1. 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, Noida, NCR

2. 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)
A surplus of 50,000 tonnes expected
Source: International Lead Zinc Study Group

3. REFINED LEAD PRODUCTION - INDIA
(Producer: Hindustan Zinc Ltd)
Year
Production
(tonnes)
112752
144653
151020
174368
Capacity: 201,000 T
Source: HZL

4. 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

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

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

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

8. 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

9. INDIA’S INFRASTRUCTURE INVESTMENTS
( )
US $ 1000 Billion
Source: FE

10. 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%

11. AUTOMOBILE PRODUCTION INDIA DISPLACES GERMANY

12. AUTOMOBILE STORY
Source: SIAM

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

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

15. 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

16. 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.

17. ROLE OF ENERGY STORAGE IN ENERGY STORAGE POTENTIAL
INDIAN GRID
ENERGY STORAGE POTENTIAL
: 70GW

18. EMERGING MARKETS
- SOLAR ENERGY

19. NEED TO ACCELERATE
- WIND ENERGY

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

21. 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

22. 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

23. 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

24. THANK YOU India Lead Zinc Development Association
39 Tughlaqabad Institutional Area
M. B. Road, New Delhi
Tel: /7360, ; Fax: