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Follow PSR’s team of analysts as they track the rapidly expanding global battery electric power market, including, battery technology, transportation, eMobility, mergers and acquisitions and more.
Investment related to EVs is gaining momentum in Indonesia. While the government is aiming to upgrade the industry by mainly using nickel as a battery material, Hyundai Motor of South Korea and Hon Hai Precision Industry of Taiwan have announced their plans to produce EVs and automotive batteries. If the concentration of industries advances, the country will compete with Thailand, which is also making efforts to attract related industries, for the leading role in EV production in Southeast Asia.
At the Indonesia International Auto Show, which started in the suburbs of Jakarta on Dec 11, Hyundai Motor’s compact EV “Kona” attracted much attention. The company will begin production in 2022 at its plant in West Java province, which will soon be operational.
Toyota reportedly has partnered with China’s BYD to develop an affordable electric car to launch next year. The Japanese automaker has widely been recognized as a laggard in the transition to electric vehicles. Years of betting on hydrogen fuel cells and hybrid vehicles has put Toyota behind on battery-electric vehicles.
Reuters reports Toyota is planning to release a “small and affordable electric sedan” in China next year:
The electric vehicle is reportedly going to be powered by BYD’s blade battery cells with LFP chemistry. LFP chemistry has improved enough in recent years that it is moving from mainly being used in electric buses to now electric cars. BYD’s blade battery has attracted a lot of attention – even from Tesla, according to reports coming out of China. A Toyota source talking to Reuters said that it is what is enabling the automaker to produce its first affordable all-electric car:
When completing 50 years in Brazil, Cummins announces the arrival of the New Power unit in South America. This includes Electric propulsion, NG Engines, cleaner Diesel Engines, Fuel Cell and mainly Hydrogen.
PSR Analysis: As part of its global strategy, Cummins in South America, leads in the first phase in market niches with NG Engines and follows with other new solutions in the following phases. PSR
Fabio Ferraresi is Director, Business Development South America, for Power Systems Research
VinFast has selected Los Angeles as its US headquarters and recently shared plans to begin manufacturing in the U.S. in 2024. VinFast is the automotive manufacturing subsidiary of VinGroup, a Vietnamese conglomerate that develops everything from real estate to technology and healthcare. The VinFast subsidiary was founded in 2017.
VinFast is working to deliver its flagship EV, the VF e34, later this year in Vietnam. When that happens, it will be the first-ever EV sold in the entire Vietnamese market.
Last month, we reported that VinFast was ambitiously entering markets overseas, beginning with the US, Canada, and Europe at the same time.
This Chinese OEM confirmed the plans to start the production of its vehicles in Brazil by 2023 after the initial phase of importing the first units in 2022. In 2021, road tests of the Azure A12BR will take place in São Paulo using the regular city bus fleet.
PSR Analysis: Higer Bus has announced an investment of US$ 10 million for production infrastructure but it has not announced the location of the manufacturing facility. Although they say there are many suppliers in Brazil, as ZF, Dana, Valeo, Bosch and Siemens, the amount seems low and limits the operation for something similar to a CKD with shared assembly infrastructure. PSR
Fabio Ferraresi is Director-Business Development South America for Power Systems Research
Soon after the recent launch of the Peugeot e-Expert, Stellantis announced the Citroën e-Jumpy on Friday Nov. 12. Price, drives, batteries configuration, autonomy have not been announced yet. However it announced the growth expectations from 1.2% Market Share to 4% with the new electric launches.
PSR Analysis: Although it has not been announced, the most likely scenario is that Citroën e-Jumpy will use the same configuration as its European product, the Peugeot e-208 GT. European Battery has 75kWh with Autonomy for 330 km per charge over the EMP2 platform. PSR
Fabio Ferraresi is Director-Business Development South America for Power Systems Research
The CE 04 falls somewhere between a maxiscooter and a light electric motorcycle, with a distinguished concept style. Initially, the rated power will be 42 Hp, giving the CE 04 a 2.6 seconds to 50km/h and 120 km/h max speed. A second model will be soon available with 31 Hp, with slower acceleration but similar top speed.
Acceleration won’t be the only difference. The battery in the faster model will be bigger, with 8.9 kWh of capacity and is rated for up to 130 km (81 miles) of range. The reduced power model has a maximum range of 100 km (62 miles). It will be possible to charge the bike under different circumstances, at home, or public places. Two built-in chargers will be available, ranging from 2.3 kW to 6.9 kw. Charging will take from 1 hour and forty minutes to 4 hours depending on the selected option. BMW said that 20 to 80% battery charge will take 45 minutes, making this a very practical vehicle.
The global energy structure has accelerated the adjustment to green energy, and the investment in traditional energy is insufficient. Under the influence of COVID-19, energy supply and demand are disrupted, exacerbating the contradiction between supply and demand, resulting in global power shortage.
China recovered from the epidemic earlier than many other countries and is now almost the only major manufacturer, so industrial power consumption has increased significantly. Power rationing is mainly to alleviate the power shortage and achieve the goal of energy conservation and emission reduction. China is dominated by thermal power generation, and there is a serious shortage of clean energy. There are still big problems in the energy structure.
PSRAnalysis: In 2021, China’s electricity demand will grow by more than 10%, which greatly exceeds the previously estimated demand growth of 6% to 7%. At present, the substantial growth of power demand has put great pressure on power supplies. Coal accounts for about 70% of China’s electricity consumption, but the output of coal is far lower than the demand for electricity.
Volkswagen Truck and Bus, part of the Traton Group, and CBMM, a Brazilian giant of niobium mining, announced an agreement to develop batteries with Niobium for Electric Vehicles. It promises to recharge a Truck Battery in less than 10 minutes and provide a traveling higher range. Volkswagen will start tests in 2022 to develop a functional vehicle with Niobium batteries by the end of 2022.
PSR Analysis: Primarily used to improve the strength of high grade steels, Niobium is also used for super conductors and has been tested by CBMM and Toshiba in batteries for three years with positive results. The solution applied for MHV may put Brazil in a strong position in MHV EV segment, since 97% of the Niobium reserves in the world are in Brazil.
Fabio Ferraresi is Director Business Development , South America, for Power Systems Research
Mercedes says it has committed an investment of US$ 20 million for the launch of the eO500U, the first electric bus by the German OEM, the market leader in Brazil. Roberto Leoncini, Sales Director said that Mercedes opted for beginning the electrification of the MHV segment by the Bus products because it has higher impact on the population.
One of the key drivers for this launch is the new legislation for São Paulo city that aims to convert 50% of the fleet to electric by 2027. This means 7,000 electric buses will be sold by 2027. Sales forecast starts with 50 to 150 units by 2022.
PSR Analysis: With new legislation, OEMs rush for e-bus chassis launch to keep market share. Meanwhile, BYD celebrates the opportunity to grow with the lack of competitors, but it needs an improved in business model and strategic aspects to grow. PSR
Fabio Ferraresi is Director-Business Development, South America, for Power Systems Research
