A Comprehensive Study of Key Electric Vehicle (EV) Components, Technologies, Challenges, Impacts, and Future Direction of Development
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D2.1 Mapping of the Current Status of Dynamics of Value Chain of European Transport Manufacturing Industry
Ref. Ares(2018)476363 - 26/01/2018 D2.1 Mapping of the current status of dynamics of value chain of European transport manufacturing industry Arrasate, 26/01/2016 Editor: Gerardo Pagalday [email protected] Authors: All parners Date: 26/01/2018 1 Document change record Version Date Status Author Description 0.1 24/03/2017 Draft Konstantin Konrad Draft document structure 0.2 18/12/2017 Draft Gerardo Pagalday Deliverable version 2 26/01/2018 Deliverable Gerardo Pagalday Deliverable final version Consortium No Participant organisation name Short Name Country 1 VDI/VDE Innovation + Technik GmbH VDI/VDE-IT DE 2 Railenium Railenium FR 3 Cranfield University CU UK 4 Maritime University of Szczecin MUS PL 5 Transportøkonomisk Institutt ( TOI) TOI NO 6 Institute of Shipping Economics and Logistics ISL DE 7 IK4 Research Alliance IK4 ES 8 Intl. Association of Public Transport Operators UITP BE 2 Table of contents 1 Introduction ......................................................................................................................... 23 1.1 Project background ..................................................................................................... 23 1.2 Objectives ................................................................................................................... 24 1.3 Focus Areas for D2.1 Mapping of the current status of dynamics of value chain of European transport manufacturing industry ............................................................... 24 2 Automotive ......................................................................................................................... -
2017 Annual Report.Pdf
International Energy Agency Technology Collaboration Programme on Hybrid and Electric Vehicles (HEV TCP) Hybrid and Electric Vehicles The Electric Drive Chauffeurs September 2017 www.ieahev.org Technology Collaboration Programme on Hybrid and Electric Vehicles (HEV TCP) functions within a framework created by the International Energy Agency (IEA). Views, findings, and publications of HEV TCP do not necessarily represent the views or policies of the IEA Secretariat or of all its individual member countries. HEV TCP was previously known as the Implementing Agreement for co-operation on Hybrid and Electric Vehicle Technologies and Programmes (IA-HEV). The labelling changed in 2016. Cover Photo: Electric taxi by Chinese automaker BAIC BJEV. Beijing’s fleet of 70,000 taxis will gradually be replaced by EVs. (Image Courtesy: private) The Electric Drive Chauffeurs Cover Designer: Anita Theel (Digital Media Designer) ii International Energy Agency Technology Collaboration Programme on Hybrid and Electric Vehicles (HEV TCP) Annual Report Prepared by the Executive Committee and Task 1 over the Year 2016 Hybrid and Electric Vehicles The Electric Drive Chauffeurs Editor: Gereon Meyer (Operating Agent Task 1, VDI/VDE Innovation + Technik GmbH) Co-editors: Jadranka Dokic, Heike Jürgens, Diana M. Tobias (VDI/VDE Innovation + Technik GmbH) Contributing Authors: René-Pierre Allard Natural Resources Canada Canada James Barnes Barnes Tech Advising United States Martin Beermann Joanneum Research Austria Graham Brennan SEAI Ireland Jens Brokate DLR Germany Carol Burelle Natural Resources Canada Canada Pierpaolo Cazzola IEA France Cristina Corchero IREC Spain Meally Declan SEAI Ireland Andreas Dorda BMVIT Austria Julie Francis Allegheny Science & Technology United States Halil S. Hamut TÜBITAK MRC Turkey David Howell U.S. -
Renewable Energy Technologies Student Book NQF Level 4
GREEN SKILLS FOR JOBS Student Book Renewable Energy Technologies NQF Level 4 Introduction to Renewable Energy and Energy Effi ciency Textbook provided free of charge by the Skills for Green Jobs Programme ! For classroom use only! Not for resale or redistribution without further permission! Editor Skills for Green Jobs (S4GJ) Programme Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH Registered offices: Bonn and Eschborn GIZ Office Pretoria P.O. Box 13732, Hatfield 0028 Hatfield Gardens, Block C, 1st Floor, 333 Grosvenor Street Pretoria, South Africa Tel.: +27 (0) 12 423 5900 E-mail: [email protected] www.giz.de 1st Edition Responsible: Edda Grunwald Authors: S4GJ Team Illustrations, Layout: WARENFORM Photos: Dörthe Boxberg, Ralf Bäcker, version-foto Pretoria, September 2017 CONTENTS List of Figures and Tables 3 Glossary 12 Preface 26 Foreword 27 Using this Student Book 28 Topic 1 1. Introduction to Renewable Energy Resources and Energy Effi ciency 29 1.1 Economic and Environmental Benefits of Wind Power Systems 30 1.1.1 Wind Power Applications: A Short History 31 1.1.2 Wind Energy Markets in South Africa and the World 41 1.1.3 Advantages and Disadvantages of Wind Power Generation 50 1.2 Economic and Environmental Benefits of Hydrogen Fuel Cell Technology and E-Mobility 61 1.2.1 Hydrogen and Fuel Cell Technologies 62 1.2.2 E-Mobility 75 Topic 2 2. Basic Scientifi c Principles and Concepts 85 2.1 Basic Principles of Wind Power Generation 86 2.1.1 What Causes Wind? 87 2.1.2 Wind Power Factors 94 2.1.3 Essential Wind Turbine Components and their Functions 107 2.1.4 Wind Turbine Types 132 2.2 Basic Principles of Battery and Fuel Cell Technologies 146 2.2.1 Electrochemical Processes in Batteries 147 2.2.2 Electrochemical Processes in Fuel Cells 169 2.3 Basic Principles of E-Mobility 188 2.3.1 Eco-Car Types Compared 189 2.3.2 Essential E-Car Components and their Functions 203 Topic 3 3. -
ELECTRIC VEHICLES: Ready(Ing) for Adoption
ELECTRIC VEHICLES Ready(ing) for Adoption Citi GPS: Global Perspectives & Solutions June 2018 Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary conversation – accessing information, analyzing data, developing insights, and formulating advice. As our premier thought leadership product, Citi GPS is designed to help our readers navigate the global economy’s most demanding challenges and to anticipate future themes and trends in a fast-changing and interconnected world. Citi GPS accesses the best elements of our global conversation and harvests the thought leadership of a wide range of senior professionals across our firm. This is not a research report and does not constitute advice on investments or a solicitations to buy or sell any financial instruments. For more information on Citi GPS, please visit our website at www.citi.com/citigps. Citi GPS: Global Perspectives & Solutions June 2018 Raghav Gupta-Chaudhary is currently the European Autos Analyst. He has been an Analyst for seven years and joined Citi's London office in July 2016 to cover European Auto Parts. Raghav previously worked at Nomura from 2011 to 2016, where he started off on the Food Retail team and later transitioned to cover the Automotive sector. He has an honours degree in Mathematics with Management Studies from UCL and is a qualified chartered accountant. +44-20-7986-2358 | [email protected] Gabriel M Adler is a Senior Associate in the Citi Research European Autos team. He is currently based in the London office and started with Citi in October 2017. -
2019 Annual Report.Pdf
HEV TCP Buchcover2019_EINZELN_zw.indd 1 15.04.19 11:45 International Energy Agency Technology Collaboration Programme on Hybrid and Electric Vehicles (HEV TCP) Hybrid and Electric Vehicles The Electric Drive Hauls May 2019 www.ieahev.org Implementing Agreement for Co-operation on Hybrid and Electric Vehicle Technologies and Programmes (HEV TCP) is an international membership group formed to produce and disseminate balanced, objective information about advanced electric, hybrid, and fuel cell vehicles. It enables member countries to discuss their respective needs, share key information, and learn from an ever-growing pool of experience from the development and deployment of hybrid and electric vehicles. The TCP on Hybrid and Electric Vehicles (HEV TCP) is organised under the auspices of the International Energy Agency (IEA) but is functionally and legally autonomous. Views, findings and publications of the HEV TCP do not necessarily represent the views or policies of the IEA Secretariat or its individual member countries. Cover Photo: Scania’s El Camino truck developed for trials on three e-highway demonstration sites on public roads in Germany. The truck is equipped with pantograph power collectors, developed by Siemens and constructed to use e-highway infrastructure with electric power supplied from overhead lines. (Image Courtesy: Scania) The Electric Drive Hauls Cover Designer: Anita Theel ii International Energy Agency Technology Collaboration Programme on Hybrid and Electric Vehicles (HEV TCP) Annual Report Prepared by the Executive -
How Important Are Electric Vehicles for Future Copper Demand?
Legal Statement The purpose of the information in this presentation is to guide ICA programs and provide members with information to make independent business decisions. Copyright © IDTechEx | www.IDTechEx.com Antitrust guidelines Copyright © IDTechEx | www.IDTechEx.com How Important are Electric Vehicles for Future Copper Demand Fred Ni April 3, 2017 Who is BYD? What makes BYD different? 1st in Bloomberg's 2009 BusinessWeek Top Performing Te ch100 (above Apple, Google, Yahoo, Amazon, Microsoft etc…) 15th in Fortune magazine‛s Top 51 Change the World Com pany BYD has over 12,580 (above IBM, Intel etc…) patents, owning over 50 industry initiative BYD electric vehicle sales triumph at the Top of the World (above Tesla, BMW, Mitsubishi, Nissan, Toyota etc…) technologies The Global 1st company in the World to provide full vertical integratio n in green Leader in energy technologies New (Electric Vehicle, Solar, Energy Storage) Energy BYD is the Only Chinese Automaker backed by Warren Vehicles Buffett BYD is the largest EV, Ebus and battery manufacturer in the world! Sales by Make >=10m Electric Bus Sales Ranking By 2020, China plans to have over 200 000 electric buses on its roads, accompanied by a network of close to 4 000 charging stations dedicated to buses (EVI, FIRST OEM ever to 2016b). Shenzhen is already envisioning an all-electric bus fleet in 2017, exceeded 100,000 PHEVs or Guangzhou in 2019, Foshan by 2020. EV sales in a single year! Source: http://www.ev-volumes.com/ BYD is the largest rechargeable battery manufacturer Battery Manufacturing Database-Fully Commissioned Source: Bloomberg Finance BATTERY making BYD specializes in 20 years of battery manufacturing experience. -
Electrifying the World's Largest New Car Market; Reinstate At
August 31, 2016 ACTION Buy BYD Co. (1211.HK) Return Potential: 15% Equity Research Electrifying the world’s largest new car market; reinstate at Buy Source of opportunity Investment Profile Electrification is set to reshape China’s auto market and we expect BYD to Low High lead this trend given its strong product portfolio, vertically integrated model Growth Growth and high OPM vs. peers. A comparative analysis with Tesla shows many Returns * Returns * strategic similarities but BYD’s new energy vehicle business trades at a sizable Multiple Multiple discount, which we see as unjustified given its large cost savings, capacity Volatility Volatility utilization, and front-loaded investment. China’s new energy vehicle market is Percentile 20th 40th 60th 80th 100th poised to deliver c.30% CAGR (vs. 4% for traditional cars) over the next decade. BYD Co. (1211.HK) We have removed the RS designation from BYD. It is on the Buy List with a Asia Pacific Autos & Autoparts Peer Group Average * Returns = Return on Capital For a complete description of the investment 12-m TP of HK$61.93, implying 15% upside. Our scenario analysis, flexing profile measures please refer to the disclosure section of this document. sales volume and margin assumptions, implies a further 30% valuation upside. Catalyst Key data Current Price (HK$) 54.00 1) More cities in China are likely to announce local preferential policies in 12 month price target (HK$) 61.93 Market cap (HK$ mn / US$ mn) 110,705.4 / 14,270.1 the new energy vehicle (NEV) segment once the result of the subsidy fraud Foreign ownership (%) -- probe is announced. -
Upgrading: on Track for a Rerating
Hong Kong Consumer Discretionary 11 July 2016 BYD (1211 HK) BYD Target price: HKD65.00 (from HKD50.00) Share price (11 Jul): HKD47.60 | Up/downside: +36.5% Upgrading: on track for a rerating Kelvin Lau (852) 2848 4467 We see strong SUV and bus sales leading to a margin improvement [email protected] Subsidy cut should benefit strong players like BYD in the long run Brian Lam (852) 2532 4341 Upgrading to Buy (1) from Outperform (2); raising TP to HKD65 [email protected] What's new: Following our recent discussions with BYD management, we Forecast revisions (%) are turning more positive on the company’s long-term outlook. We see Year to 31 Dec 16E 17E 18E grounds for a multi-year rerating for BYD, and hence upgrade our Revenue change 18.5 2.7 6.9 Net profit change 82.4 46.6 52.0 recommendation by one notch to Buy (1). Core EPS (FD) change 82.4 46.6 52.0 Source: Daiwa forecasts What's the impact: Margin improvement from new energy vehicles (NEVs). As per the latest YTD May data, BYD’s Tang SUV (launched mid- Share price performance 2015) contributed additional average monthly sales of around 3,000 units. (HKD) (%) Management expects the Tang to record sales of 5,000 units/month by 50 150 end-2016. Orders for the K9 electric bus have been ramping up, with 44 133 around 6,000 in hand; we expect BYD to achieve 13,000 unit orders in 38 115 31 98 2016 (previous estimate: 10,000). -
A Viga Tin G Outh Ore A
November 28, 2019 Electrical Components KR EV Battery 2020: Momentum to rebuild OREA K ■ We expect Korean battery makers to benefit from competition for new EVs (between global OEMs and Tesla) and the strong EU EV market. ■ Korean EV battery makers should turn profitable in FY20-21F on the back of ~ 60% yoy EV battery sales growth in FY20-21F and margin expansion. OUTH ■ We also highlight Korean cathode and elecfoil producers on strong capacity expansion, with greater demand for key materials from Korean cell makers. S AVIGATING AVIGATING N Analyst(s) John PK PARK T (82) 2 6730 6125 E [email protected] IMPORTANT DISCLOSURES, INCLUDING ANY REQUIRED RESEARCH CERTIFICATIONS, ARE PROVIDED AT THE Powered by END OF THIS REPORT. IF THIS REPORT IS DISTRIBUTED IN THE UNITED STATES IT IS DISTRIBUTED BY CGS-CIMB the EFA SECURITIES (USA), INC. AND IS CONSIDERED THIRD-PARTY AFFILIATED RESEARCH. Platform Navigating South Korea Industrial Goods and Services │ Electrical Components │ November 28, 2019 TABLE OF CONTENTS Key Charts .................................................................................................................................... 4 Questions on battery industry (EV/ESS) ................................................................................... 6 Korean EV battery makers at overcapacity? ........................................................................... 6 EV/ESS battery could turn profitable in 2020? ........................................................................ 8 ESS battery fires: can -
Research on Carbon Emissions of Electric Vehicles Throughout the Life Cycle Assessment Taking Into Vehicle Weight and Grid Mix Composition
energies Article Research on Carbon Emissions of Electric Vehicles throughout the Life Cycle Assessment Taking into Vehicle Weight and Grid Mix Composition Yanmei Li, Ningning Ha * and Tingting Li Department of Economics and Management, North China Electric Power University, Baoding 071000, China; [email protected] (Y.L.); [email protected] (T.L.) * Correspondence: [email protected]; Tel.: +86-10-752-5125 Received: 15 August 2019; Accepted: 18 September 2019; Published: 21 September 2019 Abstract: To study the impact of the promotion of electric vehicles on carbon emissions in China, the full life carbon emissions of electric vehicles are studied on the basis of considering such factors as vehicle weight and grid mix composition, and fuel vehicles are added for comparison. In this paper, we collect data for 34 domestic electric vehicles, and linear regression analysis is used to model the relationship between vehicle weight and energy consumption. Then, a Hybrid Life Cycle Assessment method is used to establish the life cycle carbon emission calculation model for electric vehicles and fuel vehicles. Finally, the life cycle carbon emissions of electric vehicles and fuel vehicles under different electrical energy structures are discussed using scenario analysis. The results show that under the current grid mix composition in China, the carbon emissions of electric vehicles of the same vehicle weight class are 24% to 31% higher than that of fuel vehicles. As the proportion of clean energy in the grid mix composition increases, the advantages of electric vehicles to reduce carbon emissions will gradually emerge. Keywords: vehicle weight; grid mix composition; electric vehicle; life cycle assessment; carbon emissions 1. -
How China Beat the US in Electric Vehicle Manufacturing
JOHN D. GRAHAM, KEITH B. BELTON, AND SURI XIA How China Beat the US in Electric Vehicle Manufacturing And why it’s time for the United States to get serious about industrial policies. he rise of China has been the dening feature of the that will restore America’s competitive position. twenty-rst century global economy. In a globalizing What is the right mix of domestic policy and international marketplace, China’s low-cost labor became a huge engagement for meeting the challenge that China Tattractor of foreign direct investment. is advantage, combined presents to the United States? Not only are there no easy with a growing domestic market, increasing technological answers, but successful policies will need to be tailored to know-how, and world-class infrastructure suitable for shipping particular industries, technologies, and market contexts. goods anywhere in the world, made China “the world’s factory.” Here, we focus on one important technology where US e benets of China’s rise for the United States have been leadership has, in the past decade, been ceded to China: enormous. China was the 11th largest US export market in plug-in electric vehicles (PEVs) and associated supply chains. 2000; today it is the 3rd largest. About 2.6 million US jobs and How did the United States lose out in this competition, $216 billion in US gross domestic product are linked directly what can be done about it, and what are the lessons for and indirectly to the US-China economic relationship. other areas of economically important innovation? Yet in the United States, even in today’s hyperpartisan China has achieved success not through Western-style politics, fear of China’s economic might and geopolitical capitalism, but through a carefully orchestrated combination ambition is shared by leaders of both parties. -
China Announced 2020–2022 Subsidies for New Energy Vehicles
ICCT POLICY UPDATES SUMMARIZE REGULATORY AND OTHER DEVELOPMENTS RELATED TO CLEAN POLICY UPDATE TRANSPORTATION WORLDWIDE. © 2020 INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION JULY 2020 China announced 2020–2022 subsidies for new energy vehicles On April 23, 2020, China’s Ministry of Finance (MOF), Ministry of Industry and Information Technology (MIIT), Ministry of Science and Technology (MOST), and National Development and Reform Commission (NDRC) jointly relased A Notice on Optimizing Fiscal Subsidies for Promoting New Energy Vehicles (hereafter “the Notice”).1 In the Chinese context, new energy vehicles (NEVs) refer to battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs; extended-range electric vehicles included), and fuel cell electric vehicles (FCVs). The Notice is the 2020 annual adjustment to China’s decade-long national subsidy program for NEVs, the historical evolution of which is illustrated in Figure 1. The last major adjustment was detailed in ICCT’s policy update published in June 2019.2 The Notice basically follows the overall design of the policy described in the previous policy update, but there are five major changes: » Subsidies are extended for two years, from the end of 2020 to the end of 2022, as a way to stimulate the automobile market, which has been severely impacted by the COVID-19 pandemic and the global downturn of the auto industry since 2018 » The technical criteria for qualification are tightened » The subsidy size is phased-down » For the first time, vehicle price and sales limits are introduced » Subsidies for FCVs are replaced by dedicated promotion packages www.theicct.org [email protected] twitter @theicct 1 Ministry of Finance (2020).