瑞典-The Swedish Battery Ecosystem.pdf

1、The Swedish Battery EcosystemNational strengths,key players,innovation environments&supporting organisations Roderick Xu,Business SwedenSMM 2024 40名雇員，瑞典籍雇員與中國本土雇員均具40 staff in total,combination of Swedish and Chinese 5間辦事處，覆蓋主要的產業聚集區Four offices in total,covering the major economic regions 每年運作400余

2、項項目400+projects per year 隸屬于瑞典政府并直接匯報給大使館和領事館Belongs to Swedish government,reports to the Embassy and Consulate General of Sweden40名 雇員40 staff70 名雇員70 staff20 名雇員20 staff5 名雇員5 staff臺北上海香港北京瑞典駐北京大使館瑞典駐上?？傤I事館瑞典駐香港領事館瑞典貿易與投資委員會瑞典貿易與投資委員會隸屬于瑞典政府，在中國設有五個辦事機構Business Sweden belongs to the Swedish govern

3、ment,and has five offices in China3深圳20252035203520352035203520352035203020302025Sweden is a strong contributor to the rollout of electrification in Europe 436%Nordics22%Europe8%Asia7%NATransportation and Energy is dominating Climate Tech funding in the NordicsTotal value of climate tech investment

4、per cluster USD billion,2020-2023Impact investment as%of total VC funding2023Sweden offers a strong battery playing field and supporting innovation ecosystems7,64,11,21,20,9Transportation&MobilityEnergyCircular EconomyFood&LandBuilding&InfrastructureKey industry drivers in EuropeClimate targets crea

5、tes a business opportunity for electrificationSupply&demand gap heightens need for investments in sustainable supply chainsIncreased need for resilience calls for regionalisationSweden has an ambitious battery industry with strong partners35/50/100%electric by 2030 Europes1stgigafactoryStrategic Nor

6、dic value chain collaborationStrong VC firms with climate tech focusTarget year for 100%new car sales to be electric in selected countriesProvides green&connected infrastructureTop ranking in R&D spending&innovationHighly engaged in European exchange&partnershipsHome to world class competent&effecti

7、ve workforceStrong legacy of cross-stakeholder collaboration20302035203020302035Sweden is the innovation hub fostered by collaboration,supportive infrastructure and know-how5Green&connected infrastructure98%Electricity from non-fossil fuels40%Cheaper than average Europe97%Internet over 100 Megabyte/

8、sR&D spending&innovation35 unicorns minted 3,9x increase since 2016#2Global Innovation Index 20233.4%R&D spending relative to GDPEuropean exchange&partnership42kExchange students 2022/2023Part of the European Battery Alliance2IPCEIs connected to batteriesCross-organisational collaborationQuadruple h

9、elix collaborationFlat organisational structures#5Corruption Perception Index 2022Competent&effective workforce64%Employed in science&technology-#2 in the EU#1Value-add per production worker in the EU#10World Talent Ranking 2023Illustrative,non-exhaustiveThe Swedish battery value chain stretches fro

10、m expertise within raw materials and battery cells to application and reuse66.Integration1.Mining and extracting+refining and material processing of raw materials into usable battery materials2.Chemically active materials+production of anodes,cathodes,electrolyte and separator materials3.Production

11、of battery cells+stack and roll cells into form4.Assembly of cells into packs+connect hardware and software(BMS),into complete packs5.Producers and users of EVs and other machinery6.Battery integration into the energy system incl.EV charging stations,other grid solutions,battery storage units7.Reuse

12、 batteries for new purposes or recycle systems,components and materialsA.Academia,public organizations,networks,investors,etc.Definitions1.Raw Materials4.Packs5.Application7.Recycling/Reuse2.Materials3.CellsA:Academia,public organizations,etc.The industry builds on industrial legacies and engages co

13、mpanies of all sizes in the value chain7The Mobility HubAutomotive legacy and home to two new battery gigafactoriesThe Process&Energy Hub Strong mining legacy and home to Europes first homegrown battery gigafactoryThe Power System&R&D HubPower system legacy and strong private&public battery R&D scen

14、eN132Swedish battery value chain distribution&company sizeBased on financial data of 127 companiesThe map is illustrative,i.e.differences in exact location might apply23%Of all companies in value chain8%20%14%20%27%36%15%47%12%17%24%48%Of all companies in value chain9%Of all companies in value chain

15、Note:Companies can be active in several value chain steps and regions therefore,sum does not equal 100%LargeMediumSmallMicroNumber of companies in the value chain steps Size distribution in the entire value chain 21%79%Company owner countryForeignSwedishThe Process&Energy Hub has a historic mining l

16、egacy and houses Europes first homegrown battery gigafactory8KEY PLAYERS2/3 of graphite,lithium and cobalt deposits in Sweden Home to Europes first gigafatory,2600+employeesRecycling hub Stena Recycling,Northvolt Revolt&BolidenMining co.-80%of iron ore in EuropeEuropes 1stanode factoryLeading BESS d

17、eveloperEngineering universityMaterials manufacturerElectrification competence centerEstablished Europes 1stgigafactoryNote:*Organisations that aid companies,investors,or talent to establish in the regionSkellefteNarvik(NO)8hLuleLule Airport5thlargest in SwedenSkellefte AirportHome to 3 of 4 Swedish

18、 e-flights Strong process industry legacy(mining,forestry,&energy)SundsvallWelcome House SkellefteExpats and FriendsArrival Support*Invest in NorrbottenMultiple test bed environments for electrificationThe ecosystem centres around the regions traditional mining sectorEspecially suitable ecosystem to

19、 actors early in the value chain and with focus on cell production&recycling9SkellefteLuleKirunaSundsvallCobaltGraphiteLithiumMap of Cobalt,Graphite and Lithium deposits in Sweden|2022SkellefteLuleSundsvallPower systems,automation&robotics leader7.000 heavy EVs sold 2022Battery cell R&DLi-ion&Na-ion

20、Largest engineering universityNa-ion battery developerCell&EV testing sitesNordics largest battery research groupThe Power System Hub holds expertise in energy and automation as well as battery cell R&D10Heavy vehicle industry hubStrong historic electrification&automation centreStrong battery R&D vi

21、a NorthvoltLabs and ABCKEY PLAYERSHolds 3,3 million inhabitants 30%of Swedens populationManufacturing,academia,management,&finance centres in the regionSdertljeStockholmVstersArlanda Airport+100 direct routesUppsala 17 000 MW 20 300 MW 6000 MW 7 700 MW486998134113202520352045OnshoreFuture wind power

22、 generation capacity TWh66779101615181720282015 2016 2017 2018 2019 2020Installed capacity,GWWind power development 20152020(Installed capacity&Generation)Nuclear Power stations1.ForsmarkInstalled capacity:3 283 MWOperational reactors:3/3End of operations*:20402.OskarshamnInstalled capacity:1 400 MW

23、Operational reactors:1/3End of operations*:20403.RinghalsInstalled capacity:2 204 MWOperational reactors:2/4End of operations*:2040*The exact phase out timeline and end date remains uncertain123 For information on this slide contact:david.cameronbusiness-sweden.seThe energy crisis has pushed up elec

24、tricity prices in Sweden but to a lesser extent than in the rest of Europe17 Even though the Swedish electricity prices have risen in recent years due to numerous factors,domestically and beyond,the electricity prices have been considerably lower relative to the European average Southern Sweden,prim

25、arily SE4 but also SE3 to an extent,have become more closely tied to German and continental prices following the war in Ukraine and the disruption of gas supply,but price levels are still lower The continental exposure of SE1 and SE2 are much lower and there are little to no internal grid bottleneck

26、s.At times,for example during July and August 2022,the monthly average of the day-ahead prices in SE1 were 1/18-1/28thof the corresponding price levels in FranceSweden has lower electricity spot prices than the EU averageSource:Nord Pool,Business Sweden AnalysisThe price discrepancy between northern

27、 Sweden and continental Europe is especially strongMonthly average of day-ahead spot prices extracted from Nord Pool(EUR/MWh)050100150200250300350400450500EUR/MWh20-Jan18-Sep18-May19-Jan19-Apr19-Sep20-Apr20-Sep21-Jan21-Apr21-Sep22-Jan22-Apr22-Sep23-JanSE4SE3SE1SE2DEFRBZAverage during period*(EUR/MWh

28、)SE140,05SE240,66SE361,61SE471,28DE122,80FR141,29Note:Historical data for France and Germany-Luxemburg(same BZ)only available from Feb 2020 on Nordpool.SE values are the full period(May 18-Jan 2023)Sweden predicted to continue having competitive electricity prices with increasing investment in renew

29、able capacity18Power price OutlookSource:Data,graphs and analysis by Merlin&Metis.Primary sources are Montel for future prices and Svenska Kraftnt020406080100120140202020252030203520402045Power prices SE1/SE2EUR/MWhSvk Scenario-Electrification PlanableSvk Scenario-Electrification RenewableSpotFuture

30、s020406080100120140202020252030203520402045Power prices SE3 EUR/MWhSvk Scenario-Electrification PlanableSvk Scenario-Electrification RenewableSpotFutures050100150200250202020252030Power prices SE3/Germany EUR/MWhSpot-SE3Futures-SE3Power prices have been heavily affected by soaring gas prices due to

31、the supply chock caused by a sharp decline in Russian gas imports.While electricity prices are still relatively elevated,gas prices have fallen dramatically compared to early 2022 and demand has been adjusted,which in conjunction with several other factors,has pushed current prices downwardOther tre

32、nds on the power market in Sweden includes:Massive build-out of solar farms.Costs for(frequency-)balancing has increased from 50 MEUR/a a few years ago to 700 MEUR/a.Soaring prices at the balancing markets has triggered a large investment interest in energy storage,primarily batteries,but also pumpe

33、d hydro storage and other technologies.Nuclear build-out is high on the political agenda.Price levels predicted to come down from historic highs For information on this slide contact:david.cameronbusiness-sweden.seINVESTMENT GENERATION PROCESSBUSINESS SWEDEN19Sector StrategyInvestment AttractionInve

34、stment FacilitationInvestment DevelopmentDelivery of investment facilitation services to individual companies,e.g.:Information provision Establishment support Network Introduction Site Selection&VisitsSales&MarketingLead generationCompany targeting and meetingsConferences&Trade fairsInfo&Communicati

35、onImage building&PRDevelopment of Sector Strategy and Investment OpportunitiesCreating sales pitches and value propositionsPost-investment services to existing foreign-owned companies to ensure Business Retention&ExpansionWAIPA.(2019).Overview of Investment Promotion:General process for Investment P

36、romotionOUR KEY STRENGTHSINDEPENDENT AND TRUSTWORTHYWe are a government body providing invest-in services free of charge and in full confidentialityBUSINESS SWEDENMARKET AND INDUSTRY KNOWLEDGEWe are industry professionals and experts in establishing successful business in Sweden LONG-TERM AND HANDS-

37、ONWe work together as a partner throughout the journey from evaluation to setup or collaborationWIDE AND SHARP NETWORKWe act as one-stop-shop to help connect with important private and public stakeholders20LOCKRYD SITEVstra Gtaland-West Sweden-a growing battery clusterAccounts for 20%of Swedens manu

38、facturing workforceOne of Europes most dense vehicle production clustersA leading region for R&DExamples of substantial initiatives within West Sweden:NOVO Energy,Battery Cell Gigafactory(50 GWh)Volvo AB,Battery Cell Gigafactory(50 GWh)MARIESTADGOTHENBURG1 million square meter of industrial land tailor made for the battery value chainSITE LOCKRYD-SWEDEN2324