Sunday, 20 June 2021

Europe powers up electric car battery drive


As electric car sales soar, Europe has started to build up its capacity to produce batteries on the continent but it remains far from reducing its dependence on Asia.

China, Japan and South Korea produce most of the world's electric car batteries.

Europe now has projects to build 38 gigafactories with a combined annual output of 1,000 gigawatt hours (GWh) and an estimated cost of 40 billion euros ($48 billion), according to a June report by Transport & Environment, a non-government organisation.

a close up of a machine: The European Commission wants battery factories to cover the bloc's needs by 2025.© RONNY HARTMANN The European Commission wants battery factories to cover the bloc's needs by 2025.

This annual supply could be reached by 2029-2030 and would be the equivalent to the production of 16.7 million battery electric vehicles, a T&E spokesman told AFP.

"Given the monstrous increase in demand, there is a major stake at hand for manufacturers to break the battery makers' oligopoly," said Eric Kirstetter, a sector analyst at consulting firm Roland Berger.

"They will also have to ensure access to materials for the electrodes (anode and cathode), which will determine the batteries' price and availability," he added.

In Sweden, the start-up Northvolt expects to reach annual production of 150 GWh in Europe by 2030, with one plant under construction now and two much bigger ones on the drawing board.

Northvolt has previously said that production capacity would reach 32 GWh by 2024, or enough batteries for 600,000 electric vehicles per year.

- Asian competition -

In another report, Transport & Environment said battery electric vehicles could account for all new sales of units in the 27-nation European Union by 2035 -- if policymakers introduce tighter CO2 targets and strong support for infrastructure to charge cars.

Automakers, which are under pressure to transition out of fossil fuel vehicles, are putting money into battery production.

Video: Are Power "Greenouts" the Future of the U.S.? (FOX News)

Are Power "Greenouts" the Future of the U.S.?

German giant Volkswagen has invested in Northvolt and also plans to build five other battery plants.

Stellantis, which owns brands such as Alfa Romeo, Chrysler, Citroen, Dodge and Fiat, is working on two of its own, while electric pioneer Tesla wants to make its future gigafactory near Berlin one of the biggest in the world with 250 GWh of capacity by 2030.

European governments are backing the projects because they want the continent to maintain a major role in future automobile manufacturing.

Asian manufacturers are also investing in Europe, with the Chinese group AESC planning to work with Toyota and Renault on battery plants in Britain and France.

Two South Korean companies, LG Chem and SKI, have already opened factories in Poland and Hungary, and China's CATL is building one in Germany.

- Less polluting -

European Commission vice president Maros Sefcovic said in March that the continent needed to achieve strategic independence in what has become a critical sector.

He wants European factories to cover the region's needs by 2025.

That is a tall order, according to Oliver Montique, an analyst with Fitch Solutions.

Montique targets 2040 for the establishment of "an entirely closed loop supply chain where the vast majority of battery materials are extracted, refined, processed and produced into battery cells on the continent."

Europe wants to build factories that pollute less than in Asia or the United States, and EU officials are working on a standard that would impose criteria on how raw materials are obtained and used batteries are recycled.

To develop a new generation of batteries that are less dependent on the lithium-ion technology dominated by Asian companies, the European Commission launched a research and development programme in January backed by 2.9 billion euros.

European factories could employ 800,000 people, the commission estimates, but they would need to be trained quickly.

Battery factories will also need raw materials.

Demand for lithium is expected to soar by a multiple of 18 by 2030, the European Commission has forecast, and the sector will also likely need five times more cobalt.

Germany and the Czech Republic have substantial reserves of lithium, but Montique advises EU leaders to also ensure supplies from reliable partners.

"I'm thinking of Australia, Canada, Brazil and Chile," he said, "so that the supply-side is unlikely to be threatened either through normal commercial constraints and/or political reasons.".

Friday, 11 June 2021

Apple Car effort gains BMW electric car executive Ulrich Kranz

 Apple has reportedly hired a former senior executive of BMW's electric car division to bolster its own development of a self-driving "Apple Car."

The Cupertino company "in recent weeks" hired Ulrich Kranz, who was the senior vice president of the BMW group that developed the i3 and i8 electric vehicles, Bloomberg reported Thursday.

Kranz spent 30 years working at BMW before co-founding self-driving vehicle company Canoo. He stepped down from his position as CEO of Canoo about a month before joining Apple.

The BMW executive represents one of Apple's more high-profile hires for its autonomous vehicle initiative. Kranz will report to Doug Field, who led development of the Tesla Model 3 before leaving to run Apple's "Project Titan" car division.

Apple kicked off development of an electric vehicle in 2014. Since then, "Project Titan" has suffered a number of setbacks and staff layoffs. In 2016, Apple shelved its plans for a production vehicle to work on underlying autonomous systems that it could license to other automakers.

Since then, Apple appears to have shifted focus back to actually producing a full-fledged vehicle. It has made a number of high-profile hires, including a Tesla executive who worked on powertrains and a Porsche employee in charge of chassis development.