Dublin, May 29, 2018 (GLOBE NEWSWIRE) -- The "Electric Passenger Cars, Electric Commercial Vehicles, Lithium-Ion Batteries, Battery Chemistries and Cobalt: Markets, Technologies and Opportunities: 2018-2022 Analysis and Forecasts" report has been added to ResearchAndMarkets.com's offering.
The EV revolution is only beginning. It is possible that by 2025, the global electric vehicle (EV) market could exceed 100 million vehicles sold, and that by 2050, oil-based, internal combustion (ICE) engine driven vehicles no longer will be produced.
Further, governments are setting carbon emission targets for the automotive industry, while also subsidizing EV technology. Already, EV sales in Norway accounted for 32% of total new car sales in 2017. More significantly, China is investing heavily in EV technology and wants to become the market leader.
These changes have been driven by several, underlying global trends over the past 10 years including technological improvements leading to steadily cheaper lithium-ion batteries with greater range, safety and reliability. Plus, EVs are gradually becoming comparable to ICEs from the consumer's viewpoint Finally, demand for EVs will significantly impact demand for certain commodities, e.g. cobalt. These issues and more are discussed in this report. Specifically, this report covers:
- Market Overview: historical moment, EV revolution, structural shifts, global trend, commodities implications, EV market size and growth, lithium-ion battery market size and growth, China leading way, cobalt scarcity.
- Electric Vehicles: rise of EVs, realistic expectations, end of ICEs, hybrid electric vehicles market, PHEVs market, pure electric vehicle market, ICE-EV inflection point, powertrain equivalence, OEM NEV offerings, China dominance.
- Commercial Electric Vehicles: not same as light vehicles, real-world cost and performance assumptions, charging infrastructure obstacles, battery scarcity premiums, Class 8 obstacles, technology obstacles, fuel cells vs. batteries, grid efficiency and costs.
- Lithium-ion Batteries: types, verticals, advantages, components, cells and packs, expenses by types, operating margins, cost improvements and trends, chemicals mix, technology trends, shift to nickel, reuse/recycling.
- Battery Chemistries: EV battery value chain, battery metals, cathode technology trends, cathode market size, cathode producers, technology roadmap, metals demand, cobalt in EV batteries, NMC 811, price trends, competitive environment.
- Cobalt: supply, scrap recovery, DRC risk, China domination, explorations, new projects, supply shocks, substitution needed, EV cathodes, NMC 622, strategic reserves, inevitable deficits, metal vs. chemical balances, prices going higher.
Products Mentioned:
- Internal Combustion Engines
- Electric passenger cars
- Electric commercial vehicles
- Lithium-ion batteries
- Battery chemistries
- Cobalt
- Hybrid electric vehicles
- Plug-in electric vehicles
- Battery electric vehicles
- New energy vehicles
- Powertrains
- Class 8 trucks
- Terminal tractors
- Cathodes
- Lithium-ion batteries
- Nickel
- Manganese
- Rare earths
- Fuel cells
Key Topics Covered:
1. Executive Summary 2. Introduction Report Objectives Methodology and Sources Statistical Notes 3. Market Overview Historical Moment Dawn of the Lithium-ion Age Electric Vehicle Revolution Structural Shifts Global Trend Commodities Implications EV Market Size and Growth EVs Need Batteries NMC and NCA Most Valuable Lithium-ion Batteries Market Size and Growth China Leads Electric Car Revolution Cobalt Scarcest Vital Material DRC Controls Supply Glencore's Outlook 4. Electric Vehicles Rise of EVs All Forecasts Are Anecdotal Realistic Growth Expectations Light Vehicles Definition Internal Combustion Engine Hybrid Electric Vehicles Mild Hybrid Electric Vehicles Full Hybrid Electric Vehicles Plug-in Hybrids Battery Electric Vehicles/EVs Global Light Vehicle Sales ICE Share of Global Vehicles Sales Mild Hybrids Sales HEV and PHEV Sales Electric Vehicles Sales xEVS Sales Fuel Cell Vehicles Sales New Energy Vehicle Sales Inflection Point in ICE and EV Costs Powertrain Costs Equivalence OEM NEV Strategies Current EV and PHEV Models by Brand China Will Dominate 5. Commercial Electric Vehicles Commercial Electric Vehicles Different Than Electric Light Vehicles Battery Range and Cost Assumptions Not Realistic Charging Infrastructure Obstacles CEVs Still Need Transmissions Real World Assumptions Realistic Scenario Daily Charge Utilization No Battery Degradation Assumed What If There Are No Shorter Routes Operators Today are Human Scarcity Premium for Batteries Battery Cost and Payback Revenue Loss and Battery Weight Class 8 Trucks Face Similar Obstacles Other Class 8 Assumptions Driving >210 Miles Per Day Drayage/Terminal Tractors 3rd Party Battery Leasing Obstacles No Standardization of Battery Design Swapping Battery Packs Is Difficult Prohibitive Charging Investment Fuel Cell Obstacles Significant Infrastructure Obstacles Charging a Fleet of Transit Buses Prohibitive Infrastructure Costs Required Technology Not Yet Developed Alternative Charging Models Grid Efficiency and Costs Requirements to Achieve Grid Efficiency Other Issues Thermal Runaway Reliance on Rare Earth Materials 6. Lithium-Ion Batteries Battery Types, Verticals and Applications Li-ion Battery Advantages Disposable vs. Rechargeable Batteries How Rechargeable Batteries Work Li-ion Battery Components Lithium-ion Battery Shapes 18650 vs. 2170 Battery Cells and Packs Battery Energy Level and Lifespan Battery Cost vs Selling Price EV Battery Cost Structures Technical Specifications and Materials Best Cell Type Battery Specification Differences Cell Prices vs. Cell Costs Raw Materials vs. Non-Materials Expenses Operating Margins Battery Cost Improvements Ways to Reduce EV Battery Manufacturing Costs Cost Drivers Why Battery Costs Are Falling Increasing Demand for EVs Improving Chemical Material Mix of Battery Cells Increasing Thickness of Electrodes Technical Advancements in Cathodes, Anodes and Electrolytes Innovations in Manufacturing Process Battery Cost Structure Tesla Model S BMW i3 Costs in 2030 Material Costs Other Costs 2030 Targets Next Generation Battery Technology Mild/Micro Hybridization a Big Growth Area Battery Manufacturing Costs Battery Pack Cost and EV Driving Range Nickel to Benefit NMC Batteries Key for EVs Shift to Nickel Battery Reuse and Recycling 7. Battery Chemistries EV Battery Industry Value Chain Battery Metals Cathodes Major Changes Ahead Chemistries Cathode Market Size Cathode Producers Cathode Capacity Additions Technology Roadmap NMC 811 Implications for Metal Demand Cobalt Bottom Line Battery-Powered Growth Market Is Tight Price Goes Higher 2017 Price Spike Battery Demand Cobalt in EV Batteries Nickel Price Increases and Availability Issues Competitive Environment Ecopro L&F 8. Cobalt Description Key Points About the Cobalt Market Cobalt Supply Scrap Recovery DRC Risk China Cobalt Domination Cobalt Exploration New Cobalt Projects Supply Shocks Substitution Needed for EVs Consumer Electronics and Other Applications Superalloys Electric Vehicles and Cobalt EV Cathodes NMC622 Becomes Dominant Potential Scenarios EVs Overtake Portable Electronics NMC811 Cobalt Demand Overestimates Strategic Reserves Deficits Inevitable Metal vs. Chemical Balances Forecast Risks Price Going Higher Outlook
Companies Mentioned
- Albermarle
- BASF
- BMW
- BYD
- Chain Molybdenum
- Daimler
- Ecopro
- Geely
- Gecamines
- Glencore
- Glencore
- Honda
- L&F
- LG Chemical
- Nichia
- Panasonic
- Samsung SDI
- Shanshan
- SQM
- Sumitomo MM
- Tesla
- Umicore
- Vale
- Volvo
- VW
For more information about this report visit https://www.researchandmarkets.com/research/n...ctric?w=12
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