Lithium-Ion And Nickel-Metal Hydride Batteries, Lithium, Rare Earth Lanthanum & the Future Of Hybrid Electric Vehicles, Plug-In Hybrid Electric Vehicles And Electric Vehicles- Global Markets, Technologies, & Opportunities: 2009-2020 Analysis & Forecasts

Table of Contents

EXECUTIVE SUMMARY

INTRODUCTION

• Background
• Methodology and Sources
• Statistical Notes

MARKET OVERVIEW

• Coming New Era: The Electrification Of Cars
• Economic Drivers
• Regulatory Drivers
• Technology Drivers
• Competitive Advantage of Hybrids, PHEVs, EVs
• Car Categories
• Hybrid Offerings By OEM
• Cost Vs. Payback
• Governments Role
• Battery Is The Key
• Nickel-Metal Hydride Batteries
• Lithium-Ion Batteries
• Lithium-Ion Car Batteries
• Lithium-Ion Battery Costs
• Global Car Production
• Global Hybrid Car Market
• Global NIMH Hybrid Car Battery Market
• Global Lithium-Ion Car Battery Market
• Lithium Demand in Lithium-Ion Batteries For Hybrids, PHEVs and EVs
• Lanthanum Demand in NIMH Batteries for HEVs
• Opportunities
• Risks
• Competitive Environment
• Winners
• A123 Systems, Altairnano, BYD, Dong Energy, Electrovaya, Ener1, GS Yuasa, Johnson Controls-Saft, LG Chem, Toshiba, Toyota, US Automotive Battery Consortium

ELECTRIC VEHICLE TECHNOLOGY

• Definitions: EV, RESS, FEV, BEV, HEV, PHEV
• FEVs/Electric Cars
• Electric Cars History
• Electric Cars Present and Future
• EV offerings: Aptera Motors, Chrysler, Daimler AG, Dodge, Ford, Fuji Heavy Industries, General Motors, Honda, Miles Electric Vehicles, Mitsubishi Motors, Renault, REVA, Tata, Tesla Motors, Toyota Motor Corp.
• Plug-In Hybrid Electric Vehicles
• PHEV offerings: Aptera Motors, BYD Auto, Fisker Automotive, General Motors, Toyota Motor Corp., Volkswagen
• EV Advantages: running costs, Carbon Dioxide Emissions
• Criticisms
• Acceleration and Drivetrain Design
• Charging Issues
• Charging Stations and Battery Swaping: power requirements, Project Better Place
• Travel Range Before Recharging
• Swapping And Removing
• Battery Lifespan
• Safety Issues
• UltraBatteries/Supercapacitors: AFS Trinity, EEstor. Zenn Motor Company
• Future of EVs
• The National Alliance for Advanced Transportation Battery Cell Manufacture
• 2009 Economic Stimulus Bill
• Advanced Technology Vehicles Manufacturing Loan Program
• Political Drivers For Electric Vehicles
• Road Map To The Future
• A123Systems, Advanced Mechanical Products, Chrysler, Ener1, Ford, GM

BATTERY TECHNOLOGIES

• EV Batteries
• Lead-Acid Batteries
• Firefly Energy
• Zebra Battery
• Nickel-Metal Hydride Batteries
• Cobasys , GM Ovonic
• Lithium-Ion Batteries
• A123Systems, LG Chem, Subaru
• Lithium-Ion Battery History
• Lithium-Ion Electrochemistry
• Lithium-Ion Advantages
• Lithium-Ion Disadvantages: shelf life, high internal resistance, protection circuits required, safety features
• Specification and Design
• Improvements To Lithium-Ion Battery Technology: maganese spinel cathodes, lithium iron phosphate cathode with traditional anode, high power cathode using lithium nickel manganese cobalt, traditional cathode with lithium titanate anode, combined anode and cathode developments
• Research Developments
• Prolonging Life in Multiple Cells Through Cell Balancing
• Safety
• Comparison of Rechargeable Battery Technologies
• Electric Vehicle Battery Manufacturers
• Lithium-Ion Battery Developers-Expected Vehicles
• A123Systems, Altair Technologies, Altairno, Electrovaya, EnerDel, E-One Moli Energy, Hitachi, Imara Corporation, Johnson Conrols-Saft, LG Chem, Lishen, NEC Corp., Panasonic EV Energy Co., Phoenix Motorcars, Samsung, Sanyo, Valence Technology

LITHIUM

• Background
• Production
• Competitive Environment
• Consumption
• Prices
• Foreign Trade
• World Review
• Argentina
• Australia
• Bolivia
• Canada
• Chile
• China
• Finland
• Serbia
• Outlook
• Supply-Demand Controversies
• Admiralty Resources NL, Avalon Rare Metals Inc., Chemetall Foote Corp., FMC Corp., GlobeStar Mining Corp., Keliber Oy, HudBay Minerals Corp., Nordic Mining ASA, Rio Tinto Plc., SQM, Sumitomo Corp., Talison Minerals Pty, Ltd., Western Lithium Corp.

RARE EARTHS

• Background
• Technological Applications
• Geologic Distribution
• Lanthanum
• REE Production
• REE Consumption
• REE Prices
• REE Resources
• US Competitive Environment
• World Competitive Environment
• Australia
• Brazil
• Canada
• China
• Japan
• Malaysia
• Outlook
• NiMH Batteries Lanthanum Supply Limits
• Advanced Material Japan Corporation, Alkane Explorations Ltd., Avalon Rare Metals Inc., Baotou Steel, Grace Davison, Great Western Minerals Group Ltd., Inner Mongolia Baotou Steel Rare Earth Hi-Tech Co Ltd., Lynas Corp. Ltd., Molycorp, Inc., Rhodia Electronics and Catalysis, Santoku America, Inc.

COMPANY PROFILES

• A123 Systems, Inc.
• Arafura Resources Limited
• Avalon Rare Metals Inc.
• Enax, Inc.
• EnerSys
• FMC Corp
• Ford Motor Company
• General Motors
• Great Western Minerals Group Ltd.
• GS Yuasa Corporation
• Honda Motor Co., Ltd
• Johnson Controls
• Inner Mongolia Baotousteel Rare Earth Hi-Tech Co., Ltd.
• LG Chem Ltd.
• Lynas Corporation Ltd.
• NEC Corporation
• Nordic Mining ASA
• Rhodia SA
• Rockwood Holdings
• SANYO Electric Co., Ltd.
• SQM S.A.
• Tesla Motors, Inc.
• Toyota Motor
• Western Lithium Canada Corporation
• Other Companies Discussed
• BMW
• Chevron Corporation
• Compact Power, Inc.
• Continental Automotive Systems
• Daimler AG
• Energy Conversion Devices
• Ford Motor Co.
• Magna International Inc.
• Saft
• STMicroelectronics
• Tanfield Group

TABLES

• Global Motor Vehicle Production By Region And Country: 2007
• Global Car Production By Region: 2004-2007
• Global Car Production By Type (ICE, Hybrids, PHEVs, EVs): 2008-2020
• US/European Hybrid Car Markets By Type: 2015-2020
• Market Share, Nickel-Metal Hydride Vs. Lithium-Ion Batteries In HEVs, PHEVs, EVs: 2015-2020
• Global Nickel-Metal Hydride Battery Market Volume In Hybrids: 2008-2020
• Global Nickel-Metal Hydride Battery Market Value In Hybrids: 2008-2020
• Global Nickel-Metal Hydride Battery Prices In Hybrids: 2008-2020
• Global Lithium-Ion Battery Market Volume In Hybrids By Type, PHEVs, EVs And Developed Vs. Rest Of World: 2015-2020
• Global Lithium-Ion Battery Market Value In Hybrids By Type, PHEVs, EVs: 2015-2020
• Global Lithium-Ion Battery Market Prices In Hybrids By Type, PHEVs, EVs: 2015-2020
• Lithium Content/Battery In Hybrids By Type, PHEVs, EVs: 2020
• Global Lithium Market Volume For Lithium-Ion Batteries In Hybrids By Type, PHEVs, EVs: 2020
• Global Lithium Market Value For Lithium-Ion Batteries In Hybrids By Type, PHEVs, EVs: 2020
• Lithium Prices For Lithium-Ion Batteries: 2020
• Global Lanthanum Demand Volume In Hybrids: 2008-2020
• Global Lanthanum Demand Value In Hybrids: 2008-2020
• Global Lanthanum Content/Battery In Hybrids: 2008-2020
• Lanthanum Prices For Nickel-Metal Hydride Batteries: 2008-2020
• US Lithium Production, Imports, Exports, Consumption: 2003-2007
• Global Lithium Production: 2003-2007
• Lithium Minerals And Brine-World Production By Country: 2004-2007
• Global Lithium Reserves By Source: 2008
• Global Lithium Reserves By Country: 2008
• Rare Earths-Estimated World Production By Country: 2002-2006
• US Rare Earth Elements, Production, Imports, Exports, Consumption, Prices By Type: 2003-2007
• US Rare Earth Elements Prices By Type: 2003-2007
• Rare Earth Contents Of Major And Potential Source Minerals By Country/Region
• World Rare Earth Elements Production And Reserves By Country: 2007
• Company Financial Comparisons of Battery Producers, Car OEMs, Lithium Miners, Rare Earth Miners, including: revenue, net income, market capitalization, P/E ratio, stock price: 2008

FIGURES

• Comparison Of Rechargeable Battery Technologies