Does Target Have Car Batteries – One venture powers a zero-emissions fuel cell garbage truck with landfill waste. The Department of Energy is reportedly looking at $60/kWh as the new target for EV cost parity with ICE. Ford is focusing on making EV batteries a core competency. And will Tesla increase the cell due to the power of some products soon? This and more, here at
Tesla is betting the future of several of its products, including the Semi and Cybertruck, on the company’s new battery cell format. With Tesla CEO Elon Musk recently stating that he is “absolutely optimistic” about achieving volume production next year, are they close or will it be another tough road?
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A joint venture between Hyzon Motors and Raven SR plans to build 100 “hydrogen hubs” that will power garbage trucks with hydrogen produced from the waste they haul.
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Is $60 per kilowatt-hour the new goal to lower the cost of electric cars with gasoline-powered cars? According to a new report, the Department of Energy thinks so.
And Ford on Tuesday announced plans to prepare the automaker to build battery cells for its future electric vehicles. With a “center of excellence” called Ford One Park, the automaker will test cells and production methods in the direction of vertical integration.
I agree to receive emails from Green Car Reports. I understand that I can cancel my subscription at any time. Privacy Policy.[1/2] The NIO Power Swap Station 2.0 is shown in an undated brochure photo released by electric vehicle company NIO. NIO / circulation through
DETROIT/BEIJING, March 25 () — A year ago Tesla rejected the alternative route of battery replacement for electric cars, calling it “fraught with problems and unsuitable for widespread use”. Beijing seems to disagree.
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In fact, China is pushing hard for replaceable batteries for electric vehicles (EVs) in addition to conventional vehicle charging, while the government is lagging behind several companies developing the technology.
Four companies — carmakers Nio and Geely, battery swap developer Aulton and state oil producer Sinopec ( 600028.SS ) — said they plan to open a total of 24,000 swap stations nationwide by 2025, up from about 1,400 today. Is.
Battery swapping allows drivers to quickly replace a depleted pack with a fully charged one instead of plugging the vehicle into a charging point. The switch could help ease the growing strain on the power grid as millions of drivers increase, but experts warn it could only fail on a large scale if batteries become an industry standard.
If China succeeds in a massive shift, it could affect the business models of global brands such as Tesla, Volkswagen and General Motors, whose electric vehicles are designed for their own proprietary batteries, and in Tesla’s case. , has its own charging network.
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Even a slight change in fortune in the country can have a significant impact on this car manufacturer, whose future depends on achieving success in the world’s largest car market.
China’s Switch plan, announced piecemeal in recent weeks and months but not widely known outside the domestic auto sector, is part of Beijing’s broader plan to convert 25 percent of car sales entirely by 2025, or more than 6 million. The passenger car is based on the current forecast. . Estimates on the number of replaceable batteries vary widely.
The Ministry of Industry and Information Technology (MIIT), a key backer of the battery swap, did not immediately respond to a request for further comment on China’s battery swap strategy.
Ningde-based CATL (Amperex Contemporary Technology Co Ltd) ( 300750.SZ ), the world’s largest battery maker, said it was developing an exchange service not just for China but “to meet global market demand”.
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CATL, which supplies about half of the Chinese market and more than 30 percent of the cell batteries used in China, said: “We are gathering experience in the Chinese market while maintaining close contact with overseas partners. You will receive more detailed information soon.” Electric cars around the world
Nio, among the top electric car makers in China, plans to offer battery replacement services to American customers. By 2025. It has more than 800 exchange stations in China and has just launched its first station in Europe, said Ganesh Air, the company’s head of North America.
Such plans contrast with views expressed by electric car pioneer and world leader Tesla in March 2021, which ruled out large-scale battery replacement in China. Tried an exchange in the US last year and gave up.
Industry executives are divided on whether Chinese pressure can overcome the reluctance of European and American automakers. Abandon your battery design and use the standard design.
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“You never want to force an automaker to agree to a battery swap,” says Andy Palmer, former CEO of Aston Martin and now chairman of electric car maker Switch Mobility.
John Holland, business director for Europe and the Middle East at Momentum Dynamics wireless charging company, said the focus on batteries has confused automakers.
A Volkswagen spokeswoman said the company initially considered replacing batteries to avoid waiting times at charging stations, but advances in fast charging and the lower cost of non-removable batteries have led it to shift its focus to the latter.
This German car manufacturer said: However, our strategists closely monitor and evaluate the competitive environment and all developments in this field.
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The ease of battery replacement in e-scooters has been demonstrated in Asia and Europe, but the challenge is adapting the technology to larger and more complex cars, trucks and vans. See the accompanying short story: Read more
Concerns about how long the exchange will take are also allayed, as Nio says it has automated the process so that it takes less than 180 seconds.
However, the more well-known sector of grid charging is off to a great start, supported by the fact that billions of dollars of charging infrastructure have already been built around the world.
Automakers are also offering EVs with improved batteries that offer longer range and shorter charging times, which could make this trade-off obsolete.
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In China, MIIT published the first global automotive industry standard for switching technology last year. The law went into effect in November and specifies safety requirements, test methods and inspection rules for electric vehicles with replaceable batteries.
By 2023, the ministry plans to have more than 100,000 battery-replaceable vehicles and more than 1,000 exchange stations in a total of 11 cities. Stations in major cities will accommodate both passenger and commercial vehicles, while remote towns in the province will focus on heavy-duty electric trucks.
But the main uncertainty for China’s ambitions is whether enough automakers will adopt the standard batteries, a hurdle that has plagued battery replacement efforts for the past decade — but if overcome, could bring the technology to scale. deliverable Read a brief history of replaceable batteries: Read more
There is still a long way to go. Even the trade-in option offered by Nio to customers uses the company’s own batteries, thus limiting the service to people who drive Nio vehicles equipped with the company’s proprietary batteries.
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CATL, which helped Nio develop the swappable battery, has signed China’s FAW Motor as the first customer for its new Evogo battery swap service and expects to expand the service to other Chinese automakers.
CATL wants domestic companies to adopt its standard battery design so its stations can serve models from different brands, according to people close to the company, who declined to be named due to commercial sensitivity, adding that it expects car brands to more adopt its standard design. .
Tu Li, CEO of Sino Auto Insights, said the company is “the biggest game in town” for EV batteries.
He said: They can provide a large site for an exchange and a low fee for using the site.
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Meanwhile, among Chinese companies building a network of swap stations, Shanghai-based Aulton New Energy Automotive Technology said it was working with automakers to develop standard batteries and with Sinopec to install stations at 30,000 Sinopec gas stations in China to The year is 2030.
While international automakers may reject swappable batteries, they rely on Chinese sales to finance their expensive transition to electric, according to many industry experts.
Additionally, John said, if Beijing ends up mandating swappable batteries “and starts saying, ‘Well, the only cars they’re allowed to make are the ones that meet the standards'” … to be continued In China you must comply. Haloston, assistant professor at the George Washington University School of Engineering.
“Battery swapping is too easy, too economical and too logical to happen on a large scale in Europe and the US,” said Levi Tillman, head of policy and international business at San Francisco-based battery swapping startup Ample.
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Ample, one of the few battery-swapping developers outside China, has raised $275 million from investors, including energy companies Shell, Repsol and Eneos, raising its valuation to $1 billion.
The company is running pilot programs with Uber ( UBER.N ) and car-rental startup Sally and says it is working with several undisclosed automakers.
“With a relatively small number of vehicles in heavy use, we can use and operate the battery swap system profitably,” Tillman said. So the fleet is our main target.
Reporting by Paul Leinert in Detroit, Nick Carey in London and Norihiko Shirozo in Beijing.
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