Webinar Series: Batteries For Electrical Energy Storage In Transportation.

Transcription

1 Webinar Series: Batteries For Electrical Energy Storage In Transportation

2 Agenda Jacques Koppel, CEMC Director Market Conditions and Forecasts for Batteries Kelly Jezierski, Manager of Energy Storage at NextEnergy OEM Perspective Joe LoGrassoManager of Global Battery Systems Engineering at General Motors Supply Chain Perspective Rick Rajaie, Engineering Director and Anthony Arena, Battery Module Manager both from LG ChemPower Questions and Answers Submit using Chat

3 Objectives Increase number of domestic suppliers in clean energy sectors Help communities expand job creation opportunities in clean energy sectors Services supply chain opportunity workshops / webinars technical assistance to companies clean economy strategic plans for communities

4 Webinar Schedule January 23rd Offshore Wind Manufacturing Opportunities February 27th Solar Industry Domestic Supply Chain Opportunities (PV) March 27th U.S. Department of Energy Clean Energy Manufacturing Initiatives April 24th Manufacturing Opportunities in Mass Transit May 22nd Latest Update on the Wind Energy Supply Chain and Opportunities June 26th Exploring Growth Opportunities in the Natural Gas Industry July 24 th Batteries for Electrical Energy Storage in Transportation August 28th Geothermal Market and Manufacturing Opportunities September 25th Opportunities in Various Clean Energy Sectors *View archived webinars at under Latest News

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35 ADVANCED PROPULSION TECHNOLOGIES: CHARGING INTO THE FUTURE Joe LoGrasso GM Group Manager Battery Systems Performance and Cell Engineering 1

36 The Global Energy & CO2 Challenge Today, oil supplies about 40% of the world's energy Transportation still depends on oil for 96% of its energy By 2020, world oil consumption will rise by about 60% Sources: European Union & Institute for the Analysis of Global Security 2

37 Outlook for Global Fuel Economy and Greenhouse Gas Requirements CANADA Green Levy 6.6L/100km (35.5 mpg) in 2016 U.S. FEDERAL 35.5 mpg in mpg in 2025 EUROPEAN UNION 130g CO 2 /km in 2015 (50.3 mpg) 95g CO 2 /km in 2020 (68.8 mpg) Local CO 2 taxation CHINA 6.9L/100km in 2015 (40.3 mpg) 5.0L/100km in 2020 (55.7 mpg) Local taxation KOREA 140g/km in 2015 (39.5 mpg) CALIFORNIA 80% CO 2 reduction by 2050 ZEV, PZEV rules MEXICO 14.9 km/l in 2016 (35.1 mpg) Requirement quoted on regional drive cycle. Converted to mpg on FTP (U.S.) drive cycle in parenthesis. INDIA 138 g CO 2 /km in 2015 (45.0 mpg) 123 g CO 2 /km in 2020 (50.5 mpg) JAPAN 29% CO AUSTRALIA 190 g CO 2 /km in 2015 (34.4 mpg) 155 g CO 2 /km in 2024 (42.2 mpg) 3

38 Electrification Solutions Light Electrification (eassist) HEV PHEV Extended Range Electric Pure Electric Increasingly Electrified Propulsion Systems 4

39 GM s Electrified Vehicle Portfolio 5

40 Li Ion Batteries Used In GM Vehicles 2014 Chevrolet Spark EV Battery System - 21 kwh - Lithium-ion Nanophosphate lbs cells - 82 miles of range (EPA rated) 2013 Chevrolet Volt Battery System kwh - Lithium-ion Manganese Spinel lbs cells - 38 miles of range (EPA rated) eassist kwh - Lithium-ion - 32 cells - Provides electric boost 6

41 Battery System Definition Battery System definition is a delicate balance between: Power vs. Energy Size and packaging Cell selection/quantity Cell supplier Thermal management 7 7

42 Battery Pack/Cell Challenges Automotive Safety Safe cell-module-pack, integration in vehicle Automotive Costs Large format cells- new chemistry/materials Volume manufacturing systems Smart integration of thermal and controls Automotive Durability Battery system with >10 yrs service life High capability pack thermal High voltage interconnects & sensing/controls Automotive Quality Six Sigma design & process capability Supplier/OEM/R&D teamwork 8

43 Energy Battery TECHNOLOGY Outlook 400 Cell Energy Cost ($/kwh) Current (Gen 1) Durability(Life)? Power? Next Generation Horizon (Gen 2, 3) Technology (Gen X) DOE 2020 Cell Target Cell Energy Density (Wh ( Wh/kg) Cell Target estimate based on 2020 DOE EV Pack Target: 125 $/kwh, 250 Wh/kg 9

44 Cell Chemistries: Many different technologies are being developed. All with trade-offs Carbon/LCO & Carbon/LMO (LiMn Spinel) Non-automotive applications (consumer electronics) Carbon/LiNiMO2 (M = Co, Co+Mn, Co+Al) #1 selected chemistry of Hybrid Electric Vehicle (HEV) cell developers Carbon /LMO + NMC A favored chemistry of cell developers LiNiCoMnO2 (NMC) added to improve elevated temperature life Carbon/LiFePO4 Stable performance, safety, and good life but not all LFP powders are high power capable and energy density is lower LiTiO/LCO or LMO Not all LiTiO powders are high power capable No carbon anode reaction to trigger thermal runaway of cathode, thereby allowing use of all cathode types Lower voltage means more cells per pack Carbon or Si / High Energy NMCs Promises of high energy density and low cost for xevs but durability? 10

45 GM s 4-Phase Battery Supplier Qualification Process (The Path to Production Success) Working with supply base to ready and qualify new energy storage technologies for automotive applications in a staged and disciplined way Challenge: Encouraging Innovation & Speed to Market while meeting rigor needed for Automotive durability/life/safety Manufacturing Technical Phase 4: Cell/Pack Validation & Vehicle Integration Phase 3: Cell Pre-Qualification Phase 2: Cell In-house Evaluation Phase 1: Cell Screening Commercial 11

46 Lithium-ion ion Supply Large installed base of consumer lithium-ion batteries exist today Expansion of large format lithium-ion battery manufacturing for automotive/stationary applications Initially limited by investment needed Domestic capability growth Cost competitiveness requires supply chain developed in markets where packs/vehicles will be built Scale up high quality automotive lithium-ion battery manufacturing will be extremely important to enable wide-spread electrification of the automobile 12

47 Global Battery Laboratories Global battery development team and lab network with locations in: Warren, Michigan Shanghai, China Mainz-Kastel, Germany Ontario, Canada 13

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50 Overview LG Chem has identified its Energy Solution Business as a primary growth area for the company

51 Global Operations LG Chem has established operations globally to meet our customers needs Nanjing, China Mobile & IT: 560Mcells/yr (4.1GWh) Daejeon R&D Campus LGCMI, MI Automotive: 14M cells/yr (0.8GWh) Cheongju, Korea Mobile & IT: 75Mcells/yr (0.55GWh) Ochang, Korea Automotive: 88M cells/year (5.1GWh) Mobile & IT: 544M cells/year (4GWh) LGCPI, MI Marketing and Engineering In Total, Automotive : 102M cells/yr (5.9GWh) Mobile & IT : 1,179M cells/yr (8.65GWh)

52 LG Chem Batteries US Operations

53 LG Chem Batteries US Engineering Center LG Chem Troy was formed in Our mission is to become the supplier of choice for state-of-the-art Lithium- Ion battery technology for automotive and industrial applications We deliver the following to our customers: A Total Solution Provider Turn-key solutions to HEV, PHEV, and EV applications Expertise in Cells, Modules, Packs & Battery Management Systems Accumulated know-how in automotive and battery businesses Extensive experience in development, mass-production and cost reduction A partnership with the agility of a start-up backed by the resources of the LG Group

54 History Battery business began in 1995 technology adapted for multiple applications Consumer Electronics 1995 Battery R&D commenced 1999 Mass production of Prismatic battery 2000 Mass production of Polymer battery 2012 Top Tier vendor (global market share of ~20%) Electric Vehicle 2001 Start developing high power and high capacity Li Ion cells for HEV 2009 Mass production of Li Ion battery systems for HEV (Hyundai and Kia) 2010 Mass production of Li Ion cells for Plug-in HEV (GM) 2011 Mass production of Li Ion cells & modules for EVs (Renault, Ford) 2012 Mass production of Li Ion battery systems for Plug-In HEV (Volvo) Energy Storage 2009 Participated in Jeju Smart Grid Demonstration in Korea 2010 Selected as Residential Energy Storage Unit (RESU) supplier to SCE 2010 Mass production of Li Ion system for repeaters (LG U+) 2011 Selected as a Li Ion system supplier to SMA / ABB 2012 Mass production of residential PV ESS (Germany) 2012 Commissioned large-scale ESS in Swiss utility grid project (EKZ)

55 LG Chem Major Customers Automotive Energy Storage

56 Market Leadership Recognized by Independent Research No.1 in Electric Vehicle Batteries (Pike Research, 1Q2012) No.1 in Li-Ion Batteries for Stationary Energy Storage (Navigant Research, 2Q2013) In 10 evaluation criteria LG scored highest in: Vision Market Share Partner Product Portfolio In 12 evaluation criteria LG scored highest in: Strategy Safety Price Product Portfolio

57 Summary Rapidly increasing fleet of systems deployed in the field Selected by major customers for both stationary and automotive applications Backed by company s experience with volume production for >10 years EXPERIENCE SYNERGY Vertically integrated operation: in-house production of key battery components TECHNOLOGY The only chemistry-based company among battery vendors Complementary capabilities of Group companies: - LG Electronics, LG Innotek, LG CNS, etc. The highest level of safety driven technology - Stack & folding structure - Safety reinforced separator - Proprietary BMS ASIC and Algorithm

58 Thank you for your attention! For future inquiries, please contact: Rick Rajaie, P. Eng. Director of Engineering LG Chem Power, Inc. (248) x 115 Anthony Arena Battery Manager LG Chem Power Inc. aarena@lgcpi.cm (248) x /24

59 Webinar Schedule January 23rd Offshore Wind Manufacturing Opportunities February 27th Solar Industry Domestic Supply Chain Opportunities (PV) March 27th U.S. Department of Energy Clean Energy Manufacturing Initiatives April 24th Manufacturing Opportunities in Mass Transit May 22nd Latest Update on the Wind Energy Supply Chain and Opportunities June 26th Exploring Growth Opportunities in the Natural Gas Industry July 24 th Batteries for Electrical Energy Storage in Transportation August 28th Geothermal Market and Manufacturing Opportunities September 25th Opportunities in Various Clean Energy Sectors *View archived webinars at under Latest News

60 For Further Information Contact Linda Nielsen, Program Manager, Clean Energy Manufacturing Center, Or visit our website at Be with us next month as we will be exploring Geothermal Market and Manufacturing Opportunities 4 th Wednesday at 1:00 Eastern