Battery Expert Predicts Low-Cost Long-Range Batteries Will Soon Make EVs Viable
【Summary】A respected industry consultant is predicting that EV battery prices will come down sufficiently in the next five to seven years to make electric vehicles viable from a cost, driving range and supporting infrastructure standpoint.
TRAVERSE CITY, MI – A respected industry consultant is predicting that EV battery prices will come down sufficiently in the next five to seven years to make electric vehicles viable from a cost, driving range and supporting infrastructure standpoint.
Speaking at the recent Center for Automotive Research Management Briefing Seminars, Subhash Dhar, founding president of Ovonic Battery and most recently CEO of XALT Energy, expects lithium battery costs at the module level to reach $125/kWh by 2022 due to improvements in materials, processes and automation, coupled with new cell designs and higher production volumes.
Dhar further predicts the next-generation battery will use solid-state technology and will first find its way into consumer electronics by 2025, then into EVs by 2028.
Looking five years out to 2022, Dhar expects energy density of lithium batteries to reach 400 Wh/kg, which means a driving range of 400 miles (640 km) employing a 50-kWh battery pack.
"In practical terms, a typical electric car would consume about 125 Wh/mile (78 Wh/km) at a constant speed of 55 mph (88 km/h). A 50-kWh battery with 400 Wh/kg of specific energy can easily take the car 400 miles (640 km) within the allocated weight limits for the battery", Dhar said.
"With all other cabin comfort load (including air conditioning and heating), the range will drop by 15%. This can be compensated for without sacrificing the 400-mile (640 km) range by increasing battery capacity to 57 kWh."
Dhar insists all-electric and plug-in hybrid cars "will not be restrained by a lack of battery. They will be restrained by a lack of recharging stations", (something that Tesla is working on already, as it is currently working on doubling its Supercharging network to meet demand) the consumer range anxiety will shift to recharging-station anxiety."
"We aren't going to have 170,000 charging stations in 2025 as we have 170,000 gas stations today."
Concerns about charging infrastructure notwithstanding, Dhar expects EVs to achieve 35% penetration globally by 2040. "And post-2025, there won't be a single car in the Western world plus China that won't have electrons playing some role in the powertrain. That includes everything from 48V and micro-hybrids," he says.
Improved Battery Materials
Contributing to Dhar's bullish outlook are advances being made in battery materials, most notably in nickel-rich cathodes and silicon-doped anodes that he believes will help lower costs 50%. He predicts that lithium-metal will replace graphite as the anode material of choice by 2022, then possibly switch again to lithium-titanate by 2030.
Also by 2022, solid and liquid electrolytes will replace ethylene carbonate, diethyl carbonate or lithium hexafluorophosphate. In the separator field, he cites Kevlar as a possible alternative to polyethylene foam.
Against this backdrop, Dhar predicts energy density and specific energy of lithium-ion batteries will increase from 650 Wh/L and 250 Wh/kg today to 900-1,000 Wh/L and 400 Wh/kg in 2022, then rise again to more than 1,000 Wh/L and 500 Wh/Kg in 2030 when lithium-air technology comes on stream.
To meet increasing demand, Dhar expects global lithium-battery production capacity to quadruple by 2025 from today's level of 90-100 GWh. Half of that capacity, an estimated 200 GWh, will be for EVs.
"China alone has increased capacity from 20 GWh to 35 GWh in the past 18 months," he says.
Among the forecasts made at MBS, Continental Automotive Systems predicted EVs and plug-in hybrids will account for 4% of global vehicle demand in 2020 and 10% in 2025. That is 10% out of global sales of 110 million units.
Alkaline Batteries for EVs
There is growing interest in pursuing such so-called solid-state battery technologies for both consumer and transportation applications.
One startup company says it has unlocked the secret to safer, more powerful alkaline batteries with a solid-state variant it suggests holds potential to revolutionize the industry.
Massachusetts based battery start-up Ionic Materials says it has developed a solid-state alkaline battery that can be recharged hundreds of times, according to The New York Times, and does not carry the combustion risks of some lithium-ion battery chemistries.
Prototype units of the new alkaline battery have been recharged up to 400 times, Ionic says, but the company believes it can triple this figure with further effort.
Last fall, the United States Department of Energy's agency for supporting research in next-generation energy technology announced 16 research awards aimed at accelerating development of solid battery technologies, including a $3 million contract to Ionic Materials.
Bloomberg New Energy Finance, an energy research group, has forecast that mass-market adoption of electric vehicles will not occur until operating costs fall to match those of internal combustion engines. That is expected to happen in 2025, according to the group.
Originally hailing from New Jersey, Eric is a automotive & technology reporter covering the high-tech industry here in Silicon Valley. He has over 15 years of automotive experience and a bachelors degree in computer science. These skills, combined with technical writing and news reporting, allows him to fully understand and identify new and innovative technologies in the auto industry and beyond. He has worked at Uber on self-driving cars and as a technical writer, helping people to understand and work with technology.
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