Monday, November 30, 2009

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Mass market for EVs: Electrification coalition. TNR.v, CZX.v, WLC.v, RM.v, LI.v, SQM, ROC, FMC, AVL.to, RES.v, QUC.v, F, NSANY, RNO, DAI, BMW, BYDDY,

"Nissan Electric Leaf on the roads and GM Volt delivered on time will bring that necessary macro catalyst for market perception shift, when people will realise that Electric Cars are for real this time and this news from Detroit are very encouraging.
We will give another "Big IF" today - what if people will decide that it is just Cool not to kill environment any more? All articles about Electric Cars polluting more then conventional ones are showing us the pain of change and that we are on the right way and it is serious to consider as a threat to conventional wisdom."


"Electrification of our transport sector is, of course, not just a major step forward in our effort to decarbonize American society, it means much more in terms of the enhancement of national security and the preservation of national wealth."
David W. Crane President & CEO, NRG Energy, Inc.Testimony before the U.S. Senate Committee on Environment & Public Works October 28, 2009




The Electrification Coalition is a nonpartisan, not-for-profit group of business leaders committed to promoting policies and actions that facilitate the deployment of electric vehicles on a mass scale in order to combat the economic, environmental, and national security dangers caused by our nation’s dependence on petroleum.
The Coalition’s primary mission will be to promote the deployment of electric vehicles on a mass scale through a wide variety of policies and actions, including the creation of electrification ‘ecosystems,’ limited geographic areas where electrified vehicles and infrastructure can be introduced so the concept can take root and grow.
Electrification of transportation would allow cars and light trucks to run on energy produced by a diverse set of sources: nuclear, natural gas, coal, wind, solar, geothermal and hydroelectric. In the process, electrification would shatter the status of oil as the sole fuel of the U.S. ground transportation fleet. In short, electrification is the best path to the fuel diversity that is indispensable to improving the nation’s economic strength, environmental health, and national security.
But electrification at a mass scale presents complex challenges that must be analyzed and solved if policymakers are to act. The individual elements of an electrified transportation system—cars, batteries, recharging infrastructure—make up a highly-integrated system, in which every part depends on the other. We would see few results if we began selling batteries in the Northeast, created a smart grid and expanded recharging infrastructure in the Northwest, and introduced more electric cars in the deep South.
In November 2009, the Coalition released its Electrification Roadmap, a sweeping report outlining a vision for the deployment of a fully integrated electric drive network. The report details the dangers of oil dependence, explains the benefits of electrification, describes the challenges facing electric cars—including battery technology and cost, infrastructure financing, regulatory requirements, electric power sector interface, and consumer acceptance issues—and provides specific and detailed policy proposals to overcome those challenges."

Lithium and REE:Carmakers race to secure electric lead TNR.v, CZX.v, WLC.v, LI.v, RM.v, CLQ.v, SQM, FMC, ROC, ORE.ax, AVL.to, RES.v, QUC.v, NSANY, RNO


For places like China and India Electric Cars could be the only solution to reach the level of mobility per population close to one in the West. It is not now the question if, but rather how fast will it happen. Talking about China - it became the biggest auto market in the world earlier this year and Warren Buffett is making headlines with his prediction for Electric Cars recently.
"BYD: "Build Your Dreams" - founder takes it quite literally and made his fortune already even without selling very many Electric Cars yet. One thing is to get Warren Buffett to advertise your product and another one is for Buffett to proclaim: "In 20 years, all cars on the road will be electric". China, Buffett and Electric Cars - what else do we need to start a new Trend?"



"Financial Times





By John Reed
Published: December 1 2009 02:00 Last updated: December 1 2009 02:00
Snub-nosed and squat, with a no-frills, cramped cabin, the little Peugeot Ion is unlikely to win any design awards. But if current industry trends continue, it may one day be remembered as a trailblazer of zero-emission cars.
Road transport currently accounts for about 10 per cent of global greenhouse-gas emissions, compared with about 3 per cent each for shipping and aviation. In Europe, the figure is 15 per cent.
Governments around the world are seeking to tackle the problem by introducing increasingly stringent regulations covering vehicle emissions.
In response, and also in reaction to volatile oil prices and advances in car batteries, the big players in the motor industry are embracing electrification.
"The regulatory environment in the US, Europe, Japan and possibly China will be such that it will be almost impossible for automakers to ignore electrification in their vehicles," said Rod Lache, managing director with Deutsche Bank Securities in New York.
Yet with millions of first-time car buyers entering the market in China, India and elsewhere, environmental advocates say carmakers' greenhouse-gas emission cuts will need to be even more aggressive, just to keep up with the growing number of vehicles.
"If the car sector is to keep pace, you are looking at annual emissions reductions of 5 per cent," said Jos Dings, director of Transport & Environment, a Brussels-based pressure group.
In 2008, according to the group, carmakers cut their fleets' average carbon dioxide emissions in Europe by 3.3 per cent.
In London last week, PSA Peugeot Citroen demonstrated for the first time Peugeot's plug-in Ion and its sister brand's Citroen C-Zero. The cars can drive 130km on a single electric charge. At the launch, the French carmaker vowed to become the first to market with a full range of electric vehicles in Europe next year.
If so, it will beat its arch-rival Renault, whose chief executive, Carlos Ghosn, is staking his reputation on the success of four planned electric models launching in 2011-12. General Motors and BMW intend to demonstrate their latest electric models this month.
But carmakers and government regulators are also grappling with unattractive economics. Early electric models will be expensive because of their small sales volumes and high battery costs. Car buyers - however green-minded they profess to be - have historically been unwilling to pay a premium for a cleaner car.
"It's a vicious circle," said Guillaume Faury, Pegueot's head of manufacturing and components. "If we don't have the volume, we don't have the low cost; if we don't have the low cost, we don't have the volume."
The company is not discussing the price of its two forthcoming electric cars, except to say that they will have similar lifetime running costs to conventional ones. It is studying a plan to charge customers a low up-front price supplemented by monthly payments.
Tellingly, its sales projections are modest: Peugeot thinks it will sell 25,000 units a year of the two models by 2015.
The carmaker, like others, thinks more people will buy two planned forthcoming hybrids it is launching in 2011-12 which, like others, will have a combustion engine on board and so have a longer driving range.
Peugeot was a pioneer in producing earlier-generation electric cars, about 10,000 of which it sold between 1995 and 2005.
About half are still on the road, but the vehicles failed to achieve wider popularity because of performance drawbacks linked to their limited batteries and a dearth of places to recharge them.
New lithium-ion batteries, which will deliver longer driving ranges, are the second factor powering the new generation of plug-in hybrid and electric cars
To encourage more people to buy such vehicles, the UK will offer tax breaks of up to £5,000 ($8,200, €5,470) from 2011. The US plans a tax credit of $7,500 (€5,000, £4,570) for electric cars and France already offers a similar-sized tax rebate for ultra-low emission cars.
Most industry players are also pursuing a wide range of less eye-catching technologies to cut emissions, from smaller engines to improved aerodynamics, use of lighter materials, and "stop-start" systems that switch engines off when cars are stopped in traffic.
Industry analysts give warning, however, that customers might abandon rechargeable cars when the hefty tax incentives for them expire, as many US drivers did when early incentives for hybrids such as the Toyota Prius ran out.
"If we want this technology to be successful, we need incentives in place at the very beginning," said Mr Faury.
His company, Peugeot, says falling battery costs will help carmakers cope as tax breaks are phased out."

Lithium and REE: BMW plans electric car. TNR.v, CZX.v, WLC.v, LI.v, RM.v, CLQ.v, SQM, FMC, ROC, AVL.to, RES.v, QUC.v, BMW, NSANY, BYDDY, RNO, DAI, F,


Big names and big Brands are piling into electric car space defining the Trend. In case of BYD, one can argue, that auto maker will need to build its authority and brand recognition in the West before wide spread adoption, BMW already means dynamic, safety and coolness of an iconic auto brand and its move into full electric space will be a very important message on a part of established auto makers.


"We have Warren Buffet, James Dines and Jay Taylor on board, now we have the range to cure "Range Anxiety" with Electric Cars. What else do we need for our Next Big Thing to happen? Time is to look for Lithium and REE Supply."

November 30, 4:25 AM
Cheryl Phillips
BMW has believed for years that more efficient gasoline or diesel models were a better bet than hybrid cars. However, as the possibility of the hybrid giving way to the all-electric vehicle, German automaker BMW wants to be the leader. BMW is spending more than $1 billion to develop a small car for urban drivers that will include an electric-powered version.
To test the idea and the interest, BMW is leasing 500 Mini sedans that have been modified to run on batteries. These leases will take place in New York and Los Angeles.
Who would be willing to pay a premium for a vehicle that can travel only 150 miles between charges? BMW says it had no trouble finding customers eager to shell out $850 a month to lease the modified Minis, even though the cars seat only two because batteries displace the rear seats. Driving an electric mini BMW is like driving in the future, so people are willing to pay the price.
BMW is counting on the fact that the consumers with fat wallets and impeccable taste will have no problem shelling out extra money to dirve a battery-operated BMW. The prestigious BMW name would be strong competition for Mitsubishi, Renault, and General Motors, who also plan to make battery-powered vehicles.
The electric BMW may be a ways off but chances are if BMW hits the showroom floor with an electric mini car, there will be many willing to pay the price for a hip car with an upscale brand name."

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Sunday, November 29, 2009

Nissan: The new lithium battery will be able to power an electric vehicle for 300 kilometers TNR.v, CZX.v, WLC.v, RM.v, LI.v, SQM, FMC, ROC, NSANY






"One thing is to get Warren Buffett to advertise your product and another one is for Buffett to proclaim: "In 20 years, all cars on the road will be electric". China, Buffett and Electric Cars - what else do we need to start a new Trend?"


We have Warren Buffet, James Dines and Jay Taylor on board, now we have the range to cure "Range Anxiety" with Electric Cars. What else do we need for our Next Big Thing to happen? Time is to look for Lithium and REE Supply.



Bloomberg
"Nissan Electric Car Battery May Be Ready by 2015, Nikkei Says


Nov. 29 (Bloomberg) -- Nissan Motor Co. is developing a lithium ion battery for electric vehicles that can store electricity at double the current capacity, the Nikkei newspaper reported, without saying where it got the information. Nissan aims to equip electric cars with the battery by 2015, the paper reported.
The new battery will be able to power an electric vehicle for 300 kilometers (186 miles) on a single charge, about twice the distance currently possible, the newspaper said.
To contact the reporter on this story: Keiko Ujikane in Tokyo at kujikane@bloomberg.net"

Warren Buffett: In 20 years, all cars on the road will be electric TNR.v, CZX.v, RM.v, WLC.v, LI.v, CLQ.v, AVL.to, RES.v, QUC.v, F, NSANY, RNO, BYDDY


"Something is telling us that we are close to the right Time again, like Warren Buffett was spot on the money last Fall buying into BYD with 250 million and now, one year after and almost an eternity passed in investment world of a slow motion crash video, he is sitting on 1 billion stake in the company and has made BYD founder the China's richest person along the way. This something could be the coming Copenhagen Climate Change conference or Nissan Electric Leaf on North American Tour or even this article about GM Volt anxious to be on time on the road."



BYD: "Build Your Dreams" - founder takes it quite literally and made his fortune already even without selling very many Electric Cars yet. One thing is to get Warren Buffett to advertise your product and another one is for Buffett to proclaim: "In 20 years, all cars on the road will be electric". China, Buffett and Electric Cars - what else do we need to start a new Trend? Bill Gates could help and Google guys are backing Aptera already...Jim Dines is all over it on Supply side with Rare Earth Elements and worries about Lithium oversupply will be blown away with every Electric Car sold. Maestro is giving us the most aggressive timing we ever heard or dreamed about rate of Electric Cars adoption - it is our "Big IF" in action.

"Time is always an essence, we can not afford to live a life of an artist, when she will be admired long time after her time. Money as all particles, which come and go, have a dual nature inhibited in their reality: Money love to test your patience as much as they are impatient themselves. They refuse to grow without a catalyst, even in the most fertile environment. They are always searching for the Trend: they like to come early and enjoy when others will be piling in."





More on BYD.

Warren Buffet here is even more aggressive then Nissan in their estimations: Bloomberg Nissan, FedEx Seek Electric-Car Target of 200 Million and now you can put your own figures on Lithium Demand side to that picture.

Omaha.com
Published Sunday November 29, 2009



By Steve Jordon

WORLD-HERALD STAFF WRITER


In 20 years, all cars on the road will be electric, Warren Buffett told college students visiting Omaha recently.
The Houston Chronicle reported that Jan Goetgeluk, president of the finance club at Rice University’s Jesse H. Jones Graduate School of Business, asked what Buffett thought of the “peak oil theory,” the projection that oil production is at or near its peak and will decline rapidly.
Goetgeluk also asked Buffett what would replace carbon fuel.
Buffett made the all-electric prediction and said his investment in the Chinese battery and auto company BYD is working on technology to make the all-electric auto fleet happen. BYD founder Wang Chuanfu, Buffett said, is a genius.
Buffett also admitted an investment mistake when it came to BYD — namely, that his investment company, Berkshire Hathaway Inc., bought only 10 percent of BYD. Berkshire should have bought 20 percent, Buffett said.
Todd Finkle, a former Omahan who heads Akron University’s entrepreneurship program and brought a group of Ohio students, said Buffett also expects high-speed trains in the United States.
In a question-and-answer session and informally over lunch, Buffett discussed a wide range of topics.
He said the United States still will be the leading economy in 25 years, but by a narrower margin. Success by emerging countries such as China is OK, because growth in their economies helps the U.S. economy, too, he said.
Buffett said his sessions with students are similar to the classes Benjamin Graham taught at Columbia University in the 1950s. Graham taught one class a year and donated his salary to the school.
Buffett said he wants business students to know that ethics and hard work are the most important things, and that people have a responsibility to try to improve society and help other people.
“He’s kind of our idol,” Goetgeluk said. “It’s always interesting to get perspective from the most successful investor in the world.”

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