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EV competition leads to increasing battery size","intensifying-ev-competition-leads-to-increasing-battery-size","article/intensifying-ev-competition-leads-to-increasing-battery-size",{"_uid":557,"date":558,"tags":559,"editor":560,"content":570,"excerpt":720,"featured":50,"reporter":721,"_editable":725,"component":726,"seo_title":553,"categories":727,"visibility":737,"author_company":49,"featured_image":738,"seo_description":720,"author_full_name":49,"author_job_title":49,"formattedDate":743,"formattedArticleDate":744},"8b4bb398-ef48-4c4e-a392-e61f7d671ba4","2016-07-20 00:00",[],[561],{"slug":562,"name":563,"content":564},"didi-bostock","Didi Bostock",{"job_title":565,"image":566,"bio":568,"linkedin":569},"Editor - Energy Transition & Economics",{"filename":567},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":571,"content":572},"doc",[573,580,585,590,595,600,605,610,615,620,625,630,635,640,643,648,653,658,663,670,675,680,685,690,695,700,705,710,715],{"type":574,"attrs":575,"content":576},"paragraph",{"textAlign":49},[577],{"text":578,"type":579}," Audi, Porsche, Volvo and Toyota outline low emission intentions but Tesla continues to lead the way with launch of industry’s largest mainstream EV battery","text",{"type":574,"attrs":581,"content":582},{"textAlign":49},[583],{"text":584,"type":579},"Tesla Motors unveiled its first SUV – the Model X – in September, with the car boasting a 90kWh battery, the largest of any mainstream electric vehicle (EV) on the market.",{"type":574,"attrs":586,"content":587},{"textAlign":49},[588],{"text":589,"type":579},"The company’s latest milestone on its path towards mass-market EV adoption was met with the fanfare that has come to define Tesla and its enigmatic CEO, Elon Musk.",{"type":574,"attrs":591,"content":592},{"textAlign":49},[593],{"text":594,"type":579},"However, just days earlier at the Frankfurt Auto Show it was two other auto executives that were placing themselves in the EV limelight, with new full electric concepts.",{"type":574,"attrs":596,"content":597},{"textAlign":49},[598],{"text":599,"type":579},"Porsche and Audi outlined plans to release a full-electric sports car and SUV, respectively, aimed at challenging Tesla’s two existing product offerings, the Model S and Model X, by 2018.",{"type":574,"attrs":601,"content":602},{"textAlign":49},[603],{"text":604,"type":579},"With an initiative dubbed ‘Mission E’ , Porsche is designing a 600bhp four door sports car, which is expected to be priced at around $150,000 – $32,000 more than the price of a top end Tesla Model S.",{"type":574,"attrs":606,"content":607},{"textAlign":49},[608],{"text":609,"type":579},"Meanwhile, Audi’s 429bhp E-Tron Quattro will seek to cement the company’s position in the luxury SUV sector, with a 311 mile range car powered by a 95kWh battery, charged (in part) from solar roof panels, something that is more familiar on a Fisker car.",{"type":574,"attrs":611,"content":612},{"textAlign":49},[613],{"text":614,"type":579},"As the first full-electric offerings from both producers, the approach signals a new wave of attempts from existing auto industry leaders to gain a foothold in the EV sector and challenge companies like Tesla for the significant growth expected over the coming decade.",{"type":574,"attrs":616,"content":617},{"textAlign":49},[618],{"text":619,"type":579},"It was followed in October with noises from VW that it is also planning to launch a significant foray into EVs in 2018 as it seeks redemption from its emissions scandal.",{"type":574,"attrs":621,"content":622},{"textAlign":49},[623],{"text":624,"type":579},"Volvo also came out in October with a strong backing for EVs and its plans in the space. With auto majors seeking to gain some positive attention from the negativity of clean diesel scandal.",{"type":574,"attrs":626,"content":627},{"textAlign":49},[628],{"text":629,"type":579},"“The time has come for electric cars to cease being a niche technology and enter the mainstream,’ Volvo CEO, Hakan Samuelsson said.",{"type":574,"attrs":631,"content":632},{"textAlign":49},[633],{"text":634,"type":579},"“We are confident that by 2020, 10% of Volvo’s global sales will be electric cars,” he added.",{"type":574,"attrs":636,"content":637},{"textAlign":49},[638],{"text":639,"type":579},"Competition is increasing among the incumbent producers and it seems that, unlike in 2009, this is not just for the headlines as each company is publicly setting sales targets for electric cars.",{"type":574,"attrs":641,"content":642},{"textAlign":49},[],{"type":574,"attrs":644,"content":645},{"textAlign":49},[646],{"text":647,"type":579},"Toyota also added its own public low emission vehicle sales targets in October, saying that it was 30,000 fuel cell cars on the road by 2020.",{"type":574,"attrs":649,"content":650},{"textAlign":49},[651],{"text":652,"type":579},"The company went further by declaring that it plans to cut emissions from all its cars by 90% by 2020 based on 2010 levels, but that it is not yet planning to make EVs.",{"type":574,"attrs":654,"content":655},{"textAlign":49},[656],{"text":657,"type":579},"While virtually all auto manufacturers are favouring lithiumion battery powered EVs, Toyota is carving a niche for itself in the fuel cell sector with some market participants believing that with small EVs a fuel cell-battery hybrid can outperform other technologies.",{"type":574,"attrs":659,"content":660},{"textAlign":49},[661],{"text":662,"type":579},"The big challenge for all companies will come in first securing a reliable and consistent supply of batteries capable of fuelling these mass-market offerings, and secondly in sourcing them at a competitive level that is in and around the $250/ kWh price point.",{"type":664,"attrs":665,"content":667},"heading",{"level":666,"textAlign":49},3,[668],{"text":669,"type":579}," Leading the pack",{"type":574,"attrs":671,"content":672},{"textAlign":49},[673],{"text":674,"type":579},"The issue of sourcing these batteries at a price conducive to mass-market adoption was what led Tesla to begin its Gigafactory project in 2014.",{"type":574,"attrs":676,"content":677},{"textAlign":49},[678],{"text":679,"type":579},"While the major auto manufacturers have long-established supply chains for the raw materials required in their gasoline-powered vehicles, few have significant, if any, exposure to existing battery markets.",{"type":574,"attrs":681,"content":682},{"textAlign":49},[683],{"text":684,"type":579},"The construction of the Gigafactory is targeted at reducing Tesla’s battery costs to below $250/ kWh from an industry level of around $350-400/kWh today.",{"type":574,"attrs":686,"content":687},{"textAlign":49},[688],{"text":689,"type":579},"For the established auto manufacturers to compete at a similar price to today’s vehicles, or the prices Tesla is aiming to produce at in the coming years, will require a rapid and extensive re-examination of supply chains.",{"type":574,"attrs":691,"content":692},{"textAlign":49},[693],{"text":694,"type":579},"While batteries remain relatively abundant in today’s market, developments in application sectors, with a trend towards bigger, more powerful batteries, alongside the emerging tightness in raw material markets, means entry into the EV space may be easier said than done for today’s industry leaders.",{"type":574,"attrs":696,"content":697},{"textAlign":49},[698],{"text":699,"type":579},"With the battery Tesla has used in its new Model X, the company has again shifted the goalposts for EV requirements.",{"type":574,"attrs":701,"content":702},{"textAlign":49},[703],{"text":704,"type":579},"Using the company’s established Nickel Cobalt Aluminium (NCA) chemistry, which has also featured in the company’s Model S and Roadster, the 90kWh battery gives the vehicle a range of 257 miles and is being sold at a starting price of $132,000.",{"type":574,"attrs":706,"content":707},{"textAlign":49},[708],{"text":709,"type":579},"With a battery of this power, the question of EV range has almost become a thing of the past; however, cost and availability remain an issue.",{"type":574,"attrs":711,"content":712},{"textAlign":49},[713],{"text":714,"type":579},"While the company will seek to address the cost issue through economies of scale at its new plant in Nevada, due to come online at a smaller capacity in 2016, EV production prices remain above that of existing auto manufacturers.",{"type":574,"attrs":716,"content":717},{"textAlign":49},[718],{"text":719,"type":579},"But as costs fall and the push towards electrification continues, today’s auto majors face an uphill struggle to retain market share. With the launch of the Tesla Model X, that task may have become that bit harder.","Audi, Porsche, Volvo and Toyota outline low emission intentions but Tesla continues to lead the way with launch of industry’s largest mainstream EV battery",[722],{"slug":562,"name":563,"content":723},{"job_title":565,"image":724,"bio":568,"linkedin":569},{"filename":567},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"8b4bb398-ef48-4c4e-a392-e61f7d671ba4\", \"id\": \"\"}-->","article",[728,731,734],{"slug":729,"name":730},"batteries","Batteries",{"slug":732,"name":733},"critical-minerals","Critical Minerals",{"slug":735,"name":736},"ev","EV","private",{"id":49,"alt":739,"name":739,"focus":739,"title":739,"source":739,"filename":740,"copyright":739,"fieldtype":741,"meta_data":742,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/8ee6b1faac/bm-screen-shot-2016-07-20-at-174915.png","asset",{"alt":739,"title":739,"source":739,"copyright":739},"Jul 20, 2016","20th July 2016",[],[],1789748884095]