India’s Electric Car Ambitions Could Stumble on Lack of Lithium
(Bloomberg) -- India’s ambition of becoming a global hub for making electric vehicles faces one major hurdle: its lack of access to lithium.
Home to some of the most polluted cities on the planet, the South Asian nation is pivoting toward new-energy vehicles to clean up its toxic air. But with meager resources of lithium, the mineral essential to make batteries for electric vehicles, it is having to scour for resources overseas.
India’s EV production will rely on imports from China of lithium chemicals used to make cathodes and battery cells, according to Jasmeet Singh Kalsi, director at Manikaran Power Ltd., which is exploring setting up India’s first lithium refinery. “China has a thriving lithium chemical, battery cathode, battery cell and EV supply chain. India has none.”
Prime Minister Narendra Modi’s administration unveiled a slew of measures in 2019 to promote the clean-energy vehicles, including a $1.4 billion plan to make India a manufacturing hub for EVs and cutting taxes to spur purchases. While electric cars in India remain a small segment, with an estimated 3,000 sold in 2018 compared with the 3.4 million fossil fuel-powered cars in the same year, the nation is forecast become the fourth-largest market for EVs by 2040, when the segment will comprise nearly a third of all vehicles sales, according to BloombergNEF.
Several plans are under way to build lithium-ion battery factories in India. Meanwhile, China -- the largest electric vehicle market in the world -- is dominant in the battery supply chain. Around three-quarters of battery cell manufacturing capacity is in China, and Chinese companies have unparalleled control of required domestic and foreign battery raw materials and processing facilities, according to BNEF.
“Indian companies have been involved in trying to prospect for stakes in overseas resources, and possibly on-shoring more raw materials production capacity in India,” said Sophie Lu, head of metals and mining for BloombergNEF. “But there are very little synergies right now because further up the value chain, battery components manufacturing capacity does not seem to be planned extensively for India.”
A joint venture called Khanij Bidesh India Ltd. has been formed between three state-run companies -- National Aluminium Co., Hindustan Copper Ltd. and Mineral Exploration Corp. -- to acquire lithium and cobalt mines overseas. Amara Raja Batteries Ltd., the country’s second-biggest traditional battery maker by value, will build a lithium-ion assembly plant, while Suzuki Motor Corp. along with Toshiba Corp. and Denso Corp. is setting up a lithium-ion battery manufacturing plant.
三家国有企业国家铝业公司、印度斯坦铜业公司和矿产勘探公司成立了一家名为Khanij Bidesh India Ltd.的合资企业，收购海外的锂矿和钴矿。按价值计算，第二大传统电池制造商Amara Raja电池有限公司将修建一座锂离子电池厂，而铃木汽车、东芝和电装则将修建一座锂离子电池厂。
Manikaran signed an agreement with Australia’s Neometals in June to jointly fund the evaluation of developing a lithium refinery in India with a capacity of 10,000 tons to 15,000 tons of the finished product. That capacity falls short of India’s projected requirement of 200,000 tons of lithium hydroxide by 2030, Kalsi said.
Electric vehicles are “slowly going to take off, not with the speed the go nment perceives it to be, but going ahead the market is going to get pretty huge,” he said.
译文来源：三泰虎 http://www.santaihu.com/49209.html 译者：Joyceliu
a day late and a dollar short-- should invest in and develop solid state batteries instead of trying to work with yester years lithium
indian guys often proud of themself. Invent your old battery then
First those stupid fool run bank just want a cheap program. Indian just bring h1b visa over to rape them. Talk and talk. Glad trump will kill it. Trump will be President for 4 more years. Stop abuse h1b VISA.
go make your own battery instead come over here. go home
First of all I don’t understand what you are saying second, (if I understand what you are trying to say) Indian run every Fortune 500 company in America, so yes, they are proud of themselves
Lithium and batteries are the wrong answer to solve our future energy problems. The development of green hydrogen technologies is the only option.
Except when highly pressurized hydrogen explodes even under the best of conditions.
H2 would be an ideal energy source. The issue with H2 is its transportation. Look up what it costs to compress, transport, and then pump into a vehicle. Local (home) production of H2 is easy but the mechanics of efficient compression have not been worked out.
The oil & gas lobby would like H2 because they can maintain control over the supply lines. Solar + battery has been proven to cut out the oil man.
So even though I love H2, I'd prefer batteries as I can get rid of the oil funded terrorists in the Middle East.
Creating Green Mobility is about making our Automobiles to correctly follow the Laws of Motion, the 1st and 2nd Laws of Newton's Laws of Motion
Uh call center, I be needing a. Charge
Plenty of lithium in Afghanistan.
Very close except separated by Pakistan , the other closest way yo get the mineral is from Afghanistan is the propose railway project connecting to Iran ,and use the sea port of Iran which India had make a large investment .
But the finance project of railway project is blocked by American sanction of Iran.
Their only hope is to partner with the likes of Tesla and Panasonic. You don't have to do everything.
What side of bed did you woke on today? All logical and rational today
They drive junk cars because they get in almost weekly accidents. There is no way they are going to spend $40k on a car.
I like curry chicken! Seriously this is a chance for India to develop a better battery than lithium. There has to be cheaper lighter technology.
Or lack of electricity.
Just call up Tesla and scam them out of some Li-on. You're really good @ that.
Empires have crumbled trying to conquer Afghanistan.
Great. India should go ahead with the plan. Every country will start making more electric cars to dump them in India.
India is a slum right.. So now they will have electric cars in the slum..just great..
Indians are running your country, stop using Google, Microsoft, Adobe, Intel, Pepsi, Citibank, Amazon, Kohl’s, Apple and go back to your trailer
anything positive coming out of India is labeled with snarky comments by jih-di journalists and chinese chic-mers to discourage India.
India has proven that it has the worst go nment in the world.. They SUCK..