2017-2022 MTP & ENVIRONMENT5 MARCH 2018 STRATEGIC ENVIRONMENTAL PLANNING MARKET Price fluctuation,...

MARCH 2018

STRATEGIC ENVIRONMENTAL PLANNING

2017-2022 MTP & ENVIRONMENTFROM ENVIRONMENTAL CHALLENGES TO COMPETITIVENESS LEVERS

RENAULT STRATEGIC ENVIRONMENTAL PLANNING

30 MARCH 2018

2

MARCH 2018


Resources Climate Health

Compliance& responsibility

Business impact & leverage

Raw

MaterialsProduction Distribution Use End of life

Life Cycle

01 STRATEGIC ENVIRONMENTAL PLANNING

SCOPE

3

MARCH 2018


SCOPE & MISSIONS01 STRATEGIC ENVIRONMENTAL PLANNING

CO & health LT scenarios Public Policy observatory/ Intelligence

Product CO2 & environmentaltarget setting (Outside type approv)

DGA FL performance mgt & targets ELV Strategy

CAFE and Group Env KPI: Corporate synthesis and Regional mgtCircular Economy

Business dvpt

Marketing & Business SupportOaO

& Stakeholders

- 10/8 years - 6 years - 5 years Compliance

Highlight

Specify

Manage

SupportBusiness

[R]/[T] [V]/[U] DVLP. PHASEVEH. SALES

PRODUCTION AFTER-SALES

4

MARCH 2018


STRATEGIC ENVIRONMENTAL PLANNING & RENAULT ENVIRONNEMENT01 STRATEGIC ENVIRONMENTAL PLANNING

ASSISTANT

Nicolle BERNARD

CO2 Corporate PlanningManager

Alexandre CHEVRE


Tony GOMES

Envir. Public PoliciesCorp. Planning Mger

Isabelle SALGADOT


Denis VINDRET

Stakeholder DialogSenior Project Manager

François MARIE

CFP KPI & LCA strategyProject Manager

Violaine POULAIN

Ref, Rating & Environ. Perfor.Project Manager

Olivier MAHE

Expert leader Air qualityand Substances Martine MEYER

Expert leader Energy& Raw materials

Catherine GIRARD

Environmental ExpertPatrick VINCENT

Business DevelopperRenault Environnement

Tony GALLONE

ENVIRONMENTAL PERFORMANCEDominique LUCAS

RECYCLING & CIRCULAR ECONOMYJean-Denis CURT FINANCE DIRECTOR

Renault EnvironnementNathalie SOURDILLE

CAF-X, PRODUCT & PUBLIC POLICIESGrégory LAUNAY

Recycling Project Financial controller

Patricia GALEANO

HSE : Ph. MICHARD

DPPG : C. DUPONT-ROC

Energy & Environ.Mftg & : J.C. DHIEUX

Doctorat studentJ.F. VERA

Feb 2018

DSBD – Jeremie PAPIN

VP STRATEGIC ENVIRONMENTAL PLANNINGJean-Philippe HERMINE

GAIALaurent CLAUDE (DG)

Project Manager (LoA)C. FOURNIER

RENAULT ENVIRONNEMENT AFFILIATES

5

MARCH 2018


MARKETPrice fluctuation, shortage,

image to customers,residual value

PUBLIC POLICIES Tax, incentives, import / export limitation, traffic restriction / regulation

NGOs Controversies,

advocacies & influence

COMPLIANCE


ENVIRONMENTAL STAKES, MARKET & STAKEHOLDERS PRESSURE CHALLENGE THE CAR INDUSTRY BUSINESS COMPLIANCE & COMPETITIVENESS

3 MAJOR ENVIRONMENTALSTAKES CHALLENGING…

…THE AUTOMOTIVE INDUSTRYLIFE CYCLE

Resources

Climate

City & Health

Production

Use

Raw Materials

DistributionEnd of life

COMPETITIVENESS

6

MARCH 2018


CITIES& PUBLIC

AUTHORITIES

CITYPLANNERS

ELECTRICITYUTILITIES

AFTER SALES& EOL PLAYERS

NGOs

MOBILITYOPERATORS

INFRASTRUCTUREDEVELOPERS

NEWTECH PLAYERS(AI, DIGITAL…)

STRATEGIC ENVIRONMENT MUTATION (NEW COMPETITORS, NEW PARTNERS)

RENAULT’S ACTIONS INCREASINGLY NEED TO INTEGRATE INTO ECO-SYSTEMIC SOLUTIONS TO DELIVER EFFICIENT RESULTS


7

MARCH 2018


ENVIRONMENTAL STAKES

8

MARCH 2018


02 CLIMATE

THE CAR INDUSTRY NEEDS TO CUT ITS GREENHOUSE GASES EMISSIONS BY 32% IN 2050 TO REACH COP21 OBJECTIVE AND LIMIT CLIMATE CHANGE TO 2°C

Target

+2°between 1990

and 2100

23

GtCO2

~13

GtCO2

Global GHG emissions

2000 2050

5,8

GtCO2

6

GtCO2

+3%

Transports emissions

2000 2050

Climate change PLDV emissions

2,8

GtCO21,9

GtCO2

-32%

2000 2050

Source : IEA, IPCC

C

-43%

9

MARCH 2018


0

2

4

6

8

10

12

2000 Fleetincrease

Mileageper vehicle

Fuel &Electricity

decarbonization

Fueleconomy

improvement

Powertrainelectrification

switch

Off Cycletechnologies

Vehicleproduction

& EoL

2050

02 CLIMATE

THE CAR INDUSTRY WILL ABSORB THE BULK OF THE EFFORT THROUGHPOWERTRAIN TECHNO SWITCHES, ICE IMPROVEMENT AND OTHER INNOVATIONS

Outside car industry’s field of action

-32%

Within car industry’s field of action

LDV GHG emissions (GtCO2eq)

x3,5 -19% -?% Up to 80% reduction on total fleet

Impact but

no control

Source:

10

MARCH 2018


0

0,5

1

1,5

2

2,5

3

3,5

4

4,5

2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 2050

02 CLIMATE

THIS TARGET REQUIRES THAT LIFE-CYCLE EMISSIONS OF NEW VEH. SHOULD DECREASE BY 24% IN 2022 FROM 2010

~-80%-40%-24%

Industry target on its field of action (WtW tCO2eq / veh sold / y)

Corresponds to an actual FE WW, WtW of

7,4 l/100 km (x 15 000 km/y) - WLTC

ReferenceSource:

2022

11

MARCH 2018


02 CLIMATE

RENAULT MUST COMPLY WITH AND ANTICIPATE THESE POLICIES THAT COVER MOST OF ITS STRATEGIC MARKETS ON THE SHORT AND LONG-TERM

Main C40 cities

2040

2030-2032

2025

CIRCULATION

RESTRICTION

~40% of Renault 2017 sales

CAFE regulation

not yet voted

2017 CAFE

regulation

FUEL ECONOMY

REGULATION

~80% of Renault 2017 sales

12

MARCH 2018


02 CLIMATE

RENAULT MUST COMPLY WITH AND ANTICIPATE THESE POLICIES THAT COVER MOST OF ITS STRATEGIC MARKETS ON THE SHORT AND LONG-TERM

SOUTH KOREA2030: All diesel ban

INDIA2030: All ICE ban

GERMANYAll ICE ban will be banned DTBC

NORWAY2025: All ICE ban

PARIS2016: Ban of Diesel < Euro 2 2017: Ban of Diesel < Euro 3

2024: All Diesel ban

MADRID2025: Ban Diesel< Euro 6 and Gasoline

< Euro 2 2025: All diesel ban

MEXICO CITY2025: All diesel ban

OSLO2017: Ban on diesel when high pollution2019: Ban on private cars in city center

BRUSSELS2018: Ban of Diesel < Euro 22020: Ban of Diesel < Euro 42022: Ban of Diesel < Euro 52025: Ban of Diesel < Euro 6

STUTTGART2018: Ad-hoc Ban of Diesel <Euro 6

ATHENS2025: All diesel ban

AMSTERDAM2017: Ban of Diesel < Euro 3

2018: Ban of Diesel taxi built < 2009

LONDON2017: £10 charge for ICE < Euro 4

2019: £12.5 charge for Diesel < Euro 6 and Gasoline < Euro4

FRANCE2040: All ICE ban

UK2040: All ICE ban

13

MARCH 2018


03 MTPE

THE MTP 2022 EMBEDS THE ENVIRONMENTAL LEVERS AND LANDING POINT

TECHNOLOGY DISRUPTION NEW CUSTOMER TRENDS REGULATIONS BENEFITS TO SOCIETY

• Electric

• Connected

• Autonomous

• Mobility services

• Digital customer

• Mobility services in cities

• Individual Mobility

in emerging countries

CAFE

Euro 6

China 6

ULeV 5

LeV 7

City regulations

• -25% carbon footprint*

(2022 vs 2010)

* per vehicle

14

MARCH 2018


03 MTP

RENAULT ADRESS THE 3 ENVIRONMENTAL STAKES THROUGH 3 LEADERSHIP BUSINESSCLAIMS

3 environmental stakes challenge automobile industry &

reshape the market

Renault address those stakes through 3 transversal

leadership claims able to enhance innovation and

transformation

ONE INDICATOR FOR OVERALL GLOBAL PROGRESS:

CARBON FOOTPRINT -25%(2022/2010 PER VEH SOLD) IN LINE WITH COP21 2DS OBJECTIVE

3 Leaderships—

Competitiveness—

Sustainability

Climate

Resources City & Health

EVCircular

Economy

NewMobilityservices

15

MARCH 2018


TOWARDS ZERO

EMISSION SOCIETY

TOWARDS RESOURCES

EFFICIENT SOCIETY

ROADMAP TOWARDS

2DS (COP21)

CITY & HEALTH

RESOURCES

CLIMATE

03 MTP

RENAULT STAYS ON COURSE ON A HOLISTIC, DETAILED AND BALANCED ROADMAP TOWARDS AN EFFICIENT, ZERO EMISSIONS AND COP21 COMPLIANT SOCIETY

RECYCLE

CLOSED LOOPS

REDUCE

REUSE

SUPPRESS

REDUCE

PROTECT

REDUCE

ENERGY INTENSITY

REDUCE

CARBON INTENSITY

AVOID &

RAISE USE INTENSITY

16

MARCH 2018


TOWARDS ZERO

EMISSION SOCIETY

TOWARDS RESOURCES

EFFICIENT SOCIETY

ROADMAP TOWARDS

2DS (COP21)

CITY & HEALTH

RESOURCES

CLIMATE

03 MTP

THIS APPROACH IS BUILT ON SPECIFIC ACTIONS AND COMMITMENTSSUPPORTING THE LEADERSHIP CLAIMS

CIR ECONOMY

CARBON FOOTPRINT

-25%Connected / autonomouscar eco-driving

Robot taxi

Smartcharging

Bat 2nd life

EV MS Leader

EV Batlease & repare

Eco Driving

Affordable EV

Mobility ServicesPartnership

Scrap strategy & loops

New remanufacturing ref.reused parts offer

+50% recycled plastics Consumed worlwide

Plant Energy & CO2 -3%/y

Tangier zero-carbon plant

20% renewable energyin Renault sites

Travel&commut FP

NEW MOBILITY PROGRAM

Product eco-conceptionServices for positive impact Group activity footprint (incl production)

COMPREHENSIVE & CONSISTENT HOLISTIC APPROACH, ENGAGING ALL GROUP ACTIVITIES

EV PROGRAM – EV LEADERSHIP

Global Cabin Air Quality policy

-20% hazardous chemicals in plants

-30% toxic metals to water

-25% plant VOC emissions

Global toxic substances removal policy

-25% non recycled industrial waste

-20% plant water consumption / veh

Autonomous Ride Hailing EV Pilots

-6% CO2 emission with Logistics

CAF-X

2017-2022 MTP & ENVIRONMENT5 MARCH 2018 STRATEGIC ENVIRONMENTAL PLANNING MARKET Price fluctuation,...

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