November 2017 Edition
  1. xEV Market Trends
    1. Overview
      • Market Drivers
      • Recent EV-Market Boosters
      • Until Tesla, most automakers had introduced subcompact and city EVs with a 70- to 90-mile range
      • Battery-EV Main Development and Direction
      • PHEV Main Development and Direction
      • Strong HEV Main Development and Direction
      • Mild to Advanced Micro-HEV (MHEV) Main Development and Direction
      • Powertrain Electrification and CO2 Emission Impact
      • xEV Market Development by Category
    2. Vehicle Markets by Region
      • Current Chinese xEV Market Trends, Market Drivers – Government
      • Current Chinese xEV Market Trends, Market Drivers – Automakers
      • Chinese e-Bus Industry
      • Chinese xEVs – The Bottom Line
      • Current European xEV Market Trends – Market Drivers
      • Current European xEV Market Trends – EVs
      • Current European xEV Market Trends – PHEVs
      • Current European xEV Market Trends – Strong Hybrids (HEVs)
      • Current European xEV Market Trends – Mild Hybrids (MHEVs)
      • Current European xEV Market Trends – Micro Hybrids (μHEVs)
      • Current U.S. xEV Market Trends – Market Drivers
      • Current U.S. xEV Market Trends – EVs
      • Current U.S. xEV Market Trends – PHEVs
      • Current U.S. xEV Market Trends – Strong HEVs
      • Current U.S. xEV Market Trends – MHEVs
      • U.S. HEV Sales
      • Current Japanese xEV Market Trends – Hybrids
      • Current Japanese xEV Market Trends – PHEVs/EVs
      • Current xEV Market Trends – Rest of the World (ROW)
    3. Vehicle Market Forecast
      • HEV Market by Vehicle Producer 2010 – 2020
      • HEV Market by Vehicle Producer 2010 – 2020, Excluding Toyota and Honda
      • HEV Market by Hybrid Category
      • HEV Market by World Region 2009 to 2020
      • EV Market Forecast
      • EV Market Forecast – Excluding Chinese Automakers
      • PHEV Market by Producer
      • EV Market (Forecast) by World Region
      • PHEV Market Forecast by World Region
    4. Directions of Individual Automakers
      • xEV Efforts by Automakers—Asia
      • xEV Efforts by Automakers—U.S. / Europe
      •  xEV Efforts by Automakers—Europe
      • Toyota / Lexus
      • 2001-17 Toyota HEV Family
      • Volkswagen / Audi / Porsche (1)
      • Volkswagen / Audi / Porsche (2)
      • General Motors
      • Ford
      • Nissan
      • Renault
      • Honda
      • BMW
      • Hyundai
      • Mitsubishi Motor Corporation (MMC)
      • Fiat Chrysler Automobiles
      • Daimler
      • Volvo
      • PSA Group
      • Tesla Motors
      • Tesla’s Impact on Electric Vehicle Design
      • Tesla’s Impact of the EV/Battery Industry
      • Chinese Producers
      • Premium Brands: Jaguar, Land Rover & Others
  2. Lithium-Ion Battery Technology for xEVs
    1. Key Design Parameters
      • xEV Battery Technology Overview
      • Historical xEV Battery Development
      • Cathode Chemistry
      • Electrolytes
      • Cell Casing
    2. Mild and Strong Hybrid Batteries
      • Batteries for Strong Hybrids
      • 2001-17 Toyota HEV NiMH Battery Pack Parameters
      • HEV Li-Ion Cell Current Design Matrix
      • Li-Ion Prismatic Metal Can Cells Involved in Production HEVs
      • Li-Ion HEV Cell Materials Cost
      • Li-Ion HEV 5-Ah Cell Price
      • HEV Battery Price Trends
      • Li-Ion HEV: Key Cost Components
      • Micro-2 Hybrids: Energy-Storage Solutions
      • Micro-2 Hybrids: Energy-Storage Solutions (2)
      • Micro-2 Hybrids: Energy-Storage Solutions (3)
      • 48V Mild Hybrids – Battery Requirements and Selection
      • Low-Voltage Hybrid Li-Ion Design
    3. EV & PHEV Battery Technology and Cost
      • Battery Pack Capacity for PHEVs
      • PHEV Battery Pack – Specific Energy
      • PHEV Battery Pack – Capacity vs. Launch Year
      • PHEV Battery Pack – Specific Energy vs. Launch Year
      • PHEV Cell and Pack – 2017 Market
      • GM Volt 2/Volt 1 Battery Comparison
      • PHEV-2 Roadmap
      • Cells Delivering 600Wh/liter are Being Qualified
      • VW’s Aggressive Technology Roadmap  – Very  Challenging Beyond 700Wh/liter
      • Where is the improvement in energy density coming from?
      • Mercedes  PHEV Battery-Pack Parameters
      • EV & PHEV Battery Life
      • Li-Ion Cells Employed in EVs 2008-2016
      • Key Characteristics of EV Cells Utilized in EV Packs H1-2017
      • EV Pack Key Characteristics since 1996
      • Energy Density Evolution of Cylindrical Cells
      • Specific Energy of EV Battery Packs
      • Battery Packs for EVs vs. Launch Year
      • Battery Packs for EVs – Specific Energy vs. Launch Year
      • Tesla Battery Capacity versus Driven km (as published by Tesla Drivers Club)
      • Li-Ion Battery Safety
      • Safety at Module and Pack Levels
      • Safety: Key Issues
      • Safety Enhancement and its Cost
      • xEV Battery Power and Energy Level vs. Applications
      • xEV Battery Energy Density vs. Power Level
      • 37-Ah PHEV Cell Materials Cost
      • 37-Ah PHEV Cell Price
      • Cell Price for a 44 Ah Prismatic PHEV cell (2020)
      • PHEV Battery Price Trends
      • 56-Ah EV Pouch Cell Materials Cost
      • 56-Ah EV Pouch Cell Price
      • 3.4-Ah 18650 Cell Materials Cost
      • 3.4-Ah 18650 Cell Price 2016
      • 21700 Cell Materials Cost – 2020 
      • 21700 Cell Price 2020
      • Nickel Metal Pricing $US/metric ton
      • Cobalt Pricing $US/metric ton
      • Lithium Pricing
      • NMC Cost Estimate 2017 to 2020 Average
      • EV Cell Pricing Chevy Bolt (GM)
      • EV Battery Cost Estimate, 2020
      • EV Battery Price Trends
      • VW’s Aggressive (unrealistic) Price Target for Cells and Packs
      • xEV Battery Technology Cost and Pricing
  3. xEV Battery Market Forecast to 2020
    1. xEV Market Overview
      • xEV Battery Market Overview
      • xEV Battery Pack Business
      • 2020 Automotive Li-Ion Battery Market
      • xEV Li-Ion Battery Market 2020
    2. Mild and Strong Hybrids
      • HEV OEM – Supplier Relationships
      • HEV Battery Pack Market
      • Li-Ion HEV Battery Module Market
    3. PHEVs & EVs
      • PHEV OEM – Supplier Relationships
      • PHEV Battery Cell Market by Producer (including PHEV Buses)
      • EV OEM – Supplier Relationships
      • EV Battery Cell Market by Producer
      • Combined PHEV & EV Cell Market by Producer
    4. Demand for Materials
      • HEV Cell Materials Demand 2020
      • PHEV-EV Cell Materials Demand 2020
      • xEV Cell Materials Demand, 2020
  4. Technology and Market Development to 2025
    1. xEV Market Development and Forecast by Region
      • EV Market Development to 2025
      • 2025 xEV Market Share Forecast by Region
      • 2025 xEV Market Forecast by Region
    2. Battery Technology for 2015
      • Lithium-Ion Technology Projections for 2025
      • Beyond Lithium Ion in 2015
      • Beyond Li Ion – Which Technologies are promising?
      • Li Ion versus Li/S - Battery Requirement Spider Diagram
      • Our Projections for 2025 – EVs
      • Our Projections for 2025 – PHEVs
      • Our Projections for 2025 – Strong HEVs
      • Our Projections for 2025 – 48V Mild HEVs
    3. Battery Market by xEV Category
      • Automotive Li-Ion Battery Business – 2015 Base Case
      • Automotive Li-Ion Battery Business – 2015 Aggressive Case
    4. Materials Demand and Supply
      • 2025 xEV Battery Material Demand
      • Key Base Metal Demand for xEV Batteries
      • 2025 Conclusion
  5. Directions of Individual Battery Makers
    • Panasonic
    • LG Chem
    • Samsung SDI
    • CATL
    • Chinese Market – Battery Makers
    • AESC Advanced Energy Supply Corporation
    • GS Yuasa Group
    • SK Innovation
    • Toshiba
    • Hitachi Vehicle Energy
    • A123 Systems
    • Johnson Controls
  6. Appendix
    1. Levels of Vehicle Hybridization
      • Levels of Vehicle Hybridization/Electrification
      • Key Hybrid Functions
      • Which level of electrification?
      • Micro-1 Hybrids (Stop/Start)
      • Micro-2 Hybrids
      • 48V Mild Hybrids
      • 100-140V Mild Hybrids
      • Strong Hybrids
      • Plug-in Hybrids
      • History of EV Battery Development
      • Electric Vehicles
      • Fuel-Cell Vehicles
      • Heavy-Duty Vehicles
    2. Lead-Acid and NiMH HEV Batteries and Ultracapacitors
      • Enhanced  Flooded Lead-Acid Battery Design (Exide)
      • Valve-Regulated Lead Acid
      • Lead Acid in Future Automotive
      • EC Capacitors
      • Nickel Metal Hydride HEV Cells
      • Commercial Status of NiMH
      • Lead Acid Producers – U.S. & Europe
      • Lead Acid Producers – Japan
      • NiMH producers Primearth EV Energy