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elektrische auto, redding van de autobranche?

1. voda 28 februari 2018 21:22

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   EU clears EUR 70 million support scheme for electric buses in Germany
   
   Reuters reported that the European Commission cleared a EUR 70 million scheme in Germany to support electric buses and charging infrastructure, saying it was in line with EU state-aid rules. The scheme, which will run until the end of 2021, will help public transport operators by covering the additional costs for electric and hybrid buses and installing the necessary charging infrastructure.
   
   The EU's competition regulator said in a statement that "The Commission concluded that the contribution to EU environmental goals of the scheme outweighs any potential distortion of competition brought about by the public financing."
   
   Source : Reuters

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2. voda 1 maart 2018 21:39

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   Indian ministries to go for electric cars in the next few weeks
   
   ET reported that in a big push to popularize electric cars, the government plans to add as many as 10,000 electric cars to their fleet. Union Power Minister Mr RK Singh, said that "While our ministry will be getting 500 new electric vehicles (EV) in the next few weeks, various ministries have been asked to replenish their stock of vehicles with electric vehicles."
   
   Mr Singh said that the change over to EVs by the government agencies was part of Prime Minister Narendra Modi’s ambitions to ensure mostly electric vehicles are on the roads by 2030."We want to make something that is ecologically conducive."
   
   He said that to power the government's EVs a battery recharger will be made available in the ministry.
   
   In a media interaction at BJP headquarters, Mr Singh announced plans to set up about 500 re-charging stations for electric cars in collaboration with power discoms in select corridors.
   
   He added that "We have not finalised the corridors. We will select the corridors where the battery re-charging facilities for Electric Vehicles would be set up in collaboration with discoms," adding that India currently has only about 350 public EV chargers compared with around 57,000 petrol stations.
   
   Mr Singh said that “My ministry was finalising power tariff policy for electric vehicles. We would be coming be out with a power tariff policy within the fortnight."
   
   Extolling the virtues of reducing reliance on non-fossil fuel, the power minister underscored the advantages of electric cars. He said two Indian automobile firms, Tata Motors and Mahindra & Mahindra, are the Indian firms that have won the firms to supply vehicles to the Government.
   
   As for domestic power supply, Mr Singh only 935 villages were left to be electrified and about 29 lakh homes have connected with power supply.
   
   Source : ET

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3. voda 8 maart 2018 20:35

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   Daimler sees nickel rich batteries gaining traction
   
   Reuters reported that car industry is moving towards making electric car batteries with a higher ratio of nickel, Mr Ola Kaellenius, Daimler board member responsible for research and development, said that high cobalt prices have been pushing manufacturers to adjust the recipe for the batteries used to power electric cars to reduce the amount of cobalt and increase the nickel content.
   
   Each electric car battery uses between 8-12 kilograms of cobalt. More than half of annual mined supply of cobalt is sourced from Democratic Republic of Congo.
   
   Mr Kaellenius said that carmakers had also tried to increase the operating range of electric cars by experimenting with the ratio and mix of nickel cobalt and manganese in batteries.
   
   Mr Kaellenius said that “The main trend is toward NMC,” referring to nickel manganese and cobalt. Mr Kaellenius said of the ratio of materials that “We saw a mix of 1:1:1 then we went to 6:2:2 and now some suppliers are even talking about 9:05:05.”
   
   The auto industry currently has a range of different battery recipes competing for use in battery cathodes.
   
   One is NCA, or lithium nickel cobalt aluminum oxide, produced by Panasonic and used by Tesla which competes with NMC, lithium nickel manganese cobalt oxide.
   
   Chinese manufacturers use a composition called LFP which has a lower energy density but also does without cobalt, while Japanese carmakers use LMO, or lithium manganese oxide, which is used by Nissan and LG Chem.
   
   Source : Reuters
4. voda 12 maart 2018 16:43

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   Alfen tot 300 miljoen waard bij beursgang
   
   Gepubliceerd op 12 mrt 2018 om 08:40 | Views: 1.576
   
   ALMERE (AFN) - Laadpalenfabrikant Alfen verwacht met zijn beursgang tot wel 147 miljoen euro op te halen. Beleggers die interesse hebben kunnen zich vanaf maandag tot en met 21 maart melden. Een dag later moet de beursnotering een feit zijn. Het prijskaartje dat aan het bedrijf als geheel wordt gehangen is 225 miljoen tot 300 miljoen euro.
   
   Circa 42,5 procent van de aandelen Alfen wordt in de markt gezet. Dat komt neer op ongeveer 8,5 miljoen aandelen. Het bedrijf stelde een bandbreedte van zijn aandelen vast op 11,25 tot 15 euro per aandeel. Inclusief de overtoewijzingsoptie wordt 48,88 procent van de stukken in de markt gezet.
   
   Alfen zei eerder dat een beursnotering zal leiden tot extra naamsbekendheid, vooral bij grotere bedrijven die actief zijn in de energietransitie, wat verdere kansen biedt. Ook denkt Alfen dat de beursgang de bekendheid bij zakelijke contacten, investeerders en mogelijke toekomstige werknemers zal vergroten.
5. [verwijderd] 13 maart 2018 10:10

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   Shell Joins Board of the California Fuel Cell Partnership
   
   www.ttnews.com/articles/shell-joins-b...
6. [verwijderd] 13 maart 2018 14:04

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   Tesla raised its Supercharger rates across the US
   
   finance.yahoo.com/news/tesla-raised-s...
   
   ze moeten wel,maar dit is het begin v/h einde en goed voor de hydrogen Fuel cell technology
7. voda 13 maart 2018 16:08

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   Electric vehicles could fracture the nickel market - Andy Home
   
   Reuters reported that China’s Ministry of Finance made some minor but significant tweaks to its nickel import tariffs at the start of this year. The import duty on melting-grade nickel cathode was doubled from 1 % to 2 %, while that on nickel sulfate was cut from 5.5 % to 2 %. The reason is that nickel sulfate is a form of the metal highly suited to the production of precursor battery materials.
   
   China, already a leader in the electric vehicle battery sector, is evidently laying the ground for stimulating imports of nickel in the most readily usable composition for lithium-ion battery processing.
   
   Batteries are still a relatively small part of nickel’s usage profile, representing about 4 % of global demand, according to the International Nickel Study Group.
   
   But everyone knows that ratio is only going to increase as the electric vehicle revolution builds momentum.
   
   As it does, however, it could fragment an already cracked market, both in terms of the supply chain and pricing.
   
   Most of the world’s nickel production about 70% of it is used as an alloying input in the production of stainless steel.
   
   The type of nickel used for stainless production was historically, in ascending order of price, stainless steel scrap, ferronickel and refined metal.
   
   But the Chinese initiated a materials revolution around the middle of the past decade in response to nickel’s extraordinary bull run to more than USD 50,000 a tonne in 2007.
   
   Looking for cheaper alternatives, they unearthed a technology that had been explored but never developed, namely nickel pig iron.
   
   An explosion in this form of the metal has generated far-reaching consequences, including a whole new nickel ore supply stream from Indonesia and the Philippines, the offshoring of NPI production and even stainless steel production to Indonesia and the crash in the nickel price to less than USD 10,000 in 2016.
   
   Producers of more conventional types of nickel are still struggling to adjust. Witness the decision late last year by Vale, the world’s largest producer, to mothball production capacity.
   
   Nickel’s existing dynamics, beholden as they are to the needs of stainless steel producers, are highly problematic for the EV sector.
   
   Most of the world’s current production growth is taking place in the NPI segment of the market.
   
   NPI production is forecast to hit 700,000 tonnes this year, compared with global refined output of 2.08 million tonnes in 2017, according to Wood Mackenzie.
   
   Global mine output, the research house says, will increase by more than 10% this year but just about all of that will come from Indonesia and the Philippines in the form of nickel ore destined for NPI processing.
   
   The problem is that none of this material is suited for production of the nickel sulfate powder desired by battery makers.
   
   It’s not impossible to transform NPI into sulfate, but it’s neither economical nor logical. As a result, to quote Wood Mackenzie, “about half of global nickel production is not available” for battery usage.
   
   Source : Reuters

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8. voda 13 maart 2018 16:16

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   Samsung and POSCO to build cathode plant in Chile
   
   Korea Times reported that Korean joint venture will build a plant in Chile by 2021 to produce a key raw material in lithium-ion batteries used to power electric cars. According to the Samsung SDI-POSCO consortium, they will spend 57.5 billion won (USD 54 million) for the factory in the Chilean port city of Mejillones and the facility will be capable of manufacturing 3,200 tonnes of cathode per year starting the second half of 2021.
   
   The plan is part of the Latin American country's value-added lithium projects, launched last year, to expand its mining and industry sectors by taking advantage of its rare and pricey metal and Samsung SDI and POSCO made a joint bid for it. Chile holds the world's largest reserves of the metal.
   
   Following two rounds of the selection process, the consortium, along with China's Sichuan Fulin Industrial Group and Chile's Molymet, was selected to make an investment in the project, Friday, according to Chilean state development agency CORFO.
   
   Initially, 12 companies from seven countries, including Canada and Belgium, applied to manufacture lithium-linked products in Chile.
   
   According to the consortium, lithium coming from Chile will be used to produce the nickel-cobalt-manganese and nickel- cobalt-aluminum cathodes at the new plant.
   
   Depending on the market conditions, Samsung and POSCO plan to construct additional production lines in the future.
   
   In May of 2017, the CORFO asked the battery maker to apply for the Chilean project and Samsung formed the alliance with POSCO to join the bidding in a month.
   
   The joint venture is offering a win-win deal for both companies.
   
   Samsung SDI said the plant will help the company gain a competitive edge by securing a steady supply of the crucial ingredient in the production of electric-vehicle batteries as global players are increasingly scrambling to secure the metal amid fast-emerging demand for electric cars.
   
   POSCO is also expected to establish itself as a solid player in the global cathode market after setting up two separate joint ventures with China's Huayou Cobalt in January to produce cathodes and precursors from the second half of 2020.
   
   Mr Jun Young-hyun CEO of Samsung SDI said that "The joint venture from the Chile lithium projects is anticipated to play a crucial role in steadily supplying the metal for the emerging EV battery industry."
   
   According to Samsung, the cathode market is expected to grow to 860,000 tonnes by 2020 from 210,000 tonnes in 2016 as global demand for high-end, large-sized lithium ion batteries used in electric cars and energy storage systems is on the rise.
   
   Source : Korea Times
9. voda 13 maart 2018 17:12

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   Geen auto, maar wel indrukwekkend!
   
   Alstom completes most powerful all-electric “Make-In-India” locomotive from Madhepura
   
   Logistic News - Published on Tue, 13 Mar 2018
   Image Source: alstom.com
   
   Alstom announced the completion of its first all-electric locomotive from its state-of-the-art locomotive facility at Madhepura in the State of Bihar [1], on schedule. In line with the Government’s and Indian Railways’ target towards 100% electrification and towards sustainable mobility, these new locomotives will not only bring down operating costs for the Railways but will significantly cut down greenhouse gas emissions as well. This first locomotive is part of a EUR 3.5 billion order comprising 800 electric double-section locomotives signed in 2015 which contributes to the Ministry of Railways’ public-private partnership programme to modernise the country’s rail infrastructure.
   
   This agreement remains the largest Foreign Direct Investment in the railways sector to date and has a strategic role in creating a multiplier effect on the economy. This contract is also one of the biggest contracts in the history of Alstom.
   
   Mr Henri-Poupart Lafarge, Chairman and CEO, Alstom, said that “Our operations in India are paramount to our business globally and we continue to stay committed to developing India’s infrastructure needs, improving the quality of services to citizens and investing in the nation’s economy.”
   
   Further commenting on the completion of the first electric locomotive, he added, “This project stands as a shining example of Alstom’s commitment to ‘Make in India’. Apart from creating thousands of jobs directly and indirectly, we have created a strong localised supply chain for this project, with 90% of the components for the prototype sourced locally.”
   
   Thanks to its 12,000 horsepower, each double section locomotive, part of Alstom’s Prima locomotives family, has a hauling capacity of 6,000 tonnes and speed of 120km/hr, allowing faster and safer movement of heavier freight trains across the country, thereby reducing congestion for passenger train services and freight. Equipped with IGBT based propulsion technology [2], these locomotives will be compliant with Indian standards of freight transport and will have the ability to endure tough Indian climate and conditions. The locomotives were developed with the support of 6 Alstom sites in France: Belfort for the 6 first car bodyshells, and Ornans for the motors, Tarbes for the traction, Le Creusot for bogies, Villeurbanne for the train control monitoring systems and Saint-Ouen for the design.
   
   In another significant development, Alstom announced three new contracts worth approximately EUR 75 million - power supply contract from the Mumbai Metro Rail Corporation Ltd (MMRCL), contract for new train sets from Chennai Metro Rail Corporation and another power supply contract from Jaipur Metro Rail Corporation. This development shows Alstom’s growing footprint in the country, in both the urban space as well as the mainline space.
   
   Additionally, phase 1 in the construction of the electric locomotive facility at Madhepura and the depot at Saharanpur is complete and work is progressing as per the contractual timelines. To give skilling and local hiring an impetus, focused efforts towards nurturing young minds in communities in and around Madhepura have been initiated. With the help of local NGOs, Alstom Foundation is working to foster better health care, education and dignified livelihood in the area.
   
   1. The facility is a Joint-Venture between Alstom (74%) and Indian Railways (26%)
   
   2. An insulated-gate bipolar transistor (IGBT) is a three-terminal power semiconductor device primarily used as an electronic switch which combines high efficiency and fast switching.
   
   Contacts
   Press
   Christopher English
   Tel. + 33 1 57 06 36 90
   christopher.a.english
   @alstomgroup.com
   
   Shilpashree Muniswamappa
   Tel +91 9845120700
   shilpashree.muniswamappa
   @alstomgroup.com
   
   Investor relations
   Selma Bekhechi
   Tel. + 33 1 57 06 95 39
   selma.bekhechi
   @alstomgroup.com
   
   Julien Minot
   Tel. + 33 1 57 06 64 84
   julien.minot@alstomgroup.com
   Press corner: HD photos and video
   
   Source : Strategic Research Institute

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10. nobahamas 13 maart 2018 21:35

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    VW just gave Tesla a $25 billion battery shock
    
    Volkswagen AG secured 20 billion euros ($25 billion) in battery supplies to underpin an aggressive push into electric cars in the coming years, ramping up pressure on Tesla Inc. as it struggles with production issues for the mainstream Model 3.
    
    The world’s largest carmaker will equip 16 factories to produce electric vehicles by the end of 2022, compared with three currently, Volkswagen said Tuesday in Berlin. The German manufacturer’s plans to build as many as 3 million of the cars a year by 2025 is backstopped by deals with suppliers including Samsung SDI Co., LG Chem Ltd. and Contemporary Amperex Technology Ltd. for batteries in Europe and China.
    
    With the powerpack deliveries secured for its two biggest markets, a deal for North America will follow shortly, Volkswagen said. In total, the Wolfsburg-based automaker has said it plans to purchase about 50 billion euros in batteries as part of its electric-car push, which includes three new models in 2018 with dozens more following.
    www.mining.com/web/vw-just-gave-tesla...
12. jonas 13 maart 2018 21:58

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    Noba recent onderzoek. De mensen kopen die elektrische auto's liever niet vanwege minder belasting voordeel en de reach van hooguit 200 km. Dat is dan voortdurend opladen. Bevordering elektrische auto's is alleen naar de achterkant kijken als je echt naar milieukant kijkt.
    
    Waar komt die elektriciteit vandaan? Kolengestookte centrales? Of in ieder geval dan wel gasgestookt zou je denken. Ook al weer niet goed volgens de milieufietsers van GroenLinks en D'66 (bij gebrek aan kroonjuwelen).
    
    Waterstof en Thorium zou ik meer op gokken en tot zover is gas een goed alternatief. Als belegger moet je dan daar ook niet persé op gokken, want als GroenLinks en Companions 100.000 windmolentjes willen dan zullen zij er komen. Slappe VVD en CDA ten spijt. Even afwachten tot wanneer de CV-installaties moeten worden opgehaald op kosten van de eigenaar.huurders.
    
    Krijgen ze een leuk GroenLinks toetje met de rekening!
    
    Kerm, kerm. Ach die Jessie Klaver wist het toch zo mooi te vertellen? Jullie stemde erop en nu de rekening of de schuldsanering!
    
    Groet, Jonas
    
13. nobahamas 13 maart 2018 23:49

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    quote:

    jonas schreef op 13 maart 2018 21:58:

    Noba recent onderzoek. De mensen kopen die elektrische auto's liever niet vanwege minder belasting voordeel en de reach van hooguit 200 km. Dat is dan voortdurend opladen. Bevordering elektrische auto's is alleen naar de achterkant kijken als je echt naar milieukant kijkt.
    
    Waar komt die elektriciteit vandaan? Kolengestookte centrales? Of in ieder geval dan wel gasgestookt zou je denken. Ook al weer niet goed volgens de milieufietsers van GroenLinks en D'66 (bij gebrek aan kroonjuwelen).
    
    Waterstof en Thorium zou ik meer op gokken en tot zover is gas een goed alternatief. Als belegger moet je dan daar ook niet persé op gokken, want als GroenLinks en Companions 100.000 windmolentjes willen dan zullen zij er komen. Slappe VVD en CDA ten spijt. Even afwachten tot wanneer de CV-installaties moeten worden opgehaald op kosten van de eigenaar.huurders.
    
    Krijgen ze een leuk GroenLinks toetje met de rekening!
    
    Kerm, kerm. Ach die Jessie Klaver wist het toch zo mooi te vertellen? Jullie stemde erop en nu de rekening of de schuldsanering!
    
    Groet, Jonas
    
    

    Je blijft hangen in oude dogma's Jonas, en bent de realiteit een beetje kwijtgeraakt.
    De huidige actieradius van de gemiddelde E-auto is vierhonderd kilometer, in 2020 zeshonderd kilometer.
    Ja, gas en kolen zorgen voor 70% voor de energie, maar de transitie komt doordat groene energiewinning op dit moment al goedkoper is.
    CV installaties op gas zijn eigenlijk niet meer nodig, omdat lucht / lucht warmtepompen voor de huishoudens nu al een beter initiatief zijn (ja, ook economisch)
14. nobahamas 14 maart 2018 00:07

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    Probeer eens om niet altijd direct af te geven op mensen die anders denken.
    Probeer je eens te verdiepen in de redenatie van de ander, om zodoende een breder begrip te krijgen.
    Jan Terlouw (jawel, weer zo'n linkse milieufreak) heeft ongeveer dezelfde leeftijd als Jonas, maar wel een veel breder perspectief.
    Probeer eens een boekje van deze man die niets meer hoeft te bewijzen.
    www.tzum.info/2018/03/recensie-jan-te...
15. jonas 14 maart 2018 00:55

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    Noba ik probeer nooit op de poster te spelen, maar daarbij kunnen wel meningsverschillen zijn. Dan sta ik open voor reacties en denk er over na en ach het kan zijn dat ik zaken niet helemaal net goed zie en daar heb ik geen enkel probleem mee.
    
    Denk dan soms na een discussie: Jonas echt helemaal goed heb je het niet gezien. Dat is volgens mij de bedoeling bij discussie.
    
    Soms kan het lijken zoals bij Belegde Boterham dat ik hem voor rotte vis uitmaakt. Dan doet hij dat ook bij mij. Helemaal geen probleem: we kunnen wel tegen een onderling stootje en lachen erom. Net zo als bijvo0rbeeld bij Ben, Hisch en vele anderen die zeker toppers zijn in bepaalde gebieden. Voor de rest kunnen we ook heel serieus zijn en allemaal geen probleem.
    
    Met jou had ik ook zoiets. Jij ontloopt echter mijn stelling dat het niets wordt met die elektrischer auto als er nauwelijks vraag is en bovendien is als je alles meerekent helemaal niet zo milieuvriendelijk is.
    
    Maak je maar niet druk over dat soort dingen aangaande de discussie met medeposters en als ik zaken fout zie dan zijn ze mans genoeg om zelf mij een cookie te geven.
    
    Ik moest dit even kwijt, want aanvallen op mijn persoon moeten wel echte basis hebben.
    
    Groet, Jonas
16. voda 15 maart 2018 19:19

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    Tesla electric motor shift to spur demand for rare neodymium
    
    India Today reported that China, which resumed neodymium exports in 2015, imposed strict export quotas across a range of rare earth metal in 2010, saying it wanted to curtail pollution and preserve resources. Tesla's shift to a magnetic motor using neodymium in its Model 3 Long Range car adds to pressure on already strained supplies of a rare earth metal that had for years been shunned because of an export ban by top producer China.
    
    Efforts by governments around the world to cut noxious emissions produced by fossil fuel powered cars is driving demand for electric vehicles and the metals used to make them, such as lithium and cobalt which are key ingredients for batteries.
    
    Now the spotlight is on neodymium. Several auto makers already use permanent magnet motors that rely on the metal because they are generally lighter, stronger and more efficient than induction motors that are based on copper coils.
    
    But it is the switch to neodymium by Tesla, an auto maker that has staked its future solely on the electric vehicle, that is showing the way the industry is moving and the direction of demand for the rare earth metal.
    
    Research group imarc estimates the market for the neodymium-iron-boron magnet used in the motors is now worth more than USD 11.3 billion, with demand for the magnets rising at a compound annual growth rate of 8.5 % between 2010 and 2017.
    
    Mr David Merriman a senior analyst at metals consultancy Roskill said that "Some electric car motors use the permanent magnet technology, probably the most famous is the Tesla Model 3 Long Range. All the other Tesla models Model X and Model 3 standard use induction motors."
    
    Global demand of 31,700 tonnes for neodymium last year already outstripped supply by 3,300 tonnes, he said. Demand was expected to climb to 34,200 tonnes this year and 38,800 tonnes in 2018, leaving larger deficits.
    
    A source at a fund manager that specialises in metals said that "Tesla's decision to switch to permanent magnets has completely changed the dynamics of the market."
    
    The price of neodymium is now about USD 70 a kg, well below the USD 500 hit after China held back shipments to Japan in 2010 during a row over disputed islands but it is still 40 % higher than at the start of 2017.
    
    China, which resumed neodymium exports in 2015, imposed strict export quotas across a range of rare earth metal in 2010, saying it wanted to curtail pollution and preserve resources.
    
    A rare earth trader said that "People seem to have forgotten China's export ban. It could happen again. China is really the main producer, no one else has invested as much in rare earths."
    
    Despite their name, rare earths are found in many places around the world, but the process of extraction is difficult and expensive, as it requires separating multiple different metals from a single deposit. This is unlike the much simpler process, for example, of recovering copper from ore.
    
    China has invested heavily in the rare earth metals process but its crackdown on mining, smelting and other polluting industries is forecast to slow supply. It already helped push the neodymium price to a two-year high of USD 96 in September.
    
    The trader said that "Rare earth production is as bad as you can get in terms of environmental damage." The trader added that "China used its dominant position before, what's to stop it doing so again?"
    
    Such supply concerns are encouraging automakers to search for ways of cutting down neodymium use. Toyota Motor Corp said last month it had found a way to cut use of the metal in electric motors by about a fifth.
    
    The Japanese firm said it had developed a magnet which replaced some of the neodymium with more abundant and cheaper rare earths lanthanum and cerium. Toyota aims to use the magnets in electric vehicle motors within the next 10 years.
    
    Other manufacturers of electric vehicles that use permanent magnets include BMW, Nissan and Geely.
    
    Several companies produce rare earth metals outside China, including London-listed Rainbow Rare Earths, Canada-listed Namibia Rare Earths and Australia's Spectrum Rare Earths.
    
    But, for now, auto makers making permanent magnet motors remain heavily reliant on China, which according to Roskill accounted for 85% of global output of rare earth oxide estimated at 161,700 tonnes in 2017.
    
    Morgan Stanley analysts estimate electric vehicles will total 50,000 units in 2020 or 2.3% of the total, rising to 400,000 in 2025 or 17.4%, and 975,000 in 2030 or 40.9%.
    
    Source : India Today
17. voda 16 maart 2018 16:12

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    Wat gaat dit voor de prijzen van elektrische auto's betekenen?
    
    Battery markets and metals markets have officially collided
    
    Green Tech Media reported that lithium, cobalt and nickel are experiencing price fluctuations as global tech and auto giants race to lock down these crucial battery materials. All three metals were rising in price through the early part of 2018, according to the latest research from Wood Mackenzie's newly launched Battery Raw Materials Service. The data charts out ups and downs in those metal prices over the next five years, which will play an increasingly significant role in the cost structure for advanced batteries.
    
    The analysts expect lithium demand to grow by approximately 42 % between 2017 and 2020, prompting an expansion of materials supply. But, they note, there’s a lag time between expanding raw metals production and churning out battery-grade materials.
    
    The report stated that “As such, we expect relatively high [lithium] price levels to be maintained over 2018." The report said that "However, for 2019 and beyond, supply will start to outpace demand more aggressively and price levels will decline in turn.”
    
    The report predicts a steady decline in lithium prices, along with increased supply, amounting to a compound annual growth rate of -18 % for lithium carbonate between 2017 and 2022.
    
    Cobalt is another story. Its price more than doubled from 2016 to 2017, and prices in February were up 133 % year-over-year.
    
    Even that run will be short-lived, though, peaking out at USD 70,548 per tonne in 2018 before declining in the following two years, holding steady in 2021 and rising again in 2022.
    
    Battery production drove 49 % of cobalt demand in 2017, and will drive 61 % in 2022, Wood Mac predicts. Battery demand for cobalt in that year will be just six kilotons short of the total cobalt demand in 2017.
    
    A significant surplus will build up from 2019 onward, driving the reduction in price. However, a short-term price increase is likely, driven by regulatory uncertainty in the Democratic Republic of the Congo, which supplied 64 percent of global cobalt production last year.
    
    The DRC parliament passed a mining sector reform last month that would increase royalties on cobalt, copper and gold, and levy a 50 % tax on “super profits,” defined as prices that exceed 25 % of the project’s feasibility-study projections. That means more of the proceeds from mining stay in the Congo, but that could result in uncertainty or higher prices downstream.
    
    The report notes that “While the new code still has to be signed into law by President Joseph Kabila, the new reforms highlight the inherent risk in the cobalt industry's reliance on DRC supply.”
    
    The battery industry avidly consumes nickel as well, although it represents a much smaller share of that market compared to cobalt. Still, Wood Mac expects nickel demand for electric vehicles and energy storage to more than double between 2016 and 2020.
    
    That metal reached a new high of USD 14,125 per ton on February 15. After a high annual price this year, the analysts predict a decline in 2019 followed by steady annual price growth that puts 2022 at nearly double the 2017 price.
    
    Demand from the battery sector has already prompted some Western producers to shift output away from the traditional briquettes and toward the powders and sulfates useful for battery manufacturing.
    
    The research suggests that electric vehicles and energy storage, though tiny players now in their respective markets, are already influencing the markets for their core commodities. That influence will only increase as the major global automakers scale up EV production in earnest.
    
    Volkswagen this week allocated USD 25 billion for battery equipment as it tries to increase its EV-producing plants from three to 16 by the end of 2022. The company plans to source the batteries from LG Chem, Samsung and Chinese battery maker Contemporary Amperex Technology Co Ltd.
    
    Source : Green Tech Media
18. voda 22 maart 2018 21:40

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    Hyundai Kona will be Hyundai’s first all-electric car for India - Report
    
    rushlane.com reported that Hyundai Kona Electric SUV was showcased at the Geneva Motor Show. It was also showcased in India, at the 2018 Auto Expo, but as a concept. Slated for launch in India next year, where it will become Hyundai India’s first electric car. Hyundai Kona Electric IS available in two trims internationally. For India, we will get the entry level variant. It will offer a range of 300 kms per charge. Kona gets a 133 hp motor producing 395 Nm torque. The battery pack includes a 39.3 kWh unit. These batteries will charge in a matter of 6 hours upto 100% from empty while a quick charger will charge the battery upto 80% in under an hour.
    
    The higher priced and more powerful Kona Electric will be powered by a 201 hp motor offering 395 Nm torque but it gets a larger battery pack of 64 kWh offering range of 470 kms. This one is not expected to go on sale in India.
    
    Hyundai Kona Electric battery back is located in the floor of the vehicle and does not intrude into either cabin or boot space. The vehicle is designed more aerodynamically and gets similar styling to the regular Kona. It is seen with a closed grille, 17” alloy wheels and aerodynamically designed bumpers and spoiler.
    
    Source : rushlane.com

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19. voda 27 maart 2018 21:28

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    Mass electric car production not viable until 2020 - BMW
    
    Reuters reported that BMW will not mass produce electric cars until 2020 because its current technology is not profitable enough to scale up for volume production, the chief executive said. Munich-based BMW unveiled its first battery electric car in 2013, and has been working on different generations of battery, software and electric motor technology since then.
    
    BMW said that the i8 Roadster model, due to hit showrooms in May, is equipped with what BMW calls its fourth-generation electric drive technology. Advances in battery raw materials and chemistry has increased its range by 40 percent over the previous version.
    
    BMW is working to make electric car technology more modular and scaleable to make mass production commercially viable.
    
    Chief Executive Harald Krueger told analysts in Munich "We wanted to wait for the fifth generation to be much more cost competitive. We do not want to scale up with the fourth generation."
    
    Mr Krueger said that the cost advantage between BMW's fourth and fifth generation electric vehicle technology was a "two digit number" in percent terms. He did not offer precise figures.
    
    He said that "If you want to win the race, you must be the most cost competitive in the segment, otherwise you cannot scale up the volume."
    
    Source : Reuters
20. voda 28 maart 2018 20:57

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    De grootste elektrische busvloot van Europa rijdt nu rond Schiphol
    
    Met honderd elektrische bussen is vanaf woensdag rond Schiphol de grootste elektrische vloot van Europa actief. In Eindhoven reden er al ruim veertig, maar de honderd elektrische bussen die vervoerder Connexxion nu op lijnen van en naar Schiphol laat rijden, zijn een schaalsprong in het Europese busvervoer. In 2021 komen er bovendien nog eens 156 bussen bij.
    
    De volledig elektrische bussen van VDL hebben een bereik van tachtig kilometer.Foto: Heliox
    
    'Wij zijn er trots op dat we in Nederland hier zo mee vooroplopen', zegt ceo Thierry Mallet van Transdev, het Franse moederbedrijf van Connexxion. 'In Parijs wil vervoerder RATP in stappen duizend elektrische bussen laten rijden, maar dat zit in de verkennende fase. Onze totale elektrische vloot, inclusief andere openbaarvervoerconcessies, telt in Nederland straks 550 bussen. We liggen voor op de plannen in Parijs.'
    
    Straks is 90% elektrisch
    De concessie Amstelland Meerlanden, zes gemeenten onder Amsterdam waaronder Haarlemmermeer en dus ook Schiphol, is tevens een belangrijke mijlpaal voor Nederland zelf. In 2021 rijden hier negen op de tien bussen elektrisch. Dat is ruim voor de afspraak dat in 2025 elke nieuwe bus duurzaam moet zijn en de uitfasering van alle oude dieselbussen in 2030.
    ‘Wij zijn er trots op dat we in Nederland hier zo mee vooroplopen', zegt ceo’• Thierry Mallet, ceo Transdev
    
    Mallet is speciaal voor de officiële lancering van de busvloot naar Schiphol gekomen. Ook busmaker VDL, opdrachtgevers Vervoerregio Amsterdam en Schiphol en andere betrokken partijen zijn aanwezig als de honderd bussen officieel in gebruik worden genomen. Op Schiphol zelf waren de bussen voor personenvervoer van en naar vliegtuigen al elektrisch. Dat geldt straks ook voor alle bussen van en naar Schiphol, het zogenoemde Schipholnet.
    
    'Dit mocht geen pilot zijn'
    Multinational Transdev (omzet van €6,6 mrd in 2016 en een nettowinst van €85 mln) is nergens zo ver met elektrisch rijden als bij de Nederlandse divisie, aldus Mallet. De kennis die hier wordt opgebouwd, wil hij ook gebruiken in andere markten. Het gaat dan niet alleen om de bussen zelf, maar ook om de kennis die wordt opgedaan over de benodigde laadinfrastructuur. Ook moet het reisschema met bus- en laadtijden zo zijn ingericht dat de operatie goed verloopt. Er mag immers geen bus halverwege stil komen te staan.
    
    ‘Het verschil wordt steeds kleiner. Elektriciteit is goedkoper dan diesel en bij deze bussen is minder onderhoud nodig.’• Bart Schmeink, ceo Transdev Nederland
    'Ruimte voor experimenten was er niet', zegt Peter de Winter van Vervoerregio Amsterdam. 'Samen met Schiphol wilden we hier de overstap maken naar volledig elektrisch, maar het mocht geen pilot zijn. Deze diensten rijden 24 uur per dag en moeten absoluut betrouwbaar zijn. Vliegend personeel maakt ook gebruik van buslijnen. In het najaar van 2015 hakten we de knoop door dat dit kon.'
    Er is gekozen voor bussen die tachtig kilometer kunnen rijden, voor een groter bereik zijn grotere batterijen nodig en die gaan ten koste van de zitplaatsen. Om ervoor te zorgen dat de bussen altijd rijden, zijn er op vier locaties op Schiphol laadstations. Daar zitten ook snellaadstations met snelladers van laadspecialist Heliox bij, waarmee bussen tussendoor in vijftien tot twintig minuten bijgeladen worden. Eén keer per dag — overdag of 's nachts — worden de bussen volledig opgeladen.
    Lees ook
    Snellader voor de elektrische bus was voor Heliox het ei van Columbus
    
    Meerkosten
    De meerkosten ten opzichte van conventionele bussen ontlopen elkaar amper nog, stelt ceo Bart Schmeink van Transdev Nederland. 'Het verschil tussen de kosten over de totale levensduur wordt steeds kleiner. Elektriciteit is goedkoper dan diesel en bij deze bussen is minder onderhoud nodig.' De verwachting is dat de kosten op termijn verder dalen naarmate het gebruik van elektrische bussen verder toeneemt.
    
    De Winter schat de meerkosten over de totale duur van de concessie op zo ongeveer op 6 à 7%. Schiphol heeft daarin een bijdrage geleverd omdat de luchthaven al het grondvervoer waar de luchthaven een rol in speelt emissievrij wil hebben.
    
    Arend Clahsen
    
    fd.nl/ondernemen/1247702/de-grootste-...

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21. [verwijderd] 29 maart 2018 03:08

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    wereldwijd:95% van de elektr. bussen rijdt in China