2

1. The Prayon Group

2. Innovation & Future Business

3. Praylion : Materials for high

performance Li-Ion batteries

3

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)

4

The Prayon Group

Jointly owned by :

•OCP (Office Chérifien des Phosphates) Morocco

and

•SRIW (Holding held by the Walloon Region ) Belgium

5

Engis (head office) - Belgium Puurs - Belgium

Les Roches de Condrieu - France

Augusta (Prayon Inc.) - USA

The Prayon Group

Four key factories around the world

6

1. The Prayon Group

2. Innovation & Future Business

3. Praylion : Materials for high

performance Li-Ion batteries

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

8

Major Innovations

Water Treatment Water Treatment

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

Nutrition ( Food & Nutrition ( Food & Health )Health )

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

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

9

Matériaux de hautes

performances pour batteries

Lithium Ion

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

PrayonInnovation

surindustrialisation

Fabricants de cellules

Focus sur nos compétences

Licence

LT contract

The worldwide Li-ion battery market - Company market share in 2009 in volume

LG Chemical13%

Sanyo20%

Panasonic6%

Sony13%

BYD7%

Samsung SDI18%

Lischen5%

Others 18%

Quels sont les acteurs aujourd’hui ?

Cathode active materials suppliers market share, in volume, 2009

Seimi Chemical4%

Nichia Corp25%

Nippon Chemical

3%

Umicore Korea22%

Chinese local9%

BYD5%

Toda5%

L&F4%

Others23%

Source Avicenne

Cathode selection for mass productionLFP LCO NCA NMC LMO

Energy Medium Excellent Excellent Excellent Medium

Cost Low cost Very expensive

Expensive Expensive Low cost

Stability/Safety

Excellent Bad Bad Medium Good

Cyclability Excellent Medium Excellent Medium Medium

Life cycle Good Medium Good Medium Bad

Low Temperature

Medium Good Good Good Medium

High Temperature

Good Medium Good Medium Medium

Adaptability for:

LFP LCO NCA NMC LMO

Electronic portative

Poor Good Good Good Poor

Electrical vehicle

Good but capacity

Impossible Safety & expensive

Good but expensive

Life Cycle

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 vie3. Performance4. Propriété intellectuelle

mais surtout Prix au kwh

= Performance + matières premières + Industrialisation

Seconde vie des batteries usagées

Pack Batterie 25 kWh Véhicule 100 % Electrique

2010

20142018

20 000 $ or 800 $/kWh

9 000 $ or 360 $/kWh

3 500 $ or 140 $/kWh

Coût Maximum pour cathode : 30 à 40 $/kWhLe marché demande un matériau de haute

performance pour un prix ne dépassant 15 à 20 $/kg

Industrialisation : LiFeBPO4 Objectifs de prix

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