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BASF Battery Materials
Dr. Markus Kamieth
Member of the Board of Executive Directors
BASF Investor Update, September 27, 2021
1 BASF Investor Update, September 27, 2021 I Battery Materials
Cautionary note regarding
forward-looking statements
This presentation contains forward-looking statements. These statements are based on current
estimates and projections of the Board of Executive Directors and currently available information.
Forward-looking statements are not guarantees of the future developments and results outlined
therein. These are dependent on a number of factors; they involve various risks and uncertainties; and
they are based on assumptions that may not prove to be accurate. Such risk factors include those
discussed in Opportunities and Risks on pages 158 to 166 of the BASF Report 2020. BASF does not
assume any obligation to update the forward-looking statements contained in this presentation above
and beyond the legal requirements.
2 BASF Investor Update, September 27, 2021 I Battery Materials
BASF Battery Materials
The automotive industry
transformation is accelerating
1
CAM is key to electromobility
3
Electromobility is the biggest
growth opportunity in chemicals
2
BASF has a clear strategy to
become a leading CAM player
4
Financials and key takeaways
5
3 BASF Investor Update, September 27, 2021 I Battery Materials
The automotive industry is in the middle of a major transformation
towards electromobility
80
0
20
60
100
40
120
2021 2025 2030 2035 2040
By 2030, we expect that >30% of all new cars will be BEVs and PHEVs
with China and Europe representing >70% of global demand
ICE Full HEV (Li-ion only) BEV
PHEV FCEV
Powertrain development
Light-duty vehicle production volume (million units)
34%
38%
14%
2030
13%
North America
China Europe RoW
>30%
>70%
Regional BEV split
%
4 BASF Investor Update, September 27, 2021 I Battery Materials
Major countries and OEMs have determined that battery powered
vehicles are the key technology for the next decades
Fundamental shifts in regulatory environments and
consumer preferences are accelerating
VW aims to increase share
to 50% BEVs by 2030 and
nearly 100% by 2040
July 13, 2021
From 2025 onwards, all
new Mercedes vehicle
architectures will be
electric-only
July 22, 2021
Ford expects 40% of global
vehicle volume to be all-
electric by 2030
May 26, 2021
GM aspires to eliminate
tailpipe emissions from
new light-duty vehicles
by 2035
January 28, 2021
California and twelve
other US states announce
ban of ICE by 2035
April 21, 2021
EU announced proposal
of zero emissions from
new cars by 2035
July 14, 2021
NEV Technology Roadmap 2.0
discusses target of 50% of new
car sales be BEV, PHEV or
FCEV by 2035
October 27, 2020
Examples
5 BASF Investor Update, September 27, 2021 I Battery Materials
BASF Battery Materials
The automotive industry
transformation is accelerating
1
CAM is key to electromobility
3
Electromobility is the biggest
growth opportunity in chemicals
2
BASF has a clear strategy to
become a leading CAM player
4
Financials and key takeaways
5
6 BASF Investor Update, September 27, 2021 I Battery Materials
BASF is the largest chemicals supplier to the automotive industry
with a proven track record to outgrow the market
More than 20% of BASF’s 2020 sales are linked to the automotive industry
BASF Group sales 2020
~30%
€59 billion
Automotive
driven sales2
€12.5 billion
Industry structure1 BASF products
 Coatings
 Coolants and brake fluids
 Plastics for OEMs with
own processing
 Plastics
 Catalysts
 Coatings for car parts
 Refinish coatings
 Coolants and brake fluids
OEM
Aftermarket  Fuel additives and lubricants
Supplier
 Tier-1
 Tier-2
 Tier-3+
 Battery materials
 Solvents
 …
 Fuel additives and
lubricants
 Cellasto
 Battery materials
~10%
~60%
~30%
1 Based on business model, not real supply chain
2 Includes precious metals
7 BASF Investor Update, September 27, 2021 I Battery Materials
The chemical content per car is higher in a BEV compared to ICE,
with CAM as the single largest growth opportunity
x2.5
ICE BEV
Main contributors1
difference in € per car vs. conventional
Powertrain2 Coolants Plastics Coatings
Chemical content per car
1 Only representative for relative change in projected sales
2 Emission catalyst vs. cathode active material (both incl. metals)
The cathode active material (CAM) as key component of any battery cell more than
doubles the chemical content which can be found in today’s average ICE vehicle
8 BASF Investor Update, September 27, 2021 I Battery Materials
The market for CAM will grow by ~21% per year and reach a total
size of 4,200 kt by 2030
750
2,000
4,200
2021 2025 2030
1 All applications (e-mobility, energy storage systems, consumer electronics) and all cathode chemistries
CAM market size expected to reach €100 billion by 2030, driven by battery performance,
safety and cost aspects – which are all key parameters for BEVs
Rapid growth of global
EV demand …
… accelerates the need for
global CAM capacity
investments and …
… drives demand for base
metals (i.e., Ni, Co, Li)
Americas
55%
35% Europe
2030
10%
Asia
CAGR
~21%
Global CAM market forecast1
kt
9 BASF Investor Update, September 27, 2021 I Battery Materials
BASF Battery Materials
The automotive industry
transformation is accelerating
1
CAM is key to electromobility
3
Electromobility is the biggest
growth opportunity in chemicals
2
BASF has a clear strategy to
become a leading CAM player
4
Financials and key takeaways
5
10 BASF Investor Update, September 27, 2021 I Battery Materials 1 Based on historical average values for NCM 811 cell chemistry, original EV platform design
Within the electrified powertrain, CAM allows for the greatest level
of differentiation and holds the largest material value
CAM performance parameters, total system cost and sustainability aspects will determine
the material choice of cell producers and OEMs
Battery %
of car cost
Cell % of
battery cost
Metal % of
CAM cost
CAM % of
cell cost
30%1 80%1
40%1
60%1
Low cost
€
Lifetime
Driving
range
Safety
Performance,
safety & cost
Fast
charge
ESG
profile
11 BASF Investor Update, September 27, 2021 I Battery Materials
Among the CAM options, high-Ni NCM is the superior chemistry and
will lead the market going forward
NCM variants have the highest energy density today and a potential improved-cost position
in the future, making them the leading CAM in 2030
NCM and NCA advantages
 Energy density/driving range
 Possibility for future performance/cost improvements
 Low-temperature performance
 Recyclability
1 Source: BASF internal
CAM chemistry-mix volume forecast in BEVs
kt
Cathode-type performance in BEVs1
Specific
power
 Specific
energy
 Cost
 Life span
 Performance
 Thermal
stability
LFP
NCM-307
NCA
Nickel containing
LFP
2021 2030
12 BASF Investor Update, September 27, 2021 I Battery Materials
Competitive and secure supply of nickel and lithium are key targets
Base metals make up ~60% of the CAM cost, therefore low cost and
reliable sourcing is imperative to achieve competitiveness
Processing fee
CAM price Metals
Li
Ni
Co
Others
 Tight market throughout the decade
 Advancements in anode technology
key variable
Li
Lithium
6.941
3
 Cobalt tightening mid-decade
 Reduced demand in batteries
from cobalt replacement
Co
Cobalt
58.933
27
 Class 1 nickel will be short after 2025
 New projects are expensive with
lengthy ramp-up times
Ni
Nickel
58.693
28
Cost break-out of the value chain1
€/kg CAM
1 Source: BASF internal, metal prices derived from historical averages
13 BASF Investor Update, September 27, 2021 I Battery Materials
BASF Battery Materials
The automotive industry
transformation is accelerating
1
CAM is key to electromobility
3
Electromobility is the biggest
growth opportunity in chemicals
2
BASF has a clear strategy to
become a leading CAM player
4
Financials and key takeaways
5
14 BASF Investor Update, September 27, 2021 I Battery Materials
Already today, BASF is at the forefront of CAM innovation,
meeting market and specific customers’ needs across the globe
1 As of September 1, 2021
+15 years
Extensive IP portfolio
Strong collaborations
with academia and industry
Production capacities
totaling 160 kt across all
4 major regions by 2022
Experience in CAM
development
Established business,
fully sold-out in 2021
>50 commercialized
products
~1,900 employees1
thereof ~300 scientists
Battery research centers
in all 4 major regions
15 BASF Investor Update, September 27, 2021 I Battery Materials
Recycling
Metals
For BASF, four interdependent areas form the key elements of
success in the global Battery Materials business
Sustainability will be a differentiator across all four areas
We will offer our
customers a
seamless integration
and a superior value
proposition across
all major regions
CAM
PCAM
16 BASF Investor Update, September 27, 2021 I Battery Materials
We combine metal sourcing by trading and recycling globally,
copying the business model established successfully for PGMs
BASF offers a secure and sustainable supply, helping reduce customer risk exposure
to volatile metal markets
Mines
Spent LiBs and unused
process materials
BASF
Open market Proprietary trading
Optimized base metal management
Secondary
sourcing
Recycling
Primary sourcing
Management
of price risk
and liquidity
Base
metals in
solution
PCAM/CAM
production
Cell
producer
OEM
End-to-end optimized metals supply chain
Others
17 BASF Investor Update, September 27, 2021 I Battery Materials
We establish a secure supply network in close proximity
to our production sites across regions
BASF has strategically engaged in partnerships with leading upstream partners,
ensuring a long-term secure and responsible supply of base metals
S/B Balance
BASF and Eramet partner to assess the
development of a nickel-cobalt refining complex
to supply growing electric vehicle market
BASF and Nornickel join forces to
supply the battery materials market Partnerships
Supply
agreements
Backward
integration
Li
Lithium
6.941
3
Mn
Manganese
54.938
25
Co
Cobalt
58.933
27
Ni
Nickel
58.693
28
Examples
18 BASF Investor Update, September 27, 2021 I Battery Materials
Competitive recycling capabilities will be a key success factor
We will apply a proprietary BASF process with leading recovery rates
and CO2 footprint
We will close the loop to offer a best-in-class
CO2 footprint while optimizing our input costs
 We offer long-standing expertise in the
recycling industry.
 We form a strong partnership network to
bundle resources.
 We will utilize end-of-life batteries1 and
chemically extract battery grade lithium
with a proprietary BASF process.
 We will close the loop, meeting growing
demand of critical metals, with an
exceptional CO2 footprint.
1 In 2030, 1.5 million metric tons of end-of-life batteries expected globally
>10%of
nickel supply
anticipated to be
sourced from
recycling in
2026
2023
start-up of
our recycling
prototype plant in
Schwarzheide
CO2 impact of
metals reduced
by recycling by
≥25%
19 BASF Investor Update, September 27, 2021 I Battery Materials
For BASF, four interdependent areas form the key elements of
success in the global Battery Materials business
PCAM
CAM
Sustainability will be a differentiator across all four areas
We will offer our
customers a
seamless integration
and a superior value
proposition across
all major regions
Recycling
Metals
20 BASF Investor Update, September 27, 2021 I Battery Materials
PCAM and CAM are high-performance materials customized for the
specific requirements of each individual customer’s battery system
Diversity of cell design
Li/Mn-rich,
LFP CAM
Mid Ni CAM
(60–85% Ni)
High Ni CAM
(>85% Ni)
Low range
Entry segment
Long range
Luxury segment
High performance
and mass sensitive
Diversity of CAM and application area for e-mobility
Need of customized CAM development
Close R&D collaboration with cell producers and OEMs as well as broad
technology and IP portfolio are essential
Cylindrical cells Pouch cells Prismatic cells
21 BASF Investor Update, September 27, 2021 I Battery Materials
Product innovation enables the broadest CAM portfolio in the
industry, and we continue to add new solutions
 High energy density NCA and NCM
cathode materials
 Ni content ranging from 60% to >90%
 Already used in xEV applications today
 Ultra-high Ni CAM, ≥220 Ah/kg
 Ni >90%, Co <5%
 Up to stabilized LNO
 Pushing boundaries for high-performance applications
 Ni-rich NMx
 Over-lithiated Mn-rich, e.g., NCM-307
 Focus on lower cost and improved safety
 Candidate for mass market entry due to price advantage
Our technology toolbox offers customized solutions for all cell formats and provides
a basis for innovations beyond classical lithium-ion batteries
HED™ products
Ultra-high Ni
Co-free CAM
10%
0%
30%
100%
0% 80%
Ni
Co
Mn
+ Energy density
+ Thermal stability
+ Cycle life
- Sustainability
+ + Cost benefit
+ + Thermal stability
+ Sustainability
- Cycle life (currently)
+ + Energy density
+ Cost benefit
- Thermal stability
22 BASF Investor Update, September 27, 2021 I Battery Materials
We bundle BASF’s broad technology and engineering expertise to significantly
drive down operating costs and future capital expenditures
BASF strategies for modularization and process innovation will
further drive down the cost of PCAM and CAM production
 Building segments fit for purpose
 Low energy-consumption facilities
 Broader equipment sourcing options
 Optimized material flow
 Modular, pre-assembled process design
 Higher PCAM throughput
 Improved CAM technology
 Lower equipment costs
 Highly automated process
Reduced specific
investment costs
Process technology innovation
Modularity and flexibility
Lower cash costs
vs. benchmark
+
CAM 1.0 CAM 2.0
23 BASF Investor Update, September 27, 2021 I Battery Materials
Production sites
Research & development hubs
2018
Second CAM
production facility
in Battle Creek,
Michigan
First CAM
production facility
in Elyria, Ohio
2012
R&D center
in Beachwood,
Ohio
Foundation of BASF
TODA Battery Materials,
Japan, with R&D center
Tripled capacity at BASF
TODA Battery Materials
in Onoda, Japan
2017
2015
BASF and Eramet to assess
nickel-cobalt refining complex
in a feasibility study
in Weda Bay, Indonesia
2020
CAM production
and recycling
prototype plant
(2023)
planned in
Schwarzheide,
Germany
2022
R&D center
in Ludwigshafen,
Germany
R&D center
in Shanghai,
China
CAM precursor
production
in Harjavalta,
Finland planned
2022
Europe
greenfield
production
under
construction
2021
BASF Shanshan Battery
Materials, serving the
largest battery materials
market, China
Production
in China
BASF has production assets and R&D hubs in close proximity to the
most important BEV markets in every region
24 BASF Investor Update, September 27, 2021 I Battery Materials
Our unique European production set-up progresses well with
available capacities already fully contracted to strategic customers
We foresee the European supply demand gap of CAM to persist (capacity shortage
of >60% beyond 2023), providing further tailwind for BASF’s unique footprint
 PCAM plant in Harjavalta, Finland, and CAM plant in
Schwarzheide, Germany, will start up in 2022
 Initial capacity of 24 kt has been fully contracted to
strategic customers
 Harjavalta plant will utilize locally generated renewable
energy sources, including hydro, wind and biomass
 High-purity, regional metal supply of Co and Ni through
partnership with co-located Nornickel refinery secured
 BASF will offer highly efficient ‘closed loop’ solutions with
a proprietary recycling approach
Refinery
in Harjavalta
CAM
in Schwarzheide
PCAM
in Harjavalta
Mining
in Norilsk & Kola
Nornickel
BASF
25 BASF Investor Update, September 27, 2021 I Battery Materials
With Shanshan, we reduce our time to market, gain immediate
access to further capacity and bolster our R&D capabilities
 BASF Shanshan Battery Materials (BASF majority-
owned joint venture with Shanshan)
 1,600 employees, thereof ~200 in R&D
 Four production sites for CAM and PCAM in Hunan and
Ningxia, China, with an annual capacity of 90 kt by 2022
 Direct customer access to the largest battery materials
market China, and consumer electronics application fields
 Increasing BASF’s customer proximity, generate
significant technology synergies and enable tailored
solutions for a broad customer base
 Further strengthens BASF’s position in Asia and increasing
global annual capacity to 160 kt by 2022 with further
expansions underway
CAM + PCAM
in Shizuishan, Ningxia
CAM
in Ningxiang, Hunan
CAM
in Da Chang Sha,
Hunan (R&D center)
CAM
in Lugu, Hunan
Production sites
Research & development hubs
26 BASF Investor Update, September 27, 2021 I Battery Materials
We establish close customer collaborations and strategic
partnerships across the entire battery value chain
BASF has several long-term contractual relationships in place as well as upcoming
partnerships, securing the profitable utilization of current and future capacities
CATL Consumer electronics
Porsche SVOLT
Agreement on strategic
partnership signed for
collaboration on CAM and
battery recycling
Exclusive development and
supply contract with Cellforce
Group, a joint venture by Porsche
and Customcells, signed
Strategic cooperation
agreement signed for
joint work on CAM
Through the formation of BASF
Shanshan Battery Materials,
we supply an extensive list of
companies active in consumer
electronics like Apple and LG
Recent
examples
27 BASF Investor Update, September 27, 2021 I Battery Materials
As a result of our holistic approach, we can offer CAM products with
best-in-class CO2 footprint with further reductions planned​
State-of-the-art2 NCM 811
(German electricity mix)
BASF NCM 811 with electricity
from Finland and onshore
wind park in Germany
Conventional2 NCM 811
(Chinese electricity mix)
BASF NCM 811 with
recycling and green
electricity (wind park)
26
23
13
11
30
10
0
20
5
15
25
7–9
16 g
CO2e/km1
14 g
CO2e/km1
8 g
CO2e/km1
7 g
CO2e/km1
1 Assumption: 100 kWh = 125kg CAM material per car and a lifetime of 200,000 km
2 Conventional and state-of-the-art NCM 811 numbers are calculated based on bill-of-material data from Argonne, 2018
2 (GREET-model) with German and Chinese electricity grid mix datasets from Sphera
3 Combined heat and power plant, based on natural gas
Carbon intensity
kg CO2e/kg
BASF NCM 811 with
electricity from Finland and
CHP3 electricity in Germany
4–6 g
CO2e/km1
By 2022, BASF’s CAM related CO2 burden will be 40% below benchmark players
and >70% lower than worst-in-class CAM producers once targeted set-up is in place
BASF
28 BASF Investor Update, September 27, 2021 I Battery Materials
We have established several projects to ensure that the value chain
we are building is best-in-class regarding ESG criteria
We are partnering globally to ensure a resilient and
sustainable metal supply chain for our customers.
We engage holistically, locally – regionally – globally.
Our global production presence ensures customer proximity
and energy efficient production, minimizing the CO2 footprint.
We are investing into recycling to close the loop and to offer a
best-in-class CO2 footprint.
Refining
We are
committed to a
sustainable
battery value
chain
Mine
29 BASF Investor Update, September 27, 2021 I Battery Materials
BASF Battery Materials
The automotive industry
transformation is accelerating
1
CAM is key to electromobility
3
Electromobility is the biggest
growth opportunity in chemicals
2
BASF has a clear strategy to
become a leading CAM player
4
Financials and key takeaways
5
30 BASF Investor Update, September 27, 2021 I Battery Materials
The Battery Materials business will become a significant earnings
contributor to the BASF Group
 Continue to ramp up existing sales of the CAM portfolio and secure further commercial outlets
 Build on customer proximity with our domestic production footprint to meet customer needs
 Realize new business opportunities and further cost reductions with continued product development
 Utilize our broad knowledge of the industry to support the ongoing transformation of the sector
>€1.5 billion sales
by 2023
>€7 billion sales
by 2030
>10%
market share
targeted
>30%
EBITDA bsi margin
(excl. metals)
~€3.5–4.5 billion
capital expenditure
2022–2030
31 BASF Investor Update, September 27, 2021 I Battery Materials
BASF Battery Materials: Key takeaways
Battery Materials business is set to become one of the key growth engines
in BASF’s portfolio, establishing a leading and profitable position
 Domestic sourcing
and production
 Secure and sustainable supply
 Unique expertise in PCAM chemistry
 Make-or-buy optionality with a global
production footprint
 Broad CAM product offering
 Strong IP position
 Extensive R&D capabilities
 Recycling capabilities
 Most CO2 competitive
source for metals
 Best-in-class CO2 footprint  Closing the loop
Recycling
PCAM
Metals
CAM
Formula for
success
BASF Battery Materials

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BASF Battery Materials

  • 1. BASF Battery Materials Dr. Markus Kamieth Member of the Board of Executive Directors BASF Investor Update, September 27, 2021
  • 2. 1 BASF Investor Update, September 27, 2021 I Battery Materials Cautionary note regarding forward-looking statements This presentation contains forward-looking statements. These statements are based on current estimates and projections of the Board of Executive Directors and currently available information. Forward-looking statements are not guarantees of the future developments and results outlined therein. These are dependent on a number of factors; they involve various risks and uncertainties; and they are based on assumptions that may not prove to be accurate. Such risk factors include those discussed in Opportunities and Risks on pages 158 to 166 of the BASF Report 2020. BASF does not assume any obligation to update the forward-looking statements contained in this presentation above and beyond the legal requirements.
  • 3. 2 BASF Investor Update, September 27, 2021 I Battery Materials BASF Battery Materials The automotive industry transformation is accelerating 1 CAM is key to electromobility 3 Electromobility is the biggest growth opportunity in chemicals 2 BASF has a clear strategy to become a leading CAM player 4 Financials and key takeaways 5
  • 4. 3 BASF Investor Update, September 27, 2021 I Battery Materials The automotive industry is in the middle of a major transformation towards electromobility 80 0 20 60 100 40 120 2021 2025 2030 2035 2040 By 2030, we expect that >30% of all new cars will be BEVs and PHEVs with China and Europe representing >70% of global demand ICE Full HEV (Li-ion only) BEV PHEV FCEV Powertrain development Light-duty vehicle production volume (million units) 34% 38% 14% 2030 13% North America China Europe RoW >30% >70% Regional BEV split %
  • 5. 4 BASF Investor Update, September 27, 2021 I Battery Materials Major countries and OEMs have determined that battery powered vehicles are the key technology for the next decades Fundamental shifts in regulatory environments and consumer preferences are accelerating VW aims to increase share to 50% BEVs by 2030 and nearly 100% by 2040 July 13, 2021 From 2025 onwards, all new Mercedes vehicle architectures will be electric-only July 22, 2021 Ford expects 40% of global vehicle volume to be all- electric by 2030 May 26, 2021 GM aspires to eliminate tailpipe emissions from new light-duty vehicles by 2035 January 28, 2021 California and twelve other US states announce ban of ICE by 2035 April 21, 2021 EU announced proposal of zero emissions from new cars by 2035 July 14, 2021 NEV Technology Roadmap 2.0 discusses target of 50% of new car sales be BEV, PHEV or FCEV by 2035 October 27, 2020 Examples
  • 6. 5 BASF Investor Update, September 27, 2021 I Battery Materials BASF Battery Materials The automotive industry transformation is accelerating 1 CAM is key to electromobility 3 Electromobility is the biggest growth opportunity in chemicals 2 BASF has a clear strategy to become a leading CAM player 4 Financials and key takeaways 5
  • 7. 6 BASF Investor Update, September 27, 2021 I Battery Materials BASF is the largest chemicals supplier to the automotive industry with a proven track record to outgrow the market More than 20% of BASF’s 2020 sales are linked to the automotive industry BASF Group sales 2020 ~30% €59 billion Automotive driven sales2 €12.5 billion Industry structure1 BASF products  Coatings  Coolants and brake fluids  Plastics for OEMs with own processing  Plastics  Catalysts  Coatings for car parts  Refinish coatings  Coolants and brake fluids OEM Aftermarket  Fuel additives and lubricants Supplier  Tier-1  Tier-2  Tier-3+  Battery materials  Solvents  …  Fuel additives and lubricants  Cellasto  Battery materials ~10% ~60% ~30% 1 Based on business model, not real supply chain 2 Includes precious metals
  • 8. 7 BASF Investor Update, September 27, 2021 I Battery Materials The chemical content per car is higher in a BEV compared to ICE, with CAM as the single largest growth opportunity x2.5 ICE BEV Main contributors1 difference in € per car vs. conventional Powertrain2 Coolants Plastics Coatings Chemical content per car 1 Only representative for relative change in projected sales 2 Emission catalyst vs. cathode active material (both incl. metals) The cathode active material (CAM) as key component of any battery cell more than doubles the chemical content which can be found in today’s average ICE vehicle
  • 9. 8 BASF Investor Update, September 27, 2021 I Battery Materials The market for CAM will grow by ~21% per year and reach a total size of 4,200 kt by 2030 750 2,000 4,200 2021 2025 2030 1 All applications (e-mobility, energy storage systems, consumer electronics) and all cathode chemistries CAM market size expected to reach €100 billion by 2030, driven by battery performance, safety and cost aspects – which are all key parameters for BEVs Rapid growth of global EV demand … … accelerates the need for global CAM capacity investments and … … drives demand for base metals (i.e., Ni, Co, Li) Americas 55% 35% Europe 2030 10% Asia CAGR ~21% Global CAM market forecast1 kt
  • 10. 9 BASF Investor Update, September 27, 2021 I Battery Materials BASF Battery Materials The automotive industry transformation is accelerating 1 CAM is key to electromobility 3 Electromobility is the biggest growth opportunity in chemicals 2 BASF has a clear strategy to become a leading CAM player 4 Financials and key takeaways 5
  • 11. 10 BASF Investor Update, September 27, 2021 I Battery Materials 1 Based on historical average values for NCM 811 cell chemistry, original EV platform design Within the electrified powertrain, CAM allows for the greatest level of differentiation and holds the largest material value CAM performance parameters, total system cost and sustainability aspects will determine the material choice of cell producers and OEMs Battery % of car cost Cell % of battery cost Metal % of CAM cost CAM % of cell cost 30%1 80%1 40%1 60%1 Low cost € Lifetime Driving range Safety Performance, safety & cost Fast charge ESG profile
  • 12. 11 BASF Investor Update, September 27, 2021 I Battery Materials Among the CAM options, high-Ni NCM is the superior chemistry and will lead the market going forward NCM variants have the highest energy density today and a potential improved-cost position in the future, making them the leading CAM in 2030 NCM and NCA advantages  Energy density/driving range  Possibility for future performance/cost improvements  Low-temperature performance  Recyclability 1 Source: BASF internal CAM chemistry-mix volume forecast in BEVs kt Cathode-type performance in BEVs1 Specific power  Specific energy  Cost  Life span  Performance  Thermal stability LFP NCM-307 NCA Nickel containing LFP 2021 2030
  • 13. 12 BASF Investor Update, September 27, 2021 I Battery Materials Competitive and secure supply of nickel and lithium are key targets Base metals make up ~60% of the CAM cost, therefore low cost and reliable sourcing is imperative to achieve competitiveness Processing fee CAM price Metals Li Ni Co Others  Tight market throughout the decade  Advancements in anode technology key variable Li Lithium 6.941 3  Cobalt tightening mid-decade  Reduced demand in batteries from cobalt replacement Co Cobalt 58.933 27  Class 1 nickel will be short after 2025  New projects are expensive with lengthy ramp-up times Ni Nickel 58.693 28 Cost break-out of the value chain1 €/kg CAM 1 Source: BASF internal, metal prices derived from historical averages
  • 14. 13 BASF Investor Update, September 27, 2021 I Battery Materials BASF Battery Materials The automotive industry transformation is accelerating 1 CAM is key to electromobility 3 Electromobility is the biggest growth opportunity in chemicals 2 BASF has a clear strategy to become a leading CAM player 4 Financials and key takeaways 5
  • 15. 14 BASF Investor Update, September 27, 2021 I Battery Materials Already today, BASF is at the forefront of CAM innovation, meeting market and specific customers’ needs across the globe 1 As of September 1, 2021 +15 years Extensive IP portfolio Strong collaborations with academia and industry Production capacities totaling 160 kt across all 4 major regions by 2022 Experience in CAM development Established business, fully sold-out in 2021 >50 commercialized products ~1,900 employees1 thereof ~300 scientists Battery research centers in all 4 major regions
  • 16. 15 BASF Investor Update, September 27, 2021 I Battery Materials Recycling Metals For BASF, four interdependent areas form the key elements of success in the global Battery Materials business Sustainability will be a differentiator across all four areas We will offer our customers a seamless integration and a superior value proposition across all major regions CAM PCAM
  • 17. 16 BASF Investor Update, September 27, 2021 I Battery Materials We combine metal sourcing by trading and recycling globally, copying the business model established successfully for PGMs BASF offers a secure and sustainable supply, helping reduce customer risk exposure to volatile metal markets Mines Spent LiBs and unused process materials BASF Open market Proprietary trading Optimized base metal management Secondary sourcing Recycling Primary sourcing Management of price risk and liquidity Base metals in solution PCAM/CAM production Cell producer OEM End-to-end optimized metals supply chain Others
  • 18. 17 BASF Investor Update, September 27, 2021 I Battery Materials We establish a secure supply network in close proximity to our production sites across regions BASF has strategically engaged in partnerships with leading upstream partners, ensuring a long-term secure and responsible supply of base metals S/B Balance BASF and Eramet partner to assess the development of a nickel-cobalt refining complex to supply growing electric vehicle market BASF and Nornickel join forces to supply the battery materials market Partnerships Supply agreements Backward integration Li Lithium 6.941 3 Mn Manganese 54.938 25 Co Cobalt 58.933 27 Ni Nickel 58.693 28 Examples
  • 19. 18 BASF Investor Update, September 27, 2021 I Battery Materials Competitive recycling capabilities will be a key success factor We will apply a proprietary BASF process with leading recovery rates and CO2 footprint We will close the loop to offer a best-in-class CO2 footprint while optimizing our input costs  We offer long-standing expertise in the recycling industry.  We form a strong partnership network to bundle resources.  We will utilize end-of-life batteries1 and chemically extract battery grade lithium with a proprietary BASF process.  We will close the loop, meeting growing demand of critical metals, with an exceptional CO2 footprint. 1 In 2030, 1.5 million metric tons of end-of-life batteries expected globally >10%of nickel supply anticipated to be sourced from recycling in 2026 2023 start-up of our recycling prototype plant in Schwarzheide CO2 impact of metals reduced by recycling by ≥25%
  • 20. 19 BASF Investor Update, September 27, 2021 I Battery Materials For BASF, four interdependent areas form the key elements of success in the global Battery Materials business PCAM CAM Sustainability will be a differentiator across all four areas We will offer our customers a seamless integration and a superior value proposition across all major regions Recycling Metals
  • 21. 20 BASF Investor Update, September 27, 2021 I Battery Materials PCAM and CAM are high-performance materials customized for the specific requirements of each individual customer’s battery system Diversity of cell design Li/Mn-rich, LFP CAM Mid Ni CAM (60–85% Ni) High Ni CAM (>85% Ni) Low range Entry segment Long range Luxury segment High performance and mass sensitive Diversity of CAM and application area for e-mobility Need of customized CAM development Close R&D collaboration with cell producers and OEMs as well as broad technology and IP portfolio are essential Cylindrical cells Pouch cells Prismatic cells
  • 22. 21 BASF Investor Update, September 27, 2021 I Battery Materials Product innovation enables the broadest CAM portfolio in the industry, and we continue to add new solutions  High energy density NCA and NCM cathode materials  Ni content ranging from 60% to >90%  Already used in xEV applications today  Ultra-high Ni CAM, ≥220 Ah/kg  Ni >90%, Co <5%  Up to stabilized LNO  Pushing boundaries for high-performance applications  Ni-rich NMx  Over-lithiated Mn-rich, e.g., NCM-307  Focus on lower cost and improved safety  Candidate for mass market entry due to price advantage Our technology toolbox offers customized solutions for all cell formats and provides a basis for innovations beyond classical lithium-ion batteries HED™ products Ultra-high Ni Co-free CAM 10% 0% 30% 100% 0% 80% Ni Co Mn + Energy density + Thermal stability + Cycle life - Sustainability + + Cost benefit + + Thermal stability + Sustainability - Cycle life (currently) + + Energy density + Cost benefit - Thermal stability
  • 23. 22 BASF Investor Update, September 27, 2021 I Battery Materials We bundle BASF’s broad technology and engineering expertise to significantly drive down operating costs and future capital expenditures BASF strategies for modularization and process innovation will further drive down the cost of PCAM and CAM production  Building segments fit for purpose  Low energy-consumption facilities  Broader equipment sourcing options  Optimized material flow  Modular, pre-assembled process design  Higher PCAM throughput  Improved CAM technology  Lower equipment costs  Highly automated process Reduced specific investment costs Process technology innovation Modularity and flexibility Lower cash costs vs. benchmark + CAM 1.0 CAM 2.0
  • 24. 23 BASF Investor Update, September 27, 2021 I Battery Materials Production sites Research & development hubs 2018 Second CAM production facility in Battle Creek, Michigan First CAM production facility in Elyria, Ohio 2012 R&D center in Beachwood, Ohio Foundation of BASF TODA Battery Materials, Japan, with R&D center Tripled capacity at BASF TODA Battery Materials in Onoda, Japan 2017 2015 BASF and Eramet to assess nickel-cobalt refining complex in a feasibility study in Weda Bay, Indonesia 2020 CAM production and recycling prototype plant (2023) planned in Schwarzheide, Germany 2022 R&D center in Ludwigshafen, Germany R&D center in Shanghai, China CAM precursor production in Harjavalta, Finland planned 2022 Europe greenfield production under construction 2021 BASF Shanshan Battery Materials, serving the largest battery materials market, China Production in China BASF has production assets and R&D hubs in close proximity to the most important BEV markets in every region
  • 25. 24 BASF Investor Update, September 27, 2021 I Battery Materials Our unique European production set-up progresses well with available capacities already fully contracted to strategic customers We foresee the European supply demand gap of CAM to persist (capacity shortage of >60% beyond 2023), providing further tailwind for BASF’s unique footprint  PCAM plant in Harjavalta, Finland, and CAM plant in Schwarzheide, Germany, will start up in 2022  Initial capacity of 24 kt has been fully contracted to strategic customers  Harjavalta plant will utilize locally generated renewable energy sources, including hydro, wind and biomass  High-purity, regional metal supply of Co and Ni through partnership with co-located Nornickel refinery secured  BASF will offer highly efficient ‘closed loop’ solutions with a proprietary recycling approach Refinery in Harjavalta CAM in Schwarzheide PCAM in Harjavalta Mining in Norilsk & Kola Nornickel BASF
  • 26. 25 BASF Investor Update, September 27, 2021 I Battery Materials With Shanshan, we reduce our time to market, gain immediate access to further capacity and bolster our R&D capabilities  BASF Shanshan Battery Materials (BASF majority- owned joint venture with Shanshan)  1,600 employees, thereof ~200 in R&D  Four production sites for CAM and PCAM in Hunan and Ningxia, China, with an annual capacity of 90 kt by 2022  Direct customer access to the largest battery materials market China, and consumer electronics application fields  Increasing BASF’s customer proximity, generate significant technology synergies and enable tailored solutions for a broad customer base  Further strengthens BASF’s position in Asia and increasing global annual capacity to 160 kt by 2022 with further expansions underway CAM + PCAM in Shizuishan, Ningxia CAM in Ningxiang, Hunan CAM in Da Chang Sha, Hunan (R&D center) CAM in Lugu, Hunan Production sites Research & development hubs
  • 27. 26 BASF Investor Update, September 27, 2021 I Battery Materials We establish close customer collaborations and strategic partnerships across the entire battery value chain BASF has several long-term contractual relationships in place as well as upcoming partnerships, securing the profitable utilization of current and future capacities CATL Consumer electronics Porsche SVOLT Agreement on strategic partnership signed for collaboration on CAM and battery recycling Exclusive development and supply contract with Cellforce Group, a joint venture by Porsche and Customcells, signed Strategic cooperation agreement signed for joint work on CAM Through the formation of BASF Shanshan Battery Materials, we supply an extensive list of companies active in consumer electronics like Apple and LG Recent examples
  • 28. 27 BASF Investor Update, September 27, 2021 I Battery Materials As a result of our holistic approach, we can offer CAM products with best-in-class CO2 footprint with further reductions planned​ State-of-the-art2 NCM 811 (German electricity mix) BASF NCM 811 with electricity from Finland and onshore wind park in Germany Conventional2 NCM 811 (Chinese electricity mix) BASF NCM 811 with recycling and green electricity (wind park) 26 23 13 11 30 10 0 20 5 15 25 7–9 16 g CO2e/km1 14 g CO2e/km1 8 g CO2e/km1 7 g CO2e/km1 1 Assumption: 100 kWh = 125kg CAM material per car and a lifetime of 200,000 km 2 Conventional and state-of-the-art NCM 811 numbers are calculated based on bill-of-material data from Argonne, 2018 2 (GREET-model) with German and Chinese electricity grid mix datasets from Sphera 3 Combined heat and power plant, based on natural gas Carbon intensity kg CO2e/kg BASF NCM 811 with electricity from Finland and CHP3 electricity in Germany 4–6 g CO2e/km1 By 2022, BASF’s CAM related CO2 burden will be 40% below benchmark players and >70% lower than worst-in-class CAM producers once targeted set-up is in place BASF
  • 29. 28 BASF Investor Update, September 27, 2021 I Battery Materials We have established several projects to ensure that the value chain we are building is best-in-class regarding ESG criteria We are partnering globally to ensure a resilient and sustainable metal supply chain for our customers. We engage holistically, locally – regionally – globally. Our global production presence ensures customer proximity and energy efficient production, minimizing the CO2 footprint. We are investing into recycling to close the loop and to offer a best-in-class CO2 footprint. Refining We are committed to a sustainable battery value chain Mine
  • 30. 29 BASF Investor Update, September 27, 2021 I Battery Materials BASF Battery Materials The automotive industry transformation is accelerating 1 CAM is key to electromobility 3 Electromobility is the biggest growth opportunity in chemicals 2 BASF has a clear strategy to become a leading CAM player 4 Financials and key takeaways 5
  • 31. 30 BASF Investor Update, September 27, 2021 I Battery Materials The Battery Materials business will become a significant earnings contributor to the BASF Group  Continue to ramp up existing sales of the CAM portfolio and secure further commercial outlets  Build on customer proximity with our domestic production footprint to meet customer needs  Realize new business opportunities and further cost reductions with continued product development  Utilize our broad knowledge of the industry to support the ongoing transformation of the sector >€1.5 billion sales by 2023 >€7 billion sales by 2030 >10% market share targeted >30% EBITDA bsi margin (excl. metals) ~€3.5–4.5 billion capital expenditure 2022–2030
  • 32. 31 BASF Investor Update, September 27, 2021 I Battery Materials BASF Battery Materials: Key takeaways Battery Materials business is set to become one of the key growth engines in BASF’s portfolio, establishing a leading and profitable position  Domestic sourcing and production  Secure and sustainable supply  Unique expertise in PCAM chemistry  Make-or-buy optionality with a global production footprint  Broad CAM product offering  Strong IP position  Extensive R&D capabilities  Recycling capabilities  Most CO2 competitive source for metals  Best-in-class CO2 footprint  Closing the loop Recycling PCAM Metals CAM Formula for success