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July 15, 2016
Vol. 7, No. 29

Summary

For the July 15th issue of NAATBatt’s Advanced Battery Weekly, we highlight recent sector activities.

The NAATBatt and U.S. Indices both increased 2.7% w/w, while the Asia Index dropped 2.9% w/w. The S&P 500 and Russell 2000 Indices were up 2.3% w/w and 4.4% w/w, respectively.

Executive Director James Greenberger writes about the need for a national policy to ensure the safe and cost effective disposal and recycling of lithium-ion and other advanced batteries. NAATBatt will seek to play a leading role in convening industry to discuss the recycling problem and in helping it create and administer a responsible but cost-effective solution to the advanced battery recycling problem. Read “NAATBatt to Sponsor an Initiative for the Recycling of Advanced Batteries” in the Executive Director’s Notes section of the newsletter.

Check out our Members’ Press Releases section after the Key Highlights.

Key Highlights:

  • Samsung Electronics has agreed to acquire a stake in BYD to enhance its electric car parts and smartphone component businesses. Samsung Electronics downplayed expectations that the partnership could enable affiliate Samsung SDI to supply electric vehicle (EV) batteries to BYD.
  • The Energy Storage Tax Incentive and Deployment Act, S.3159, was introduced that would establish an investment tax credit (ITC) for the deployment of energy storage in both homes and businesses. The tax credits would be modeled like incentives for the solar industry, which reimburse as much as 30% of installation costs.
  • UniEnergy Technologies (UET) will supply a 100 kilowatt (kW)/400 kilowatt-hour (kWh) ReFlex™ energy storage system for a collaborative project among the utility EPB of Chattanooga and three U. S. national laboratories. The system will enable an islandable microgrid at the operations center of EPB, which serves the greater Chattanooga, Tennessee, area.
  • Indianapolis Power & Light Company (IPL), a subsidiary of The AES Corporation, has opened the IPL Advancion® Energy Storage Array Facility located at the Harding Street Generation Station. The IPL Array features Advancion pre-certified suppliers, including Samsung SDI and Parker Hannifin, and the balance of plant was provided by the Casteel Corporation.
  • Shenzhen government-owned bus operator Shenzhen Western Bus has terminated an order for 2,228 electric buses (ebuses), out of a total of 2,919 vehicles, after awarding the tender to its subsidiary BYD Auto Industry. The company canceled a major portion of a 1.8 billion yuan ($270 million) order for ebuses after adjusting its traffic capacity.
  • Galaxy Resources and Mt Cattlin project partner General Mining (GMM) announced that a 2nd binding definitive agreement has been signed between Chinese offtake customer, Mitsubishi and GMM. The JV Partners have decided to retain 15,000 tonnes of 2016’s forecast production for a potential spot or auction sale process later this year.
  • Evatran Group and Zheijiang VIE Science and Technology Company (VIE) have formed a joint venture (JV) to integrate Plugless, Evatran’s wireless charging system, into the EVs of car manufacturers based in China. The Zhejiang VIE Evatran Electronic Technologies JV and was created with an initial investment of $5 million.
  • The city of Albuquerque will be purchasing a fleet of ebuses from BYD for rapid transit. BYD will provide a 100% performance bond in the event the ebuses do not pass testing.
  • Spinx has unveiled seven level 3 charging stations in South Carolina. The stations are part of Nissan’s “No Charge to Charge” initiative, which gives Leaf owners 24 months of free public charging.
  • Shenzhen Wuzhoulong has expressed interest in investing in an automotive assembly plant in Thailand to produce ebuses to serve the country’s transport system. The company plans to make 10,000 ebuses in the first year.
  • Future Mobility is planning to eventually to sell several hundred thousand fully electric, automated, China-built vehicles a year. The company is backed by Tencent and Hon Hai Precision Industries.
  • sonnen announced expansion into the commercial and industrial energy storage market with the launch of the sonnenBatterie pro using the Ideal Power power conversion systems. The sonnenBatterie pro system includes durable battery modules with a 10,000 cycle lifetime and a smart energy management.
  • Lyft and General Motors announced the expansion of their ‘Express Drive’ short-term vehicle access program to California and Colorado, including the 2017 Chevrolet Bolt EV. Express Drive’s California members will have access to vehicles from the electric vehicle fleet in ridesharing.

Member Press Releases

info@uetechnologies.com (PRNewsFoto/UniEnergy Technologies)

UniEnergy Technologies

UET to Deliver ReFlex™ Vanadium Flow Battery for Utility Grid Modernization Project

http://www.uetechnologies.com/news/76-uet-to-deliver-reflex-vanadium-flow-battery-for-utility-grid-modernization-project

A Few More Details

Samsung Electronics has agreed to acquire a stake in BYD to enhance its electric car parts and smartphone component businesses. Samsung Electronics downplayed expectations that the partnership could enable affiliate Samsung SDI to supply electric vehicle (EV) batteries to BYD. The amount of the investment had not been finalized.

Source: Reuters and The Fiscal Times


The Energy Storage Tax Incentive and Deployment Act, S.3159, was introduced that would establish an investment tax credit (ITC) for the deployment of energy storage in both homes and businesses.  The tax credits would be modeled like incentives for the solar industry, which reimburse as much as 30% of installation costs.  To qualify for the credits, homeowners would need to install batteries of at least 3 kilowatt-hours, and commercial storage projects would need to have capacity of 5 kilowatt-hours or more from batteries or other types of storage.

Source: Solar Industry Mag and Bloomberg


UET will supply a 100 kW/400 kWh ReFlex™ energy storage system for a collaborative project among the utility EPB of Chattanooga and three U.S. national laboratories. The system will enable an islandable microgrid at the operations center of EPB, which serves the greater Chattanooga, Tennessee, area. The system will be integrated with EPB’s 1 MW PV array and its advanced fiber communication network.

Source: UniEnergy Technologies


Indianapolis Power & Light Company (IPL), a subsidiary of The AES Corporation, has opened the IPL Advancion® Energy Storage Array Facility located at the Harding Street Generation Station. The Advancion Array is the first grid-scale, battery-based energy storage system to make a footprint in the 15-state Midcontinent Independent System Operation (MISO) region. The system will provide 20 megawatts (MW) of interconnected energy storage equivalent to 40 MW of flexible resource. The IPL Array features Advancion pre-certified suppliers, including Samsung SDI and Parker Hannifin, and the balance of plant was provided by the Casteel Corporation.

Source: Indianaplis Power & Light Company


Shenzhen government-owned bus operator Shenzhen Western Bus has terminated an order for 2,228 ebuses, out of a total of 2,919 vehicles, after awarding the tender to its subsidiary BYD Auto Industry.  Shenzhen has set a target to make its fleet of 16,000 buses all powered by batteries by 2017. The company canceled a major portion of a 1.8 billion yuan ($270 million) order for ebuses after adjusting its traffic capacity.

Source: South China Morning Post


Galaxy Resources and Mt Cattlin project partner General Mining Corporation (GMM) announced that a 2nd binding definitive agreement has been signed between Chinese Offtake Customer, Mitsubishi and GMM. The final offtake agreement terms were as outlined in the binding Term Sheet announced 8 March 2016. The JV Partners have now banked a total of US$13.5 million in prepayments from these two customers and, in light of the continued robustness in lithium carbonate pricing since when the original offtakes were negotiated, they have also decided to retain 15,000 tonnes of 2016’s forecast production for a potential spot or auction sale process later this year.

Source: Galaxy


Evatran Group and VIE have formed a JV to integrate Plugless, Evatran’s wireless charging system, into the EVs of car manufacturers based in China. The Zhejiang VIE Evatran Electronic Technologies JV was created with an initial investment of $5 million. The JV pairs Plugless products and inductive charging technology with the manufacturing experience and long-term OEM customer relationships of VIE which is based in Zhejiang Province, China. The Plugless charging system is expected to be in series production and commercially available with a China-based OEM in 2017.

Source: Evatran Group


The city of Albuquerque will be purchasing a fleet of ebuses from BYD for rapid transit. The electric-powered fleet is expected to cost roughly $24 million, or $7 million more than diesel buses. However, operating the ebuses would cost about $21 million less over the next 12 years – the life of their warranty – for a net savings of $14 million. BYD will provide a 100% performance bond in the event the ebuses do not pass testing.

Source: Albuquerque Journal


Spinx has unveiled seven level 3 charging stations in South Carolina; Greenville, Simpsonville, Piedmont, Spartanburg, Irmo and Ladson. The new stations are part of Nissan’s “No Charge to Charge” initiative, which gives Leaf owners 24 months of free public charging. The chargers can be used with any EV, so long as the vehicle has the correct charging port.

Source: Charleston Business Journal


Shenzhen Wuzhoulong has expressed interest in investing in an automotive assembly plant in Thailand to produce ebuses to serve the country’s transport system.  The company wants to make Thailand the production base for its electric buses and export to other ASEAN countries. Shenzhen Wuzhoulong plans to make 10,000 ebuses in the first year. The company has a production capacity of 30,000 units a year in China and plans to make passenger electric cars to serve rising demand.
Source: Bangkok Post


Future Mobility is planning to eventually to sell several hundred thousand fully electric, automated, China-built vehicles a year. The company is backed by Tencent and Hon Hai Precision Industries. Future Mobility aims to sell cars in China, Europe and the U.S. and to compete with Audi AG, BMW AG and Daimler AG’s Mercedes-Benz, which combine for three quarters of China’s luxury-car market. Tencent, China’s biggest social-network company, has a research team working on technology that can be used in automated cars. Tencent is also an investor in another electric-car maker, NextEV

Source: CNBC


sonnen announced expansion into the commercial and industrial energy storage market with the launch of the sonnenBatterie pro using the Ideal Power power conversion systems. The sonnenBatterie pro system includes durable battery modules with a 10,000 cycle lifetime and a smart energy management. The recently released sonnenBatterie eco compact is a solar battery power product available for pre-order today with products shipping by the end of Q4 2016.

Source: sonnen


Lyft and General Motors announced the expansion of their ‘Express Drive’ short-term vehicle access program to California and Colorado, including the all-new 2017 Chevrolet Bolt EV.  The program will be launching in San Francisco this summer and in Los Angeles by the fall. Express Drive’s California members will have access to vehicles from the EV fleet in ridesharing.

Source: RTT News


 

Charts

Exhibit 1: Indices Performance
(From January 6, 2014)


Exhibit 1Source: Bloomberg

Exhibit 2: Indices Performance


exhibit 2Source: Bloomberg and ThomsonOne

Exhibit 3: Supplier Performance
(From January 6, 2014)


exhibit 3Source: Bloomberg

Exhibit 4: Commodity Prices

exhibit 4
Source: LME

Exhibit 5: Natural Gas and Crude Oil
(From January 2, 2014)


exhibit 5Source: EIA


Executive Director’s Notes

James Greenberger 904x604

NAATBATT to Sponsor an Initiative for the Recycling of Advanced Batteries

This past week many NAATBatt members attended the Intersolar/ees North America conference in San Francisco.  Although the Intersolar/ees program (including the excellent and well-attended NAATBatt Solar-Storage Workshop, “Making Money with Storage Today”) focused on solar-storage issues, there was another issue that kept popping up in questions during the conference sessions and during the NAATBatt board meeting, which took place at the conference:  What is going on with the recycling of lithium-ion batteries?

The questions of whether and how best to recycle lithium-ion batteries has been discussed for a while.  A Toxco (now Retriev) project to recycle lithium-ion batteries received $9.5 million in Stimulus Package funding in 2009.  But little has happened in North America since that time with respect to recycling due to the fact that there are few valuable materials in most lithium-ion battery cells that would justify the cost of recycling.  Cathode to cathode recycling, which offers a possible solution to the cost-negative problem, remains a largely unproven technology.

But two issues are making the recycling issue more urgent.  The first is the growing problem of contaminated waste streams at lead acid recycling plants.  According to one NAATBatt board member, there have been 128 reported accidents (i.e., fires and explosions) to date at lead acid recycling facilities caused by the intentional or unintentional mixing of lithium-ion and other advanced batteries into lead acid battery waste streams.  These accidents have severely damaged equipment and pose a serious danger to human life and safety.  Further compounding this problem is the rising use of mixed chemistry battery systems, which combine batteries and energy storage devices (such as supercapacitors) of different types and recycling requirements in the same system.

The second factor involves, at least indirectly, the rising price of lithium.  Lithium carbonate prices have tripled over the past year giving rise to concern about future access to lithium.  China, which again seems far ahead of the United States in this area, is actively implementing a lithium-ion recycling policy.  The China Automotive Technology and Research Center (CATARC) estimates that there will be 120,000 to 170,000 tons of lithium-ion battery waste generated in China per year by 2020.  One NAATBatt member, that manufactures lithium-ion battery cells in China reports that it already obtains a portion of its lithium carbonate supply from recycled materials.

Industry in the United States clearly needs to move forward with a national policy to ensure the safe and cost effective disposal and recycling of lithium-ion and other advanced batteries.  Ideally that policy should be administered by industry rather than by the government.  Such a policy will require two basic components.  The first will be a designation of the party responsible for recycling.  Most likely this will be equipment OEM’s, though how this will work with products, such as lithium-ion traction batteries, where second life uses and separate ownership can be expected, becomes complicated.  The second will be establishing a “market pull signal”—a price for used advanced batteries in the market that will ensure that there is sufficient incentive for industry to separate lithium-ion and other advanced batteries from other waste streams and to recycle them responsibly.  Most likely this market pull signal will have to be set with reference to the price of lead, in order to prevent the intentional or unintentional mixing of advanced batteries into lead acid battery waste streams.

NAATBatt will seek to play a leading role in convening industry to discuss the recycling problem and in helping it create and administer a responsible but cost-effective solution to the advanced battery recycling problem.  NAATBatt, in cooperation with SAE International, will convene a workshop in Detroit next November to kick off this initiative.  Please check back in this newsletter for details, which will be announced shortly.

Jim G signature

James J. Greenberger
Executive Director


NAATBatt International Membership Applications for 2016

Membership Applications and Dues Structure

NAATBatt International is accepting applications for membership from companies engaged in the business or applications of advanced electrochemical energy storage technology.  Annual membership dues for 2016 are $7,500 for Platinum Members, $5,000 for Gold Members $2,500 for Silver Members, and $1,000 for Public Service Members (not-for-profit and government entities).  Affiliates of Platinum Member companies and early stage companies with less than two years of operating history and revenues of less than $500,000 per year may join as special Silver Members for the price of $1,000 per year.  Applicants may choose their level of membership based on their desired participation in NAATBatt International.  Membership runs for 12 months from the month in which an application is accepted.  For details about our membership structure, including a list of the benefits of each class of membership, and a membership application, please click here.

Why Join NAATBatt International?

NAATBatt International is a not-for-profit trade association of companies, associations and research institutions commercializing advanced electrochemical energy storage technology for emerging, high tech applications worldwide.  Our mission is to promote the commercial interests of our members by supporting developments in the science of and markets for advanced electrochemical energy storage technology consistent with the goals of enhancing energy efficiency, reducing petroleum dependence and enabling carbon-free electricity generation.  Our members include advanced battery, ultracapacitor and electrode manufacturers, energy materials suppliers, vehicle makers, electric utilities, equipment vendors, service providers, universities and other research institutions.

We are a membership-based organization focused on delivering the following benefits to our members:

  • Strategic market intelligence
  • Access to new and emerging electrochemical energy storage technology
  • Networking and building name recognition within the industry

NAATBatt International conducts multiple programs for its members over the course of the year.  One of our most popular programs is our Members’ Site Visit meetings.  At these meetings, one NAATBatt member hosts all other members for a tour of the hosting member’s business and production facilities.  These tours give participants an unprecedented opportunity to learn about the needs and capabilities of individual member firms.  Past hosts of these programs include General Motors, EaglePicher, Duke Energy, EnerDel, Cabot Corporation, S&C Electric, Magna Steyr, DNV-GL, Grafoid, Hydro-Quebec, XALT Energy and Battery Innovation Center (BIC).  These programs are open to NAATBatt members only.

NAATBatt members also get exclusive information about new products and new opportunities in the market.  Each year, NAATBatt runs an Energy Storage Innovation Summit in conjunction with our annual meeting and conference.  At the meeting, 20 jury selected emerging companies developing market-ready energy storage-related technologies make presentations directed to companies looking for licensing and acquisition opportunities.  The Summit is the culmination of an industry-wide survey and solicitation for new technologies.  NAATBatt members have the exclusive opportunity to participate in the selection process and get a first look at these new technologies.

NAATBatt members have access to ABC PatentEdge™, a database of patents and patent applications covering advanced batteries and ultracapacitors developed by NAATBatt in cooperation with the research firm IP Overviews.  The database, and the quarterly reports summarizing developments in the database, provide NAATBatt members with deep insight into where advanced battery and capacitor technology is going and where the major players in that market are really making their R&D bets.

NAATBatt, as the only international trade association focused on advanced electrochemical energy storage, is a frequent resource for companies looking for products or services involving advanced battery technology.  NAATBatt routinely receives inquiries for products and services, which NAATBatt forwards, exclusively, to NAATBatt member firms.  For example, NAATBatt recently received and transmitted to its members a solicitation for batteries from a California municipality looking to electrify its bus fleet.  This inquiry was transmitted to NAATBatt members well before non-NAATBatt members learned of the opportunity.

If you think that NAATBatt membership costs money, think about what not being a member costs.

NAATBatt is the pre-eminent networking organization for professionals and companies working in the advanced battery industry.  NAATBatt believes that good business relationships are founded on good personal relationships.  From our members-only networking dinners, to our Advanced Battery Golf and Tennis tournament, to our annual meetings held at four and five-star resorts, we are dedicated to ensuring the development of strong personal and social relationships among professionals working in the industry.  NAATBatt membership is meant to be fun, but it is fun with a serious purpose: Helping our members build bigger and more profitable businesses.

NAATBatt is a not-for-profit trade association qualified under Section 501(c)(6) of the Internal Revenue Code and works for the benefit of the entire advanced battery and ultracapacitor industry.  Every dollar spent on NAATBatt memberships and programs goes to recouping program costs and to supporting activities intended to benefit the entire advanced battery industry.  At a time when it seems that the only people making money on lithium-ion technology are professional conference organizers, the advanced battery industry needs to take control of its own market and its own future.

Electrochemical energy storage is the most important technology challenge of our time.  Solving the problem of how to store more electricity in a smaller mass is fundamental to progress in vehicle technology, the Smart Grid, robotics, consumer electronics, unmanned aviation, fuel efficient maritime systems, electricity-based weapons systems, medical devices, monitoring systems and many of the other technologies that will shape human society in the 21st Century.

Join us in our mission.  We are helping to store the energy that will power the world.™


Contact Information

NAATBatt International
122 South Michigan Avenue, Suite 1700
Chicago, Illinois  60603
(312) 588-0477
www.naatbatt.org

 

Officers

Davion Hill
DNV-GL
Chairman
Bob Galyen
Amperex Technology Limited
President
Jean-Pierre Arvers
Digatron Power Electronics
President-Elect
 

Randy Moore
EaglePicher Technologies
Chairman Emeritus

 

Steve Vechy
EnerSys
Chairman Emeritus
Zak Kuznar
Duke Energy
Chairman Emeritus
 

Brian Morin
Dreamweaver International
Vice President

 

 

Ralph Brodd
Broadarp of Nevada
Chief Technology Officer

 

John Butkowski
Beckett Energy Systems
Vice President
 

Michael Lew
Head of Communications

 

Paula Szyper
Director of Meetings
 

John Platt
Snell & Wilmer LLP
Secretary

 

Jim Greenberger
Executive Director

 

 

 

 Sandy Kane
Chief Financial Officer

Member Advertising and Announcements

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