Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...

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Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
Automotive Council & the
Electrification Transformation
    Prof. Neville Jackson
    Dep. Chair, Auto Council Technology Group
    Chair, APC Advisory Group
    Chief Technology & Innovation Officer, Ricardo plc

                www.automotivecouncil.co.uk
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
UK Automotive Council: Structure & Approach

■ The Automotive Council was formed in 2009
■ To strengthen and promote sustainable growth of the automotive sector in the UK through enhanced dialogue and co-operation
  between UK government and the automotive industry
■ Membership is made up of senior figures from across industry, government, trade association and trade unions
■ Through the Council, industry works in partnership with government to support innovation, create the right business
  environment and to ensure that the UK remains an open economy

                                      One UK Team
                                                                                Business
                               Creating Insight                                Environment
                                                                                 & Skills

                                 Establishing
                                   Strategy
                                                                          Supply
                                                                                         Technology
                                                                          Chain
                                   Driving
                               Implementation

                     A continuous value creation cycle involving all facets of the Automotive Council
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
Advanced Propulsion Centre & Mapping the road ahead
•   The Advanced Propulsion Centre:
     – £1b investment by Industry & Government to
       commercialise future low carbon propulsion
       technologies
•   The Automotive Council’s roadmaps:
     – visualize the evolving automotive landscape
     – communicate a shared view of the future.
•   Latest APC roadmaps Signpost
     – short, medium and long term challenges in R&D
     – where investment is required
     – potential collaborative opportunities

             • Stephenson Challenge
                ISCF Bid - £96m (+£125m loans)
                Manufacture of £5b worth
                of e-Drives By 2025
             ‘Towards 2040: A Guide to Automotive Propulsion Technologies’ Launched, July 18
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
Faraday challenge addresses well defined targets via three defined initiatives

The Faraday Challenge: an investment of £246 million over 4 years
                                                                        Faraday Institution
                                                                        Countering Degradation
                                                                         Solid State Batteries
                                                                         Multi-Scale Modelling
                                                                         Developing A Circular
                                                                               Economy

                                                          Feasibility Studies
                                                          Technology Challenges
                                                             Business Models
                                                                                         National Battery
                                                       Research & Development             Manufacturing
                                                        Materials & Manufacturing      Development Facility
                     Faraday Battery Challenge
                     Day 1                                 Diversified Products
                     12th September
                     10:45 – 12:00                             & Services
                     Main Plenary Hall

                  Leading proposition for battery technology Research, Development & Scale-up
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
A rapidly growing UK market for batteries & rapid technological change

       NB: Battery Giga-factory ~ $4-5b capex investment each – 6-7 needed in Europe by 2030
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
Environmental challenges/policies have accelerated Vehicle OEM
commitments to introduce more electrified vehicles & larger batteries

                                     To launch first                         Plan joint EV
                                     electrified                             platforms
                                     products on                                                                                 Targets 1M sales of
                                     Efficient                                                                                   electrified vehicles                                          EV Versions of
                                     Modular                                                                                                                                                   all 300 models
                                     Platform                                                                                                                                                  in Group
                                     (EMP)                                   First full EV                       20 new all-                                                                   50% of
                       Model 3                                                               10 electric         electric and    Plans 15-25% of           All vehicles will                   production to
                       enters                            All models to                       “EQ” models         HFC models      sales to be electric
                       volume                            be electrified                                                                                    be hybrid                           be EV’s
                       production

          2017         2018           2019             2020           2021           2022           2023        2024         2025          2026           2027            2028          2029        2030

                                                                               13 new electrified
                To produce          All models          40% of
                                                                               models                                   Expects 15-25% of                                                      Expects 2/3rds
                0.5M                will be             global
                                                                                                                        models to be electrified        Plans to sell                          of models to be
                electrified         electrified         models will
                                                                                                      Expects 50%                                       1M electric                            electrified
                vehicles                                be electrified
                                                                                                      of models to                                      vehicles per
                                                                               To have 7 PHEV         be electric                                       annum
                                                                               and 4 BEV models                         Plans 80 new EV
                                                                               on EMP                                   models accounting for                                                  25% vehicles
                                                                                                                        up to 25% of sales                                                     will be electric

         100 mile range                            150-200 mile range                          200-250 mile range                     300+ mile range
  HFC = hydrogen fuel cell                                                           Battery capacity/range
© Ricardo plc 2018                           Unclassified - Public Domain                                                                                                October 2018                             6
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
Battery chemistries will continue to evolve but major steps forward at
least a decade away for the volume market
                                                                                                                                                                              Gasoline, Diesel,
   Potential Addressable Market (%)

                                                Li-Air                                                                     Li-ion
                                                                                                                          200 Wh/kg                      12                   Kerosene, Biomass
                                      100
                                                                                                         Adv. Li-ion       450 Wh/l                                           to Liquids
                                                                O2 (+)                                    350 Wh/kg
                                                                 Li (-)                                    750 Wh/l                                                           HVO (Biodiesel)
                                                                                                                                           NMC (+)
                                       80                                                                                                Graphite (-)    10
                                                                                                                            NMC (+)
                                                                                                                             C-Si (-)                                     FAME (Biodiesel)
                                                              Solid State
                                      60                        500 Wh/kg    NMC (+)
                                                                1000 Wh/l      Li (-)                                                                      8              Ethanol
                                      40
                                                                                              Li-S
                                                                                            400 Wh/kg                                                                     LNG incl. tank
                                                                                             450 Wh/l
                                      20                                                                                LMP                                6              Coal?
                                                                                                S (+)                  150 Wh/kg        LFP (+)
                                                                                                Li (-)                  400 Wh/l          Li (-)
                                       0
                                            1            2           3       4          5            6           7           8          9          10
                                                                                                                                                           4
                                                                            Technology Readiness Level                                                                    CNG (250 bar)
                                                             > 10 years             5-10 years       < 5 years                          Today              2              including tank
                                                                              Time to Market Introduction                                                                 H2 (700 bar)
                                                                                                                                                                          including tank
                                                 NMC = Nickel Manganese Cobalt                    LFP = Lithium Iron Phosphate
                                                 LMP = Lithium Metal Polymer                      Li-S = Lithium Sulphur                                  0               Li-ion Batteries
                                                 LMO = Lithium Manganese Oxide                    NCA = Lithium Nickel Cobalt Aluminium Oxide           Energy Density (kW.hr/kg)
 Source: EMIRI                                                                                                                                          (Tank sized for HD truck)
© Ricardo plc 2018                                                                                                                                             October 2018                       7
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
Ultra Low or Zero carbon HD trucks – probably a choice between H2
Fuel cells with renewable hydrogen or Bio-Waste/Power to Liquid Fuels

                     800 kW.h ~ 38,000 Cells                                                  320 kW.hr ~ 15,000 cells

                                                                                                   Renewable
                                                                                                   Electricity
                                                                                                   to Liquid
                                                                                                   Fuels

                                               12 kW.hr

 H2 Fuel Cell Trucks – Toyota/Nikola Motors < >           Renewable “Synthetic” Fuels
© Ricardo plc 2018                                                             October 2018                              8
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
Grid voltage levels and charging times for 250+ mile range 85 kW.hr
        battery – to charge at >15 miles/hour need three phase supply
                               24                                                                                                                        UK Grid
                                                                                                                  Grid connection also depends
                                                                                                                                                         connection
                                    7 miles                                                                           on # points / location
                                     /hour

                               18                                                                         Higher power capability chargers need to
                                                                                                                                                         Low voltage single
         Charge time (hours)

                                                                                                          connect to the medium voltage grid to
                                                                                                          deliver sufficient usable energy in minutes;   phase 220V
                                                                                                                                                                                  Will
                                                                                                          multiple chargers may share one
                                                                                                          connection                                                           Wireless
                               12
                                                                      15-20                                                                                                    Charging
                                                                     miles/hour                                                                                               Disrupt this
                                                                                                                                                                               System?
                                                                                                                                                         Low voltage three
                               6                                                                                                                         Phase 415V
                                                                                                 50 miles/hour
                                                                                                                                           200-500
                                                                                                                       100 miles/hour                    11kV Med voltage
                                                                                                                                          miles/hour
                                                                                                                          80%*
                               0
                                                                                                                                             50%*        33kV Med voltage
                                       Slow                          Medium                              Fast            Rapid            Ultrafast
                                    Up to 3.5kW                       7kW                               22kW           Up to 50kW        90 – 350kW
                                                                                                                Charging rate
urce: Ricardo analysis                        * = charge level within charging time from low State of Charge
     © Ricardo plc 2018                                                                                                                                       October 2018                   9
Automotive Council & the Electrification Transformation - Prof. Neville Jackson Dep. Chair, Auto Council Technology Group Chair, APC Advisory ...
Network reinforcement required beyond 15-20% EV penetration to
     deliver adequate EV re-charge power will be significant*
                                                                          Generation                                                              • Capital costs for re-enforcing EU EV charging
                      Transmission
                         Network                                                400 kV / 275 kV                                                     infrastructure & charge facilities for predominantly EV
                                                                                                                                                    passenger cars & van parc:
                                                                                Grid Supply Point

                 Extra High Voltage                                                                                                                 – €630 billion assuming primarily “home” charging
                      Network                                                   EHV (132 kV)

                                                                                Bulk Supply Point
                                                                                                                                                    – €830 billion assuming “grazing” frequent top-up

                  High Voltage (HV)
                                                                                HV (33 kV – 22 kV)                                                • Based on “Smart” network with charge periods selected
                      Network
                                                                                                                                                    to minimise local network loads
                                                                                Primary Substation

              Medium Voltage (MV)
                   Network
                                                                                MV (11 kV – 10 kV)
                                                                                                                                                       Only a small part of total road transport costs
                                                                                 Secondary Substation                                                  including vehicles and energy but who pays for this?
                 Low Voltage (LV)                                                LV (400 V three phase
               Distribution Network                                              - 230 V single phase)
                                                                                                                                                       Ref: Impact Analysis of Mass EV Adoption – Ricardo
                  Significant Re-enforcement Required                                                                                                       Defossilizing the transportation sector - FVV
Source: The Energy Technologies Institute & *Household Electricity Survey - A study of domestic electrical product usage Intertek Report R66141

  © Ricardo plc 2018                                                                                                                                                                    October 2018          10
Auto Industry concerned that Infrastructure will limit market penetration
  – Supply/Network operators assume a more demand led approach

        Automotive Industry Challenge:                                                          Electricity Supply Challenge:
  • To achieve EV market uptake, need larger                                                  • Investment in networks and charging facilities
    batteries/longer range and improved                                                         responsive and based on demand
    charging availability                                                                     • Local network issues will be resolved by
  • Need to invest in more charging infrastructure                                              demand control and strategic positioning of
    to encourage EV purchase                                                                    recharge facilities
  Need economies of scale to be commercially viable                                             No significant impact from EV take-up by 2030
Source: Ricardo Analysis, UK OLEV, Role of the power sector for Electromobility - Iberdrola
  © Ricardo plc 2017                                                                                                  October 2018           11
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