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150 years150 years

Chemistry:Driver for innovation in the automotive industry

May 4th 2015

Dr. Martin BrudermüllerVice Chairman of the Board of Executive Directors and Chief Technology Officer of BASF SE

150 years

2

z

Chemistry is omnipresentin today’s cars

2

150 years

Infrared-reflective polymer film

High performance foams

Infrared-reflective coating

Solar roof with transparentsolar panels and light-emitting

diodes

Multifunctional seat

Fiber reinforced epoxy frame and components

All-plastic wheel

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Co-creating solutions to electromobility: “Smart for vision”

150 years

1 | Battery Materials

2 | Lightweight Construction

3

150 years

Battery demand e-mobility marketin GWh (Lithium-ion batteries)

3.5

0

4

8

12

16

20

2012 2015

>5x

Buses, e-cyclescommerical vehicles

Electrified passenger cars (EVs, PHEVs, Hybrids)

15

1

19

5

Electric vehicle market on strong growth track

150 years

Cost

6

Key areas of innovationimpacting performance and cost

Power

Speed of charge/electrons coming in and out of battery

Safety

Reaction of cell/pack to abuse situations (overcharge, crash)

Energy

Amount of energy stored in a given volume or weight

Life time

Defines how many cycles a battery remains functional before it is replaced

Convenience

Driving range Short charging time Driving fun

1000 cycles

350 Wh/kg; 750 Wh/L

>250 km

100 €/kWh

15 min to 80% capacity

Source: Targets 2020 for advanced batteries for electric vehicles by the US Advanced Battery Consortium (USABC)

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150 years

BASF Materials Cells Pack End-users

The battery determines characteristics of an electric vehicleRange, costs, safety

The battery allows for differentiation and value creation Challenging technology and chance for chemistry/engineering/OEMs

Materials are the heart of the battery cell and significantly improve packsChemistry plays a central role as materials and component supplier

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BASF positioned as materials supplierin the value chain

BASF is materials supplier with focus on cathodes and electrolytes

150 years

0 100 200 300 400

Li-S**

HE/HV

Li-ion

Generation 2Today

Generation 3 Generation 4Beyond 2020

Li-ion

HE/HVLi-ion

Li-S

Technology

From Li-ionto

Post-Li-ion

8

We work on allknown battery concepts

BASF‘s technology roadmap: Battery materials for today and tomorrow

Driving range (km) of an electric car (with a 100 kg battery)

5

150 years

BASF R&DBASF products Not in scope

Thermal expansion compensation

Battery casing

Insulation and crash protection

Cooling & thermal managementAnode materials

9

SeparatorCell frames,

end plates and sub-modules

Binder

Cathode materialsElectrolyte

Our battery materials unit focuses on electrolytes and cathode materials

150 years

We have established a strong footprint in the LIB materials market

Acquistion of electrolyte actvitivies of

Merck(21 Feb. 2012)

Acquisition of OvonicBattery Company (14 Feb. 2012)

Set-up of NCM-production plant in

Elyria, USA2.500 Jato

Start Q4/2012

Investment in Sion Power, USA(12 Jan. 2012)

Announcement of signingJV with TODA KOGYO CORP. Japan(30 Oct. 2014)

Acquistion of Novolyte(26 Apr. 2012)

OVONIC

Merck

NOVOLYTE ELYRIA

TODA

SION POWER

Opening of the application technology

center in Amagasaki, Japan

(27 Feb. 2013)

Amagasaki

LFP/LMP license from LiFePO4+C licensing AG(14 March 2012)

License

NiMHx Post-Li-IONCathodes

Li-ionElectrolytes

LICENSE

Vinylene Carbonate license from

Mitsubishi Chemical Corporation(17 Jul.2012)

10

6

150 years

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NCM production

Largest NCM production plant of the US (2.4 kt): Elyria

Application labs, research centers

Further application labs: US, China, Germany Research centers: US, Germany

Sales Office Production R&D/Application Technology Center

Rochester Hills, US

Elyria, US

Baton Rouge, US

Independence, US

Beachwood, US

Ludwigshafen, Germany

Seoul, Korea

Suzhou, China

Tokyo, Japan

Amagasaki, Japan

Electrolyte production

Production capacity: Suzhou, ChinaFurther capacity: Louisiana, US

Amagasaki, Japan

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BASF’s global footprint and network for battery materials business

Kitakyushu and Onoda, Japan

150 years

1 | Battery Materials

2 | Lightweight Construction

7

150 years

Lightweight construction is a must

13

2010

141

2020

95

2025 Outlook

70

25

32

7

7

Combustion engine

optimization

Weight reduction

Electrification

?

CO2 reduction levers until 2020 and 2025 (g/km): Example Europe

Source: BCG Automotive Study 2025

Next quantum leap:Only possible with composite

materials

150 years

100

Source: RolandBerger, VDMA, 2012, „Serienproduktion von hochfesten Faserverbundteilen“

steel

high strengthsteel

aluminum

quasi-isotropic

UD

CFRP

€relativepart cost

relativeweight

100135

200

600

800

85

55

40

25 steel CFRPtoday

process costs(labor + tools)

material costs(raw materials+ auxiliaries)

CFRP2020

-40%

-20%

-30%

matrix

fiber

800

100

560

Relative comparisonfor parts with same function

14

Cost of composite automotive parts need to be reduced along the value chain

8

150 years

20152013 2020 2025

2030

Replacement of hang-on partsdoors, hatch backs

Whole modules and assembly-systemsBody today

Various steel types

Structuralpartsfloors, pillars, sills, roofs

Complete new vehicle concepts

15

Gradual replacement by continuousfibre-reinforced composites

Sources: Audi, VW

150 years

BASF lightweight team combines the composite competences

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LightweightDesign

9

150 years

Ultramid®

Short fibersUltramid® StructureLong fibers

Semi-structural parts Structural parts

UltracomTM

Polyamide with continuous fibers

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BASF provides short, long and continuous fibre-reinforced materials

Developments supported by simulation tool ULTRASIM®

150 years

UltracomTM thermoplastic laminate:IR heating, in-mold forming and overmolding with Ultramid®

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Manufacturing of lightweight composite parts

10

150 years

19

Open Hybrid LabFactory

ARENA2036

MAI Carbon

SMiLE

NEXHOS

BASF participates in public private partnerships to foster the development

150 years

Our materials are part of the BMW i3

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Elastolit®

RIM

Composite Back Seat

Ultradur®

PBT/PET

Structural Inserts

Colorbrite CP®

Base Coat

Elastolit D®

PU foam

Structural Foam

Ultramid®

Ultradur ®

Elastollan®

E+E Components

Elastoflex® E

I-Panel

Elastolit® RUltradur®

Sun Roof Frame

Elastoflex® E

Acoustic Foam

Elastoflex® E

Headliner

Ultramid®

Plastic-metal hybrid

Hybrid Front Seat

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11

150 years

From vision to reality …

Innovative technology created by chemistry will bring electromobility onto the fast lane

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150 years

150 years