Race for Battery Factories is On, with Most Pressure on One Producer
Given the major uptick in EV sales volume expectations, it’s understandable that there is a race to find battery sources. In Europe, the Renault Zoe is leading the sales charge, with the BMW i3, Nissan LEAF, Volkswagen e-Golf, and other top electric cars following.
The top-selling Renault Zoe, Volkswagen e-Golf, Volkswagen e-Up!, Volkswagen Golf GTE, Volkswagen Passat GTE, Volvo S90 Plug-In, Volvo V60 Plug-In, Volvo XC90 T8, Smart Electric Drive, Hyundai Sonata PHEV, Chrysler Pacific Hybrid, Ford Focus Electric, Audi A3 e-tron, Audi Q7 e-tron, Cadillac CT6 Plug-In Hybrid Chevy Volt, and Chevy Bolt all source cells from LG Chem.
Nissan is reported to be switching to LG Chem for the 2019 Nissan LEAF as well, when it joins the 200+ mile crowd with a 60 kWh LEAF. Here, Nissan is expected to be switching horses after selling its own AESC battery plant to China, which it has historically relied on for the record-holding Nissan LEAF.
LG Chem has announced expansion plans in Europe with a new factory in Poland, but it will only be the largest in Europe for a while, with Volkswagen and Mercedes/SK Innovation partnerships vying for the lead. The annual GWh capacity has not been shared, but the investment totals approximately $387 million. There was an estimated figure of 100,000 EV batteries a year thrown out there, but it has not been clear what size batteries LG Chem is talking about in those EVs.
https://cleantechnica.com/2018/01/28/electric-vehicle-battery-factory-race-heats-europe/
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