Petter
Well-Known Member
- First Name
- Petter
- Joined
- Jan 3, 2020
- Threads
- 4
- Messages
- 159
- Reaction score
- 110
- Location
- Norway
- Vehicles
- Ford Transit (2017), Mustang Mach-E, FE (2021)
- Occupation
- Media manager/editor
- Thread starter
- #1
"Ford plans to boost sales of full-electric vehicles to a third of overall sales by 2030, up from zero today. Volkswagen, making a major bet on electric vehicles in the wake of its diesel-emissions cheating scandal, says about 15% of sales will be all electric by 2025", according to this article. This would, naturally require a substantial number of batteries. Concerning the Mustang Mach-E Ford has stated thar "sales volumes will be limited to about 50,000 globally the first year due to battery supply."
I have listened to a podcast called CleanTech Talk in which Roger Atkins shares some very interesting information about the supply of what he calls "Automotive-grade lithium". I suppose that the availability of this will be vastly important for e.g. Ford and VW reaching their targets.
Atkins claims to have information saying that "the most electric vehicle share possible by 2025 would be only 7% of the global automotive market". This was new to me. Here it is with a little more context (they also talk about the Mustang Mach-E):
"As Roger explained early in the podcast, “necessity is the mother of invention.” Have an issue that needs to be resolved? Creative people will come up with a solution. That is why electric vehicles have become a primary focus in the wake of increasing global challenges with city congestion and pollution, Roger said.
But while electric vehicles have proven to be promising solutions to these clear and immediate challenges, Roger worries about the lithium mining supply chain. He believes that due to a limited supply of automotive-grade lithium, the most electric vehicle share possible by 2025 would be only 7% of the global automotive market. This is what Roger picked up recently at a Benchmark Materials conference from a top lithium expert (“Lithium Joe,” who is reportedly the world’s leading authority on lithium supply), and it goes against Roger’s previous viewpoint on the topic. Even though there is currently an overflow in lithium, Roger explains that the future will prove difficult. It is not about whether or not we have lithium, he said — it is about whether that lithium is high enough quality for safe batteries.
Keeping in mind the challenge of lithium-ion batteries, Zach and Roger move on to discuss current industry players who are making big steps into the electric vehicle sector. They talk briefly about Ford’s investment in Rivian and Ford’s efforts to jump into the electric vehicle world through the Ford Electric Mach-E. But the foray into electric vehicles is no easy feat for established automotive companies. There is a huge challenge to profitability, Roger explains, as sunk costs and investment for research and development to transition into electric vehicles can combine to be crippling to a company. He believes, however, that working together with new electric vehicle companies, as Ford has done with Rivian, can give more established industry players a leg up."
Link: https://cleantechnica.com/2019/12/0...hat-lithium-ev-forecasts-ford-mustang-mach-e/
I have listened to a podcast called CleanTech Talk in which Roger Atkins shares some very interesting information about the supply of what he calls "Automotive-grade lithium". I suppose that the availability of this will be vastly important for e.g. Ford and VW reaching their targets.
Atkins claims to have information saying that "the most electric vehicle share possible by 2025 would be only 7% of the global automotive market". This was new to me. Here it is with a little more context (they also talk about the Mustang Mach-E):
"As Roger explained early in the podcast, “necessity is the mother of invention.” Have an issue that needs to be resolved? Creative people will come up with a solution. That is why electric vehicles have become a primary focus in the wake of increasing global challenges with city congestion and pollution, Roger said.
But while electric vehicles have proven to be promising solutions to these clear and immediate challenges, Roger worries about the lithium mining supply chain. He believes that due to a limited supply of automotive-grade lithium, the most electric vehicle share possible by 2025 would be only 7% of the global automotive market. This is what Roger picked up recently at a Benchmark Materials conference from a top lithium expert (“Lithium Joe,” who is reportedly the world’s leading authority on lithium supply), and it goes against Roger’s previous viewpoint on the topic. Even though there is currently an overflow in lithium, Roger explains that the future will prove difficult. It is not about whether or not we have lithium, he said — it is about whether that lithium is high enough quality for safe batteries.
Keeping in mind the challenge of lithium-ion batteries, Zach and Roger move on to discuss current industry players who are making big steps into the electric vehicle sector. They talk briefly about Ford’s investment in Rivian and Ford’s efforts to jump into the electric vehicle world through the Ford Electric Mach-E. But the foray into electric vehicles is no easy feat for established automotive companies. There is a huge challenge to profitability, Roger explains, as sunk costs and investment for research and development to transition into electric vehicles can combine to be crippling to a company. He believes, however, that working together with new electric vehicle companies, as Ford has done with Rivian, can give more established industry players a leg up."
Link: https://cleantechnica.com/2019/12/0...hat-lithium-ev-forecasts-ford-mustang-mach-e/
Sponsored
