Rapid EV Increase Prediction by Prof Ray Wills
Disruption to the car market is now inevitable with the rise of electric vehicles globally. An exponential increase in EV manufacture means few internal combustion engine cars after 2026
Disruption to the car market is now inevitable with the rise of electric vehicles globally. An exponential increase in EV manufacture means few internal combustion engine cars after 2026
Improvements in battery chemistry and form factors is leading to a learning curve of 15% annually for energy density and price. Compare these new battery chemistries
The top 20 lithium ion battery manufacturers manufacture over 1TW of batteries annually and on a ramp up to produce over 3 TW per year – on the way to 250TW needed for total electrification of grid and transportation,
Electric Planes from Wright are progressing with their developement of a 150 person commercial jet flying routes of 450 km. With powerful 1MW electric motors, they now need 1,000 Wh/kg density batteries.
The graphene aluminium-ion batteries developed by GMG promises a radical improvement compared with the lihium batteries currently the workhorse for transportation and grid energy with 4 times more energy, long life, fast charging, non flamable and cheaper.
Ion air batteries for grid scale batteries target cost is $20KWh by 2030. Well funded, Form Energy is building a 12GW factory in Iowa, and has pilot and first plants under construction to be
The Inflation Reduction Act of 2022 has driven a huge investment in battery factories, hydrogen, wind and solar farms, battery storage and other emission reduction technologies.
Liquid Metals battery from Ambri are designed for grid operation. Modular in container sized units with 20 years or 5,000 cycles and no fall off in capacity
India is making investment to be the second largest solar panel PV manufacturer with a target of 110GW by 2026. Making progress with 38GW in March 2023.
Electric buses costs have fallen in price. Charging is easier and cities globally are replacing dirty stinking diesel buses with clean zero emissions battery EV buses at 30% CAGR
Germany introduced hydrogen FCEV trains from 2018 in Frankfurt and Saxony areas. LNVG as now gone to tender for over 100 all battery electric as hydrogen too expensive and H2 trains termed “misery trains”.
Queensland has announced 2 large pumped hydro schemes costing over $30 billion and not due to come onliine on 2029 to 2035. Large projects have major financial risks, but QLD is determned to have large capacity long term storage.
Sophisticated modelling shows hydrogen for home heating is a non starter except in a few use cases and heatpumps and batteries provide a more effective solution to home energy use.
IEA have consistently under forecast the increase in solar panels (PV) globally by 7,000 times. in 2009, they forecast just 30GW of solar. In 2023 there will be over 440 GW installed. How do they get is so wrong?
The food revolution by precision fermentation will be the most profound of the 4 disruptions occuring. By 2030 the dairy industry will be bankrupt. By 2035 land used for beef and dairy farming will be not used.
Toyota argues that for emissions reduction hybrids are more effective than battery electric vehicle as more can be manufactured as batteries are constrained. Greenwashing.
At the Fully Charged show in UK, the Chinese cars are coming. BYD, Geely, Great Wall, and SAIC all demonstrated new models addressing different market segments. Korean cars are already annouced.
Hydrogen for transportation won’t die, and the big 4 Japanese motorcycle manufacturers have joined together to develop hydrogen engines for motorcycles. But Why?
Gravity batteries using heavy blocks has moved from pilot phase to the first 2 demonstration plans in China (100MWh) and in USA. Watch their progress.
The latest figures from Tesla show a rapid increase in the amount of grid storage deployed globally in the first quarter of 2023. Over 160GWh backlog in Tesla orders and over 300GWh projects announced for all batteries