Photo: John Voelcker
|
|
|
EVS-23, Pasadena (2–5 December)
Anaheim, Calif.—What a difference a year makes!
When a U.S. congressman speaks from the floor of the
House and a representative from a global auto-maker gets
hissed at during an electric-vehicle (EV) conference,
you know something’s up. The International Electric
Vehicle Symposium and Exposition, held here in early
December, brought home how much has changed in the world
of electric cars since the previous electric-vehicle
symposium (EVS) in Yokohama, Japan, just 14 months ago.
The congressman was U.S. Representative Jay Inslee
(D-Washington), who spoke about a bill in the House that
would eliminate oil-industry tax benefits as one way to
encourage the development of electric vehicles. (He was
also touting the new book he coauthored with Bracken
Hendricks, Apollo’s
Fire: Igniting America’s Clean Energy
Economy.)
The offending comment came from Dan Bonawitz, vice
president of corporate planning and logistics at
American Honda, who said, “We do not believe that
[lithium-ion batteries] are ready for real-world
deployment in high-discharge applications” during a
well-attended plenary session. The statement drew
actual—though muted—hissing.
The tenor of the conference clearly indicated that
most people didn’t share Bonawitz’s pessimistic view. So
much has changed in a year that electric-drive vehicles
from major auto-makers no longer seem to be a question
of if—the
questions now are when and how they will come to market.
To find out, every EVS attendee juggled the plenary
sessions, workshops, auditorium presentations, lunches,
dinners, receptions—and of course his or her mobile
phone—with hallway chats, side conversations, and
eavesdropping on everyone from car-makers and battery
companies to research institutions and regulatory
bodies.
If one statement could sum up EVS-23, it’d be this
one, overheard in the hallways: “It’s all about the
plug-ins, stupid!” To understand how far things have
come, consider that, a year ago, the Chevrolet Volt was
unknown. The idea that General Motors intended to build
and sell a four-seat car with a 64-km (40-mile) electric
range would have been stunning. But a month later, at
the North American International Auto Show in January in
Detroit, the company announced that very vehicle.
And consider how the demand for plug-in hybrid
conversions has exploded far beyond the supply. A
handful of customers pay small engineering shops US $10
000 or more for the ability to plug a Toyota Prius into
the grid—extending its all-electric range from a mile to
as many as 10. A year ago, this idea seemed far in the
future.
Now, people are so excited about plug-ins, that
they’re already planning for vehicles that don’t yet
exist. “I’m ready to change the building code to require
electric plugs throughout parking garages,” grumbled the
City of Vancouver’s Brian Beck a project manager for the
city of Vancouver, Ont., Canada, “but auto-makers tell
me I can’t get their plug-in prototypes, so I have to
look toward private conversion companies just so we can
test plug-ins in our fleet.”
And yet, today, there are still fewer than 100 plug-in
hybrids in the world.
The challenges of making electric-drive vehicles a
reality are enormous. There have always been true
believers, but when five major auto-makers come into the
EVS with large, expensive displays on the exhibit
floor—Ford, General Motors, Honda, Mercedes-Benz and
Toyota—something real is clearly happening.
Even if Honda has doubts about current battery
technology, the FCX Clarity fuel-cell vehicle they
introduced at the LA Auto
Show already uses a lithium-ion battery in
conjunction with its fuel cell. Honda’s Bonawitz pointed
out that the FCX Clarity is “the first use of
lithium-ion batteries” in a vehicle that will actually
hit the road.
Honda plans to lease the FCX Clarity for $600 a month,
starting next summer, to selected customers in Southern
California. “That means,” said one bystander, “that
Honda’s picking up the other $600 000 on each vehicle.”
Which is as good a way as any to summarize the cost
challenges of fuel-cell vehicles—even before looking at
the infrastructure challenges.
If Honda’s already using lithium-ion batteries, do
they really doubt that they’re ready for prime time?
Battery-makers don’t think so but didn’t want to go on
the record. Just like any other auto-maker, they said,
Honda has talked to the companies that make large-format
lithium-ion batteries that could be used in automotive
applications.
Toyota, meanwhile, has clearly changed its tune on
plug-in hybrids. The company expressed polite skepticism
on the topic as recently as six months ago. But as part
of the opening plenary, Koei Saga, the senior general
manager in the company’s hybrid-vehicle system
engineering division, said clearly, “We think a plug-in
hybrid electric vehicle is the most practical approach
for normal-size passenger cars.” On Sunday and Monday
the company offered drives in its own Prius plug-in
conversion (adding a second nickel-metal-hydride battery
pack to the standard one, for an all-electric range of
11 to 16 km, or 7 to 10 miles).
No one’s yet handicapping the many battery options,
which include several distinct chemistries for
lithium-ion. (For information on A123 Systems Inc.’s
lithium nanophosphate cells, see “Lithium
Batteries Take to the Road.”) But most
attendees marveled at the broad array of electric
vehicles already offered for sale, from three- and
four-wheeled low-speed vehicles to medium-duty urban
delivery trucks. These aren’t garage conversions;
they’re real-world products from large companies sold at
authorized dealers. In fact, said Efrain Ornelas of
Pacific Gas & Electric Co., of San Francisco, in a
well-attended lecture, it’s actually medium- and
heavy-duty commercial vehicles that may offer the most
convincing near-term case for the benefits of plug-in hybrids.
The hazy promise of vehicle-to-grid technology
permeated the conference, though few agreed on exactly
what it means. Some went directly to the notion that
utilities could use smart grid technology and
intelligent meters to move energy in and out of millions
of grid-connected electric vehicles. They could be
recharged at night, when excess capacity is readily
available, and owners could agree to sell a small
portion of their battery energy back to the utilities to
let them meet the peak of their demand curve.
Others cautioned that such a vision might be two
decades away. First, smart meters must be in place.
Second, automakers and utilities must meet, learn to
speak each other’s language, and agree on communications
protocols for the information to be exchanged—and where
and how metering and battery control actually happen.
But assuming the Chevrolet Volt launches as promised
in 2010 or 2011, several conferees speculated on how GM
would hang onto its early-mover advantage in lithium-ion
batteries. A high-ranked executive smiled wolfishly when
asked how GM would prevent battery vendors (A123, say)
from selling cells to other auto-makers. His answer?
They can sell power batteries (for hybrids) all day
long, but GM gets a lock on energy batteries (for
long-range electric-drive vehicles).
At this pace, it’s tempting to wonder whether GM or
Toyota will have announced actual on-sale dates for
electric vehicles by the time of the next EVS. It’s to
be held in Stavanger, Norway, in May 2009; book your
flights and hotel rooms now!