let's talk about ev
Post on 16-Nov-2014
468 Views
Preview:
DESCRIPTION
TRANSCRIPT
Let’s talk about EV
Arthur Wang11/17/2012
Presented by Arthur Wang 2 11/17/12
About Me
Presented by Arthur Wang 3 11/17/12
WHY?
Presented by Arthur Wang
4Global Oil & Gas Import Dependency
Unconventional gas will account for about half of the increase in global gas production to 2035, with most of this coming from the United States, Australia and China, according to IEA.
11/17/12
Presented by Arthur Wang
5
US Oil & Gas Production
11/17/12
Presented by Arthur Wang
6
Oil Price Factor
11/17/12
Presented by Arthur Wang 7 11/17/12
Our Options?
Presented by Arthur Wang
8
Many Options Exist
11/17/12
Presented by Arthur Wang
9New Energy Vehicle Required Components
11/17/12
Presented by Arthur Wang
10The EV Revolution has begun!
11/17/12
Presented by Arthur Wang
11EVs are Ready for Primetime!
11/17/12
Tesla’s Big Win Proves EVs Are Ready for Primetime“Electric vehicles have hit the tipping point of mainstream acceptance, and you naysayers just lost your last reason for hating the technology.
MotorTrend magazine’s unanimous decision to name the Tesla Model S its car of the year is more than a big moment for Tesla Motors. It’s a big moment for electric vehicles and, more importantly, internal combustion. The award follows similar nods from Automobile and Yahoo. (Yes, Yahoo does cars.) That only underscores just how good the Model S is, and how solid its underlying technology is. “Source: www.wired.com, 11/13/2012 By Damon Lavrinc
Presented by Arthur Wang
12
EV Market Players
11/17/12
Presented by Arthur Wang
13
3rd Party Forecast of EV Fleets in Different Regions
11/17/12
Forecasts are almost useless – they vary widely- Range from 2M to over 20M vehicles in 2020
Presented by Arthur Wang
14
Supply Forecasts
11/17/12
Presented by Arthur Wang
15Worldwide EV OEMs Production Capacity
11/17/12
Presented by Arthur Wang
16Markets Rarely Grow This Way
11/17/12
Presented by Arthur Wang
17
Market Constraints
Total Market Size
Substitutability
Access to Infrastructure
Income Issues
Behavioral Issues
Source: GTM Research
11/17/12
Presented by Arthur Wang
18
EV Growth
DRIVERS
Efficiency
Cost Learning Curve
Success of Hybrids
Lower Operating Cost
Climate Risks
Health & Clean Air
DETERRENTS
Range Anxiety
Purchase Price
Political Opposition
Utilities Resistance
Multi-Tenant Living
Infrastructure
11/17/12
Presented by Arthur Wang
19
Range Anxiety
11/17/12
Declining Marginal Value of More Batteries – a very expensive way to avoid Range Anxiety
Presented by Arthur Wang 20 11/17/12
COST
Presented by Arthur Wang
21Key Drivers of EV Operating Costs
Capital, Operating Costs, Fuel, Electricity, Performance, Use, and Financing all impact TCO & will change over time.
11/17/12
Presented by Arthur Wang
22
Battery Cycle Costs
11/17/12
Presented by Arthur Wang
23
EV Fuel Saving per Gallon
11/17/12
Presented by Arthur Wang
24Variable Cost of ICEs vs BEVs in USA
11/17/12
Presented by Arthur Wang
25
Li-ion Cost Assumption
11/17/12
Presented by Arthur Wang
26Battery Cost Improvement
11/17/12
Presented by Arthur Wang
27
EV Battery Market
11/17/12
Presented by Arthur Wang
28
Shakeout
Electric Car Battery Maker A123 Systems Files Bankruptcy
11/17/12
Presented by Arthur Wang 29 11/17/12
Technology
Presented by Arthur Wang
30EV Battery Technology Trend
Key: Lower Cost ($), Higher Energy (Wh) Density, Higher Power (W) Density
Target: Battery pack cost < 25%
of vehicle cost to enable a healthy market growth.
Increase battery cells’ energy & power density.
High Power Density Cell: 可有效提升車輛動力 , 這類電池適用於混合動力車 , 僅需短時間的高功率輸出 ;
High Energy Density Cell: 有助延長電動車續航力 , 特別適用於純電動車 , 需要較高的續航力 , 但對於電池功率較不要求 ;
而兼具高 密度與高能量的電池芯則適用於插電式混合動力車 , 因為這類車款必須兼具高性能與高續航力。
11/17/12
Presented by Arthur Wang
31Vehicle Powertrain Architecture
11/17/12
Presented by Arthur Wang
32Battery Management System
11/17/12
Presented by Arthur Wang
33
Safety
11/17/12
Presented by Arthur Wang
34
Grid & Charging
11/17/12
Presented by Arthur Wang
35
V2G
11/17/12
Presented by Arthur Wang 36
Thank You!
Arthur Wangarthurwangjob@gmail.com
11/17/12
top related