7th World Rechargeable Battery Regulation Forum 2016, , Korea

BatteryR&DAssociation(‘1997)→ BatteryIndustryAssociation(‘2011)

Foundation

Established on Nov. 1st 2011 under the MOTIE (Ministry of Trade, Industry & Energy) ※ Having operated as Battery R&D Association of Korea since 1997

Main Mission

To support the government to make plans and policies for battery industry

To spread government policies to battery companies

To establish the infrastructure needed for the growth of national battery business

To induce foreign investment on battery industry and promote international cooperation

To research and analyze information and statics of battery

4 Batterymanufacturing,Part&Materials,SystemandInstitution

Battery manufacturers (12) SDI, LG Chem, SK Innovation, Kokam, Sebang etc.

Parts & materials companies (33) GS Energy, Posco, Korea Umicore, L&F, Ecopro, Panaxetec etc.

Equipment/ system companies (13) Hyundai MOBIS, PNE Solution, WooJin, Hanwha etc.

Others (3) KETI, KIER, KERI

5 International&DomesticStandardization

Collaborate

COSD Standardization (CooperationStandarddevelopment)

Lithium Working Group Primary Lead-acid Ni-Cd/Ni-MH RFB Working Group Working Group Working Group Working Group IT xEV ESS

▪ SDI ▪ Samsung SDI ▪ Bexel ▪ Delko ▪ IBT ▪ Samsung SDI ▪ LG Chem. ▪ OCI ▪ LG Chem. ▪ Rocket ▪ Hyundai ▪ Global Battery ▪ LG Chem. ▪ SK innovation ▪ LOTTE Chem. ▪ SK innovation Sungwoo ▪ SEC ▪ Hyundai ▪ Hyundai Heavy ▪ Kokam ▪ Kokam ▪ Atlas BX ▪ EIG ▪ Nuri Plan ▪ EIG ▪ Global Battery ▪ Top Battery ▪ H2 ▪ Top Battery ▪ TUV Sud ▪ TUV sud ▪ Energy & Air ▪ Eugene [IEC TC21 [IEC SC21A [IEC SC21A [IEC TC21/ [IEC TC21/ [IEC TC35] [IEC TC21] /SC21A, WG 1&2] WG 3~5] JWG69 Li] TC105, 120] TC120] 6 ☞ LIB:RechargeableLithiumIonBattery CAGR 9.1% from ‘2014 to ‘2020, LIB & Lead-Acid rate 94%

[Unit : B US$] 100

90

80 LIB

70 42 Lead-Acid 60 Ni-MH 50

40 Ni-Cd 35 35 30 34 Capacitor 20 44 Etc 10 15 17 18 0 2013 2014 2015E 2020E

* From : B3(2014, 2015), Fuji kejai(2014, 2015), Japan economic center(2014, 2015), Visiongain(2011), KBIA

8 CAGR 17.8% from ‘2014 to ‘2020, xEV & ESS rate 35.1% and 29.1%

[Unit : B US$] 50 Mobile-IT xEV ESS 45 29.1% (ESS) 40 7.24 5.76 35 4.54 30 35.1% 3.53 19.68 (xEV) 16.49 25 14.06 2.73 10.58 20 2.07 7.38 15 1.57 3.14 4.41 10 6.5% 16.06 16.88 17.09 17.27 13.97 (Mobile-IT) 5 11.81 11.93

0 2014 2015E 2016E 2017E 2018E 2019E 2020E

* From : B3(2014, 2015), Fuji kejai(2014, 2015), Japan economic center(2014, 2015), Visiongain(2011), KBIA

9 “Growth rate of installed capacity is 10 from 2012 to 2014”

213 186 183

97

22.9 2

Capacity [MWh]

구분 2012 2013 2014 2015 2016 2017 Frequency Regulation 36 100 50 50 Power company 2 18 50 50 Island M.G 10 30 Renewable Energy 2.3 2.5 3 5 5 Smart Grid Demon. 1 12.6 11.5 15 4 R&D Demon. 8 12 18 Private Sector 45 30 30 30 Public building 11 15 20 1 6 10 10 Total 2 22.9 97 183 186 213 10 ☞ LIB:RechargeableLithiumIonBattery 1950 1960 1970 1980 1990 2000 2010 2020

Lead-acid 40Wh/kg

Ni-Cd Ni-Mh 60Wh/kg 80Wh/kg

LIB Lithium ion Battery 150Wh/kg

NaS High voltage, high energy density within light weight 120Wh/kg

Metal Air Various Applications as IT, xEV, ESS 300Wh/kg

Supercapacitor 30Wh/kg

12 1st ITMobile→ nd xEV → rd ESS

Energystorage Size Big

Transportation

MobileITdevices

Homeappliance

Size Small

13 HEV→ PHEV → BEV

14 ElectricityProduction→ Transmission→ Distribution→ Consumption

Production Transmission Distribution Consumption

Energy & Power High Power Energy & Power Energy

1 - 10MW 10 – 50 MW 100 Kw – 1MW 5 – 50 kW

Renewables Ancillary Services Load Management Time Shifting Capacity Firming Frequency Control Peak Shaving Local Energy Smoothing, Shaving Voltage Control Management

15

DRmarket ESS&EMS CleanEnergyTown

1.9MW 15~20Town 1.6MW 10Town

HotwasteWater CarbonFreeisland 9islands

ElectricVehicle PVrental ZeroEnergyBuild.

Tower3~5 22,500House 5,000House Small5

17 InterBattery2016Exhibition&Conference(http://interbattery.or.kr)

18