WEF_Raising_Ambitions_2020.pdf

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In Collaboration with
Accenture Strategy
Raising Ambitions:
A new roadmap for the
automotive circular economy
C I R C U L A R CA R S I N I T I AT I V E
BUSINESS MODELS CLUSTER
DECEMBER 2020
Cover:
Getty Images
Contents
Foreword
Letter from Accenture Strategy and the World Economic Forum
Introduction
1
In a nutshell: driving industry transformation
2
There is an urgent need for circular business models
3
Making sense of circularity: proposed definitions,
measurements and levels of circularity
3.1
Definition of a circular car – value and efficiency
3.2
The five levels of circularity – a proposed taxonomy
to gauge and guide progress
4
Next stop, a mobility revolution: pathways, solutions and
business models
4.1
Transformation pathways – key strategies
towards circularity
4.2
Identified solutions and enablers – concrete actions
for circularity
4.3
Case studies
5
Raising ambitions for a circular cars agenda
6
Next steps for the Circular Car Initiative
Appendix: Solutions and pathways
Contributors
Acknowledgements
Endnotes
3
4
5
7
9
12
13
15
19
20
23
25
27
29
32
41
42
43
© 2020 World Economic Forum. All rights
reserved. No part of this publication may
be reproduced or transmitted in any form
or by any means, including photocopying
and recording, or by any information
storage and retrieval system.
Raising Ambitions:
A new roadmap for the automotive circular economy
2
Foreword
Thomas Deloison
Director Mobility, World
Business Council for
Sustainable Development
Christoph Wolff
Global Head of Mobility
and Member of the
Executive Committee,
World Economic Forum
The car has given us freedom. It has accelerated
trade and made an indelible mark on modern culture
and lifestyles. But cars are also responsible for ~10%
of greenhouse gas emissions and a large share of
global steel, aluminium, plastic, rubber, glass and
increasingly battery material consumption. It is now
time for a revolution in automotive sustainability.
The World Economic Forum and the World
Business Council for Sustainable Development
(WBCSD) jointly formed the Circular Cars Initiative
to accelerate this transformation. The Initiative takes
a systemic approach – accounting for the build
phase as well as the use phase – to automotive
sustainability. It looks at how technology and
business levers can maximize the resource value
of the car, minimize life-cycle emissions and unlock
new opportunities.
Within the Circular Car Initiative, 40 companies
from the automotive value chain, several research
institutes, international organizations, governmental
bodies and think tanks are charting the course
towards a zero-emission future through new
technology, materials innovation, efficient vehicle
usage and full life-cycle management.
We wish to thank Accenture under the leadership
of Wolfgang Machur and Alexander Holst, and
McKinsey under the direction of Fehmi Yüksel
and Eric Hannon, for their in-depth analysis and
thought partnership on these topics. We are also
appreciative of EIT Climate-KIC’s Sira Saccani
and Kirsten Dunlop, and SYSTEMIQ’s Matthias
Ballweg, Tillmann Vahle and Martin Stuchtey, for
joining early on and for their ongoing work on policy
recommendations.
We also would not have come to this point at the
end of 2020 without the leadership of Levi Tillemann
at the World Economic Forum.
The “circular car” is now on its way to becoming a
core component of the automotive future.
Raising Ambitions:
A new roadmap for the automotive circular economy
3
Letter from
Accenture Strategy
and the World
Economic Forum
Axel Schmidt
Senior Managing Director,
Global Industry Sector Lead
Automotive, Accenture
Alexander Holst
Managing Director,
Sustainability,
Accenture Strategy
Levi Tillemann
Lead, Circular Cars Initiative,
World Economic Forum
The automotive sector has integrated circular
economics into its business practices for decades.
But now is the time to raise ambitions on the
sector’s approach to circularity to effectively
address climate change and resource depletion.
For the world to experience less than 1.5°C of
global warming, the automotive industry needs to
target around a 50% reduction in absolute carbon
emissions by 2030. In the same period, we expect
mobility demand to increase by 70% globally.
Circularity and electrification will be the core
strategies that enable the industry to decarbonize
and prepare for this increased mobility demand.
Circularity means using cars more efficiently, shifting
to fleets and coordinating value ecosystems more
effectively. All of these aspects of circularity can add
value for the industry and for society, and enhance
the broader ecosystem that humans inhabit.
Original equipment manufacturers (OEMs)
have already set ambitious roadmaps towards
carbon neutrality in the next two decades.
We expect circularity to become a major
element of this transformation. Companies
need to chart their individual paths and
learn to optimize and orchestrate the full-
value ecosystem and vehicle life cycle.
The Circular Cars Initiative (CCI) represents the first
organized industry effort to systematically address
the opportunities and challenges of circularity with
an eye towards fundamentally remaking automotive
value chains and business models. Accenture
has been honoured to support the Forum and the
participating companies on this journey towards a
circular automotive economy.
This report proposes a taxonomy of five levels
of circular cars and four major strategies for
industry transformation before detailing a variety
of necessary solutions for circular business
models. Over the coming months and years,
we expect multistakeholder pilot projects and
public-private collaborations to move the vision
of the Circular Car Initiative into reality.
Raising Ambitions:
A new roadmap for the automotive circular economy
4
Introduction
Sustainable cars must be powered by green
electricity; circular economy principles need
to govern both manufacture and use phase.
The term “circular car” refers to a theoretical
vehicle that has maximized materials efficiency.
This notional vehicle would produce zero materials
waste and zero pollution during manufacture,
usage and disposal – which differentiates it from
today’s zero-emission vehicles. While cars may
never be fully “circular”, the automotive industry can
significantly increase its degree of circularity. Doing
so has the potential to deliver economic, societal
and ecological dividends.
Indeed, the convergence of technology,
environmental and economic megatrends is
propelling the modern automotive industry
towards just such a transformation. The Circular
Cars Initiative has assembled a broad coalition
of participants from the automobility ecosystem
committed to leading this transformation and
increasing the environmental sustainability of
global mobility by harnessing the power of new
technologies, materials and business models.
FIGURE 1
Decarbonizing the car
BEVs use less energy
in operation, but more
in production
Shifting to low-carbon
electricity for the use
phase helps…
...but only circular-economy
innovations can finish the job
Carbon emissions
per passenger km
146
124
44
3
-98%
Today
1
+ Adoption of BEVs
2
+ Low-carbon energy
for use phase
3
Materials, assembly and end-of-life
+ Circular-economy
innovations
4
Use phase
1.
ICEV hatchback (level 1) with 1.70t weight (incl. repair components), 0.90t steel, 0.15t aluminium, 0.29t plastics, 200,000 life-cycle km
and average occupancy of 1.5
2.
BEV hatchback (level 1) with 1.90t weight (incl. repair components), 0.70t steel, 0.19t aluminium, 0.32t plastics, 0.32t EV battery,
250,000 life-cycle km and average occupancy of 1.5
3.
Requires decarbonization of electricity grid with additional renewable energy as per consumption requirement by BEVs
4.
Circular-economy innovations consider level 4 circular BEV (fully circular)
Source:
Accenture Strategy analysis
The Circular Cars Initiative (CCI) is comprised of
three main workstreams:
–
The
materials workstream,
led by McKinsey,
is focused on the pressing need to decarbonize
materials, institute closed-loop recycling and
provide materials with a productive second life
– capturing value that today is downcycled into
other industries (see Figure 2).
–
The
business models workstream
is led
by Accenture Strategy. Its work lays out a
series of strategies for achieving circularity. In
collaboration with the World Economic Forum,
Accenture Strategy has developed a taxonomy
to guide the industry’s progress on carbon and
resource efficiency. The goal is to maximize the
mobility output achieved per unit of resources
and emissions expended (see Figure 3). The
5
Raising Ambitions:
A new roadmap for the automotive circular economy

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