1. EIT InnoEnergy is supported by the EIT,
a body of the European Union
Cover
image:
Joan
Sullivan,
TBB
Photo
Contest
2018
Innovation and entrepreneurship in sustainable energy in Europe
Track record/Credentials. Lessons learnt after 10 years. How to improve
16 Nov 2021

2. 1
Agenda
1. InnoEnergy credentials [6 slides – 6 mn]
2. (System) Lessons learnt [4 slides – 4 mn]
3. The new landscape. Improving the system: from “As Is” to “To Be” [2 slides - 6 mn]
Q&A

3. 2
InnoEnergy credentials (1/6)
The one liner ...
InnoEnergy credentials
We have scrutinized 5000+ innovative cases in sustainable energy,
invested and supported 450+
and produced 300+ innovative products, that are selling
InnoEnergy UVP: to make the cases happen earlier, bigger and de-risked, by
leveraging the trusted ecosystem created since 2010

4. 3
Anchored in the EU institutions Partnership as Dec 2020
In the field in 21 countries A micro European Energy System
Partners across all the Value Chain
Partners across all the Supply Chain
All energy carriers
Challengers and incumbents
21 country regulations
210 Million end- customers
H2020
(SET Plan)
Smart Specialization EFSI
Re-industrialization
of Europe
Value Chain
Supply Chain
Technology
Regulation
Human Capital
Societal
Appropiation
RTD, Ener, JRC, Grow, EAC Regio, Near EIB, RTD, Ener Grow
Energy
Union
enablers
Main Commission Services involved
Key instruments & policies for the Energy Union
Europan
Battery Alliance
2017
Advise Execute Experiment
Cheetah
2012
BioEnergyTr
ain 2015
Inpath TES
2015
Uni-SET
2012
Insight-E
2013
Magrenov
2014
REEEM
2016
NorthVolt 2016-19
Pilot
Action
2018-20
Malopolska
2016
InterReg
Danube
-18
ETIP
WindFloat
EIC Pilot
19-20
DEEDS
(2017)
Pre
Leap
RE
2018
InnoEnergy credentials (2/6)
.. It is all about the trusted ecosystem

5. 4
Coal
Gas
Hydro
PV Wind
Wave
Tidal
Wave
Cement
Petrochemical
Siderurgy
....
Airplanes
Maritime
Trains
Commercial
Passenger
cars
Industry
Commercial
Households
Public
CO2
(55%)*
Climate
change
(lower
than
0°
C)
Renewable
(32%)*
Energy
Efficiency
(32,5%)
Jobs, Growth,
Competitiveness
X.XXX
B€
"European" endeavour
Impact we seek
(2030 targets as per 2019)
From
13.000
TWh/year
(2018)
to
9.000TWh/year
(2050)
Carbon
Neutral
Transmission
Distribution
Load (as electrified as possible)
"C"
Nuclear
Renewables Industry (H&P) Transport Buildings (H&P)
Generation
Minesto
WindFloat*
NexWafe
NorthVolt*
Skeleton*
Green Steel
A sample of the 300+ assets under management
MEVA
InnoEnergy credentials (3/6)
Contributing to the Energy Transition …. with industrial relevance
Hyperloop

6. 5
Forecasted cumulated impact of 2020 InnoEnergy portfolio companies by 2025
Economic impact
(cumulated by 2025)
120.000
Direct Jobs created
(indirect *4)
8.000M€
of external funds raised
by supported assets
180.000
people with access to
energy in developing
countries
100 TWh
Generated from
clean energy sources
On a EU annual baseline of 13.000
TWh
y of GIIN (Global Impact Investing Network)
InnoEnergy credentials (4/6)
Making Impact (SDG, ESG and Green Deal aligned)

7. 6
InnoEnergy credentials (5/6)
Structuring industrial value chains in Europe
Strategic industrial value chains boosted by , creating green growth, jobs and competitiveness
www.innoenergy.com
10
Still work to do and gaps to fill (1/2)
Accelerated EBA at the heart of the EU recovery: Jobs and growth
www.innoenergy.com
EBA harvest since October 2017 (3/4)
Industrial projects all across the value chain in 22 countries 7
www.innoenergy.com
5
Highlights 2020 linked to multiannual strategy (3/4)
Gates & EIT InnoEnergy accelerating H2
European Green Hydrogen Acceleration Center (EGHAC)
www.innoenergy.com
1
Rebuilding PV industry in Europe (1/9)
Why NOW?
20GW/year
40 B€
2023
1. Value chain
2. No H2 cost
1. Reshoring PV
manufacturing
2. 20GW new/year
1 European Battery Alliance
2 European Green Hydrogen Acceleration Center 3 European Solar Initiative
Complementarity with the EU Hydrogen Strategy
www.innoenergy.com
EBA harvest since October2017(4/5)
Batteries regulation: Europe setting the frame ww 10
Traceability,sustainability,circularityand .... ambitious
Europe settingthereference wwfor thebatterysupplychain

8. 7
InnoEnergy credentials (6/6)
Rankings by third parties

9. 8
Innovator
Market
Intelligence
Customer/Off-takers
Growth
Regulation
Governance
Strategy
Tecnhology enhancement
(Including IP strategy)
Supply Chain
and industrialisation
Funds (dilutive and grants)
Access to
Human Capital
Raw materials
Active
materials
Modules/Pack
Platforms/EV
ESS, industry
Cell
Cathode
Separator
Anode
Recycling
B2B B2C
Lesson learnt #1 (1/2)
From “supply centric” to ........
As Is
Services that our innovators (customers) need,
and how they navigate today, event based
(instruments/supply centric)
Sup. 1 Sup. 2 Sup. N Sup.X.

10. 9
Innovator
Market
Intelligence Customer/Off-takers
Growth
Regulation Governance
Strategy
Tecnhology enhancement
(Including IP strategy)
Supply Chain
and industrialisation
Access to
Finance
Social Acceptance
Citizen engagement
Access to
Human Capital
Raw materials
Active
materials
Modules/Pack
Platforms/EV
ESS, industry
Cell
Cathode
Separator
Anode
Recycling
B2B B2C
InnoEnergy
InnoEnergy Key Success Factor
Innovator centric, along its lifetime
One Stop shop
Lesson learnt #1 (2/2)
........ to “innovator’ centric

11. 10
Lesson learnt #2 (1/2)
From TRL (Technology Readiness level) .....
IND
COM
FOAK
Innovation
Applied research
Research
Impact

12. 11
Lesson learnt #2 (2/2)
.... to IRL (Innovation Readiness Level)
IND
COM
FOAK
Innovation
Applied research
Research
Impact

13. 12
IND
COM
FOAK
Innovation
EU support
instruments,
Mostly suply
side
The “As Is -> To Be” landscape (1/1)
End to end good mapping ...
.
Applied research
Research
Pillar 1 (ERC, MC, ..)
Pillar 3 (EIC, EIT)
Pillar 2 (Clusters, Mis, Part)
InnoFin EDP, Inn. Fund
EIB “com” products
Smart Specialization / Cohesion Funds
InnoEnergy
Fit for 55
N.E.C. P.
market
New policies
Regulations
Ambitions
(EU&MS)
ETS
Green taxonomy
Impact

14. 13
Skills 2
Enhancing & accelerating the “To Be”
5 proposals: low hanging fruits, at marginal cost
.
Toolbox 2
Innovative Public
Investment
(demand side)
IND
COM
FOAK
Innovation
Applied research
Research
Toolbox 1
KSF
(Key
Success
factors)
From TRL to IRL (TRL, MRL, InRL, SRL, CRL)
From SET to SETII?
240B€ public procurement/year in EU in energy
to
30% (75B€) innovative public investment
⇒No impact in deficit
⇒No new Euros
⇒From risk averse to risk taking
Upskilling/Reskilling
Skills 1
Accelerating
Energy
transition
1
2
4
5
B2B is working
Improved B2C accelerates energy transition
SRL/Citizen top ranked dimension
Pillar 1 (ERC, MC, ..)
Pillar 3 (EIC, EIT)
Pillar 2 (Clusters, Mis, Part)
InnoFin EDP
, Inn. Fund
EIB “com” products
Smart Specialization / Cohesion Funds
ONE COLOR:
No market fragmentation
500M homogeneous customers
3

15. 14
www.innoenergy.com
Thank you