Germeau event VE EV

							1. The Prayon Group



2. Innovation & Future Business



3. Praylion : Materials for high performance
   Li-Ion batteries




                                               2
  The Prayon Group

• Worldwide leader in phosphate
  chemistry

• Headquarters in Engis - Belgium

• More than 1400 jobs around the world
• Turnover 2009 : US $ 800 million

• One of the two largest producers
  of Purified Phosphoric Acid
  (up to 750 000 tons per year)




                                         3
The Prayon Group
           Jointly owned by :

           • OCP (Office Chérifien des Phosphates)
             Morocco

                                and



             • SRIW (Holding held by the Walloon
                      Region ) Belgium




                                                     4
The Prayon Group
Four key factories around the world

Engis (head office) - Belgium     Puurs - Belgium




Les Roches de Condrieu - France   Augusta (Prayon Inc.) - USA




                                                                5
1. The Prayon Group



2. Innovation & Future Business



3. Praylion : Materials for high performance
   Li-Ion batteries




                                               6
Innovation & Future business
Prayon has placed innovation at the center of its economic
model and has adopted a pioneering strategy.

To meet the global challenges of the 21st century, an
Open Innovation Strategy is applied to the following 6
markets

Water   Foodstuffs   Climate   Energy   Health   Natural resources
Major Innovations

Water Treatment

new joint venture providing products ( macro & micro-
nutriments, biopolymers…) and services to waste
water treatment plants

Nutrition ( Food & Health )

Probiotics, Starter cultures, Innovative micro-encapsulated
ingredients, Microalgae and Vegetal extracts

Energy

Materials for batteries, Sol gel technologies, Uranium
and silicon recovery, Next generation biofuels

                                                              8
Matériaux de hautes performances
     pour batteries Lithium Ion


                                   9
Stratégie de Prayon pour les batteries Li-Ion


• Devenir un producteur de masse à prix
  compétitif pour des produits de haute qualité
  et haute performance ( cathode & anode )

• Basé sur des partenariats à long terme :
    • Fournisseurs de matières premières (lithium, fer,
    titane,…)
    • Centres de recherches (CEA,…)
    • Clients
  Stratégie de Prayon pour les batteries Li-Ion


 Recherche
fondamentale
  Matériaux

                        Prayon
                      Innovation
     Licence
                          sur
                    industrialisation

                                           Fabricants de
                             LT contract
                                              cellules


               Focus sur nos compétences
                   Quels sont les acteurs aujourd’hui ?
     The worldwide Li-ion battery market - Company              Cathode active materials suppliers
            market share in 2009 in volume                        market share, in volume, 2009
                                                                                  Nippon
              Others
                                                                                 Chemical
               18%                                                                           Seimi Chemical
                                                                                    3%
                                                                Others                             4%
                                     Sanyo                       23%
                                      20%
                                                                                                        Nichia Corp
  Lischen                                                                                                  25%
     5%
                                             Panasonic
                                                                   L&F
                                                6%
                                                                   4%
LG Chemical
    13%
                                                         Toda
                                         Sony
                                                          5%
                                         13%                             BYD
                                                                         5%
               Samsung SDI                                                     Chinese local Umicore Korea
                  18%              BYD                                              9%           22%
                                   7%



                 Source Avicenne
Cathode selection for mass production
                        LFP           LCO           NCA          NMC         LMO

           Energy     Medium       Excellent      Excellent    Excellent   Medium

              Cost    Low cost      Very          Expensive    Expensive   Low cost
                                  expensive
  Stability/Safety    Excellent       Bad           Bad         Medium      Good

       Cyclability    Excellent      Medium       Excellent     Medium     Medium

        Life cycle     Good          Medium         Good        Medium       Bad

            Low       Medium         Good           Good         Good      Medium
     Temperature
           High        Good          Medium         Good        Medium     Medium
     Temperature


 Adaptability for:      LFP           LCO           NCA          NMC         LMO

        Electronic      Poor          Good          Good         Good        Poor
         portative
         Electrical   Good but    Impossible       Safety &    Good but    Life Cycle
           vehicle    capacity                    expensive    expensive
      Power tools       Good      Safety, Price    Difficult    Medium       Good

+ stationary application LFP / LTO
Evolution du marché des cathodes
2010 – 2025 ( scénario prudent )




Source Avicenne
Quelles seront les gagnants ?

Facteurs clés :
1. Sécurité et stabilité
2. Durée de vie                 Seconde vie des batteries usagées
3. Performance
4. Propriété intellectuelle

   mais surtout
                  Prix au kwh

= Performance + matières premières
             + Industrialisation
Industrialisation : LiFeBPO4 Objectifs de prix



  Pack Batterie 25 kWh Véhicule 100 % Electrique
         2010                   20 000 $ or 800 $/kWh
         2014                    9 000 $ or 360 $/kWh
         2018                    3 500 $ or 140 $/kWh




        Coût Maximum pour cathode : 30 à 40 $/kWh
    Le marché demande un matériau de haute performance
           pour un prix ne dépassant 15 à 20 $/kg
Road map pour l’industrialisation du LiFeBPO4

2000 – 2007 :           CEA(*) Recherche fondamentale

2008 :                  Transfert de technologie et licence exclusive

2008 – 2010 :           Programme commun de développement - phase
                        pilote

2011 - 2012 :           * Usine 50 à 100 T /an
                        * Prospection & qualification en clientèle


2014 :                  Production de masse de 2 000 à 6 000 tonnes/an

   (*)   CEA : French Atomic Energy and Alternative Energies Commission – 15 000 R&D
               employees