Fabrice Renard

Avicenne

Day 2 (November 6, 2024)
3:20 p.m.
Ferrum

Challenges in building a competitive LFP/LFMP/Na-Ion low-cost supply chain

While there is a clear demand from Western OEMs for the supply of LFP/LFMP/Na-Ion cells, the supply chain is currently being investigated to reduce dependence on imports from China at extremely competitive costs. Several projects are underway, but few final decisions have been made so far.

Avicenne, which has worked or consulted on numerous value chain projects including iron, manganese, phosphate sources, FeP precursors, LFP/LFMP/Na-Ion cathode active materials, cell manufacturing and recycling in North America, Europe and Morocco, will present its vision of the likely value chain for Europe. It will also discuss the major challenges in building a competitive industry in Europe, Morocco (or the US) to limit the impact of local supply of LFP or LFMP to less than $5/kWh at cell level.

The different potential processes and their impact on the choice of raw materials or wastewater treatment, the level of capex and opex, taxes and regulations are addressed to ultimately allow a comparison of production sites and processes based on a landed cost approach benchmark.

Curriculum vitae

With more than 30 years of experience in business consulting and management of chemical and high performance materials in Belgium, Morocco and China, Fabrice has gained extensive knowledge in strategy, M&A, production, marketing, finance and innovation in technology-intensive growth industries.

Before joining Avicenne in 2019, Fabrice was Chief Innovation Officer of the Prayon Group. One of his main focus areas was the development of cathode materials. In this area, he gained deep expertise in the battery value chain and was COO of Belife, a joint venture with Umicore, and Director of Prayon Pulead Technology, a leading LFP manufacturer based in China.

At Avicenne, Fabrice has advised numerous companies in North America, Europe and Morocco, including OEMs, cell manufacturers, potential suppliers of cathode active materials and precursors, and iron and phosphate industries in the LFP and LFMP sectors.

He holds a master's degree in chemical engineering, a postgraduate diploma in business administration, an executive degree in tax law and an executive master's degree in management.