Impact On The Battery Market Hybrid & Electric Vehicles Market 2005-2015

- TOYOTA PRIUS : The success story
- Aim of the Study
- Methodology
- Interviews
- Several announcements in 2005-2006

PART 1: WHY HYBRID ELECTRIC VEHICLE?
- HEV: Advantages / Issues
- Companies Global Opinion on HEV
- HEV models on the market
- Three main reasons to buy an HEV
- Global petroleum consumption will drastically grow in the next few years
- Fuel prices will remain very high, about $3/gallon in USA
- Reduction of CO2 emission
- Worldwide Motor Gasoline Demand in million tons (1949-2005)
- The WTI* price grew drastically during the last two years
- The US Diesel & Gasoline price peak in 2006.
- Gasoline price in USA
- Fuel price remains much more expensive in EU than in US
- CO2 Emission: USA & China are the most polluting countries
- HEV costs & amortization: Diesel in Europe is still much more economic than hybrid

PART 2: WHAT IS AN HYBRID ELECTRIC VEHICLE?
- What makes a HEV?
- HEV segmentation
- PHEV compared with regular hybrid
- Plug-in Hybrids conversions
- HEV Market: Toyota is the leader
- HEV vehicles Worldwide in 2005
- Why HEV market is so small in EUROPE?
- HEV is more fitted for the US market
- European and US taxes for Gasoline

PART 3: REGULATORY ISSUES IN ORDER TO PROMOTE HYBRID ELECTRIC VEHICLE
- Kyoto Protocol
- European Emission Standards
- US situation
- Tier 2 standard
- Global emission standard 2005-2015
- CO2 average emission for passengers car
- Policies Reducing taxes and incentives on HEV per countries
- Corporations incentives in the US
- ACEEE Estimates of HEV Tax credits

PART 4: CAR MAKERS AND AUTO PART MAKER’S STRATEGIES
- TOYOTA LEADERSHIP
- Toyota HEV Sales in the US in 2006
- Ford, Honda & others
- Ford USA HEV sales in 2006
- HEV Strategies and Involvement
- Toyota HEV Program
- Comparison between Toyota hybrids in USA
- Honda: many upcoming models
- FORD: HEV models
- Auto parts makers in HEV
- Auto parts makers & car makers Partnerships

PART 5: BATTERIES FOR HYBRID VEHICLES - Sources statements on batteries
- Batteries characteristics - NiMH, Li-ion
- HEV battery requirements
- Is LI-ION likely to replace NIMH in coming years?
- Li-Ion batteries in the portable electronic business
- Nickel metal hydride (NiMH) batteries are dominating the power-assist hybrid market
- Which battery for the future?

PART 6: BATTERIES SUPPLIERS
- Investment on LI-ION for HEV
- Majors battery suppliers market shares per technology and per volume, sales in 2005
- Japanese, Chinese and Korean market shares, in value
- NiMH Battery: Market shares in 2005 in volume & value worldwide
- Li-ion & Polymer Battery: Market shares in 2005 in volume & value worldwide
- Battery Industry in 2005: NiCd, NiMH & Li-ion competitors market shares in volume
- Sales per chemistry
- Japanese, Chinese & Korean market shares 2005
- Battery Industry in 2005
- Main challenges for batteries suppliers
- Strategies on HEV in figures
- Batteries suppliers relationships
- Batteries suppliers & auto parts makers relationships
- Sanyo
- Panasonic
- Valence technology
- Johnson Controls - Saft
- A123
- BYD

PART 7: HYBRID VEHICLES’ PERSPECTIVES
- R&D on HEV : Toyota, Nissan & Ford
- Patent topic on HEV for Toyota, Nissan & Honda from 80’ to 2003
- Hybrid diesel vehicles
- Other developments: Hydraulic diesel, Pneumatic hybrid, High Power Bio diesel
- TOYOTA next generation Battery
- Bollore
- Tepco
- Saab
- Toshiba
- Valence technology
- Sanyo
- Laboratories R &D ON HEV : NREL, ARGONNE, AVT,
- Cathode: A key component for a battery
- Cobalt needs for battery in 2006

Cobalt price 2003-2006

Raw material of the future replacing cobalt oxide?

The phosphate

The Lithium Nano Scale particles

LI(Ni-Mn-Co)O2 & LINiMnCoAlO2 Cathode

LiFePO4

LiMnPO4

LIFePO4/Li4Ti5O12

PART 8: HYBRID VEHICLE‘S SUBSTITUTES
- Fuel cells
- Gas GPL
- Biofuel

PART 9: FORECASTS ON HEV AND BATTERIES MARKETS
- Light hybrid cars evolution from their launching day : Prius, Camry, Civic, Accord, Altima
- SUV hybrid cars evolution: Highlander, Escape, Mariner
- HEV forecasts by country 2003-2015
- HEV forecasts by auto makers 2003-2015
- HEV penetration worldwide, 2003-2015
- HEV penetration by country 2003-2015
- HEV penetration by car makers 2003-2015
- HEV penetration in Toyota vehicle sales, by country 2003-2015
- HEV penetration in Honda vehicle sales, by country 2003-2015
- HEV penetration in Ford vehicle sales, by country 2003-2015
- HEV penetration in USA & other countries 2003-2015
- HEV cars makers market share 2003-2007
- Energy need in MWh for HEV by car makers 2003-2015
- Average energy per HEV car 2003-2007
- Battery market in M$ by car makers 2005-2007
- Car makers battery needs in M$ 2005-2007

- NiMH Vs. Li-ion for the future

Comparing Li-ion penetration in Portable PCs, Cellular Phones & HEV

NiMH technology is mature

Price of the Portable energy for HEV today and tomorrow

NIMH and LI-ION price in the future

Time development to launch a new car

- HEV battery market 2003-2010 for NiMH & Li-ion batteries
- Long term HEV battery forecasts 2010-2015

2 scenarios analysis

PART 10: CONCLUSIONS

ANNEXES