The Renault-Nissan Alliance Strategy - Polis network · EV for local sustainable mobility solutions – POLIS&Climate Group London - 6 April 2011 Thomas ORSINI The Renault-Nissan

EV for local sustainable mobility solutions – POLIS&Climate GroupLondon - 6 April 2011

Thomas ORSINI

The Renault-Nissan Alliance Strategy

Thomas ORSINIDirector – Electric Vehicle Business Development

Thomas ORSINIEV for local sustainable mobility solutions – POLIS&Climate GroupLondon - 6 April 2011

THREE BRANDS

DACIA RENAULT RENAULT SAMSUNG MOTORS AVTOVAZ (LADA)

A STRATEGIC PARTNER

A NEW PARTNER

THE ALLIANCE


3

ZERO EMISSION STRATEGY

become leader, together with Nissan, in zero emission mobility by offering affordable electric vehicles

ZOETWIZYFLUENCE KANGOO

LEAF


AGENDA

Why EV today ? Renault EV ProgramBusiness Model and PricesInfrastructurePartnershipsPilot operations


Thomas ORSINI

WHY EV TODAY ?


CHALLENGES OF THE AUTOMOBILE INDUSTRY

Climate change ↑Oil price

Brand image Economical crisis

CO2 taxes & regulation


7

No local pollution

Less CO2 emission

ELECTRIC VEHICLES ARE A REAL ECOLOGICAL ANSWER

12

62

0

128

136

184

0 20 40 60 80 100 120 140 160 180 200

Megane 3gasoline 1.6 16v

CO2 g/km

Megane 3diesel 1.5 dCi

Fluence-ZEelectricity EU mix

Fluence-ZEelectricity FR mix

Fluence-ZE electricity coal EU

Fluence-ZEelectricity wind

Well to Tank Tank to Wheel

« Well to Wheel» CO2 emissions for Renault C-segment cars on the standard NEDC

No Emission No Noise


NEW LITHIUM ION BATTERIES OFFER DRIVING AUTONOMY

Wh/kg (element)

Li-Ion

Li-MetalNaNiCI2 (Zebra)

LeadNiMH

NiCd

24 kWh for 250kg battery packNo memory effectMore than 10 years lifetime


ELECTRIC VEHICLE AUTONOMY : FACTS AND FIGURES

Cycle NEDC

0102030405060708090

100110120130

0 100 200 300 400 500 600 700 800 900 1000 1100 1200 1300

Temps (s)

Vite

sse

(km

/h)

Time (s)

Spee

d (k

m/h

r)

NEDC = New European Driving Cycle

Fluence-ZE24 kWh battery pack

185 km on NEDC 182 km on a tripTel-Aviv – Jerusalem –Tel-Aviv


NEVER make more than 150 km

Often / Sometimes68%

32% of B-segment cars

are less than60 km / day

13% > 60 km / day

87% of daily trips

160 KM IS COMPATIBLE WITH DAILY USAGESIn Europe


ICEV

Purchaseincentive

=

Purchase Running costs

PETROL

MAINTENANCE

ELECTRICITY

BATTERYMONTHLY

FEE

EV

MAINTENANCE

EV BECOMES ECONOMICAL FOR CUSTOMERS

>INFRASTRUCTURE

Purchaseincentive

ZOE will be more economical to run than an ICE car from ~50 km per day


Thomas ORSINI

THE RENAULT EV PROGRAM


4 MODELS FROM FALL 2011

2011 2012Kangoo ZE

Fluence ZE

Twizy ZOE


FLUENCE ZE : September 2011

Length : 4.748 mWidth : 1.813 mHeight: 1.458 mmWeight empty : 1543 kgSeats : 5Engine power : 70 kWTorque : 226 NmMax. Speed : 135 km/hAutonomy (NEDC) : 185 kmStandard Charging : 6 - 8 hrsQuickdrop-Technology : Battery exchange in 3 minutesIntelligent GPS Navigation system


KANGOO ZE : October 2011

Load Volume : 3 to 3,5 m³ / 4,6 m³Load weight : 650 kgWeight empty : 1410 kgEngine power : 44 kWTorque : 226 NmMaximum speed : 130 km/hAutonomy (NEDC) : 170 kmStandard charging : 6 to 8 hrsFast charge (later) : 0.5 to 1 hr

same as ICE version


TWIZY : End 2011

Length : 2.303 mWidth : 1.132 mHeight: 1.476 mSeats : 2Engine power: 15 kWTorque : 57 NmMax. Speed : 75 km/h + BoostfunctionAutonomy (norm. urban cycle) : 100 km Standard charging : 3.5 hr


ZOE : Mid 2012

Seats : 5Engine power: 60 kWTorque : 222 NmMax. Speed : 135 km/hAutonomy (NEDC) > 160 km Standard charging : 6 to 8 hrsFast charging : 0.5 to 1 hrQuick drop : battery exchange in 3 mn


INDUSTRIAL STRATEGY

Japan(Zama)

Oppama

France(Flins)

UK(Sunderland)

Portugal(Cacia)

France(Maubeuge)

Turkey(Bursa)

Spain(Valladolid)

Cells and Modules

Battery packs

Cars

USA(Smyrna)

Korea(Busan)


Thomas ORSINI

BUSINESS MODEL AND PRICES


BUSINESS MODEL = BATTERY LEASE + ONE STOP SHOPPING

« ONE STOP SHOPPING » IN THE RENAULT NETWORK

Charging solution at home(wallbox)

Electricitysupply

+ -Insurance

Services

Contract

BUYMonthly lease

OR LEASE

BUYEnergy bill

Rent


ATTRACTIVE PRICES, THANKS TO BATTERY LEASE BUSINESS MODEL

BATT FEE79 €

inc VAT(10,000 km)+FLUENCE ZE

21 300 € inc VAT(with incentives)

BATT FEE72 €

excl. VAT(15,000 km)+KANGOO ZE

15 000 € excl. VAT(with incentives)

+TWIZY6 990 €

(w/o incentives)

BATT FEEXX €+ZOE

XX XXX €

BATT FEE45 €


Production Costs

Life expectancyNumber of Cycles

Residual Value « 4R* and 2nd Life »

Subsidies

Energy services« Smart charging »« Vehicle to Grid »

« Vehicle to Home »

Financial Cost

ECONOMIC EQUATION OF BATTERY BUSINESS

Other services Insurance …

79 € / monthfor Fluence ZE

Renault Battery Leasing*4R = Reuse, Refabricate, Resell, Recycle


Thomas ORSINI

CHARGING SOLUTIONS


Main issuesDelay in standards Clearing & Roaming systems difficult to build upBusiness model are difficult and need public support


Standardization in under way …


WHERE TYPE OF CHARGE INFRASTRUCTURE CABLE TIME

HOUSE

DOMESTIC

PLUG> 10 hours

WALL BOX < 8 hours

PUBLIC PLACES (OFFICES, CAR PARKS, SHOPPING CENTERS,…)

STANDARD OR ACCELERATED From 1 to 8 hours

QUICK CHARGEAttached to spot

30 mnSpecific Renault technology for AC on car side

QUICK DROP

STATIONSBATTERY SWAP

3 mn

Israel and Denmark

Mode 2

Mode 3 – single to tri-phase

Mode 3 (AC) or mode 4 (DC) or mix


Thomas ORSINI

PARTNERSHIPS


PARTNERSHIPS – Around 100 worldwide !

Utilities and operators: e.g.

Infrastructure manufacturers: e.g.

R&D centres: e.g.

Infrastructure « owners » (shopping centres, car parks, hotels etc) : e. g.

States, cities, regions : e.g.


ESB : Dublin, 12. April ‘10

A2A : Mailand, 17. March ‘10ENEL : Paris, 9. April ‘10

Acciona : Madrid, 31. March ‘10

RWE : Frankfurt, 15 Sept. 09

French Cities : Paris, 13. April ‘10

Examples of partnership in Europe


Thomas ORSINI

PILOT OPERATIONS


Renault is conducting a number of « Pilot Operations » before Start of Sales of the EV line-up. Overall more than 400 cars will be put into customers’ hands before start of sales

France : 3 pilot operations in Seine Aval,Rouen and Grenoble with EDF and Schneider.

Start : 28th MarchTotal cars : 120 (Renault & Nissan)

Italy : pilot operation with ENEL & A2A in MilanoStart : 19th December 201055 cars

Germany : 2 pilot operations with RWE in NRW Start :17th March45 cars

PILOT PROJECTS IN EUROPE

and Hambourg


Key Feedbacks :Technical / Internal Process : preparation for mass market launch

Training of emergency servicesPreparation and training of dealerships and sales forces (incl.A/S), etcIngeniering/quality follow-up with several feedback systems

Infrastructure preparationTests of different solutions for charging infras (content / price / choice), incl. smart grid.Customer experience for infra. installation (incl. works)

Customer feedback / usageEx : confirmation on the relative importance of charging infra in public area vs home charging

PILOT PROJECTS IN EUROPE

First manufacturing

A/S trainingCustomer handover Customer satisfaction

First deliveries

Charging stations


PARTICIPATION IN A SMART-GRID PROJECT IN KOREA


RSM participation in SK Consortium for Smart Transportation

.Battery system

.Charging solution

SM3 Z.E. :- Presentation at Seoul Motor Show- Prototypes in Jeju Test bed- Mass production starts in 2012


Thomas ORSINI

MARKET POTENTIAL


MARKET POTENTIAL

AC

CES

STO

PLU

G

ANNUAL MILEAGE

USA

GE

LOC

AL

+

LON

G T

RIP

S

EVMarket

AD

OPT

ION

RAT

IO

3 M 6 M2016 2020

EVTerritory

(commuters)

Additional Market(with Quick drop & Quick Charge)


Thomas ORSINI

THANK YOU !

The Renault-Nissan Alliance Strategy - Polis network · EV for local sustainable mobility solutions – POLIS&Climate Group London - 6 April 2011 Thomas ORSINI The Renault-Nissan

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