recycling as a unique differentiatorrecycling as a unique ... · old mobile phones, laptops,...

Recycling as a unique differentiatorRecycling as a unique differentiatorMarc

Grynberg, CEOMarc

Grynberg, CEO BAML European

Chemicals

Conference

6 December 2011

2BAML European Chemicals ConferenceDecember 2011

Umicore is a global leader in…

… automotive

catalysts

for passenger

cars

… key

materials

for rechargeable batteries used

in hybrid & electric

cars and portable electronics

…germanium

substrates

and other

materials

which

are used

in new PV technologies

... recycling

precious

metals

from

old

mobile phones, laptops, electronic

scrap

and spent

catalyst

material


Umicore’s business approach

We transform metals into hi-tech materials

We use application know-how to create tailor-made solutions in close collaboration with our customers

We close the loop and secure supply by recycling production scrap and end-of-life

materials

We aim to minimize our environmental impact and be the best employer and neighbour

material solutionsMetals

Applicationknow-how

Recycling

Material solutions

Chemistry Material science

MetallurgyWe close the loop and secure supply by recycling production scrap and end-of-life materials

Metal scarcityMetal scarcity

Russia planting flag on North pole in August 2007

“claiming”

land for its resources

Russia planting flag on North pole in August 2007

“claiming”

land for its resources


H

K

Be

ScCa

Li

Na

Ti

Mg

V MnCr Fe Co CuNi Zn Ga Ge As BrSe Kr

Al Si P ClS Ar

B C N FO Ne

He

Rb YSr Zr Nb TcMo Ru Rh AgPd Cd In Sn Sb ITe Xe

Cs La-LuBa Hf Ta ReW Os Ir AuPt Hg Tl Pb Bi AtPo Rn

Fr Ac-LrRa Rf Db BhSg Hs Mt UuuUun UuqUub

hydrogen

potassium

beryllium

scandiumcalcium

lithium

sodium

titanium

magnesium

vanadium manganesechromium iron cobalt coppernickel zinc gallium germanium arsenic bromineselenium krypton

aluminium silicon phosphorus chlorinesulphur argon

boron carbon nitrogen fluorineoxygen neon

helium

rubidium yttriumstrontium zirconium niobium technetiummolybdenum ruthenium rhodium silverpalladium cadmium indium tin antimony iodinetellurium xenon

caesium lanthanidesbarium hafnium tantalum rheniumtungsten osmium iridium goldplatinum mercury thallium lead bismuth astatinepolonium radon

francium actinidesradium rutherfordium dubnium bohriumseaborgium hassium meitnerium unununiumununnilum ununquadiumununbium

H

K

Be

ScCa

Li

Na

Ti

Mg


Al Si P ClS Ar

B C N FO Ne

He




hydrogen

potassium

beryllium

scandiumcalcium

lithium

sodium

titanium

magnesium




helium




Technology metals

Increasing need for “technology”

metals driven by technological evolution and environmental issues


Metals

used

in batteries

for…

H

K

Be

ScCa

Li

Na

Ti

Mg


Al Si P ClS Ar

B C N FO Ne

He


Cs La-

LuBa Hf Ta ReW Os Ir AuPt Hg Tl Pb Bi AtPo Rn

K Ac-

LrCa Rf Db BhSg Hs Mt



hybrid

and

electric

vehiclesportable elctronics


H

K

Be

ScCa

Li

Na

Ti

Mg


Al Si P ClS Ar

B C N FO Ne

He


Cs La-


K Ac-


Emission

abatement

Metals

used

in …




H

K

Be

ScCa

Li

Na

Ti

Mg


Al Si P ClS Ar

B C N FO Ne

He


Cs La-


K Ac-


Metals

used

in …

Photovoltaics




% mined in 1980-2010

% mined in 1900-1980

Mine production since 1900

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Re Ga In Ru Pd Rh Ir REE Si Pt Ta Li Se Ni Co Ge Cu Bi Ag Au

% mined in 1980-2010

% mined in 1900-1980

REE = Rare Earth Elements


metals reflected in recent mine production


Source: BHP Billiton, 2011

Increasing metals need•

With growth of population

•

With increasing GDP per capita

Increasing need for metals also driven by emerging markets


Source: US Geological Survey, 2002

Technology metal scarcity

•

Gradual depletion of economically mineable

resources•

High availability in dissipated form but limited number of concentrated sources

•

Geopolitical concerns•

REE in China•

Pt in Southern Africa•

Co in Congo•

Li in the Andes •

Pd in Russia


Source:C. Hagelüken, C.E.M. Meskers: Complex lifecycles

of precious

and special metals

in Linkages

of Sustainability. Strüngmann Forum Report vol. 4. T. Graedel, E. van der Voet (eds.) Cambridge, MA, MIT Press 2009.

Technology metal scarcity

•

Most “technology”

metals come as a by-product from primary mining for “base”

metals and their supply is price-inelastic

•

Limited substitution possibilities : potential substitutes often come from the same metal family and have similar scarcity

Urban mining potentialUrban mining potential


Urban mining potential “Deposits”

are much richer than primary ore bodies

Primary mining•

~5 g/t

Au in ore

•

Similar for PGMs

Urban mining•

200-250 g/t

Au in PC circuit

boards•

300-350 g/t

Au in cell phones

•

2000 g/t

PGM in automotive catalysts


a) Mobile phones

~10 bn

units produced

and not recycled

X 250 mg Ag ≈

2500

t

AgX 24 mg Au ≈

240

t

AuX 9 mg Pd ≈

90

t

Pd

~10 bn

Li-Ion batteriesX 3.8

g

Co

≈

38,000

t

Co

a+b) Urban mine

Versus annual mining production

3500

t

Ag

≈

17%460

t

Au

≈

19%330

t

Pd

≈

150%

75,000

t

Co

≈

85%

b) PCs & laptops

~1 bn

units in use

and not recycled

X1000

mg

Ag

≈

1000

t

AgX 220 mg Au ≈

220

t

AuX 80 mg Pd ≈

240

t

Pd

~0.4 bn

Li-ion batteriesX 65 g Co ≈

26,000

t

Co

Urban mining potential Low loadings per unit, huge total volumes


Cu

Co

Au

Pt

In

Sn

Ag

Pd

Ru

tonne CO2 /

tonne primary

metal

≈

≈

10,000

200

10

0

Source:Ecoinvent

2.0, EMPA/ETH-

Zürich, 2007

Urban mining prevents impact from non- recycling, such as hazardous emissions

and use on land

Recycling mitigates environmental impacts of mining•

Less land & water use, less pressure on ecosystem•

Lower energy consumption and lower CO2

footprint

for majority of metalsMetals produced by Umicore from recycling save 1 million tons CO2 per year (vs mine production)

Recycling also offers ethical sourcing•

Increased supply chain transparency

Urban mining potential Offers significant environmental and ethical advantages

Umicore’s involvementUmicore’s involvement

Umicore flagship recycling plant

in Hoboken, Belgium

Umicore flagship recycling plant

in Hoboken, Belgium


H

K

Be

ScCa

Li

Na

Ti

Mg


Al Si P ClS Ar

B C N FO Ne

He




hydrogen

potassium

beryllium

scandiumcalcium

lithium

sodium

titanium

magnesium




helium




H

K

Be

ScCa

Li

Na

Ti

Mg


Al Si P ClS Ar

B C N FO Ne

He




hydrogen

potassium

beryllium

scandiumcalcium

lithium

sodium

titanium

magnesium




helium




Umicore’s involvement Recovery of “technology”

metals

H

K

Be

ScCa

Li

Na

Ti

Mg


Al Si P ClS Ar

B C N FO Ne

He




hydrogen

potassium

beryllium

scandiumcalcium

lithium

sodium

titanium

magnesium




helium




Technology metals EU critical metals

(Raw Materials Initiative)

Umicore’s recycled metals

H

K

Be

ScCa

Li

Na

Ti

Mg


Al Si P ClS Ar

B C N FO Ne

He




hydrogen

potassium

beryllium

scandiumcalcium

lithium

sodium

titanium

magnesium




helium




Zn

refiners

Electronic scrap, rechargeable batteries

& other

Electronic scrap, rechargeable batteries

& other Automotive & process catalysts

Automotive & process catalystsIndustrial residuesIndustrial residues


Investor Relations•

Geoffroy Raskin

[email protected]

+32-2-227 71 47•

Evelien Goovaerts

[email protected]

+32-2-227 78 38

Investor Relations•

Geoffroy Raskin

[email protected]

+32-2-227 71 47•

Evelien Goovaerts

[email protected]

+32-2-227 78 38

recycling as a unique differentiatorrecycling as a unique ... · old mobile phones, laptops,...

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