RENAULT S EV STRATEGY Th Koskas 15th May 2009
AGENDA 1. Why EV today 2. The Market 3. Renault s strategy
AGENDA 1. Why EV today 2. The Market 3. Renault s strategy
➊ CO2 efficiency 100 CO2 Emission (%) 80 60 40 20 18%* Advanced Petrol Engines 22%* Clean diesel 15-30%* Hybrid 45%* Fuel Cell 90%* 0 *Maximal tank to wheel energy conversion rate Hybrid depending on drive mode EV The EV has the highest on-board fuel efficiency
Detail on CO2 efficiency Megane 1.6 115ch Gasoline Megane 1.6 115ch GNV European mix Megane 1.5 dci 85ch Diesel Coal (w/o CCS*) 139 138 163 192 Coal (IGCC*) 123 European mix Natural gas 67 65 Wood Nuclear Windmill 2 0 10 0 20 40 60 80 100 120 140 160 180 200 Well to tank CO 2 emissions (g/km) Tank to wheels * CCS = capture & sequestration of CO 2 * IGCC = Integrated gasification on a combined cycle
➋ TECHNICAL BREAKTHROUGH: LITHIUM ION BATTERIES Material Cell Module Pack Vehicle NISSAN AND NEC JOINT VENTURE - AESC - STARTS OPERATIONS 80 000 000 uro investment to mass produce advanced lithium-ion batteries TOKYO (May 19, 2008) Nissan Motor Co., Ltd., NEC Corporation, and its subsidiary NEC TOKIN Corporation, today announced that its joint-venture company Automotive Energy Supply Corporation (AESC) has begun full operations. AESC s start of operation follows the announcement of the jointventure in April 2007.
BATTERY TECHNOLOGIES Wh/kg 500 Energy density 200 150 100 Li-métal El. liq. NiMH Li-ion ion Li-métal NaNiCl 2 (Zébra) 50 NiCad Plomb 0 1970 1980 1990 2000 2010
➌ A MORE AND MORE URBAN WORLD An increasing fraction of the world population is living in cities 2006 : > 50% 2050 : > 70% Specific need of mobility in suburban areas Average distance covered daily by a suburban driver 37% 13% 50% (Ile de France) < 20 km/day 20-60 > 60
DETAIL PER COUNTRY I1 I2 Ludospace M1 M1 MPV 0% 100% 0% 100% 0% 100% 0% 100% 0% 100% UK Large potential Large potential Large potential Italy Large potential Spain Large potential Germany Large potential Large potential Large potential Large potential France Large potential Large potential Local Local + Week-end Holiday
PROFESSIONAL USAGES ARE WELL ADAPTED TO EV EXEMPLE OF FRENCH POSTAL SERVICES
➍ IT STARTS TO MAKE SENSE ECONOMICALLY, WHEN SUBSIDIZED 4,500 Expenses (Fuel & overcost amortization) in per year Electric 4,000 3,500 Fuel spending in 2007 Diesel 200$ per barrel 3,000 150$ per barrel 2,500 100$ per barrel 2,000 1,500 1,000 A/B C D EV without CO 2 Tax EV with CO 2 Tax 500 0 A-E segment Fleet Private Mileage per year (in km) 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 Source: Auto mag
BATTERY DURABILITY IS A KEY FACTOR Usage cost advantage vs ICE according to mileage 50% 40% 30% 20% 10% 0% 0 2000 4000 6000 8000 10000 12000 14000 16000 18000 20000 22000 24000 26000 28000 30000 32000 34000 36000 38000 40000 42000 44000 46000 48000 50000-10% -20% -30% -40% -50% 10Y/2000C 6Y/1500C
AGENDA 1. Why EV today 2. The Market 3. Renault s strategy
EV MARKET IN CURRENT CONDITIONS X 1000 UNITS 2010 2011 2012 2013 2014 2015 2016 Adoption Ratio 5% 5% 9% 16% 29% 48% 72% US/CAN 79k 81k 145k 258k 468k 775k 1,163k JPN 83k 82k 147k 84k 146k 235k 343k EUR 80k 81k 147k 172k 315k 527k 799k PRC 31k 34k 64k 120k 240k 426k 684k TTL 273k 277k 503k 634k 1,168k 1,963k 2,990k With batteries that enable a 300 km autonomy, potential market could go up to 10 million units
AGENDA 1. Why EV today 2. The Market 3. Renault s strategy
SOME PREVIOUS EXPERIMENTS 92 96 98 00 02 04 06 Vehicles start of battery research Prairie EV Altra EV Hyper Tino Mini EV HEV 03 FCV 05 FCV 08 FCV Clio EV Kangoo EV Lithium Ion Batteries Cylinder type Laminated type
THE OVERALL STRATEGY This is an Alliance strategy Renault and Nissan wish to be leading brands for zero emission vehicles. The strategy is based on «popular EV» EV : zero emission vehicles make more sense both on economical and ecological sides Popular : mass product, not «niche» For this purpose, Renault and Nissan develop a full line up of EVs that will hit the market from end 2010
RENAULT NISSAN EV LINE UP Hatchback 2010 City Car 2012 Crossover Sedan 2011 Urban EV 2012 Kangoo 2011 LCV 2012
THE INFRASTRUCTURE NETWORK Standard Charge 3-6 kw Quick charge 43 to 100 kw + NEED FOR SMART NAVIGATION TO LOCATE SPOTS, BOOK THEM AND MANAGE AUTONOMY Swap stations
SWAP STATION
SWAP STATION PROTOTYPE
A NEW WAY TO SELL CARS ELECTRICITY UTILITY OTHER PARTNER Car Battery OTHER PARTNER Operator BOUGHT AND MAINTAINED IN THE NETWORK BATTERY LEASED BY CUSTOMER CONTRACT FOR ENERGY SUPPLY Customer
MOBILITY OPERATOR CONCEPT Mobility operator monitoring electricity recharge grid + contracts with customers Possibly managing Batteries as well Customer offers : from Car+Battery lease+electricity per kwh to full «all inclusive» package 4 types of operators, depending the country Newcomer Operator built around main electricity company Consortium Local operators with technical compatibility
THE EXAMPLE OF ISRAEL Geography High population density short distances huge potential of CO 2 -free solar-produced electricity 50Km Political will and regulations reduction of dependence on fossil fuels and commitment to solar energy green transportation law : ICE cars bear 62% more taxes than EV Partnership and business model
CONCLUSION
CONCLUSION A huge challenge for the automotive industry Renault and Nissan consider EV as a top priority Our vision : EV for all 4 models from 2011