When we would like to understand the potential scenarios for adoption rate of Electric Cars, make a forecast for demand for EVs, lithium batteries and Lithium and REE as strategic commodities - we better go where the future is already happening. This time it is happening in Japan and not only in a sense of the latest technologies involved in EVs - like electric power-trains and lithium batteries - but more in a sense of the living in the world without cheap oil.
"Today everybody is exited about REE, tomorrow Peak Oil time will come and Lithium will make the headlines again. During excitement stage it is easy to make the wrong decision and chase the mini bubbles only to see them to pop - do not mistake the mega trends, Next Big Thing and parabolic rises. There is time to buy and time to sell. REE gives us a very good example - what can happen with a very small sector, when the all world depends on it. Peak Oil realisation will be next. With GM Volt and Nissan Leaf on the streets you will see the future - The Future is Electric."
Japan is importing all of its oil and we will be much better off following people who are living already in the coming reality to the Western world and what they are actually doing in order to sustain mobility. China is betting on Electric Cars as the next industrial drive as well, both countries are searching the globe for the new sources of secure supply of Lithium and REE.
Japan is importing all of its oil and we will be much better off following people who are living already in the coming reality to the Western world and what they are actually doing in order to sustain mobility. China is betting on Electric Cars as the next industrial drive as well, both countries are searching the globe for the new sources of secure supply of Lithium and REE.
"China is taking Electric Cars very seriously. Just over the weekend we were listening to Jim Puplava with Puru Saxena discussing Peak Oil situation and how China is moving fast to mitigate the situation. Thousands of miles of high speed railway system are built now, connecting all major cities in China with latest trains as fast as 400km/h. There is a plan now to connect China by high speed railway system with Singapore - China is facilitating the move from the airlines and to the high speed trains, which could be powered by electricity.
Electric car is the solution for the ground transportation and with billions of dollars invested in electric cars now we have the major catalyst in the making."
Sanyo eyes tenfold increase in lithium ion battery capacity
CarTechBlog:
KASAI, Japan--Sanyo Electric, which makes hybrid vehicle batteries for Ford and Honda, targets a tenfold increase in lithium ion battery production capacity in five years.
The company also aims to slash manufacturing costs by half in that time in its bid to become a leader in next-generation power packs for green cars, President Seiichiro Sano said.
Speaking last week at the opening of Sanyo's battery factory in this western Japanese city, Sano predicted hybrid and electric vehicles will account for 10 to 15 percent of all new-car sales in 2020. Sanyo wants at least 30 percent of that global market, he said.
Limited lithium ion battery production began at Kasai in July, with initial capacity of 1 million cells a month. Sanyo aims to raise that capacity to 10 million cells by 2015.
Sanyo did not say how many vehicles 10 million cells could supply. But it could be enough for 125,000 hybrid vehicles a month, judging by the output of its Tokushima factory.
The Tokushima plant, which opened last year for trial production, was Sanyo's first facility making lithium ion batteries for cars. It has enough capacity for 100,000 cells a month, or enough for 15,000 hybrid vehicles a year. There are roughly 80 cells per battery pack.
Sanyo has agreements to supply Volkswagen AG, Audi AG, and Suzuki Motor with lithium ion batteries. The Tokushima plant will supply lithium ion batteries for an Audi hybrid scheduled to go on sale next year, officials said. The company also is expected to supply lithium ion batteries to Toyota.
Sanyo already is supplying hybrid vehicles by Ford Motor and Honda Motor with older-generation nickel-metal hydride batteries. Sanyo has also agreed to cooperate on development of nickel-metal hydride batteries with Volkswagen, Audi, and France's PSA Peugeot Citroen.
Lithium ion batteries are seen as key to making more practical hybrid and electric vehicles because they are lighter and more powerful than the nickel-metal hydride batteries currently used.
Many Japanese carmakers have tried to bring battery making in-house by forming joint ventures with electronics companies. Nissan, Toyota, Honda, and Mitsubishi have followed this model, teaming with such companies as NEC, Panasonic,and GS Yuasa.
But Sanyo is one of Japan's top independent hopefuls, choosing to play the field. Kasai's five-floor lithium ion battery building contains research and development facilities and two manufacturing lines. It will be the focal point of Sanyo's next-generation battery business.
The plant is doing test runs and will deliver its first products for use in 2012, said Hiroshi Ikeuchi, vice president in charge of Sanyo's hybrid electric vehicle division. With Kasai up and running, lithium ion batteries account for 30 percent of Sanyo's battery capacity and nickel-metal hydride the rest, Ikeuchi said. But that is expected to flip-flop by 2020, with lithium ion battery output claiming 80 to 90 percent of total output."
No comments:
Post a Comment