2011, Battery, Oil Prices and Tax Credit

Deutsche Bank Forecast sees slower transportation electrification and greater gasoline demand near-term; increased confidence in the pace and breadth of long-term shift to efficient transportation systems

Green Car Congress

JANUARY 1, 2011

DB has lowered its advanced lithium-ion battery cost projection by about 30% for 2012. ” Their analysis is in the context of the “ surprising [oil] demand strength of 2010 “; 2010 saw absolute incremental demand at around 2.2mb/d of growth—the second highest in 30 years, despite oil prices in the $90/bbl region.

Transportation

Transportation Gasoline Lithium Ion Gasoline-Electric

US DOE progress report says 1M plug-ins by 2015 ambitious but achievable; not likely to be constrained by production capacity

Green Car Congress

FEBRUARY 8, 2011

Estimated US supply of PEVs from 2011-2015. and model 2011 2012 2013 2014 2015. Advance innovative technologies through new R&D investments: Building on Recovery Act investments, the President’s Budget proposes enhanced R&D investments in electric drive, batteries, and energy storage technologies. Fisker Karma EREV.

2015

2015 Plug-in Tax Credit Plug

EIA Energy Outlook 2011 more than doubles estimates of US shale gas resources; higher production at lower prices

Green Car Congress

DECEMBER 17, 2010

The Annual Energy Outlook 2011 (AEO2011) Reference case released yesterday by the US Energy Information Administration (EIA) more than doubles the technically recoverable US shale gas resources assumed in AEO2010 and added new shale oil resources. Shale gas offsets declines in other US supply to meet. Source: EIA. Click to enlarge.

Gas

Gas 2011 Price Energy

Expert panel report finds achieving 1M plug-in vehicles in US by 2015 would require concentrated action to overcome barriers

Green Car Congress

FEBRUARY 4, 2011

The report, Plug-In Electric Vehicles: A Practical Plan for Progress , examines public policies toward PEVs, taking into account the promise and limitations of PEVs, recent improvements in battery technology, market dynamics, and the proliferation of policies around the world that promote the use of PEVs.

Plug-in

Plug-in 2015 Plug Recharge

EV Driven

Deutsche Bank Forecast sees slower transportation electrification and greater gasoline demand near-term; increased confidence in the pace and breadth of long-term shift to efficient transportation systems

US DOE progress report says 1M plug-ins by 2015 ambitious but achievable; not likely to be constrained by production capacity

EIA Energy Outlook 2011 more than doubles estimates of US shale gas resources; higher production at lower prices

Expert panel report finds achieving 1M plug-in vehicles in US by 2015 would require concentrated action to overcome barriers

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