2023 Tesla Model S Plaid on 2040-cars

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Battery-pack production for plug-ins, hybrids, triples in three years

Panasonic's standing in the plug-in and hybrid battery production industry has zoomed ahead like a Tesla Model S taking off from a standstill. That's appropriate because the Japanese company's relationship with the California-based automaker has been the primary reason for its growth, which looks like it will continue to be rapid. According to new numbers from Lux Research, battery manufacturers are producing 1.4 gigawatt-hours worth of batteries for plug-in and pure battery-electric vehicles per quarter, up from under 200 MWh in early 2011. Lithium-ion batteries account for 68 percent of the current total, while nickel-metal hydride batteries (like the one used in the non-plug-in Toyota Prius) account for 28 percent. The rest are made up of small numbers of things like solid-state batteries. Panasonic has been the primary beneficiary of electric vehicle growth (click on chart to enlarge). The company has a 39percent market share for plug-in and hybrid batteries, while NEC has 27 percent and LG Chem has 9 percent. As for demand, Toyota, Tesla and Renault-Nissan account for about three-quarters of all batteries used for plug-in and hybrid vehicles. Panasonic expanded its battery-production deal with Tesla last October. There are more details in the Lux Research press release below. Panasonic Has 39% Share of Plug-In Vehicle Batteries, Thanks to Its Deal With Tesla Batteries for Plug-Ins and Hybrids Were a $660 Million Market in Q1 2014, Led by U.S. Demand, According to Lux Research's New Automotive Battery Tracker BOSTON, MA--(Marketwired - May 6, 2014) - Batteries for hybrids and plug-in vehicles are growing fast, more than tripling over the past three years to reach 1.4 GWh per quarter, according to the Automotive Battery Tracker from Lux Research. Panasonic has emerged as the leader thanks to its partnership with Tesla, capturing 39% of the plug-in vehicle battery market, overtaking NEC (27% market share) and LG Chem (9%) in 2013. "Even at relatively low volumes -- less than 1% of all cars sold -- plug-in vehicles are driving remarkable energy storage revenues for a few developers, like Panasonic and NEC, that struck the right automotive partnerships," said Cosmin Laslau, Lux Research Analyst and the lead author of the new Lux Research Automotive Battery Tracker.

This map shows where Tesla can and can't sell cars

The fine folks at Mojo Motors recently put together a US map showing where the Tesla Model S electric vehicles can and can't be legally sold. They marked the "legal" states in blue, "illegal" states in red and "in legislation" states in that proverbial gray area. And darn if that colorful map didn't match up pretty well with a political-party map of the country. 24 states are technically Tesla-ready. Of the 50 US states, 24 states are technically Tesla-ready, in addition to Washington, DC. And while some (California, New York, Massachusetts and Washington State) were pretty obvious, others (Mississippi and Georgia, for example) surprised us a little. We were also interested to see that Arizona and West Virginia were marked as "in legislation" but Ohio and New Jersey were not, given the fights there. In any case, Texas is red. Bright red. Tesla Supercharger locations are also marked, but Tesla's constantly updated map is likely a better source for that info after a few weeks have passed. If you'd like to dig into the nitty gritty of the various dealer franchise laws, then use the same source that Mojo Motors' marketing manager Max Katsarelas used to make the map, an article in the Georgia State University Law Review from 2002. Check out footnote 153 on page 23 for all the details. While he did integrate current news reports, Katsarelas told AutoblogGreen that he had to update the map recently after finding out that Oregon and Indiana do allow Tesla sales. With the ongoing legislation fights, we don't expect this map to remain current all that long. Still, you can even click it to enlarge. The legality of Tesla being able to sell directly to consumers without third-party dealership franchises could some day change from the patchwork you see above into a single color. Recently, the Federal Trade Commission (FTC) went on record as saying that Missouri and New Jersey should reconsider its policies that would prevent automakers from direct consumer sales. It's not a national rule, but it is a step in that direction.

Akerson calls for GM tech to stymie Tesla

Electric vehicle maker Tesla has had some good days lately as sales of the Model S have exceeded expectations as much as the company's profits, thanks in no small part to innovative thinking that has resulted in mass sales of ZEV credits to other manufacturers, free charging stations, 90-second battery swaps and manufacturer-owned dealerships. All of this has the attention of General Motors, who views Tesla as a disruptive force to the auto industry and as a threat to the 104-year-old automaker.
Case in point: GM recognizes that Tesla must be doing something right if it can sell more of its $69,900 Model S sedans than the $39,145 Volt. So what is GM doing about it? Chief Executive Officer Dan Akerson assigned a small team to study Tesla so the company won't be caught off guard in the future. In an interview with Bloomberg, Steve Girsky, GM vice chairman, said, "History is littered with big companies that ignored innovation that was coming their way because you didn't know where you could be disrupted."
GM was one of those big companies at one point, and it hasn't quite broken that mold. It has struggled to move on from the old, inefficient practices of its past, leading Akerson to chide employees at a recent conference in Houston because so many in-house patents had failed to be commercialized and implemented in GM designs. This, of course, resulted in a huge research-and-development budget that was wasteful. But Akerson knows that GM must rely on innovation and a tight focus on technologies that customers want if it is to be profitable and survive in the long term.