors Spent LiB Collection & transport Dismantling 13 29 Al Cu Aluminum Copper Black Mass Production Chemical precipitation 2/3
Slide 22: Typical recycling process (closed loop)
How does a typical recycling process look like? (CLOSED LOOP) Cell EV PRODUCTION Cathode precursors 2030: ONE BILLION EURO +Raws from secondary mining opportunity in Europe only Spent LiB Solvay enabling closing the loop 3 Collection & transport and comply with the most Li Lithium Dismantling 13 29
Slide 23: Opportunity for Solvay to engage strategically
Opportunity for SOLVAY to engage Closing the loop strategically? OEM to be announced SOLVAY alliance with VEOLIA Cell EV forming a circular economy PRODUCTION Cathode consortium for EV batteries in precursors Europe + Raws from secondary mining Spent LiB 3 Collection & transport Li Lithium 27 Disman
Slide 24: Benefits of a closed loop circular economy of batteries
What are the benefits of a closed loop / circular economy of batteries? & Helping alleviate Making the recycling some key societal chain more Getting more and environmental economically viable high value metals (Li, challenges Ni, Co) from recycled battery cells The winning model for a viable circula
Slide 25: Roll out consortium in Europe
Roll out consortium in Europe Extend in USA Embarking into circular economy of batteries! ONE SOLVAY FOR BATTERY Making circular economy of batteries a reality 25
Slide 26: How Solvay can innovate faster and beyond with its customers
How Solvay can innovate faster and beyond with its customers ? - What is innovation in formulations ? - When crisis triggers innovation: Actizone™, a case study JC Castaing, NOVECARE
Slide 27: Innovation in formulations at Novecare
Innovation in formulations at Novecare A broad technology base and application knowledge Amines Synthetic & Quats Poly- mers Strong Chemistry Synergies SURFACE CHEMISTRY Ampho- & LIQUID BEHAVIORS Guar terics Same applicative Alkoxy- lates science between our INTERFACE markets DISPERSION & MANAGEMENT
Slide 28: Introducing a Cleaner, Safer Future
Introducing a Cleaner, Safer Future 24-Hour Fast Kills Optimal Proprietary Antimicrobial ≥ 99.9% of Cleaning Technology Protection Germs Experiences Actizone™ technology traps Actizone™ technology Actizone™ technology Actizone™ is a combines a antimicrobial actives, forming initially kills more than
Slide 29: The steps towards Actizone
The steps towards Actizone™ Development of a portfolio of customer Extensive work on projects- Solvay develops original formulation redesign. First sales in EU synthetic polymer First contacts between Basic understanding at the (Germany) and AP technologies having Byotrol and Solvay. Solvay starts i
Slide 30: Follow us on solvay.com
Progress beyond solvay.com