130 likes | 209 Views
Dive into the primary aluminum industry at the ARABAL Conference in November 2012. Explore the growth of automotive aluminum and its impact on the global industry. Discover key drivers, regulatory impacts, and potential growth areas like hoods, bumpers, and powertrain applications. Learn about the Middle East's opportunities in primary production and downstream value. Find out how regulations will shape materials use and fuel economy targets, and the strategies automotive companies use to meet CAFÉ standards. Stay informed about the latest advancements, challenges, and opportunities in the aluminum sector.
E N D
ARABAL Primary Aluminum ConferenceNov 2012 iS Automotive Aluminum Growth Finally Here? All Raw Materials Consulting
Global Automotive Industry Builds YearM unitsYearM units • ’98 53.0 ’05 66.5 • ’99 56.3 ’06 69.2 • ’00 58.4 ’07 73.3 • ’01 56.3 ’08 70.5 • ’02 59.0 ’09 61.8 • ’03 60.7 ’10 77.8 • ’04 64.5 ’11 80.1 Estimates : 2012 81.5 M 2020 100.0 M All Raw Materials Consulting
Current North American Aluminum Content Ducker Worldwide Aluminum content is expected to be 343 pounds per vehicle in 2012, and has shown slow uninterrupted growth over nearly forty years 343 lbs. Pounds per Vehicle All Raw Materials Consulting 3
Current North American Aluminum Content Ducker Worldwide Today 85% of Current Aluminum Content Heat Exchangers 32 lbs./v Engines 130 lbs./v Wheels 57 lbs./v Transmission & other Driveline 70 lbs./v All Raw Materials Consulting
Current North American Aluminum Content Ducker Worldwide Added 6 lbs. Added 1.9 lbs. Added 6 lbs. Added 7.5 lbs. All Raw Materials Consulting
Regulatory Impact on Materials Ducker Research Major Targets for Weight Savings
Critical New Programs Land Rover - Aluminum Body - 31.4 MPG Fuel Economy - Over 900 lbs weight savings 2014 Ford F15 - - Aluminum Body - ?? MPG/20 % - 700 lbs weight savings “Huge Risk” All Raw Materials Consulting
Automotive Strategies To Meet CAFE Powertrain Enhancements HEV/EV Light Weight Materials: Aluminum AHSS (New Steels) Composites/Plastic Magnesium All Raw Materials Consulting
Key Drivers For Aluminum Use • Customer Acceptance/Demand • Absolute Cost • Global Regulations • CAFÉ • Incremental Savings • Competing Materials • Technological Advancement • Ensure Rolling Capacity All Raw Materials Consulting
Potential Automotive Growth • Hoods/Doors/Roofs/Deck Lids/Closures • Bumpers • Steering/Chassis/Suspension Components • Increased Wheel Penetration • Increased Powertrain Applications • Frames All Raw Materials Consulting
Middle East Opportunity • Lowest Cost Primary Production • Financial Wherewithal to Expand • Potential Down Stream Value • Alloys/Billets/Slab • Castings • Sheet • Forging • Stampings • Components All Raw Materials Consulting
Back-Up All Raw Materials Consulting
Regulatory Impact on Materials Ducker Worldwide There are several mixes of vehicle characteristics that will yield a 52% reduction in the grams/mile of CO2 by 2025, but only a few mixes can do this for $3000/vehicle or less 10% Min. & 20% Max. 10% At a given miles per gallon, diesel produces 14% more CO2. While at a given CO2 level, diesel produces a 20% higher fuel economy All Raw Materials Consulting