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The Great Race Revisited: A Future Powertrain Technology Outlook Philip Gott Director, Automotive Consulting

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Page 1: The Great Race Revisited: A Future Powertrain Technology ... · The Great Race Revisited: A Future Powertrain Technology Outlook Philip Gott Director, Automotive Consulting ... do

The Great Race Revisited: A Future Powertrain Technology Outlook

Philip GottDirector, Automotive Consulting

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

2

The Act of Racing Forces One to Focus Only on That Which Is Essential to Win

History of the Great Race

Competition regulations evolve as our objectives change

Competitor line-up

And the winner is…

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

3

At One Time, Electric, Steam-powered, & Gasoline -Fueled Cars All Had Significant Market Shares

U.S. production shares in 1900:–

Gasoline: 33%

Battery Electric Vehicles (BEV): 33%

Steam (external combustion): 33%

Registrations in major cities (New York, Chicago, and Boston):–

Gasoline: 400

BEV: 800

Steam: 1,170

Total: 2,370

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

4

Performance and Public Opinion Favored Electric

1899: The world land speed record was pushed to 100 km/hr by the BEV La Jamais

Contente

1900: A poll at the National Automobile Show in NYC indicated that the public preferred electric vehicles overall but this choice was followed closely by steam

1903: First-ever speeding ticket issued. Driver was operating a BEV

La Jamais

Contente

courtesy of IEEE Power Engineering Society

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

5

But Limitations of Batteries Quickly Outweighed the Performance Advantages

1906: Fred Marriott Achieves a World Land Speed Record of 127.659 mph in a Stanley Steamer–

This remains today as the longest standing FIA-recognized LSR attributed to steam-powered cars

Subsequent records were set by internal combustion-powered vehicles

Visionaries had seen this coming all along…Is the future still that obvious?

Source: British Steam Car Challenge

“Young man, that’s the thing: You have it. Keep at it. Electric cars must keep near to power stations. The storage battery is too heavy. Steam cars don’t do either for they have to keep a boiler and a fire. Your car is self contained –

carries its own power plant –

no fire, no boiler, no smoke and no steam. You have THE thing. Keep at it!”

Thomas A. Edison to Henry Ford, August, 1896Source: U.S. National Park Service

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

6

Competition Regulations

The early race for powertrain supremacy was won by:–

Autonomous range

Speed–

Ease of operation

Source: www.local.aaca.org

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

7

Current Forecasts Suggest a Diversity of Evolutionary Powertrains for the Future

Current forecasts are based on the assumptions that we need to address tomorrow only the challenges we face today–

“Toxic”

emissions of HC, CO, NOx,

and Soot

Global demand for localized resources

Climate change attributed to the greenhouse effect of CO2

and other gases attributed to the activities mankind

Direct Drive

Micro-HEV

Mild-

HEV

Full-HEV

PI-HEV

Conventional λ1 SI

λ1 SI w/Full IVT

Boost DISC

Lean Boost DISC

DNSZ λ1 Boost SI

LTE

HSDI

Source: Global Insight and TIAX, LLC: Future Powertrain Technolgies, 2010 to 2025

Forecasts of Future Powertrain Technologies

0%

20%

40%

60%

80%

100%

2006 2010 2015 2020 2025

0%

20%

40%

60%

80%

100%

2006 2010 2015 2020 2025

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

8

Competition Regulations Under Revision

What problem(s) do we need to solve?

Toxic emissions?

CO2

?

Global warming?

Limited energy resources?

Localized energy reserves

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

9

Toxic Emissions Seem to Be Controllable…

Decline based on:•

Implementation of advanced emission standards with little lag between first introduction date and global adoption

Proper maintenance of in-use fleet

Life-of-vehicle solutions

0

50

100

150

200

250

300

350

400

2000 2010 2020 2030 2040 20500

0.5

1

1.5

2

2.5

3

NOx Dev NOx EmrCO Dev CO EmrVOC Dev VOC EMRPM Dev (RHS) PM EMR (RHS)

Toxic Emissions Generation

Megatonnes

/ Yr

0

50

100

150

200

250

300

350

400

2000 2010 2020 2030 2040 20500

0.5

1

1.5

2

2.5

3

NOx Dev NOx EmrCO Dev CO EmrVOC Dev VOC EMRPM Dev (RHS) PM EMR (RHS)

Toxic Emissions Generation

0

50

100

150

200

250

300

350

400

2000 2010 2020 2030 2040 20500

0.5

1

1.5

2

2.5

3

NOx Dev NOx EmrCO Dev CO EmrVOC Dev VOC EMRPM Dev (RHS) PM EMR (RHS)

Toxic Emissions Generation

Megatonnes

/ Yr

Source: World Business Council For Sustainable Development

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

10

But Control Is Frustrated by Sheer Volumes of Vehicles and Uncertain Maintenance Programs

Source:www.nd.edu

Shanghai, 2006 Los Angeles, ca 2000

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

11

Is CO2

THE

Real Problem?

A strong correlation exists between the average temperature of the earth, mankind’s activities, and the atmospheric concentration of CO2

If we reduce man made CO2

, will we make a positive impact on the earth’s temperature?

Source: Lenz & Cozzarina, Emissions and Air Quality, SAE, 1999

TTrruucckkss ((66%%))

ResidentialBurners

23%

PowerStations

25%

PPaasssseennggeerrCCaarrss ((55..55%%))AAiirrTTrraaffffiicc ((33%%))

SSeeaa TTrraaffffiicc ((11..55%%)) OOtthheerr TTrraaffffiicc ((22%%))

Traffic18%

CO2 Released to Atmosphere in Gt/yr

Natural95-97%

0

200

400

600

800

1,000

Manmade3-5%

600 - 1,000Gt/yr

ReferenceYear 1996

Vegetation29%

Oceans43%

Soil28%

25-30Gt/yr

Sources of Manmade CO2

Industry19%

BiomassBurning

19%

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

12

Most of Our CO2

Generation Comes From Combustion Sources

Combustion systems work by extracting energy from a high temperature source, doing some work and rejecting the remaining heat to a low temperature reservoir (the atmosphere)

This means that in addition to CO2

, we produce a lot of heat that is not used

In fact, most of our systems are less than 50% efficient: we put more of the energy of combustion into warming the earth than

in transport, lighting, heating homes, or making things, etc.

Residential

Burners,

23%Industry,

19%

Power

Stations,

25%

Transport,

18%

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

13

How Limited Are Energy Reserves?

Peak Oil is a theory that suggests the price we are willing to pay is an independent variable

In fact, the more we are willing to pay, the more energy reserves we can access

Fossil energy is limited and should be conserved, but it’s not an emergency

We have time to act reasonably

Dol

lars

per

Bar

rel

Billions of BarrelsSource: IEA, EIA, Company Websites,

O&G Journal, World Oil, Rand Corporation, ECG

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

14

Global Automotive Fleet Sizes Will Be More or Less Evenly Distributed by 2035

China

Other

Asia-

Pacific

USA

Canada

Latin

America

Em

EuW.

Europe

Africa

M E

Millions of On-Highway Vehicles In Use, 2035

India

290245

241

478

777

437229

277

Total: 2,976 Million Vehicles In Use

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

15

…But Known Global Oil Reserves Are Localized

Source: Global Insight Energy Group

112.2

41. 1

101.2

773.9

139.2

(9.4%)

(3.5% )

(8.5%)

(61.7%)

61.0(5.1%)

(11.7%)

Total: 1319.1 billion barrels

Barrels in region (% of total)

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16

Competition Regulations: Revised

Whole-cycle efficiency (to reject less heat into the atmosphere)

Readily monitored and maintained (to ensure low toxic emissions and ongoing high efficiency)

Diversity of energy sources (to reduce tensions and imbalances caused by dislocations of energy demand and supply)

Ease of use

Adequate autonomous range

Cost

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17

Competition Line-Up Presents a Confusing Array of Diverse Yet Possible Solutions

Combustion Engines–

Reciprocating (intermittent combustion)

Turbine

Direct drive•

As an on-board generator

External combustion

Fuel Cell–

As commonly envisioned using hydrogen

Battery Electric Solutions–

Electric powertrains

Stand alone or in conjunction with above

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18

Combustion Engines: A Well-Known Benchmark

Efficiency –

Peak of 35% for reciprocating–

Potentially half that over a duty cycle

Turbines running at full load can do a bit better, but worse on a variable duty cycle

External combustion engines suffer efficiency losses due to energy transfer across a barrier

Continuous combustion systems are more tolerant of a range of fuels

Most engines done well should be transparent to the driver

Turbines with wide speed/load range can be challenging and costly to integrate into a vehicle

EfficiencyReadily

Monitored

Diversity of Energy Resources

Ease of Use Range Cost

Combustion EnginesRecipTurbine directTurbo GenExternal

Contender

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19

Fuel Cells: The More We Know Them, the Less Ideal They Become

Efficiency –

Promise of 70%–

Currently yield about 40%–

Hydrogen production is a major energy issue

Diversity of energy resources is favorable as hydrogen can be made from electricity which in turn can be made from resources that are both abundant and well-dispersed

Produce no known negative impacts that need constant monitoring

Range should be no problem IF the promised efficiency can be achieved, offsetting the impact of the reduced energy density of the Hydrogen

Cost is prohibitive due to the precious metals content of the stack and surrounding systems and hydrogen storage system

EfficiencyReadily

Monitored

Diversity of Energy Resources

Ease of Use Range Cost

Fuel Cells ?Contender

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20

Pure Battery Electric Solutions Are Greenest

Efficiency –

On-board efficiency of 70% or more

Overall efficiency of coal fired powerplants

(~40%) needs to be addressed for worst case

Efficiency of hydro, solar, and wind energy can be judged as moot: no atmospheric warming

Produce no known negative impacts that need constant monitoring

Electricity can be produced from any source

Range issues are addressable with battery evolution and also societal change

EfficiencyReadily

Monitored

Diversity of Energy Resources

Ease of Use Range Cost

Battery ElectricStand-aloneHybrid As Engine

Contender

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

21

And The Winner Is…

Battery Electric Vehicles

Major winning factors:–

Can use a diversity of energy sources

Produce no known negative impacts that need constant monitoring

Affordable

Electricity can be produced from any source

Tank to wheel efficiency of BEV and Fuel Cells is roughly equal–

Fuel cells fall short when compression and other “source to tank”

potential processes associated with Hydrogen are taken in to account

EfficiencyReadily

Monitored

Diversity of Energy Resources

Ease of Use Range Cost

Combustion EnginesRecipTurbine directTurbo GenExternal

Fuel Cells ?Battery Electric

Stand-aloneHybrid As Engine

Contender

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Copyright © 2008 Global Insight, Inc. GLOBAL AUTOMOTIVE CONFERENCE

22

Conclusions

We will move gradually to battery electric vehicles

Electricity will come from a variety of sources, some of which have minimal to no negative environmental impact

Powerplants

will be upgraded as new technologies become available making benefits realizable within a few years of invention

But we will still produce much of our transport energy from combustion sources, still contributing to global warming. We must reduce the net energy consumption of moving people; improving the thermal efficiencies of our current transport means is not enough

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Thank You!

Philip GottDirector, Automotive Consulting

[email protected]

Presentations are available for download at:www.globalinsight.com/events/GlobalAutoDearborn2008