ELECTRIC VEHICLES PROGRAMME ELECTRIC VEHICLE STRATEGY November 2010
ELECTRIC VEHICLESPROGRAMME
ELECTRIC VEHICLE STRATEGYNovember 2010
ELECTRIC VEHICLESPROGRAMME
REMINDER: WHY EV TODAY ?
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�� A positive COA positive CO22 outputoutput
« Well to Tank »
« Tank to Wheel »
�� No local pollutionNo local pollution
No emission No noise
12
62
0
128
136
184
0 20 40 60 80 100 120 140 160 180 200
Mégane 3 ess 1.6,16v
Mégane 3 dies 1.5dCi
Hybrid Vehicle 105
Renault Fluence-E
CO2 emissions (g/km)
Electricity mix UE
Electricity mix FR
Electricity coal UE
Electricity Wind
EV, AN ECOLOGICAL ANSWER
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� Range : 160 km with a 250 kg battery
� Charging possible at any time
� Recycling
Wh/kg
EN
ER
GY
DE
NS
ITY
(c
ell)
0
200
50
150
100
500
1970 1980 1990 2000 2010
LiLi --ionion
LiLi --metalmetalEl. El. liqliq..
NiCadNiCad
NiMHNiMH
LiLi --metalmetal
PlombPlomb
NaNiClNaNiCl 2 2 (Z(Zéébra)bra)
NEW LITHIUM ION BATTERIES ARE THE REAL BREAKTHROUGH
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NEVER makemore than 150 km
Often / Sometimes68%
32% of B-segment cars
Are less than60 km / day
13% > 60 km / day
87% of daily trips
In Europe160 KM IS COMPATIBLE WITH DAILY USAGES
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ICEV
Purchaseincentive
=
Purchase Running costs
PETROL
MAINTENANCE
ELECTRICITY
BATTERYMONTHLY
FEE
EV
MAINTENANCE
EV IS ECONOMICAL FOR CUSTOMERS
>INFRASTRUCTURE
Purchaseincentive
� ZOE is more economical to run than an ICE car from ~50 k m per day
ELECTRIC VEHICLESPROGRAMME
THE RENAULT EV PROGRAMME
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4 MODELS FROM MID 2011
2011 2012
Kangoo ZE
Fluence ZE
Twizy ZOE
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KANGOO EXPRESS ZE
� Contract passed in June 2009
� SOS Sept. 2011
� Target customers :
Big fleet – Administration & financial services
� Main countries
France, Europe
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� Contract passed in July 2009
� SOS Sept. 2011
� Target customers :
Status company car (Europe), Mainstream family car (Israel)
� Main countries
Israel, Denmark, France
FLUENCE ZE
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� Contract passed in June 2010
� SOS H2 2011
� Target customers :
Young Statutory, Joker car for family
� Main countries
Europe
TWIZY
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� Contract passed in July 2010
� SOS Mid. 2012
� Target customers :
Average commuter (mainstream),
Green Techno Hedonist (early adopter)
� Main countries
Europe, Israel
ZOE
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AESC(Zama)
France(Flins)
NMUK(Sunderland)
Portugal(Cacia)
France(Maubeuge)
Turkey(Bursa)
Spain(Valladolid)
Cells and Modules
Battery packs
Cars
INDUSTRIAL STRATEGY
ELECTRIC VEHICLESPROGRAMME
CURRENT DEVELOPMENT STATUS
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CURRENT DEVELOPMENT STATUS
� Schedule on track
� 660 pre production cars will be tested in 10 pilot test s (Israel, Western Paris, Italy, Germany,…)
� Some severe tests carried out in Summer in Israel and southern Spain
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CURRENT TEST GIVES CONFIDENCE IN REAL LIFE AUTONOMY
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SALES AND MARKETING STRATEGY
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SALES AND MARKETING STRATEGY
� EVs will be sold in the whole network� Some specific technical operations in specialized dealer
� Battery to be leased� Leasing carried out by RCI with Technical support from Renault
� A profitable business in line with customers’ expecta tions� This enables to propose affordable purchase price and running costs in line
with diesel cars
� Most acclaimed business model during clinic tests
� Batteries enter in RCI balance sheet at discounted price after « subsidy »built into the car margin
ELECTRIC VEHICLESPROGRAMME
BATTERY UPDATE
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A WORLDWIDE BATTLE
U.S.
AESC
ASIA
KOKAM
ENAX
BOLlORE-
BATSCAP
EU
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AESC UPDATE
� AESC battery development completed
� Renault reserved 36k capacity in Zama
� Further volumes to be sourced from Europe (UK, Portugal, Flins)
ELECTRIC VEHICLESPROGRAMME
PARTNERSHIPS AND EV POLICIES
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Quick Drop Station
- A new battery ≈ 3mn
Quick charging
- 30mnSmart navigation
3mn
30mn
4 to 8hrs
Standard charging
- Home
- At Work
- Street
CHARGING INFRASTRUCTURE (REMINDER)
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PARTNERSHIPS AND EV POLICIES
� Over 60 partnerships secured by the Alliance
� Infrastructures� France
� Borloo plan roll out ongoing
� «livre vert » for cities about to be published. Consist ent approach (Renault, PSA, EDF)
� Partnerships with private co. (Leclerc, Unibail)
� Standardization� Discussions ongoing
� Possibly 2 different plugs in Europe
� Incentives� Current programmes confirmed (France, Spain, UK, etc)� No long term visibility but the Alliance is ahead of co mpetitors on the cost side :
strong capacity to face lower incentives
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MORE THAN 60 AGREEMENTS ACHIEVED BY THE ALLIANCE
USA (13)
CANADA (1)
ISRAEL (1)
MEXICO (1)
JAPAN (6)
PORTUGAL (1)
SPAIN (2)
UK (3)
IRELAND (1)
ITALY (1)
NETHERLANDS (1)
SWITZERLAND (3)
DENMARK (1)
FRANCE (3)
SINGAPORE (1)
CHINA (5)
NEW ZELAND (1)
AUSTRALIA(2)
ELECTRIC VEHICLESPROGRAMME
PARTNERSHIP WITH BETTER PLACE
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ZOOM ON BETTER PLACE PARTNERSHIP IN ISRAEL
� Development (Quick Drop, Navigation software) on schedule
� SOS planned by BPLC : Oct 1st, 2011
� 70 battery switch stations
� Visitor Center
� A global partner :
� A commitment for 115,000 cars
(including Denmark)
� partnership with GE
ELECTRIC VEHICLESPROGRAMME