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PRTM Analysis Finds Li-ion Battery Overcapacity Estimates Largely Unfounded, with Potential Shortfalls Looming; Total Market Demand in 2020 Will Require 4x Capacity Announced To Date

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A global footprint assessment of top battery manufacturers suggests that the United States and Europe are facing a shortfall in cell manufacturing capacity—the largest value-added step in battery production and a rapidly increasing source of global competitive advantage. Click to enlarge.

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Ener1 Outlines Automotive Programs Underway for Li-ion Packs

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As part of its report on fourth quarter and year-end 2008 results, Ener1 outlined its EnerDel unit’s customer programs underway for its lithium-ion battery technology in applications spanning hybrids, plug-in hybrids (PHEVs) and full electric vehicles. Overall, Ener1 reported 2008 revenues of $6.8 million compared to $280,000 in 2007.

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Pike Research forecasts worldwide grid energy storage spending to reach $22B by 2021, down from 2010 forecast of $35B

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Pike fine-tuned its forecasts for Europe and Asia Pacific. With more granularity in the regional analysis has come “a more nuanced interpretation” of the ESG market for Europe and Asia Pacific. Pike Research now uses the revised cost figures for bulk storage applications for each technology.

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Major study concludes achieving EU 2050 transport decarbonization goals will require portfolio of advanced powertrains; fuel cells, battery-electric and plug-in hybrids

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The study focused on a portfolio of powertrains: BEVs, FCEVs, PHEVs and ICEs, taking into account significant advances in ICE technology between now and 2020. With the number of passenger cars set to rise to 273 million in Europe—and to 2.5 —“A portfolio of powertrains for Europe” Consortium members.

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2020 Top 10 Countries in the Global EV Revolution

EV Sales

Some numbers and percentages in Europe may look different from what you see elsewhere, because I’ve added light-commercial vehicle sales to numerator and denominator, to make the comparison with other regions equitable. Europe has an unprecedented 8 out of our Top 10 spots. Israel is nowhere near the Top 10, but I just wanted to brag).

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