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THE PATH TOWARDS THE US BATTERY SUPPLY CHAIN INDEPENDENCE
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THE PATH TOWARDS THE US BATTERY SUPPLY CHAIN INDEPENDENCE
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Copyright Ā© 2023
S&P Global. Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global. Battery Tech USA 2023 The Path Towards The US Battery Supply Chain Independence Jay Hwang, Senior Research Analyst at Supply Chain and Technology department March 6, 2023
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Copyright Ā© 2023
S&P Global. Agenda 2 Global EV Battery Outlook ā¢ Battery cell supply and demand ā¢ Cathode and Anode ā¢ Nickel and Lithium Inflation Reduction Act ā¢ Recent updates on definition ā¢ IRA implications on battery supply chain
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Copyright Ā© 2023
S&P Global. 3 Global EV Battery Outlook Photo from Shutterstock
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S&P Global. Growing Electrification despite of Slow Down Vehicle Production 40% BEV Penetration by 2030 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 70,000,000 80,000,000 90,000,000 100,000,000 2022 2023 2024 2025 2026 2027 2028 2029 2030 Light Vehicle BEV Penetration Light Vehicle Production Volume Electric Fuel Cell Hybrid-Full Hybrid-Mild ICE ICE: Stop/Start BEV Penetration 7.7 Million 39 Million 0.5 TWh 3.5 TWh BEV Source: S&P Global, AutoTechInsight Battery 4
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S&P Global. Battery Cell Type Outlook 5 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2022 2023 2024 2025 2026 2027 2028 2029 2030 Share by Capacity % Prismatic Cylinder Pouch 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2022 2023 2024 2025 2026 2027 2028 2029 2030 Share by Capacity % Prismatic Cylinder Pouch Greater China BEV Cell Type Europe and North America BEV Cell Type Source: S&P Global, AutoTechInsight
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S&P Global. BEV Battery Configuration Cell to Pack Penetration increased to 30% by 2030 6 2022 2030 Share by BEV Vehicle Volume Share by BEV Vehicle Volume 30% Source: S&P Global, AutoTechInsight
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S&P Global. Market Share of Cathode Materials (2022) Market Share of Cathode Materials (2030) Diversified Cathode Materials Driven by Performance, Cost Competitiveness, Raw Material Availability 7 Source: S&P Global, AutoTechInsight 35% 36% 28% 67% 22%
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S&P Global. 0 500 1,000 1,500 2,000 2021 2027 0 500 1,000 1,500 2,000 2021 2027 8 Over 4TWh Battery Cell Production Capacity by 2027 Battery suppliers are ramping up capacity to meet battery demand North America: Europe: Greater China: Japan/Korea South Asia Ā© 2022 S&P Global 0 500 1,000 1,500 2,000 2021 2027 0 500 1,000 1,500 2,000 2021 2027 0 500 1,000 1,500 2,000 2021 2027 Production tightness if 1) Delayed expansion; 2)Low effective capacity during ramp up; 3)Raw Material Supply Constrains Source: S&P Global, AutoTechInsight
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S&P Global. 9 Cathode active material supply and demand Sufficient planned capacity at the global level, yet not enough local production in Europe and North America 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 North America Japan/Korea Greater China Europe Cathode active material production per region Note: Utilization rate defined as the ratio of the Light vehicle demand over the announced capacities Source: S&P Global Mobility, AutoTechInsight, Cathode Active Material dataset, data as of December 2022 Ā© 2022 S&P Global. CAM production ('000 metric tonnes) Data compiled on 20/12/2022 Data compiled on 12/01/2023 Notes: CAM: Cathode Active Material Source: S&P Global Mobility, AutoTechInsight, Cathode Active Material dataset, data as of December 2022 Ā© 2022 S&P Global. 2022 capacity: 2730 kT, 38% utilization rate 2028 capacity: 9400 kT, 53% utilization rate 0 2000 4000 6000 8000 Europe Greater China Japan/Korea North America Demand 2028 Capacity 2028 Cathode active material supply vs. demand per region CAM demand/capacity ('000 metric tonnes)
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S&P Global. 10 0 500 1,000 1,500 2,000 2,500 3,000 3,500 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 North America Japan/Korea Greater China Europe Anode active material production per region Note: Utilization rate defined as the ratio of the Light vehicle demand over the announced capacities Source: S&P Global Mobility, AutoTechInsight, Anode Active Material dataset, Data as of December 2022 Ā© 2022 S&P Global. AAM production ('000 metric tonnes) Data compiled 20/12/2022 Data compiled 20/12/2022 Source: S&P Global Mobility, AutoTechInsight, Anode Active Material dataset, Data as of December 2022 Ā© 2022 S&P Global. 2022 capacity: 1000 kTļ 50% utilization rate 2028 capacity: 3600 kT ļ 70% utilization rate Sufficient planned capacity at the global level, yet not enough local production in Europe and North America Anode active material supply and demand 0 1000 2000 3000 4000 Europe Greater China Japan/Korea North America Demand 2028 Capacity 2028 Anode active material supply vs. demand per region CAM demand/capacity ('000 metric tonnes)
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S&P Global. 11 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 LFP LMFP NCM High Manganese NCM High Nickel NCM Mid-nickel NCA Cathode chemistry mix in light duty vehicle batteries Despite the deficit in 2022, a surplus is forecast until 2026. Nickel supply chain Data compiled 20/12/2022 Source: S&P Global Mobility, AutoTechInsight, High Voltage battery forecast, Data as of December 2022 Ā© 2022 S&P Global. -200 -150 -100 -50 0 50 100 150 200 250 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 2019 2020 2021 2022 2023f 2024f 2025f 2026f Primary use Primary output Market balance Global production and consumption of primary nickel Source: S&P Global Commodity Insight, Nickel Commodity Briefing Service, Data as of November 2022 Ā© 2022 S&P Global. Production and consumption of nickel ('000 metric tonnes of LME nickel) market balance ('000 metric tonnes of LME nickel)
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S&P Global. 12 0 20 40 60 80 100 120 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 A B C D E Average battery pack size of light duty battery electric vehicles per segment Average battery pack capacity (kWh) Source: S&P Global Mobiligy, AutoTechInsight, High Voltage Battery forecast, October 2022 Ā© 2022 S&P Global Deficit in the short-term is expected. High prices can incentivize investments that are needed to fulfil the increasing demand across all vehicle size segments Lithium supply chain -80 -60 -40 -20 0 20 40 60 80 100 0 200 400 600 800 1,000 1,200 1,400 1,600 2019 2020 2021 2022e 2023f 2024f 2025f 2026f Lithium chemical consumption (000 t LCE) Lithium chemical supply (000 t LCE) Balance (000 t LCE) Global production and consumption of lithium chemicals Source: S&P Global Commodity Insight, Lithium and cobalt Commodity Briefing Service, Data as of November 2022 Ā© 2022 S&P Global. Lithium chemicals production and consumption ('000 metric tonnes of LCE) Market balance ('000 metric tonnes of LCE)
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S&P Global. 13 Cobalt ethical sourcing 0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 2021 2022 2023 2024 2025 2026 2027 2028 DRC Indonesia Production country of Primary cobalt Source: S&P Global Mobility. Ā© 2022 S&P Global. Metric tonnes of metallic content The demand includes the primary cobalt used in light duty vehicles DRC: Democtratic Republic of Congo Data compiled 19/12/2022 High concentration of resources and production in Democratic republic of Congo S&P Global country risk score: 4.1 (Very high) Reports of child labour in artisanal mining sites Substantial capacities are going into production in Indonesia due to technological breakthroughs in the conversion of lateritic ore to class one
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S&P Global. 14 The monopoly of China in most battery material markets creates a geopolitical risk Chinaās dominance on battery materials Data compiled 20/12/2022 Source: S&P Global Mobility, AutoTechInsight, battery raw material forecast, data as of December 2022 Ā© 2022 S&P Global. 0% 20% 40% 60% 80% 100% 120% AAM 2022 AAM 2028 CAM 2022 CAM 2028 pCAM 2022 pCAM 2028 Lithium 2022 Lithium 2028 Nickel 2022 Nickel 2028 Cobalt 2022 Cobalt 2028 Graphite 2022 Graphite 20228 Mainland China Other Countries Share of China in battery material markets
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S&P Global. 15 Inflation Reduction Act Photo from Shutterstock
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S&P Global. 16 $3,750 from battery critical minerals requirements $3,750 from battery components requirements Inflation Reduction Act: Summary of $7,500 EV tax credit ā¢ Excluded entities (e.g., China, Russia) shouldnāt be included in any of the extraction/processing/recycling process ā Critical minerals: after Dec 31, 2024 ā Battery components: after Dec 31, 2023 ā¢ Battery capacity should be at least 7kWh which means most of PHEVs are eligible. FCEVs are also eligible for the credit ā¢ The requirements on excluded entities are also applied to components Battery implications: For now, only a few vehicles/OEMs should be fully eligible for the tougher requirements Source: Inflation Reduction Act of 2022 US Congress, S&P Global Mobility AutoTechInsight
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S&P Global. 17 Proposed definitions on critical minerals and components ā¢ Critical minerals: refined or pure substance ā Lithium: lithium carbonate/hydroxide, min. purity of 99.9% lithium by mass ā Nickel: nickel sulphate, min. purity of 99% nickel by mass ā Similar for cobalt, manganese, graphite.. ā¢ Processing/recycling: processes to create constituent materials (not just critical minerals) ā¢ Constituent materials (Out of scope): 1) containing critical minerals, 2) being employed directly in the manufacturing of battery components ā powders for CAM/AAM, foils, binders, electrolyte salts/additives.. ā¢ Battery components: include cathode/anode electrode, battery cell and module, separator, solid state/liquid electrolyte.. New introduction of constituent materials may result in less strict criteria (to be finalized in Mar 2023) Source: Inflation Reduction Act of 2022 US Congress 30D White Paper US Dept. of Treasury Scope of critical minerals value Scope of battery components value
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Copyright Ā© 2023
S&P Global. 18 Proposed value calculations for minerals and battery components ā¢ Qualifying procurement chain: >50% of value added in 1) extraction steps, or 2) processing steps occurred in the US or one of FTA countries ā¢ % of value: value of ā(all qualifying critical minerals)/ā(all critical minerals). OEM could average % calculation over time for vehicles from same model line/plant/class, or combination ā¢ Local production: if substantially all of the manufacturing or assembly activities for a component occur in North America ā¢ % of value: inc. value of ā(all NA comp)/ā(all comp). Avg. % calculation is same for components. New calculation proposal may indicate more qualifying vehicles, but still uncertainty remains Source: Inflation Reduction Act of 2022 US Congress, 30D White Paper US Dept. of Treasury, S&P Global Mobility, * Assuming less than 50% value added of processing steps occurred in the US, ** Foreign entities of concern rule will be applied after Dec 2024 for critical minerals Transition rule for 2023, 2024: Example for Lithium Example for battery components Chile Extraction Foreign Refining Foreign Co-precipitation Electrolyte Incremental value of component (includes the value of constituent materials) Cathode powder Foreign Calcination pCAM Lithium Carbonate or Hydroxide Spodumene or Brine Lithium resource Cathode electrode Module Foreign Foreign Foreign US Australia Canada China Foreign Procurement chains for Ni, Co, Mn, Graphiteā¦ Anode powder Others Anode electrode Cell Others Cathode Electrode Anode electrode * ** Separator Module Cell $A, Canada $B, Canada $C, Foreign $D, Foreign $E, Canada $F, US
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Copyright Ā© 2023
S&P Global. ā¢ Battery cell: $35/kWh for U.S. manufactured products ā¢ Battery module: $10/kWh ā¢ Electrode active materials: 10% PTC (production tax credit) ā¢ Critical minerals for battery: 10% PTC ā¢ PTC will be effective after Dec 31, 2022 and phase out after Dec 31, 2029 ā¢ PTC phase out schedule: 75% of full credit in 2030, and 25% reduction until it reaches 0% in 2033 Details of battery domestic production credit Case in point: Ford and Teslaās tax credit Inflation Reduction Act: Potential Incentives From Domestic Battery Production A game changer for battery makers if they are eligible for Advanced Manufacturing Production Credit Source: Ford 3Q 2022 earnings call (Oct 26, 2022), Tesla 4Q 2022 earnings call (Jan 26, 2023) U.S. Congress, Congressional Research Service 100GWh of domestic battery production = Max. annual tax credit of $4.5bn for battery makers (cell & module) ā¢ Ford expects $7bn of battery production tax credit among Ford and battery partners in 2023-26 ā¢ $7bn credit = 156GWh production if $45/kWh max credit assumed (c.1.56mn F-150 Lightnings) ā¢ Large step up from 2027 due to the full production of JV battery plants ā¢ Tesla expects $0.6-1.0bn (annualized) in 2023 ā¢ 13-22GWh production if $45/kWh max credit assumed (c.160-270k LR Model 3/Ys) ā¢ Elon Musk (CEO): ā¦In the case of Panasonic domestic manufacturing, weāre splitting the value of credits. ā¢ Zach Kirkhorn (CFO): ā¦But we think on the order of $150-250mn per quarter this year and growing over the course of the year as our volumes grow 19
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S&P Global. After the introduction of āConstituent materialsā, there will be higher chances for components eligibility Inflation Reduction Act: Requirements On Components For $3,750 Credit Interim results 20 0% 20% 40% 60% 80% 100% 2022 2023 2024 2025 2026 2027 2028 2029 2030 CAM powder AAM powder Cell, Cathode/anode electrode Module % of IRA requirements Percentage of the NA produced battery components for all NA vehicles Only the batteries used for the light passenger vehicle (excluding light commercial vehicles) plug-in electric vehicles produced in North America are considered. % of components are calculated based on the vehicle volume with components produced in North America. All of CAM/AAM electrode volume was assumed to be manufactured simultaneously with battery cell. Source: S&P Global, AutoTechInsight, Jan 2023, The battery components % is calculated based on S&P Global's AutoTechInsight, Energy Storage Device & Battery Raw Material % vehicle of components produced in NA After redefinition Excluded entity rule begins..
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S&P Global. Cell localization will become more critical to meet components requirements after the revision Inflation Reduction Act: Requirements On Components For $3,750 Credit Interim results 21 0% 20% 40% 60% 80% 100% 2022 2023 2024 2025 2026 2027 2028 2029 2030 Cathode elec. Anode elec. Cell Module Electrolyte Seperator % of IRA requirements S&P Global Mobility forecast for % of total battery components value made in NA for all NA vehicles Note: The battery components % is calculated based on S&P Global's AutoTechInsight, Energy Storage Device & Battery Raw Material Light commercial vehicles, IRA requirements from vehicle MSRP are not included in this data. The estimated upside from electrolyte and separator is assumed to be same as % of cell local rate Source: S&P Global, AutoTechInsight, Jan 2023 % of total components value produced in NA
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S&P Global. While cell/module production in North America will remain high, CAM/AAM productions are more challenging Inflation Reduction Act: Requirements On Critical Minerals For $3,750 Credit Interim results 22 0% 20% 40% 60% 80% 100% 2022 2023 2024 2025 2026 2027 2028 2029 2030 Nickel Cobalt Lithium % of IRA requirements Percentage of the NA/FTA sourced minerals for all NA vehicles Note: The battery critical mineral % is calculated based on demand tonnes in S&P Global's AutoTechInsight, Battery Raw Material Light commercial vehicles, IRA requirements from vehicle MSRP are not included in this data. NA/FTA sourced minerals are defined as minerals extracted or refined in NA/FTA countries and donāt include processing steps from minerals to CAM. Source: S&P Global, AutoTechInsight, Jan 2023, Metal price assumptions from S&P Commodity Insights % volume of NA/FTA sourced minerals Excluded entity rule begins..
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S&P Global. Nickel sourcing from NA/FTA will be the critical component of meeting IRA Inflation Reduction Act: Requirements On Critical Minerals For $3,750 Credit Interim results 23 0% 20% 40% 60% 80% 100% 2022 2023 2024 2025 2026 2027 2028 2029 2030 Nickel Cobalt Lithium % of IRA requirements S&P Global Mobility forecast for % of total Ni/Co/Li value sourced from NA/FTA for all NA vehicles Note: The battery critical mineral % is calculated based on demand tonnes in S&P Global's AutoTechInsight, Battery Raw Material Light commercial vehicles, IRA requirements from vehicle MSRP are not included in this data. NA/FTA sourced minerals are defined as minerals extracted or refined in NA/FTA countries and donāt include processing steps from minerals to CAM. Source: S&P Global, AutoTechInsight, Jan 2023, Metal price assumptions from S&P Commodity Insights Ā© 2022 S&P Global % of total Ni/Co/Li value sourced from NA/FTA
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S&P Global. More mineral sourcing in eligible entities is expected to replace Foreign/China, but it will take some time Inflation Reduction Act: Requirements On Critical Minerals For $3,750 Credit Interim results 24 0% 20% 40% 60% 80% 100% 2022 2023 2024 2025 2026 2027 2028 2029 2030 North America FTA Foreign Excluded entities % of IRA requirements S&P Global Mobility forecast for % of total Ni/Co/Li value by region/entity for all NA vehicles Note: The battery critical mineral % is calculated based on demand tonnes in S&P Global's AutoTechInsight, Battery Raw Material Light commercial vehicles, IRA requirements from vehicle MSRP are not included in this data. NA/FTA sourced minerals here are defined as minerals extracted or refined in NA/FTA countries and donāt include processing steps from minerals to CAM. Source: S&P Global, AutoTechInsight, Jan 2023, Metal price assumptions from S&P Commodity Insights % of total Ni/Co/Li value sourced
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S&P Global. Geographical IRA implications on material/mineral companies Substantial reserves of lithium are found in Australia and Chile. However, the processing should be moved to FTA countries due to shorter lead time Canada Mexico Chile Australia South Korea Morocco Ni Co Co Ni Co Li Li Li Li Gr Gr Nickel, Graphite (processing) Note: The pie charts show the indicative percentage of the reserves of natural graphite, lithium, cobalt and nickel, * Quote from 30D White Paper US Dept. of Treasury 25 More countries may be added āā¦the Secretary may identify additional free trade agreements for purposes of the critical minerals requirement going forward and will evaluate any newly negotiated agreements for proposed inclusion:ā*
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S&P Global. ā¢ Tax credit amount should be the lesser of.. ā¢ 30% of vehicle cost which is not powered by gasoline/diesel ICE (15% of vehicle cost otherwise) ā¢ The incremental cost relative to a comparable vehicle (i.e., difference in clean vehicle price vs. ICE vehicle) ā¢ Max. EV tax credit amounts: $7.5k for last mile delivery vans ā¢ $7,500 for less than 14,000 pounds commercial vehicles ā¢ $40,000 otherwise ā¢ For commercial vehicles less than 14,000 pounds.. ā¢ For now, minimum battery capacity 7kWh is the only battery related criteria for clean CVs ā¢ 15kWh for vehicles with more than 14k pounds No criteria for battery materials sourcing Large CV credits due to few battery requirements ā¢ Ford estimated that 55-65% of its CV customers will be qualified up to $7.5k credits ā¢ E-Transit, F-150 Lightning Pro will be included here ā¢ Meanwhile, only half of $7.5k credits for ācertainā Mach-E and F-150 Lightning models will be qualified in ā23 ā¢ It will tougher due to Foreign Entity of Concern rules ā¢ The tax credit amounts will be more significant if automakers can be qualified for max. $40k credits from heavy duty truck productions IRA implications for light commercial vehicles (included in our forecast) For commercial electric vehicles, there is no battery sourcing requirements Source: U.S. Congress, Congressional Research Service Source: Ford 3Q 2022 earnings call Copyright Ā© 2022 by S&P Global Mobility, a division of S&P Global Inc. All rights reserved. 26
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S&P Global. Carbon footprint regulation proposal Comparison with European legislations: Impact of IRA on European OEMs o The import of battery electric vehicles to the US is disincentivized as they donāt benefit the tax credit e.g. Audi e-Tron o Similarly vehicle (and cell) Production in Mexico or Canada will be disincentivized, Audi Q5 e-Tron and BMW iX3 o European premium brands like Porsche might not benefit from the IRA due to the 80,000 USD cap for the SUV/pickup trucks and 55,000 USD cap for the sedansā price tag Inflation Reduction Act: Considerations for European players 2024: Mandatory declaration of the carbon footprint of batteries 2026: Batteries subject to classification into carbon footprint performance classes 2027: Maximum carbon footprint threshold will be applied Drives heavily the green local production of battery cells, cathode and anode, as shipping from other regions will be penalized in this law Copyright Ā© 2022 by S&P Global Mobility, a division of S&P Global Inc. All rights reserved. 27
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S&P Global. Summary comments and implications Key takeaways US OEMs EU OEMs ā¢ US automakers with local cells will enjoy benefits while some foreign vehicles assembled overseas were immediately excluded from EV tax credit as soon as the bill was passed in mid Aug 2022 ā¢ US big 3 and Tesla have been and will be most active on signing contracts with NA upstream suppliers ā¢ Startups may face more challenges due to difficulties in local battery sourcing and heightened cap ā¢ IRA may deteriorate some advantages from EU auto ā Chinese battery partnerships, but overall, EU OEMs have been preparing well for the US localization ā¢ Exporting EU-made battery components to NA vehicles should be revised to local production Japan/Korea OEMs ā¢ Car makers are required to set up new EV manufacturing sites in the US to be eligible for incentives ā¢ Japanese car makers could build mass EV manufacturing sites in the US earlier than in Japan ā¢ Renault and General Motors in South Korea lose opportunity to export EVs made in Korea to the US Mainland China OEMs ā¢ Little impact on overall Chinese OEMs due to limited presence in US market 28
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Copyright Ā© 2023
S&P Global. Summary comments and implications Battery cell CAM/AAM ā¢ Global battery makers can shift their components sourcing from China to North America ā¢ Incentives for US battery gigafactories will be significant due to advanced production tax credit ā¢ Cell localization will become more important for IRA requirements since CAM/AAM powders will be out of scope after the introduction of constituent materials ā¢ CAM/AAM powder local plants will likely have limited value-add from IRA due to constituent materials ā¢ But still, CAM ā OEM JVs will be important to achieve stable long-term material sourcing ā¢ It is still unclear if imported Chinese CAM/AAM powder will be eligible for IRA component requirements Key takeaways Ni/Li/Co ā¢ Nickel in Canada will be needed more as nickel extraction is strained in a few non-NA/FTA countries ā¢ A large part of lithium processing is concentrated in China while lithium reserve isnāt restricted ā¢ Mineral processing in Canada/FTA countries will be actively pursued as itās less location restrictive and time consuming than mining Recycling ā¢ New EV tax credit from recycled critical minerals will help solve the economic feasibility issues of NA based recycling business and promote close-loop recycling ā¢ Partnership between recyclers and cell makers can be an effective strategy to meet IRA criteria ā¢ More recycling internalization from OEM level could happen 29
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S&P Global. 30 Battery-related services at S&P Global Mobility High Voltage Battery Existing Low Voltage Battery Existing Battery Raw Material Existing Battery CO2 To be launched in 2023 Battery Recycling To be launched in 2023 Shedding light at various angles of a complex system
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S&P Global. Subscription Level: CFA Supplier Metrics Connected Car (Sales & Production Basis) ā¢ Headunit ā¢ Telematics ā¢ Over-the-Air and Paid Updates (*also available on Connected Vehicles in Operation-basis) Autonomy (Sales & Production Basis) ā¢ Autonomy Level ā¢ Autonomy Applications ā¢ Camera Sensors ā¢ Lidar Sensors ā¢ Radar Sensors E/E & Semiconductor (Sales & Production Basis) ā¢ Autonomy Domain Controller and SoC (2022) ā¢ Cockpit Domain Controller and SoC (2022) ā¢ ECU (2023) Interior ā¢ Airbag Module ā¢ Door Trim Panel ā¢ Floor Console ā¢ Headrest ā¢ Instrument Panel ā¢ Seat Assembly ā¢ Seat Cover ā¢ Seat Foam ā¢ Seat Frame (Backrest/Cushion) ā¢ Seat Lumbar ā¢ Seat Massage ā¢ Seat Recliner ā¢ Seat Thermal ā¢ Seat Track ā¢ Sunroof System (Fixed/Power) Lighting ā¢ Front Lighting ā¢ Headlamp ā¢ Tail Lamp Materials & Lightweighting ā¢ Body-in-White Materials Thermal ā¢ AC Compressor ā¢ AC Condenser/Drier ā¢ AC Hose and Tube ā¢ Battery Thermal (& Extended) ā¢ Charge Air Cooler ā¢ Cooled EGR ā¢ Cooling Module ā¢ E-Mobility Cooling Bundle ā¢ E-Mobility HVAC ā¢ E-Mobility Propulsion Thermal ā¢ E-Mobility Thermal Architecture ā¢ Engine Oil Cooler and Filter ā¢ HVAC ā¢ Transmission Oil Cooler ā¢ Water Pump UI/UX (Sales & Production Basis) ā¢ Acoustics ā¢ Center Stack Display ā¢ Head-Up Display ā¢ Instrument Cluster ā¢ Vehicle Access 2023 Battery ā¢ High Voltage Battery (& Extended) ā¢ High Voltage Battery Bundle ā¢ Low Voltage Battery ā¢ Battery Raw Material (& Extended) ā¢ Battery Carbon Footprint (& Extended) from Q3 2023 ā¢ Battery Recycling (& Extended) from Q4 2023 Charging ā¢ E-Mobility Supplier Module ā¢ Power Electronics (& Extended) ā¢ Vehicle-side Charging (& Extended)) Propulsion ā¢ Catalytic Converter ā¢ E-Motor (& Extended) ā¢ E-Mobility Propulsion Bundle (& Extended) ā¢ Exhaust Cold End ā¢ Exhaust Manifold ā¢ Front Differential ā¢ Fuel Injector ā¢ Gasoline DI Fuel Pump ā¢ Intake Manifold ā¢ Low Voltage Battery ā¢ Power Transfer Unit ā¢ Rear Differential ā¢ Throttle Body ā¢ Torque Management Device Bundle ā¢ Torque Management Device Tech ā¢ Torque Management Device Supplier Module ā¢ Transfer Case ā¢ Turbo/Supercharger Chassis ā¢ Brake Actuation System (& Extended) ā¢ Brake Caliper ā¢ Brake Pad (*Also on Powertrain-basis) ā¢ Brake System ā¢ Park Brake System ā¢ Power Steering System (& Extended) ā¢ Shock Absorbers and Struts (& Extended) ā¢ Chassis Domain Controller (2022)
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S&P Global. Copyright Ā© 2023 S&P Global. 33 Contact us Copyright Ā© 2023 S&P Global. PRIMARY CONTACT(S) Jay Hwang Jay.hwang@ihsmarkit.com CONTACT US Americas +1 800 516 2021 Asia Pacific +60 4 296 1126 Europe, Middle East, Africa +44 (0) 203 367 0682 www.spglobal.com/en/enterprise/about/contact-us.html www.spglobal.com/mobility
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