the electric car, a major asset for renault’s strategy · 2015-07-07 · the electric car, a...

Barclays ConferenceLondon – 3rd July 2015

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The Electric Car, a major asset for Renault’sStrategy

Thomas ORSINI

EV Business Development Director


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01Status of EV Sales & overall performance


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A full EV Model Range for all usages

FLUENCEZOE

TWIZY

KANGOO ZE

TWIZY CARGO

50-70 km

130-160 km80-125 km

80-125 km

Car-sharing

Fleets

Deliveries

Tourism

Private vehicle

Car-sharing

Fleets

Tourism

Private vehicle

Taxis

Fleets

Logisticians

Deliveries

Airports, ports

Technicians


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The global EV market is growing fast

0,42% M/S

0,36% M/S

0,27%M/S

0,09% M/S

� Europe and USA are most dynamic markets

� China has huge potential

� M/S overal small, but significant in somecountries depending on public policies

2014 Sales


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Focus Europe : Strong growth in all countriesTOP 15, RANKED excl TWZ

Norvege 11 273 15,3% 11,0% +39,5% 5,7%France 7 277 0,77% 0,5% +50,6% 58,7%

Royaume Uni 4 063 0,32% 0,2% +104,0% 14,6%Allemagne 3 852 0,28% 0,2% +14,4% 12,2%Pays Bas 1 445 0,76% 0,4% +71,2% 8,4%

Suisse 1 301 0,92% 0,5% +85,3% 17,1%Suede 1 214 0,79% 0,3% +155,0% 12,7%

Danemark 1 068 1,11% 0,5% +111,5% 6,7%Italie 1 055 0,14% 0,1% +118,4% 31,5%

Autriche 715 0,50% 0,4% +20,8% 19,9%Belgique 499 0,19% 0,2% +21,7% 4,6%

Espagne+Canaries 463 0,09% 0,1% +63,0% 14,7%Irlande 314 0,33% 0,2% +155,3% 7,6%

Portugal 194 0,21% 0,1% +118,0% 20,1%Finlande 125 0,24% 0,1% +86,6% -

TOTAL 35 283 0,53% 0,37% +52,5% 20,4%

Total Europew/o Norway 24 010 0,36% 0,24% +59,4% 27,3%

RenaultYTD 2015/05 TIV EVYTD 2015

% EV on TIV 2015

% EV on TIV YTD 2014

EV TIV∆ vs. Y-1

� France is second market in Europe, and 4th in the world.� Norway has been above 10% M/S for almost two years.

Renault n o1 in Europe


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A quarter million of EV Sales for the Alliance !

TOTAL Japan USA Europe Others TOTAL

NISSAN 53 795 80 066 45 453 4 781 184 095LEAF 53 240 80 066 41 109 4 771 179 186

eNV200 555 - 4 344 10 4 909

RENAULT - - 61 560 3 363 64 923FLUENCE ZE - - 2 396 2 521 4 917

KANGOO ZE - - 17 824 192 18 016

TWIZY - - 15 207 486 15 693

ZOE - - 26 133 164 26 297

Alliance 249 0188 144107 01380 06653 795

54k 80k 45k

184k62k

65k

0k

50k

100k

150k

200k

250k

300k

Japan USA Europe Others TOTAL

RENAULT NISSAN

Cumulative sales up to May 2015


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Electric cars are outselling hybrid cars

0

4000

8000

12000

16000

0 5 10 15 20 25


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02Customer Feedback


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A very high customers’ satisfaction

MORE THAN 95 %SATISFACTION’s RATE

FOR EVs !

SILENCE COMFORTSPORTIVENE

SSPERFECTGEARBOX

ON TOP OF BASICS : Quality, Cost of use, Equipment, Environment…


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Because of their innovative innovative innovative innovative

technologytechnologytechnologytechnology, electric vehicles are

ideal means of communication

A powerful communication tool


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• Postal

• Hotels/Resorts

• Logistics

Kangoo ZE : three types of customers


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Twizy: Touristic Guided Tours


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Twizy: Preserved Areas, Natural Islands


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Twizy: Emergency Services


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ITAIPU (Brésil)

ZOE: Also a wide range of usages

Institutions

Car Sharing

Emergency

Fleets

Airport

UK


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ZOE: A recent surge in Private Customers

H1 2014 H1 2015

5811565

1500

2700 Q2Q1

x2

+75%

• Strong dynamic in France since introduction of superbonus (+3,700 €)• ZOE sales to private customers is now 74% of the mix (vs 45% in 2014)

ZOE VP SalesIn France

2081

4265


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03Ecosystem Status


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The EV ecosystem

Smart grids Recycling

Financial incentives Home charging points

Public

charging

points

Benefits

Public fleets


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French superbonus

6,300 + 2,700 €New regulations

Partnership with Energy sector Set-up recycling chain with partners,

including second life

applications

Development of

Green Corridors

Anticipated orders by

20 French companies

(15.000 EVs15.000 EVs15.000 EVs15.000 EVs)

Free car parks

The EV ecosystem


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4,715(6)

11,865(50)

322 (QC) (32)

430(6)8,000

(11)

5,950(100)

1,040 (15)

1,405(15)

50 000 public charging poles in Europe

More than 15 poles / 100k inhab.

Between 5 and 15 poles / 100K inhab.

Below 5 poles / 100K inhab.

• 68 000 by end 2015• x2 by end 2016

778(9,7)

801(17)

6,980(12)

1,205(12) 100

(5)

2,160(3,5)

1,910(4)

76(0,7)

400(4)

20(0,1)

Number of charging points

Number per 100 000 inhabitants


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More than 15 EU countries implement ambitious quick charge highways corridors

planned

Quick charge highway corridors in E.U.

� 8 countries already implemented : UK, Ireland, Portugal, Switzerland, Italy, Belgium, Netherlands, Estonia.

� 9 countries planned: France, Germany, Sweden, Denmark, Norway, Austria, Slovenia, Croatia and Slovakia


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Second-life batteries

? %

SOH - State of health

75757575 %%%%

Quick

Charge

Au

tom

oti

ve

use

Se

con

d lif

eR

ecy

clin

g

Storing energy in buildings

B4BB4BB4BB4B project - BBBBatteries forforforfor bbbbuildings

Second-life batteries: opportunities

of economic developmenteconomic developmenteconomic developmenteconomic development


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04Outlook


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2011 2015 After 2015

Competition is coming …

Provoking huge demand for improved battery technology

+ 2 OEMs + 6 OEMs + 15 OEMs

4 billion € Investment


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EV CAR-SHARING IS SPREADING ALL AROUND THE WORLD

RIOCURITIBAPORTO ALEGRE

BARCELONA

LONDON

AUCKLAND

ISTANBUL

ALL MAJOR CITIES IN THE WORLD STUDY QUICK IMPLEMENTATION

TEL AVIV

KOPENHAGEN

SINGAPORE

KUALA LUMPUR

PARISLYON

ROMEPALERMO

NAPOLI

NICE YOKOHAMA

Already implementedOn-going

INDIANAPOLISSAN FRANCISCO…

BUENOS AIRES

BERLIN


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« Range Anxiety » will soon be history…

NOW, WE KNOW

WE’LL HAVE

150 km real

210 km NEDC

22 kWh battery

WHAT WE HAVE

X2

300 km real !

400 km NEDC

X ?

>500 km real ?

>600 km NEDC ?

Before Before

EV 1.0 EV 2.0 EV 3.0


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IN 2011…

1 CAR OUT OF 1,000

WAS AN EV

TODAY…

1 OUT OF 160

MARKET EVOLUTION IN EUROPE : REMINDER

0,0%

0,2%

0,4%

0,6%

0,8%

1,0%

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%share of EVs in the total TIV - Europe

Renault is leader with

30% market share


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EV on track

Towards 10%of total mature markets in 2020

Govt. taxincentives5 years

Battery priceand technologyimprovement

Infrastructure developmentas forecasted

Car-sharingExpansionIn cities


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Thank you for your attention

the electric car, a major asset for renault’s strategy · 2015-07-07 · the electric car, a...

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