Tuesday 18 October 2016

Lithium Race From The DieselGate: The German Auto Industry Is Finally (Maybe) Done With Gas.

Volkswagen Electric ID.

  I can be also very cynical after of years calling and waiting for this action and ask you to wake me up when it will really happen, but the ugly truth is that autos have finally understood that they cannot survive pushing "Clean Diesel" and "Not So Dirty Gas" anymore. People are not buying it.  It makes more sense to rush and build finally all those electric cars before Tesla and EVs from China have not taken all the world over.
  Tesla Model S crashes all sales of luxury sedans this year leaving in the dust Mercedes S-Class and BMW 7. With 400,000 orders of Tesla Model 3 consumers have sent a very powerful signal that they are ready for the best electric cars. There are not a lot of them yet: GM Bolt, Opel Ampera-e and Tesla Model 3 will start the real race with both priced below $40k and with 200 miles of range.     
  The Great Germans will be fighting back the ban of ICE cars like they are doing it now in India with the ban on diesel cars, but the train has left the station. DieselGate lawsuits can put Volkswagen out of business and they all understand very well now that first customers are going to Tesla and next the investors will be selling shares in all dinosaurs who cannot see that it is coming - all cars will be electric. Voices for the real change are getting louder and you cannot dismiss them anymore. Lithium technology is here and cheaper lithium batteries change everything. Lithium is the magic metal at the very heart of this Energy rEVolution.

Augen auf beim Lithium-Explorer-Kauf!

Electric rEVolution: Joe Lowry - New Lithium Supply And Demand Forecast.

Copyright Global Lithium LLC, used with permission.

  "Joe Lowry provides us with his conservative outlook for Lithium Supply and Demand up to 2020. He is the must follow for all seriously interested in lithium market. Always do your very own DD, but at least you have the best data to work with. Now we have a news to put his view into perspective: Germany calls Europe to ban all ICE cars from 2030! It means that ramp up in the building production facilities for EVs and Lithium Batteries must be started now. Finally, we are talking seriously about The Switch to renewable Energy and Electric Cars by 2030! Lithium Technology is here and Lithium is a magic metal at the very heart of this Energy rEVolution. Read more."

Electric rEVolution: German Push To Ban Combustion-Engine Cars By 2030 Wins Support After DieselGate.

Mercedes EQ EV.

  "Now we can put the electric cars party taking over at  Paris Motor Show in the perspective. Germany would like to join Netherland and Norway banning sales of ICE cars from 2030. It means that now they will have to make electric cars and all that news about dozens electric cars coming in the next 10 years are getting more credibility. Lithium Battery makers are already moving into Europe: Mercedes, LG Chem, A123, BMZ and Volkswagen have all announced Lithium Megafactories in the making and security of lithium supply will be coming on the European investors' radar screens very soon. Read more."


IT’S INEVITABLE: THE age of the internal combustion engine is ending. Growing demand for cleaner, greener transport means the fossil-fuel burning powerplants that humanity has relied on and refined over the last century are on the way out. But, like so many great dynasties, it’s leaving a power vacuum in its wake. Auto manufacturers the world over are scrambling to figure out what comes next.
The best place to find the future of the automobile? Its homeland. 130 years after Karl Benz patented a three wheeled vehicle powered by a single cylinder engine, Germany is home to 41 car and engine plants, which make one in every five cars sold worldwide. Cars represent the country’s biggest industry. German giants BMWPorscheAudi, and Mercedes-Benz have changed the shape of the world by exploding gasoline.
Yet last week, the country turned its back on that history. The Bundesrat, which represents German states at the federal level, voted to ban all diesel and gasoline cars by 2030. Yes, in just 14 years, the country wants all new cars to be emissions-free.
OK, it’s a non-binding resolution, and India, the Netherlands, and Norway already have similar proposals on the books. But considering the importance and significance of Germany’s auto industry, it’s the boldest proposal yet.

Gone Electric

From the outside, the automakers seem ready for the change. At this year’s Paris Motor Show, Mercedes showed off a battery-powered concept SUV, the first in a coming line of electric cars. Since VW admitted to selling 11 million over-polluting diesel cars, it can’t say enough about EVs. BMW Chairman Harald Krueger said last week his company will systematically electrify all its brands and model series, starting with a new Mini-E and an electric X3 crossover.
Seems grand, but these promises may be more about buying time than a full scale shift of focus.
“There are people who have a horse in each race, who are talking as much about marketing as they are about technology,” says Brett Smith, who studies advanced powertrain technology at the Center for Automotive Research in Michigan. “It’s tough to cut through to what is actually happening.”
“This is a fork in the road,” agrees Mary Gustanski, VP of engineering for Delphi, a major industry supplier that specializes in electrification technologies. “The manufacturers are taking a pause to make sure they select the correct fork.”

Das Dead Diesel

Until recently, the diesel engine was the darling of Deutschland. Automakers promoted the energy-rich gasoline alternative as a way to reduce CO2 emissions without changing the internal combustion status quo. European regulators went along, and diesels accounted for half of car sales on the continent.
VW pretty much ruined that arrangement, but tighter EU regulations on NOx emissions and recognition of associated health concerns were already pushing diesels out of favor.
A big part of the problem is that customers aren’t clamoring for electrics. Switching from diesel back to petrol is an easier alternative, particularly while oil prices are low. But regulators around the world are demanding cleaner cars. Europe has set aggressive 2025 targets, China has ambitious 2020 goals, and the US has its increasingly stringent Corporate Average Fuel Economy standards.

Staying Flexible

Still, there’s the Tesla effect. Elon Musk has made battery power cool, and the big players can’t ignore years of salivating love for the Model S and X, along with 373,000 people plonking down $1,000 to reserve their Model 3—a car that doesn’t even exist yet. For comparison, VW sold 533,000 Golfs in Europe in 2015—the continent’s most popular car.
The mainstream public might not be buying electric cars en masse, but the thought leaders, the hip kids, and the celebrities are. Automakers have recognized they need an electric halo product, so they don’t look like they’re being left behind. Witness Porsche’s Mission E, BMW’s i8, and the recently axed Audi R8 e-tron. Those limited-run cars and concepts that might hit the road maybe someday help the industry look “on the case,” but leave it wiggle room if conditions change.
Take the all-electric, autonomous I.D. concept Volkswagen revealed last month in Paris. With blue tires, a disappearing steering wheel, and a price under $30,000, it’s heavy on promise, light on technical detail. VW says it’ll be ready around 2020—so if some breakthrough somehow makes hydrogen-powered cars viable(LOL), the manufacturer could still pivot to embrace fuel cells instead of batteries. Or, you know, quietly drop the whole idea if EVs fall out of fashion and those strict standards get rolled back.
Electrics may work as publicity-driving halo cars—even the $30,000 Chevy Bolt can fit this description—but automakers avoid going all-in on electrics because the profit margins stink. Batteries are expensive, and it’s hard to make money on the things—just ask Tesla.
That, and moving away from internal combustion cars requires major investment. Building a car with any element of electrification requires a new supply chain, or the ability to build components like motors in-house. When BMW talks about electrifying every car, it likely means starting with something like a 48-volt mild hybrid system, which uses a small motor and battery for an efficient power boost. Delphi builds the tech, and Gustanski says manufacturers are keen to get in on the act.
That could always change. Technology advances, and if regulations don’t relent, automakers may have no choice. The internal combustion is fading—but it will breathe oxygen and blow it up a while longer. “The automotive industry is in its hottest phase for 20, 30 or even 40 years,” says BMW’s Krueger.
Despite their promises, the automakers are still on the starting blocks. And if they decide on a direction, it’ll be an interesting race to watch."

No comments:

Post a Comment