Pixie Chart of the week | Lower prices forecast in Li-battery market

In a tally of battery suppliers published by Bloomberg New Energy Finance in its Electric Vehicle Outlook 2018, Panasonic – which provides the cells for Tesla’s electric vehicles (EVs) – has perhaps unsurprisingly come out on top, based on capacity in 2016-17.

To keep reading, please log in to your account

Alternatively, please sign up to receive free market insight online and direct to your inbox

Related thinking

E-mobility and low carbon

Postcode winners and losers: charging infrastructure provision

Last month the Competition and Markets Authority (CMA) published its final report on its market study into electric vehicle (EV) charging in the UK. It raised concerns about charge point deployment at motorways, remote locations and on-street locations, stating that access to suitable charging can be a “postcode lottery” and...

E-mobility and low carbon

The best is yet to come: Electric Vehicles surpass 2021 diesel sales

The Transport Decarbonisation Plan published yesterday sets out new targets to cut emissions from the sea, roads and railways, joining an earlier commitment to phase out polluting cars and vans by 2035. In assessing the progress so far, we take a look at data released last week from the Society of Motor...

Low carbon generation

Australian Chart of the week | “I feel the earth move under my feet”: from high to lows

We have seen a dramatic shift in FCAS price fortunes over the past year or so, going from all-time highs of ~$229.3mn in Q1 of 2020 (due to the separation event) to only ~$40.1mn in Q1 2021. Since 2019 we have also seen regulation raise prices decline from robust prices...

E-mobility and low carbon

Chart of the week | The only way is up: Electric Vehicle registrations

Data released last week from the Society of Motor Manufacturers and Traders Ltd (SMMT) showed plug-in hybrid (PHEV) sales unusually higher than Battery Electric Vehicle (BEV) registrations in April. PHEVs took a 6.8% share of all new car registrations compared to 6.5% for BEVs. In this 'Chart of the week',...

Energy storage and flexibility

Australian Chart of the week | Round and Round the Market: Black Coal vs Batteries

This year appears to be the year of the battery, with the volume of projects that have been announced or in some stage of planning approaching the 10GW mark it is worth taking a look at how batteries are performing in the FCAS markets over the last two years. Currently...

Energy storage and flexibility

Australian Chart of the week | Show me the future: can storage bank on FCAS being bankable?

Previously we have examined the importance in FCAS prices for the revenue stream for batteries. With a growing interest in batteries in the market, this ‘Chart of the week’ takes a deeper look into the impact of bidding behaviour on the Regulation Raise price since 2012. From January 2012 until...

Energy storage and flexibility

Chart of the week | Increasing electricity balancing costs and an increasing System Operator role

Last week saw the publication of Ofgem's review of GB energy system operation. This makes recommendations that the roles and functions of the electricity and gas system operators need to change in light of net zero. In this week's 'Chart of the week', I wanted to focus on one aspect...

Energy storage and flexibility

Australian Chart of the week | Push it to the limit: the evolution of MPC & market tightness

With summer officially starting last Tuesday, the National Electricity Market (NEM) is about to go through the season that typically has the highest demand. Market tightness usually seen during summer sometimes pushes power prices to their maximum level – the Market Price Cap (MPC) – currently set at $15,000/MWh. In...