Barclays ConferenceLondon – 3rd July 2015
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The Electric Car, a major asset for Renault’sStrategy
Thomas ORSINI
EV Business Development Director
Barclays ConferenceLondon – 3rd July 2015
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01Status of EV Sales & overall performance
Barclays ConferenceLondon – 3rd July 2015
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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
Barclays ConferenceLondon – 3rd July 2015
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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
Barclays ConferenceLondon – 3rd July 2015
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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…
Barclays ConferenceLondon – 3rd July 2015
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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
Barclays ConferenceLondon – 3rd July 2015
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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%
janv.-
11
avr.
-11
juil.-
11
oct.-1
1
janv.-
12
avr.
-12
juil.-
12
oct.-1
2
janv.-
13
avr.
-13
juil.-
13
oct.-1
3
janv.-
14
avr.
-14
juil.-
14
oct.-1
4
janv.-
15
%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