Electrifying the Transportation Industry
The switch from combustion engines to electric propulsion is redefining an entire supply chain
It starts with low-carbon electricity as the power demand for clean energy will be under massive stress when batteries and fuel cells replace hydrocarbons. Supporting renewables and nuclear power generation is key to achieve the climate benefits of mobility electrification. This infrastructure expands to grid management, intermittent energy storage, EV charging networks, and green or turquoise hydrogen production.
Then comes vehicle manufacturing itself. For 1, 2, 3, 4-wheelers or more, flying or rolling, both historical and electric-native OEMs are focusing on building a solid supply chain backbone to ensure access to the correct raw materials and production partners. Along with performance, sustainability is a fundamental aspect of electric propulsion, both upstream (raw material extraction, recycled materials inputs, alternative chemistries, etc.) and downstream (second-life and material recovery), if we want to responsibly manage the almost 3,000 GWh of battery expected in 2030 (x4.6 growth vs 2020).
Saint-Gobain is active across most of the electric mobility value chain, with solutions spanning from automotive glass to battery active materials and thermal protection components. We are looking for innovative partners working on providing excellent performance in respect with safety and sustainability, to bring together the next electric mobility standards.