## A d v an c i ng G r o w t h 

# 201 5 No rth Am e r i can



# L i g h t V e h i c l e A l u m i n um

C o n t e n t S t u d y

E x e cut iv e Summ a r y

J une 2014

## E x e c u t i v e S u mm ary

K e y F i nd i n g s 

## 2015

2 

### In 2015:

• Pi c k u p tr uck s w i ll co n ta in the m o s t a l um in u m a t 548

. 9 l bs

. p er v ehi c l e, f o ll ow ed c l o s e l y b y E Se gment

se d a n s a t 546

. 9 l bs

. , S U V s a t 410

. 3 l bs

. a n d m in i v ans a t 396

. 5 l bs

. All o ther s egmen ts w i ll be b el o w the

a v e r a g e co n t ent o f 39 4 p o u n d s p er v ehi c l e

.



### • T es l a

, M e r c e d es

, B MW a n d F o r d w i ll a ll e x c eed the a v e r a g e a l um in u m co n t ent a n d the a v e r a g e

a l um in u m sha r e o f cu r b w ei g h t

.

• T he F

- 15 0 w i ll co n ta in 1

, 08 0 p o u n d s o f a l um in um

. Al um in u m sheet a n d e xtruded p r od ucts f o r the

b o d y a n d c l o s u r es a r e o v er o n e hal f o f this co n t e n t

.

• T he t o ta l a l um in u m co n t ent f o r the 17

. 4 6 mi ll i o n v ehi c l es o f e x p e c t ed p r od ucti o n w i ll e q ua l n ea r l y 7

b ill i o n p ou n d s

. Bo d y a n d c l o su r e p arts w i ll b e 11 % o f the t ota l.



### • T o ta l No rth A meri c a n l i g ht v ehi c l e a l um in u m co n sum p ti o n w i ll i n c r ease b y 28 % i n 201 5 o v er 2012

.

• Co nsum p ti o n will s ur p ass a ll r e co r d s se t in p r e vi o us d e c a d es b y o ne b ill i o n p o un d s.

• Al u m i n u m h oo d p e n et r at i o n w i ll i n c r ease f r o m 34 % i n 201 2 t o 48 % i n 2015.

• M o r e t h a n 500

, 00 0 p i c k u p t r u ck s a n d E V ’ s ( a co mb in ed t o ta l ) w i ll h a v e co m p le t e a l um in u m b od ies

,

a n d h a v e a co n t ent o f o v er 50 0 mi ll i o n p o u n d s o f a l um in um.

## E x e c u t i v e S u mm ary

K e y F u t u r e P r oje c t io ns 

## 2025

3 

### Wi th in the De cad e:

• Seven o u t o f 1 0 new p i c k u p truc k s p r od uced i n No rth A meri c a n w i ll be a l um in u m

- bod i e d.

• E v ery l ea d i ng au t o ma k er w i ll h a v e a n a l um in u m b o d y p r o g r a m i n p l ace.

• F o r d

, G en e r a l M o t o rs a n d F ia t C hr y s l er w i ll be the bi gg es t u s ers o f a l um in u m shee t

.

• Al um in u m h oo d p ene t r ati o n w i ll r ea ch 85 % a n d doo rs w i ll r ea ch 46% ; co m p le t e b od ies w i ll r ea ch

18%

, f r o m l ess t han o n e p e r c en t t od a y

. T his will d ri v e t o ta l a l u min u m co n te nt to 54 7 p o un d s p er

vehi c l e.

• T he t o ta l No r th Am eri c a n a l u min u m co n te nt will be 1 0 b ill i o n p o un d s.

• Al um in u m will co m p rise m o r e t h a n 75 % o f p i c k u p truc k b o d y a n d c l o s u r e p a rts

, 24 % o f E Se gment

bo d y a n d c l o su r e p art s, 22 % o f SU V b o d y a n d c l o s u r e p a rts a n d 18 % o f m in i v a n bo d y a n d c l o su r e

p a r ts.

• Al um in u m shee t f

o r li g h t v ehi c l e b o d y and c l o s u r e p a r ts will g r o w f r o m l ess tha n 20 0 mill i o n p o un d s

in 201 2 t o ne a r l y 4 b ill i o n p ou n d s

.



### • On a v o l um e ba s is

, 26

. 6 % o f a ll the b o d y a n d c l o s u r e p a rts w i ll be ma de o f a l um in um.

• T he g r o ss w ei ght sav ing s fr o m a l um in u m b od y a n d c l o s u re u s e w i ll be 17 5 p o u n d s p er vehi c l e.

• G l oba ll y

, l i ght vehi c l e a l um in u m co n t ent w i ll a pp r o ach 3 5 bi ll i o n p o u n d s

, ma k i ng l i ght vehi c l es the

m o s t i m p o rta nt gl o ba l mar k et f o r a l um in um.

## E x e c u t i v e S u mm ary

 Alu m i n um c on t en t w i ll b r ea k w it h th e l on g t er m 40 y ea r t r en d l i n e i n 2015 a s a lu m i n um pene t r a ti o n f o r

bo d y par t s

, d oor s an d cl os u r e s ( o th e r th a n h oo d s ) f i na l l y r ea c h e s t h e c r i t i c a l mas s f o r a n e x p l os i v

e per i o d of

g r o w t h f r o m 2015 t o 2025.



### N e t Al um i nu m P o und s p er L i g h t V e h icle

4 50

4 00

350

3 50

3 00

2 50

2 00

1 50

1 00

50

0

Calendar Y ear

4 394

1 9 75

1 9 76

1 9 77

1 9 78

1 9 79

1 9 80

1 9 81

1 9 82

1 9 83

1 9 84

1 9 85

1 9 86

1 9 87

1 9 88

1 9 89

1 9 90

1 9 91

1 9 92

1 9 93

1 9 94

1 9 95

1 9 96

1 9 97

1 9 98

1 9 99

2 0 00

2 0 01

2 0 02

2 0 03

2 0 04

2 0 05

2 0 06

2 0 07

2 0 08

2 0 09

2 0 10

2 0 11

2 0 12

2 0 13

2 0 14

2 0 15 N e t P ounds per V ehicle

## E x e c u t i v e S u mm ary

22 .3

12 .6

5

5 .4

3

2 1 .4 1 .5 0 1

0 1

5 2

0  L a r ge c on t en t i n c r ease s f o r bo d y par t s

, cl os u r e s an d l a r g e r t r ansm i ss i o n c ase s w i ll mo r e th a n of f se t sma ll

c on t en t l osse s f

o r sma ll e r en g i ne s an d s ti f f c ompe tit i o n f

r o m ne w s t ee ls f

o r s u spens i o n c on t r o l arm s o v er

th e per i o d 2012 t o 2015

.

 T h e ne t i n c r eas e i s e x pe c t e d t o b e a p lus 44.3 po u n ds pe r v e hi cle f r o m 2012 t o 2015 c ompa r e d t o an

i n c r eas e o f on l y 10 po u n ds pe r v e hic le f r o m 2010 t o 2012.



### C o m p o n e n t or S

y s t em Chang es f

or Al um i nu m C o n t e n t in 2015 v e rs u s 2012

25

N e t G ains in P ounds per V ehicle

- 2 .4 E n g i ne s C on t ro l Arm s O t h e r Losses

& L i nk s

- 0 .3

- 1 .2 0

- 0

. 5

- 1

- 1

. 5

- 2

- 2

. 5

- 3 N e t L osses in P ounds per V ehicle



## +48. 2 l b s. ( 3

. 9 ) l b s.

5

## E x e c u t i v e S u mm ary

 T o t al No rt h American li g h t v e h ic l e a l u mi n u m c o ns u m pti o n wil l i n c r ea s e b y 28% in 2015 o v er



### 2012.

– Th e in c r ease is an equ al co m binati o n o f m o r e v e h i c les and m o r e a lum in u m co n t ent p er v e h i c l e.



###  Co ns u m pti o n in 2015 wil l s u rp a s s a n y r eco r ds s et in p r e vi o u s decades b y o n e billion p o u n d s

.

Al um i nu m C o nsump t ion f or L i g h t V

e h i c les

5395 6886

5 0 00

4 0 00

3 0 00

2 0 00

1 0 00

0 6 0 00 8 0 00

7 0 00

2 0 12 2 0 15 M illi ons of P ounds

6

## E x e c u t i v e S u mm ary

 In 2015, th e t o t a l a l u m i n um c on t en t f o r th e 17.46 m i ll i o n v e hic l e s o f e x pe c t e d p r o d u c ti o n wi ll e q u a l

nea r l y 7 b i ll i o n po u n d s

.

– B o d y and c l o su r e pa r ts w i l l b e 11 % o f t he to ta l

.

– 33 % o f t he co n t ent w i l l b e f o r en g ine pa r ts.

161 803 812 629 1325 658 1083 173 243 143 80 777

0 5 00 1 0 00 1 5 00 A ll o t her B l o c ks H e a d s O t h e r E n g i n e T r a nsm i ss i o n & D r i v e l i n e

H e a t T r a ns f er Whee ls Br a kes S t eer i ng S uspens i o n Bumpers Bod y & C l osures 

### M i ll io n s of N et Al P o und s b y

C o m p o n e n t / S

y s t e m

2%

12%

12%

9%

19% 10% 16% 2% 4% 2% 1%

11% 

### C o mp o n e n t / S

y s t e m Sha r e of Al

C o nsump t ion

Al l oth e r

H e ads

T ra n sm i s s i on & D r i v e li ne

Wh e e l s

S t e e r i ng

B u m p e rs Bl o c ks

Oth e r E n gi ne

H e at T ra n s f e r

B rak e s

S u s p e n s i on

B ody & C l o s ur e s

6. 9 B illion P ounds

7

## E x e c u t i v e S u mm ary

 Alu m i n u m ’s s h a r e o f th e 3,798

- p o u n d c u r b w e i g h t i n 2015 i s e x pe c t e d t o b e 10.4 %.

– Th is is co m pa r ed t o t he 9 % s h a r e o f t he 3

, 828

- p o und c u r b w ei g h t in 2012

.

 T es l a

, Me r c e d es

, B M W an d F o r d w i ll e x c ee d th e a

v e r a ge a lu m i n um c on t en t an d th e a v e r a ge a lu m i n um s h a r e

o f cu r b w e i g h t f

o r 2015

.

9.0%

8

## E x e c u t i v e S u mm ary

D Seg m e n t

C he vy M a libu

D o d g e C h a rge r

M US T AN G

E Seg m e n t

Ca dill a c X T S

S T I N G R A Y V A N Seg ment

D o dge S print er

F o r d T r a nsi t

P U P Seg m e n t

F o r d F 1 5 0

Ra m 1500  As a lu m i n um c on t en t sp r ea ds a c r os s v e hi c l e se g men t s , t h e E Se g men t

, S UV Se g men t an d P UP Se g men t

eme r ge a s c on t en t l ea d ers

.



### 2015 V e h i c le Se gm e n t A

v e r ag e Al um i nu m P o und s an d Sha r e of 2015 P r o duc t ion

9 A /B Seg m e n t

F i at 500

F o r d F i e st a

C Seg m e n t

F o r d F o cu s

H o nd a C ivic MP V Seg m e n t

H o nd a O d y ss ey

C h r ysler To w n &

C o unt r y

SU V Seg m e n t

C he vy S uburb an

J ee p Gr a n d C h er o ke e 251

. 6 l b

. ’s

273

. 9 l b

. ’s

363

. 3 l b

. ’s

546

. 9 l b

. ’s 396

. 5 l b

. ’s

410

. 3 l b

. ’s

273

. 2 l b

. ’s

548

. 9 l b

. ’s 3% of P r odu cti on

17% o f P r oduct i on

21% o f P r oduct i on

2% of P r odu cti on 4% of P r odu cti on

33% o f P r oduct i on

2% of P r odu cti on

17% o f P r oduct i on

## E x e c u t i v e S u mm ary

 T h e a lu m i n u m

- bo d i e d F

- 150 g oe s i n t o p r o duc ti o n l a t e r thi s y ea r

.

 T hi s i s th e f

i rs t hi g h

- v o l u m e a lu m i n u m

- bo d i e d v e h i cl e t o go i n t o p r o duc t i o n i n th e w o r ld.

 W h e n th e p r o g r a m r ea c h e s f ull p r o duc ti o n i n 2016, F o r d w i ll b e mak i n g 850,000 t r u c k s pe r y ear

an d r e qu i r e 350,000 t on s o f a lu m i n um s h ee t pe r ann u m

.  T h e 2015 F

o r d F

- 150 i s a t es t c as e f o r a hi g h

- v o l u m e a lu m i n um v e hi cl e

, a chi e v i n g ~ 700 l bs

. o f w e i g ht

s a v i n gs o v e r th e c u r r en t mo d e l.



### R e d e s i gn ed 2015 F

- 150

600 P ounds ( E xcl udes 7 0 pounds of

e x t r uded a l um i num p r odu c ts)

10

## E x e c u t i v e S u mm ary

7%

6%

3%

6% 1%

2%

1%

3%

1%

7%

1%

0% 21% 26% 9% 3% 3% 1% 

### 2015 F

- 150 C r e w Ca b

N et Al um i nu m C o n t e nt B lo c ks

H e a d s

O t h e r E n g i ne

Tra n s mi ss ion C a s e s

O t h er T ra n s mi ss ion

D i f f e re n t ial C ar r ie rs

D r i v e s h a f t s & Yo k e s

He at E x c h a n g e rs

He at S h i e l d s a n d Si n k s

W h e e ls

Bra k e s

S t ee ri n g

C lo s u r e s

B o d y S h e e t H T

B o d y S h e e t N H T

B o d y S h a p e s

B o d y T u b e

All o t h er 1,08 0 P ounds

25 % of Cu r b W

ei gh t

11  T h e 2015 F

o r d F

- 150 w i ll h a

v e ov e r 1,000 po u n ds o f ne t a lu m i n um c on t en t

, o r app r o xi ma t e l y 25% o f it s

c u r b w e i g h t

.

2015 F150 C r e w C a b L bs. / V e h i c l e

CY2015

B lo c ks 71

H ea d s 66

O th er E n g i ne 37

T r a n s mi ss ion C a s es 68

O th er T r a n s mi ss ion 12

D i f f e r e nt ial C arrie r s 17

D ri v e s h a ft s & Y

o k es 7

H e a t E x c h a n g e r s 32

H e a t S h iel d s a n d Si n k s 10

W h eels 72

B r a k es 6

S t eering 5

C lo s u r es 223

B o d y S h e e t H T 281

B o d y S h e e t N H T 96

B o d y S h a p es 31

B o d y T ube 37

All o th er 9

To t al 1080

## E x e c u t i v e S u mm ary

N A Al um i nu m Sh e e t D e mand

F or A u t o Bo d y an d C lo su r e P ar t s

4 5 00

4 0 00

3 5 00

3 0 00

2 5 00

2 0 00

1 5 00

1 0 00

5 00

0

2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 25

12 M illions of P ounds  Al u m i n um s h ee t f

o r l i g h t v e hic l e

bo d y an d cl os u r e par t s w i ll g r o w

f r o m l es s th a n 200 m i ll i o n

po u n ds i n 2012 t o nea r l y 4

b i ll i o n po u n ds b y 2025.

 T hi s g r o wth o f a lu m i n u m r o ll e d

p r o duc t s f

o r a u t omo t i v

e

app l i c a t i on s w i ll r e qu i r e a

t r emen d o us i n c r eas e i n h eat

t r ea ti n g c apa c it y

.

 F o r d, G ene r a l Mo t or s an d F i at

C h r y s l e r w i ll b e th e b i gg es t

u ser s o f a lu m i n um s h eet

 E v er y l ea d i n g a u t oma k e r w i ll

h a v e s e v e r a l a lu m i n um bo d y

an d cl os u r e pane l p r o g r am s b y

2025.

 26.6% o f a ll th e bo d y an d

c l os u r e par t s o n a v o lu m e bas i s

w i ll b e ma de o f a lu m i n um i n

2025.

 70% o f th e a lu m i n um s h ee t w i ll

nee d t o b e 6xxx h ea t t r ea t ab le

s h ee t

.

## E x e c u t i v e S u mm ary

 T h e n u mbe r o f v e hi cl e s wit h a l u m i n um c l os u r e s an d c omp l e t e bo d y s t r u c tu r e s wi ll i n c r eas e b y s i g n i f ic an t

p r opo r ti on s o v e r th e n e x t t e n y ea r s

.

34% 48%

6% 6% 7%

4% 4% 73%

19% 28% 33%

26% 30%

24%

9% 85%

27% 46%

18%

0% 1 0% 2 0% 3 0% 4 0% 7 0%

6 0%

5 0% 8 0% 9 0%

H oo d s F e n de r s Doo r s

2 0 15 T r u n k / G a te

2 0 20 2 0 25 Roof C omp l e t e B od i es S h a r e of Al l L i g h t V e h i c l e s 

### Al um i nu m P e n e t r a t ion f or C lo su r es

an d C o mp le t e Bo d ies

2 0 12

T h e chart d o es no t i n c lu d e t h e num er ou s v eh i c l es that w i l l a l so h a v e part i al bo d

y str u ct u res, v ac uu m di e cast s ho ck t ow ers a n d o t h er VD cast bo d y parts.

13

## E x e c u t i v e S u mm ary

 T h e ma t er i a l m i x f

o r bo d y an d cl os u r e par t s w i ll c h an ge d r ama ti c a l l y o v e r th e n e x t t e n y ea r s

.

 O n a w e i g h t bas i s

, a lu m i n um w i ll g r o w t o 19% o f th e w e i g h t f o r bo d y an d c l os u r e par t s b y 2025.

861

, 84% 154

, 15% 8

, 1% 

## 2012

M i l d and H S LA

A H S S /U H S S

Al u m i n u m S h e e t

Al u m i n u m E xtr u s i ons

Al u m i n u m V D C a s t i n gs 751

, 76% 201

, 20% 37

, 4% 3

, 0%

1

, 0% 

## 2015

M i l d and H S LA

A H S S /U H S S

Al u m i n u m S h e e t

Al u m i n u m E xtr u s i ons

Al u m i n u m V D C a s t i n gs

559

, 59% 277

, 29% 92

, 10% 8

, 1%

5

, 1% 

## 2020

M i l d and H S LA

A H S S /U H S S

Al u m i n u m S h e e t

Al u m i n u m E xtr u s i ons

Al u m i n u m V D C a s t i n gs 366

, 41%

357

, 40% 144

, 16% 13

, 2% 8

, 1% 

## 2025

M i l d and H S LA

A H S S /U H S S

Al u m i n u m S h e e t

Al u m i n u m E xtr u s i ons

Al u m i n u m V D C a s t i n gs

14 

## 1023 l b s. 993 l b s.

941 l b s. 888 l b s.

## E x e c u t i v e S u mm ary

 A m i ld, HS LA an d ba k e h a r d s t ee l bo d y s t r uc t u r e w it h c l os u r e s w e i g h s o n a v e r a ge 1,060 po u n d s

.

 T hi s e x clud e s b u mper s an d th e 500

- po u n d l a dd e r f r am e f o r p ic k up t r u c k s

.

 B y 2025, th e w e i g h t f o r th e a v e r a ge bo d y w it h c l os u r e s w i ll b e 888 po u n d s

.

– Th is is bas ed o n a co ns tant v e h i c le f oo tp r int o f 4 9 squ a r e f

ee t

.

 N e w ma t er i a l s

, i n c lud i n g a l u m i n u m

, wi ll c on ti n u e t o s a v e w e i g h t with o ut sa c r i f ici n g sa f e t y

, s i z e o r

e f f ici en c y

.

1 2 00

0

2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 25 2 0 0 6 0 0

4 0 0 8 0 0 1 0 00

N e t P ounds f or B ody and Closu r es

A l u m i n u m V D C a s t i n g s

A l u m i n u m E x t r u si o ns

A l u m i n u m S h ee t

A H S S/ UH S S

M i l d a n d H S L A

15

## E x e c u t i v e S u mm ary

 B y 2025, 26.6% o f a ll th e bo d y an d cl os u r e par t s f o r l i g h t v e hic l e s i n N or t h A mer ic a w i ll b e ma de of

a lu m i n um ( meas u r e d b y v o lu m e r a th e r th a n w e i g ht ).

 A b u rs t o f a lu m i n um a ct i v i t y i s e x pe c t e d i n th e f e w y ea r s l ea d i n g up t o th e 2025 E P A man d a t e o f 161 g r am s

o f C O 2 pe r m i le t ak i n g f

ull ef f e c t

.

1

. 4% 1

. 7% 3

. 2% 6

. 6% 9

. 3% 10

. 7% 11

. 5% 13

. 7% 16

. 9% 19

. 0% 2 5%

22

. 1%

20

. 2% 25

. 6% 26

. 6%

0%

2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 25 5% 1 0% 1 5% 2 0% 3 0% 

### Al um i nu m V ol um e Sha r e of

Bo d y an d C lo su r e C o mp o n e n ts

16 P i c k up t r u c k s w i ll d emons t r a t e th e hi g h es t pene t r a ti o n o f a lu m i n um par t s f o r bo d i e s an d c l os u r e s a t mo r e

th a n 75% b y 2025.

 If th e f

u e l e c ono m y a c hi e v e d with p o w er t r a i n ch an g e s d oe s no t a chi e v e p r oje c t e d l e v e l s

, a dd iti ona l f u el

e c ono m y i mp ro v emen t s c a n b e a chi e v e d th r o u g h a dd iti ona l a lu m i n um base d w e i g h t s a v i n gs o n C, D an d S UV

se g men t v e hic l es

. O th e r se g men t s s uch a s m i n i v an s an d E se g men t c ar s a r e a l s o c an d i d a t e s f o r a dd iti onal

w e i g h t s a v i n g s

, b u t th e i r v o lu me s a r e t o o sma ll t o h a v e a s i g n i f

i c an t i mpa ct o n CO 2 em i ss i ons

.



### Al um i nu m V

ol um e Sha r e of Bo d

y an d C lo su r e C o mp o n e n ts b y V e h i c le T y p e

22

. 1%

4

. 0% 4

. 8% 59

. 3%

11

. 5% 10

. 8% 75

. 9%

22

. 0%

17

. 7%

0% 1 0% 2 0% 5 0%

4 0%

3 0% 7 0%

6 0% 8 0%

P i ck u p T ru c ks S U V / C U V M i n i v an

2 0 1 5 2 0 2 0 2 0 25 

## E x e c u t i v e S u mm ary

17

## E x e c u t i v e S u mm ary

 In th e c a r se g men t s , E Se g men t v e hi c l e s w i ll s h o w th e hi g h es t a lu m i n um pene t r a ti o n f o r bo d y an d cl os u r e

par t s a t nea r l y 24% b y 2025.

 W e i g h t s a v i n gs es ti ma t e s r ema i n c onser v a t i v e f o r C se g men t an d D se g men t c ar s g i v e n th e y a r e th e pr i m e

c an d i d a t e s f

o r h y br i d an d e l e c t r i c p o w er t r a i ns

. Al t erna t i v e p o w er t r a i n ass u mp ti on s w i ll b e s e v e r e l y

c h a ll en g e d b y th e hi g h c os t o f h y br i d, p l u g

- i n an d a ll

- e l e c t r i c t e ch no l o g i es

. A l o w

- c os t

, l o w w e i g h t ba t t er y

so lu ti o n i s no t y e t o n th e h or i zon

.



### Al um i nu m V

ol um e Sha r e of Bo d

y an d C lo su r e C o mp o n e n ts b y C , D & E Se gm e n t Car s

4

. 7%

2

. 5%

0

. 7%

0% 7

. 8%

5

. 2%

3

. 9% 23

. 9%

13

. 8%

8

. 7%

5% 1 0% 1 5% 2 0% 2 5% 3 0%

E S e g m ent D S e g men t C S e g men t

2 0 1 5 2 0 2 0 2 0 25

1833%

41% 23% 2% 1% 

## 2025

M i ld a n d H S L A

A H SS/ U H SS

Al u min u m S h ee t

Al u min u m E x t r u s io n s

Al u min u m VD C a s t i ng s 

## E x e c u t i v e S u mm ary

 E x t ens i v e u s e o f a lu m i n u m

, du a l p h ase

, c omp l e x p h as e an d p r es s h a r d ene d s t ee ls w i ll b e r e qu i r e d t o

r em ov e 150

- 200 po u n ds o ut o f t h e a v e r a ge a u t o bo d y w it h cl os u r e s b y 2025. T o r em ov e mo r e th a n 200

po u n ds i t w i ll r e qu i r e a lu m i n um t o b e u se d f o r o v e r 30% o f t h e par t s

.



### L i g h t V e h i c le Bo d

y an d C lo su r e P ar t V

ol um e Sha r e b y M a t e r i al

81% 18% 1% 

## 2012

M i ld a n d H S L A

A H SS/ U H SS

Al u min u m S h ee t

Al u min u m E x t r u s io n s

Al u min u m VD C a s t i ng s 71% 23% 6% 

## 2015

M i ld a n d H S L A

A H SS/ U H SS

Al u min u m S h ee t

Al u min u m E x t r u s io n s

Al u min u m VD C a s t i ng s

52%

31% 15% 1% 1% 

## 2020

M i ld a n d H S L A

A H SS/ U H SS

Al u min u m S h ee t

Al u min u m E x t r u s io n s

Al u min u m VD C a s t i ng s

19

## E x e c u t i v e S u mm ary

 As a lu m i n um g r o w s t o 26% o f th e par t v o lu m e f o r l i g h t v e hi cle bo d i e s an d c l os u r es

, t h e t o t a l amo u n t of

ma t er i a l nee d e d i n 2025 w i ll d e c l i n e b y o v e r 3 b i ll i o n po u n ds pe r y ea r o v e r t h e nee d i n 2012.

C um ul a t i v e S a v i ng s

o f 175 pounds p e r v eh icle

f r o m 239 pounds

o f Alu m i num A dd i t i ons

pe r v e hicle

0

2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 18

S a v i n g s du e t o A l um i n u m S h ee t

S a v i n g s d u e t o Al um i nu m V D C a s t i n g s 1

, 0 0 0

5 0 0 1

, 5 0 0 2

, 0 0 0 2

, 5 0 0 3

, 0 0 0 3

, 5 0 0

2 0 1 9 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 24

S a v i n g s d u e t o Al um i nu m E x t r u s i o n s 2 0 25 M illions of P ounds S a v ed 

### G r o s s W ei g h t S a vi ngs f

o r Bo d y & C l o su r e P a rt s

2012

- 2025

20

## E x e c u t i v e S u mm ary

 F i f t y y ear s o f u n i n t err u p t e d a lu m i n u m g r o wth f o r N or t h A mer i c a n man u f a c tu r e d l i g h t v e hi cl e s is

g u a r an t ee d. T h e r e i s no thi n g o n th e h or i zo n th a t w o uld i n d i c a t e th a t thi s b u rs t i n a lu m i n u m g r o wth c a n b e

s i g n i f ic an t l y s l o w e d o v e r th e n e xt t e n y ears

.

120 139 165 212 258 340

306 394 473 547

0

1 9 7 5 1 9 7 7 1 9 7 9 1 9 8 1 1 9 8 3 1 9 8 5 1 9 8 7 1 9 8 9 1 9 9 1 1 9 9 3 1 9 9 5 1 9 9 7 1 9 9 9 2 0 0 1 2 0 0 3 2 0 0 5 2 0 0 7 2 0 0 9 2 0 1 1 2 0 1 3 2 0 1 5 2 0 1 7 2 0 1 9 2 0 2 1 2 0 2 3 2 0 25

Calendar Y

ear 1 00 2 00 3 00 4 00 5 00 6 00

N e t P ounds per V ehicle 

### Al um i nu m N et P o und s p e r N o r t h A m e r i ca n L i g h t V e h i c le

21

## E x e c u t i v e S u mm ary

 Alu m i n um h ea t t r ea t e d an d non

- h ea t t r ea t e d s h ee t

, e x t r ud e d s h ape s an d t u b e a s w e ll a s v a cuum ass i s t ed

hi g h p r ess u r e d i e c as t i n gs a r e th e p r o du ct s th a t w i ll bene f i t th e mos t f

r o m th e nee d t o u s e mo r e a lu m i n um

t o s a v e w e i g h t an d i mp ro v e f u e l e c ono m y b y 90% b y 2025.

 All o th e r p r o duct f

orm s i n clud i n g c o n

v en t i ona l H P D C, permanen t mo ld c as ti n g s

, b r az i n g s h ee t

, f i n s t o c k

,

r o d an d ba r an d f

o r g i n gs w i ll on l y i n c r eas e b y 27 po u n ds i n t o t a l ov e r th e per i o d 2012 t o 2025.



### N et P o und s p er V

e h i c le f or Se l e c t P r o duc t F

o rms

13

. 4 19

. 1 42

24

. 6

1

0 97

35

7 150

42

12 20 40 60 80 1 40

1 20

1 00 1 60

Ro l l ed P r o du c ts E x t r u d e d P r o du ts V a c uum D i e C a s t i n g s N e t P o und s pe r Veh i c le

2 0 12

2 0 15

2 0 20

2 0 25

T hi s c har t ex c lude s ro d an d bar , f i n s t o ck, bra z in g shee t

, f orging s an d al l c as t ing s ex c ep t V D C

22

## E x e c u t i v e S u mm ary

20

18

16

14

12

10

8

6

4

2

0

1 9 99 2 0 12 2 0 15

S ec o nd a r y 2 0 20 2 0 25 M illions of T ons 

### Glob a l L i g h t V e h i c le Al um i nu m U s e

Hi s t o r y an d F

o r e cas t

( i nc l ud es sc r ap)

P r i m a r y 43% 55% 54 M illi on

V e hicl es

57% 45%

8.7 Will b e

cl o s e r t o 50/50,

if sh e e t p r ompt

sc r a p is c l osed

l oop r e c y c l ed

4.9 11 .4 14 .8 30

- 35 m illi on t ons if the w o r l d

f o ll o w s NA

120 M illi on

V e hicl es

18 M illi on T

on Ba se

20 M illi on T

on U ps ide

23  L i g h t v e hi cl e s wi ll b e th e mos t i mpor t an t g l oba l ma r k e t f o r a lu m i n um i n th e c om i n g d e c a d e.

## Th i s conc l udes our report. Thank y ou.

T h is p r e s e n t a t io n w a s p r e p a r e d b y D u c k e r W o rl d w i d e LL C

. O p i n i o n s an d e s t i m a t e s c on s t i t u t e

j u d g m e n t a s o f th e da t e o f th is m a t e r ial a n d a r e s u b j e c t t o c h a n ge w i th o u t n o t i c e

. A ny

i n t e r p r e t a t i o n s de r i v e d f

r o m th e se f

i nd i n g s a r e th e s o l e r e s po n si b i l i t y o f th e cl i e n t

. R e p r odu c t i o n w i th ou t th e e xp l i c it c on s e n t o f D u c k e r W o rl d w i d e LL C is s t r i ct l

y p r o h i b i t e d

.

F or 5 0 y e a r s

, D u c ker W o r l d w id e h a s en a b

l ed cli en t s t o n a vi g a t e a nd t h r i v e i n a d yn amic

, gl ob a l ma r

k e tpla c e

. Our un i q ue a nd p r o v

en c o m b i n a ti on of c u st om m a r

ke t i n t e lli g en c e, c r itica l t h i nk i ng a nd s t r at e g i c c on s u lti ng

c r e a t e v al u a b l e o pp o r t un iti es t h a t d e li v

er c r itica l r e s u lt s

.

F or m o r e i n f o r m a ti on r e g a r di ng our st r

a t e g i c s er vic e s

, e xp e r tis e a nd t o l e a r n h o w D u c ker W o r l d w i d e ca n he lp

y ou, pl e as e c on tac t one of our t e a m m e m be r s a t 248

- 644

- 008 6 or visi t our w eb sit e a t w w w

. d u c ke r

. c om

24