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Panel III: Strengthening the Supply Chain
Pages 103-116

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From page 103...
... "They know something about what it is going to take to move our industry forward to create a sustainable industry and viable supply chain," he said. The first speaker, Tom Watson, is vice-president of technology for Johnson Controls Power Solutions and runs the business accelerator program, Mr.
From page 104...
... "We deliver greater fuel efficiency and lower emissions in our vehicles and reduce energy consumption in our buildings." Johnson Controls uses a "triple bottom line" model, he said, "as opposed to the single bottom line." Johnson Controls-Saft, the company's lithium-ion battery joint venture, was first to the market with a lithium-ion application for a mild hybrid vehicle, Mr.
From page 105...
... Mr. Watson described the electric-vehicle battery supply chain as a "circle of life." Johnson Controls must leverage its partners in materials supply, research-and-development expertise, and infrastructure for charging vehicles, he explained.
From page 106...
... SOURCE: Tom Watson, Presentation at July 26-27, 2010 National Academies Symposium on "Building the U.S. Battery Industry for Electric Drive Vehicles: Progress, Challenges, and Opportunities." in the U.S.," he said.
From page 107...
... SOURCE: Tom Watson, Presentation at July 26-27, 2010 National Academies Symposium on "Building the U.S. Battery Industry for Electric Drive Vehicles: Progress, Challenges, and Opportunities." DEFINING THE SUPPLY CHAIN: GAPS AND OPPORTUNITIES Michael E
From page 108...
... Reed said. It also is a buyer of technology and services to develop battery packs and the capital equipment for making batteries, as well as all of the materials and components Having the supply base scattered across the globe, mainly in Asia presents, complicates logistics.
From page 109...
... "In terms of the business cycle most battery manufacturers operate on, we need longer-term vision -- five to seven years or longer -- to make the incentives being considered more effective." Small volumes are another problem. Most electrified vehicle programs by automakers involve a few thousand vehicles a year.
From page 110...
... Policies that promote demand, develop a diverse supply base, and let companies compete and succeed are desirable, he said. "Anything we can do to increase volumes of hybrid and electric vehicles and reduce the uncertainty over when and how large this business is going to be will help move this business forward." BATTERY MATERIALS AVAILABILITY AND RECYCLING Linda Gaines Argonne National Laboratory The main motivation for the transportation electrification push is easing America's dependence on imported petroleum said Dr.
From page 111...
... It won't be until around 2030 that U.S. lithium demand would match current production levels, even in the rapid penetration scenario.
From page 112...
... SOURCE: Linda Gaines, Presentation at July 26-27, 2010 National Academies Symposium on "Building the U.S. Battery Industry for Electric Drive Vehicles: Progress, Challenges, and Opportunities."
From page 113...
... Electric vehicles also could be bicycles, she pointed out. If these projections were true, however, world lithium demand would reach about 450,000 metric tons by 2050, Dr.
From page 114...
... Meadows et al., The Limits to Growth, Universe Books; 2nd edition (February 18, 1974) The authors note that their purpose was not to make specific predictions, but to explore how exponential growth interacts with finite resources.
From page 115...
... market for electric vehicles. Generally, cells and battery packs for North American will be sourced in North America.
From page 116...
... "It may cost you $2 million to $3 million to take a fully engineered cell through a full range of qualifications for one or more customers." That process for a battery pack can take $10 million after it's been developed all the way to make sure it has the life and durability to make sure it is a successful product, he said. Still, Mr.


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