14th POWERON L Pugazhenthy “GLOBAL & INDIAN SCENARIOS - LEAD & LEAD BATTERIES” by L Pugazhenthy Executive Director INDIA LEAD ZINC DEVELOPMENT ASSOCIATION & Past President, The Indian Institute of Metals 17th January, 2019 Noida, NCR

LEAD – GLOBAL FORECAST A. PRODUCTION 2018 11.59 2019 11.84 (million tonnes) A. PRODUCTION 2018 11.59 2019 11.84 (2.2% growth) (increases in Australia, India, Kazakhstan & US) B. DEMAND 11.71 11.79 (0.7% growth) 2019 - A surplus of 50,000 tonnes expected Source: International Lead Zinc Study Group

REFINED LEAD PRODUCTION - INDIA (Producer: Hindustan Zinc Ltd) Year Production (tonnes) 2014-15 112752 2015-16 144653 2016-17 151020 2017-18 174368 Capacity: 201,000 T Source: HZL

Lead Consumption: 1.0 million tonnes INDIA END USES OF LEAD Estimated Lead Consumption: 1.0 million tonnes Secondary: 800,000 tonnes & Imports: 150,000

India Likely to be largesT eco than US by 2030 Source: Standard Chartered

Recent Global Forecasts World Bank: “India to grow at 7.3%, 2018-19” Pricewater Coopers: “Indian Economic Growth Getting Stronger” World Economic Forum: “India to be 3rd largest consumer, with consumer spending at $6 Trillion by 2030 (at present $1.5 Trillion)

GDP GROWTHS INDIA CHINA IMF “India to drive global growth for 30 years” CHINA Source: OECD

Key Drivers Greater Emphasis on Infrastructure & Massive Investments Aspiring Population /Improving Living Standards 4th Largest Auto Market Multi Sector Growths World’s 2nd Largest Integrated Lead-Zinc Producer in India India, a big Lead Recycler

INDIA’S INFRASTRUCTURE INVESTMENTS (2012-17) US $ 1000 Billion Source: FE

LEAD BATTERY INDUSTRY - CURRENT & FUTURE SCENARIOS Market Size : US$ 6.0 Billion Growth by 2020 : 16% CAGR Current applications : Automotive (45-50%) Inverter, UPS (10-15%) Telecom & Traction (15-20%) New applications : Renewable Energy & Electric Vehicles (15-20%) Exports : 3-4%

AUTOMOBILE PRODUCTION INDIA DISPLACES GERMANY

AUTOMOBILE STORY Source: SIAM

Power Shortage Forecast, Next Few Years - GROWTH PROSPECTS India’s installed power generation capacity 346,368 MW (August 2018) Capex in 2018-19 US $ 3500 million Power Shortage Forecast, Next Few Years

TELECOM Mobile Subscribers (million) Rural Urban Figures in brackets % change over the previous quarter Source: TRAI

EMERGING MARKETS RENEWABLE ENERGY 100,000 MW OF SOLAR 60,000 MW OF WIND 5,000 MW OF SMALL HYDRO 10,000 MW OF BIO ENERGY

SOLAR ENERGY, ON THE RISE 1/5th of India’s total power now comes from renewables 65 GW installed capacity through renewables 15-20 GWh targeted grid-connected storage capacity within the next five years.

ROLE OF ENERGY STORAGE IN ENERGY STORAGE POTENTIAL INDIAN GRID ENERGY STORAGE POTENTIAL 2015-22: 70GW

EMERGING MARKETS - SOLAR ENERGY

NEED TO ACCELERATE - WIND ENERGY

EVs IN INDIA “EV Goals Being Realized on Two Wheelers, All Electric by 2030? “EV Goals Being Realized on Two Wheelers, Not Four Wheelers”

ELECTRIC VEHICLES - HAVE THEY REALLY PICKED UP? 1832, First Electric Vehicle, UK (Robert Anderson) Current Market Share of EVs Norway 39% Sweden 6% China 2.2% UK 1.7% France 1.5% Germany 1.6% US 1.2% Japan 1% Source: Bloomberg

INDIA’S INITIATIVES FOR CLOSE LOOP ESM RECYCLING Regulating NF auctions 2000 Battery ESM Recycling & Monitoring Battery Mgmt Handling Rules 2001 Dealers Registration Collection of ULABs States Registration 2010 Central Registration BMHR Amendments 2010

ACTIONS BY INDIA Voluntary Industry Initiatives Strict Monitoring & Implementation (SPCBs & SPCCs) Register All Battery Dealers Collect Returns From Mfrs, Dealers & Recyclers Regularly Monitor Auctions of Batteries Assess the Industry, every 6 Months Take Penal Actions, if Reqd Follow Chinese Example

THANK YOU India Lead Zinc Development Association 39 Tughlaqabad Institutional Area M. B. Road, New Delhi 110 062 Tel:+91 11 26056889/7360, 29955536; Fax:+91 11 29956522 Email:ilzda.info@gmail.com