In two months, on April 3, 2012, NAATBatt will host a one-day workshop in Chicago on thermal safety in advanced traction batteries for plug-in electric vehicles (PEV’s).  The workshop will take a novel approach to an issue that has recently been the subject of much recent discussion.  To date that discussion has largely focused on system level solutions to the threat of thermal runaway in lithium-ion traction batteries.  The workshop in April, however, will concentrate primarily on electrochemical solutions that can prevent or control thermal incidents before they ever become an issue at the system level.

Whether the most effective thermal safety strategy for PEV’s will focus primarily on electrochemical solutions or on system solutions is still unclear.  Many factors will influence OEM’s decisions on that question.  In fuel cell vehicles, for example, OEM’s appear to have taken different approaches to the thermal safety issue.  The NAATBatt workshop will not promote one approach over another.

But what the NAATBatt workshop will do is provide as comprehensive an overview of possible electrochemical solutions to the thermal safety issue as has ever been provided in a single program.  We have assembled an All-Star lineup of experts, who will address thermal runaway at the electrochemical level and possible solutions to it.  Khal Amine of Argonne National Laboratory and Ralph Wise of Novolyte Technologies will talk about new approaches in electrolytes.  Dan Doughty of Battery Safety Consulting and Jeff Dahn of Dalhousie University will talk about innovations in cathode and anode materials.  In addition, NAATBatt has invited up to 15 companies and researchers working on novel approaches to thermal management  (both at the system and electrochemical levels) to make poster presentations at the workshop.

The afternoon of the workshop, however, will be spent listening to the customer.  A panel of representatives from OEM’s and the SAE will talk about what the OEM’s want their battery supply chain partners to be doing in order to help the OEM’s address the thermal safety issue in lithium-ion traction batteries.  If you are a supplier or hoping to become a supplier of automotive traction batteries or battery components, you should not miss this discussion.

The issue of thermal safety in traction batteries is critical to the future of electric drive.  Moreover, it is an issue of increasing importance, as PEV batteries become, inevitably, more powerful and more energy dense.  Join us in Chicago on April 3 to learn about new electrochemical approaches to the problem of thermal safety and to better understand how the industry can and will address that issue.  More information about the workshop can be seen by clicking here.

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Ener1 Is No Solyndra

by James Greenberger on January 27, 2012

This past Thursday the bad news coming out of Ener1 seemed to culminate in the filing of a Chapter 11 bankruptcy petition in the United States Bankruptcy Court in the Southern District of New York.  The news about Ener1 has been bad for a while:  The insolvency of a major customer, restated earnings, loss of senior management, delisting from the NASDAQ, and bridge loans bridging to who knows what have been weighing heavily on the industry for months.  Many had been expecting the worst.

What was announced on Thursday was, however, not the worst (unless you happened to be a common stockholder of Ener1) and may even be grounds for some optimism.  The filing on Thursday was a “prepack”, indicating that the major creditors of Ener1 have gotten together and agreed on a plan for Ener1 going forward.  Those creditors, including Liberty Harbor Special Investments of New York, Itochu Corp. of Tokyo and Goldman Sach’s Palmetto State Credit Union of Florida, will exchange their debt for all of the stock of Ener1.  Trade creditors and employees will be paid in full.  Operations at EnerDel in Indianapolis will continue.  And most important, and most intriguingly, $81 million of new money will be invested in Ener1, according to the company’s press release.

The future, or at least the near future, of Ener1, therefore, looks far different than that of Solyndra following its bankruptcy.  Operations at EnerDel will continue.  The technology and know-how that the $110 million DOE stimulus grants funded appears to remain intact.   The market has not rejected that technology.  In fact, once Ener1’s balance sheet is cleaned up, it appears that the market will be willing to invest another $81 million in it.

As I wrote at the time of the Solyndra bankruptcy, the failure of a company is not the same thing as the failure of a technology-based business.  The losers in the Ener1 bankruptcy are those who invested in the common stock of Ener1.  Their loss is unfortunate, but hardly novel among investors who buy high risk-high reward technology stocks.  Their loss is of no consequence to U.S. taxpayers, whose $110 million grant was never intended to benefit the stockholders of Ener1, but rather was intended to support the development of technology and of a base of knowledge and experience in advanced batteries in the United States.  By all accounts that technology and knowledge base appears secure and about to be doubled-down upon by $81 million of new investment.  This is no failure.

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PEV-Related Patent Issuances at Record Levels

January 20, 2012

Last week I noted the continued growth of venture investment in the energy storage technology and suggested that such investment reflects a vote of confidence by the venture capital community both in energy storage technology itself and in the market into which that technology will one day be sold.  For whatever the short term challenges [...]

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Venture Investments in Energy Storage Continue to Grow

January 13, 2012

If the Volt fire or the well-publicized financial struggles of certain manufacturing firms have some investors bearish on the U.S. advanced battery industry, someone forgot to tell the venture capital sector.  According to VentureWire, venture investment in energy storage technology in the United States set a record in 2011, topping $372 million through the end [...]

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Consumer Interest in Electric Vehicles: A Prediction for 2013

January 6, 2012

Earlier this week, Pike Research released a new survey of consumer attitudes about plug-in electric vehicles (PEV’s).  Survey respondents who stated that they were “extremely” or “very” interested in purchasing a PEV fell to 40%, down from 44% in 2011 and 48% in 2008.  Of the consumers who said they would not be interested in [...]

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NAATBatt Plans for Q1 2012

December 30, 2011

As 2011 comes to an end, NAATBatt looks forward to continuing its mission of promoting the manufacture of advanced batteries and the development of advanced battery technologies in the United States in 2012.  The first quarter of 2012 will be particularly active.  The NAATBatt white paper on distributed energy storage (DES) will be released in [...]

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Allocating the Costs of Distributed Energy Systems

December 23, 2011

Last October, San Diego Gas & Electric (SDG&E) requested that the California Public Utilities Commission (CPUC) approve a plan under which net-metered PV customers would be required to pay a “network use charge” designed to divide operational costs among solar-owning and non-solar-owning customers more equitably.  The proposal has raised howls of protests from PV solar [...]

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American Industry and EV Battery Safety

December 16, 2011

Discomfort continues in the industry this week as news of the NHTSA investigation into the Chevy Volt fire continues in the media.   Conversations around the water cooler center on how bad this really is and whether the problem is a passing piece of bad news or an existential threat to the future of electric drive. [...]

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The Case for Electric Vehicles

December 9, 2011

I spent the better part of today editing a draft of the NAATBatt white paper on distributed energy storage (DES).  The white paper will argue that the principal barrier to DES deployment is that the technology appears uneconomic to utilities and to utility regulators because it is impossible for ratepayers who invest in DES systems [...]

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The Volt Fire and Public Acceptance of Electric Drive

December 3, 2011

The news in the industry this week continues to be dominated by reports of the Volt battery fire and resulting NHTSA investigation.  Electric drive skeptics have predictably taken the opportunity to question the efficacy of electric vehicles, calling them 21st Century versions of the infamous Pinto.  Even some in the industry, aware of the other [...]

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