Hans Erik Vatne
NFR Prosin seminar
Oslo, 2014-04-08

Hydro - et ressursterkt, globalt selskap
Med solide posisjoner i hele verdikjeden
Bauxite &
Alumina
Energy
Primary
Metal
Rolled
Products
50% joint venture in extruded products, SAPA
•
Global leverandør av aluminium og aluminiumprodukter
•
Ledende virksomheter langs verdikjeden; råmaterialer, energi, produksjon av primærmetall, aluminiumprodukter og resirkulering
•
23.000 ansatte i 40 land, 40.000 kunder i 110 land
•
Markedsverdi ~55 milliarder kroner
•
Årlig omsetning 82 milliarder kroner
•
Investeringer i FoU ~0,5 milliarder kroner
•
Vurdert av Dow Jones Sustainability Index og
FTSE4Good

01

Climate change will affect framework conditions
The question of «human made» or «natural» climate change is not relevant
General growth in Al demand
• Infrastructure
• Transport
• Building/construction
• Industrialization
• Living standard
Growth segments:
- automotive, rail and aerospace
- electrical cables
- consumer goods
- packaging
- building
- machinery
+
CO
2
/GHG legislation
• Smelter efficiency
• Renewable energy
• Energy efficient solutions: ZEB/Powerhouse
• Transport trends:
- light vehicles/steel substitution
- electric vehicles
- high-speed rail
• Recycling
• Solutions for using Al in:
- marine applications
- renewable energy equipment
=
The high impact change towards a low emission society and a low carbon industry need not be an obstacle to business and industry, it is an opportunity!

The future winners in business are the companies that in their core business strategies
are able to combine global social and environmental challenges with own profitable growth
From Challenge to Opportunities, WBCSD

Stolte tradisjoner, spennende fremtid
NOU 2012:9
Energiutredningen
(6)

Norges og Hydros rolle som kraftforedler
Framtiden ser lys ut for norsk prosessindustri
Verden trenger aluminium:
Infrastruktur, vekst, velstand
Muliggjørende teknologi for energisparing i produkter
Verdens grønneste aluminium:
Fornybar energi
Verdens grønneste teknologi
Kraftoverskudd i Norden:
Sysselsetting og teknologisk utvikling som supplement til ren krafteksport
Optimale forutsetninger for bruk av norske naturressurser og ekspertise til å skape sysselsetting, bygge kompetanse og bidra til å løse verdens klimautfordringer

02

Hydro: carbon neutral in 2020
Emissions
Recycling
Use phase benefits
Hydro carbon neutral in 2020
1500 000
1000 000
500 000
0
-500 000
-1000 000
-1500 000
-2000 000
-2500 000
-3000 000
CO
2
-
’neutral’

What are the technological challenges of electrolysis?
Al
2
O
3
+ 3 /
2
C + Energy = 2Al + 3 /
2
CO
2
(10)

Preparing for the next technology leap
Presently stronger focus on energy consumption
HAL 300 HAL4 e Future technology
10 KWh/kg
13.5 kWh/kilo
1.6 tonne CO
2
/tonne aluminium
12.5 kWh/kilo
1.5 tonne CO
2
/tonne aluminium
10 kWh/kilo
CO
2
capture ready

03

HAL4e Pilot Plant Project
Location on old Søderberg site at Karmøy
Pilot Plant 74.000 tpy
Existing 190.000 tpy
(13)

Karmøy Pilot Plant Project – Pre-conditions

Funding by ENOVA

Competitive pricing and length of power supply

Project profitability and aluminium market conditions at time of decision

Grid upgrade plan to ensure the possibility for a potential further expansion
(14)

Hånd i hånd
Energi, klima, verdiskaping
Verdens reneste aluminium
Produksjon i Norge sparer globale utslipp
Nye 100 år
Skjebnefelleskap mellom kraft og industri