Autology

S&P Global Mobility
Autology

IHS Markit is now part of S&P Global. Autology is a weekly podcast series from the experts at AutoTechInsight.

  1. The Price of Lithium-ion Batteries: Trends and Forecasts

    12 NOV

    The Price of Lithium-ion Batteries: Trends and Forecasts

    Today's episode of Autology is based on a recently published battery report, which aims to forecast the evolution of battery prices by analyzing the historical data. EV batteries account for about 30% to 40% of the total cost of a battery electric vehicle (BEV), making it the single most strategic component that is not only keeping the prices of BEVs more than their ICE counterparts but is also pushing the carmakers to rework their respective global supply chains. As a result, the price of an EV battery and the factors contributing to it remains one of the key topics of interest for the vehicle manufacturers globally. For long, it was believed that battery electric and ICE cars will achieve price parity once the price of a lithium-ion battery pack gets to a $100 per kWh, resulting into a widespread adoption of BEVs globally. Our battery experts try to explain the relevance of this riddle by using S&P Global Mobility data sets and factoring in the volatility of battery material prices. The podcast also gives an insight on the difference in battery production costs in mainland China and Europe and North America and factors contributing to these dynamics. Tune in to this episode of Autology as we discuss the evolution in the price of batteries, most favored battery chemistries and new innovations and the impact of global BEV slowdown on the supply chain. Speakers: Ali Adim, Manager of Battery research, Supply Chain & Technology, S&P Global Mobility. Hugo Cruz, Senior Research Analyst, S&P Global Mobility. Amit Panday, moderator and Senior Research Analyst, S&P Global Mobility. We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don’t forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

    44 min
  2. Holograms in Motion

    22 AUG

    Holograms in Motion

    The automotive market is going through some exciting changes. Cars are getting smarter with advanced sensors, communication capabilities, and autonomous driving features. This means car interiors are getting a makeover, and electronics are becoming a major cost component. Displays are becoming a common sight in new vehicles, with all sorts of cool options like curved displays that span the width of a dashboard, big screens for rear-seat entertainment, transparent side window displays, displays for rear-view mirrors, and of course, head-up displays (HUDs).    HUDs are especially important because they help improve driver awareness and reduce distractions, making driving safer and more focused.  A HUD is an impressive piece of automotive technology that displays important information on a transparent screen directly in the user's line of sight. Initially designed for military aviation to enhance pilots' awareness while keeping their focus forward, HUD technology has expanded to various industries, especially the automotive sector. From fighter jets to cars like the Volkswagen Golf and Kia Niro, HUD technology has come a long way.    Tune in to this episode of Autology as we discuss the evolution of HUDs and the gradual emergence of holographics.    Speakers:  Vivek Beriwal, supply chain and technology analyst, S&P Global Mobility  Andy Travers, CEO of Ceres Holographics.   Matthew Beecham, moderator and research manager, S&P Global Mobility.  We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website.   Don’t forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

    26 min
  3. Shifting dynamics in the lithium iron phosphate battery market

    27 JUN

    Shifting dynamics in the lithium iron phosphate battery market

    In this episode, we are discussing the growing adoption of lithium iron phosphate batteries (LFP). LFP batteries are highly regarded for their stability, long lifespan, and resistance to heat degradation. While they have been popular in China, they are now gaining traction in North America, with automakers like Tesla, Ford, and Rivian already planning to incorporate them into their electric vehicles. As technology continues to advance, the performance gap between LFP batteries and other battery types is expected to narrow. However, there are supply chain challenges that need to be addressed for wider adoption in the low-cost sector. Join us to gain insights into the current state and prospects of the LFP market.   Speakers:   Ali Adim, Manager, Battery research, Supply Chain & Technology at S&P Global Mobility. Dan Blondal, CEO, Director and Founder of Canadian battery materials maker Nano One. Matthew Beecham, moderator and research manager, S&P Global Mobility.   Key takeaways:   Striking a balance between protecting domestic industries and fostering healthy competition is paramount for the long-term sustainability and competitiveness of the battery market. Governments must create economic conditions and environmental incentives to nurture companies and support innovation for cleaner, greener, and diversified supply chains. Collaboration is key in diversifying the supply chain from China and creating independent know-how and supply chains in North America. China's dominance in the battery industry presents a challenge, but there is still huge growth potential in the EV and energy storage sectors in North America. Demand for batteries, battery materials, and critical minerals exceeds supply, indicating a strong market opportunity. Governments must foster growth, opportunity, and competitiveness with policy that levels the support for LFP and nickel manganese cobalt (NMC) batteries. Americans should add phosphorus and iron to the list of critical minerals to incentivize supply chain diversification. Support for innovation that addresses the need for cleaner, greener, and diversified supply chains is crucial. Collaboration between governments, investors, and the battery sector is essential to support innovation and foster growth in the industry. This collaboration should focus on developing economic conditions and environmental incentives that nurture companies and promote competitiveness. By learning from other expert nations and restricting ownership, North America can develop its own independent know-how and supply chains. Customization of supply chains for the region's specific needs and conditions is crucial for success. This approach will enable North America to compete with China's dominance in the battery market and achieve a secure and cost-competitive supply chain.   We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website.   Don’t forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

    45 min

Ratings & Reviews

5
out of 5
4 Ratings

About

IHS Markit is now part of S&P Global. Autology is a weekly podcast series from the experts at AutoTechInsight.

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