Nissan's E-Power Technology Is Annihilating The Toyota Prius In Japan - Can It Also Be A Threat To Tesla And Lithium? - 3.7 volt lithium ion battery

The previous version of this article was first released in March 31, 2018, only as a market article for my subscribers.
In an article published on November 2016, I talked about Nissan's (OTCPK:NSANY)
In order to face the possibility of tightening the supply of lithium batteries, a new non-plug electronics was introduced to 2020. Power car.
The car uses a gasoline motor and the only purpose is to charge the battery of the electric car.
More specifically: While there is currently an unfinished discussion about whether or not such a car can be called an electric car, because gasoline is still "the only energy source", so, it should be used as an example of the non-electrified global automotive industry.
Nissan appears to have chosen to include it in its new definition of "electrified vehicles", but there is the understanding that it provides the same driving experience as an all-electric vehicle, despite Li-ion battery.
The purpose of this study is to see to what extent Nissan has fulfilled its commitment to the popularity of electric vehicles (In terms of Nissan)
Whether the move will be another reason for Tesla and the backward lithium producers to worry about the future.
With regard to the promotion of electric vehicles in la Nissan, the automaker has just announced a new target for the sale of 1 million "Electric Vehicles (
Including allelectric and e-Power vehicles)a year by 2022.
According to the Electrek article in the previous link, Nissan is likely to focus on e-commercePower vehicles.
This is consistent with my reasoning in 2016.
As I said in reply to comments on my previous article on this issue, Nissan is chasing the "big" market, although one of the automakers who started the electric car revolution in 2010 could be very bad (want to)
After all, their business strategy may not be very credible, which helps it to collapse.
An interesting article published by auto news this year reported :(i)
Nissan has just deployed its electronics.
The second nameplate of the Serena family van is Power technology; (ii)
1 for the new model. 8-kWh (instead of a 1. 5-kWh)
Battery and 100-kW (
Instead of an 80-kW)
The electric motor, on the grounds that Serena is heavier than the Note, has to accommodate two more passengers; (iii)it achieves 21.
5 mpg more fuel efficient than ice-
Only version under Japanese standard and contains new driving mode not available on Note e-
Power is called mode, which "limits the time when the engine starts charging the battery and allows the vehicle to cruise 1.
7 miles in the quiet of electric vehicles "; (iv)the e-
Electricity Technology will enter the US market. S.
As an option on high-
The final vehicle, where it could have 130kWh or 140-
KW motor and "at least 2. 5-
The ascending engine used in the Altima "; and (v)
The report ranked fifth in sales in Japan in 2017, with 65% of buyers opting for e-commerce
Nissan expects to sell 96 K Serena vans a year in Japan, of which 40% will be electric vehiclesPower.
Please note that the above
The list mentioned corresponds to the top 30 in Japan
In 2017, car models, including mini cars, were sold, and when the latter was excluded, the Note took only a second place after the iconic Prius.
Surprisingly, although Toyota (TM)
Compared with the previous year, the sales of Prius in 2017 showed a decline in freedom (with a year-to-
-Annual change35. 2%)
Precautions for Nissan (with e-
Power Technology)
Sales jumped from 66,561 in 2016 to 90,288 in 2017 (with a year-to-
35 annual changes. 6%)(See: Table 1).
Japan: Toyota Prius.
Nissan Note2016-
2017 * considering that 65% of buyers have only chosen e-commerce, the figures are calculated
Power technology. Sources: Best-Selling-Cars 2016; and Best-Selling-Cars 2017.
This trend is likely to be consolidated in 2018, just like Nissan Note (
Ice and electronicsPower versions)
It's already the best in Japan.
Sales of 9,110 cars-
Compared with the advantages of Toyota Prius, this is the biggest gap between Toyota Prius since its listing in November 2016, and it is also "the second consecutive year . . . . . .
Japanese popular car models in the first quarter of this year.
"Although Note sales fell 13% in May 2018 to third place, the car was comfortable at 7,500-unit advantage.
"So if Nissan's e-
In a very short period of time, the power system will definitely let Toyota disappear from the leadership of the hybrid car, is it reasonable to think that it will cause serious damage to Tesla as well (TSLA)
Lithium in the next few years?
In order to answer this question, we may have to study the impact of Li-
I mentioned ion batteries and electric cars in my previous post.
In Figure 1, I relate these factors to the standard variables for determining lithium demand and metal supply, as Professor John Tilton proposed back in 1985, and described by a recent study by the World Bank.
As far as this article is concerned, I will focus my analysis on a set of limiting variables that only affect the demand side of the problem: oil prices (
Or the price of the most important lithium substitute)
The driving force or resistance of technological development and change.
A more comprehensive review of the lithium market is beyond the scope of this contribution.
In the following content, I first used my theory to describe what happened between January 2017 and February 2018 and then asked about the next 3-4 years.
Source: EVWorld; Seeking Alpha (2010i); Seeking Alpha (2010ii); Seeking Alpha (2017);
World Bank (2015).
Fact Review: January 2017-
Starting February 2018, what we need to remember is that e-
Power technology is a "non-plug-in series hybrid that still runs with gasoline ".
So we expect a positive causal relationship between oil prices and the sales of this hybrid.
In this regard, the latest rise in oil prices has partly explained why Note sales have found privileged space in the Japanese car market.
However, this relationship does not tell us why the sales of Prius continue to decline despite the obvious upward trend in oil prices during the period under consideration (
See: Figure 2, Figure 3).
Figure 2 Source: EIA.
Figure 3 Source: EIA.
This leads to the second determinant of my theory: technological development.
Here, it all shows that Prius's sales in Japan are still falling despite rising oil prices, as the most popular traditional hybrid cars are only competing with Nissan Note
It doesn't seem to be an isolated country or a Japanese.
A specific episode
In fact, similar situations have been encountered in the U. S. hybrid vehicle sector. S.
Between 2016 and 2017, sales of Toyota Prius fell sharply, and sales of Ford Fusion showed the opposite result (See: Table 2).
Table 2USA: Toyota Prius.
Ford Fusion2016-
2017 Source: HybridCars 2016;
And HybridCars 2017.
See Figure 3 below, how many times Ford Fusion sold more than Toyota Prius in the period January 2017 to February 2018
1 position in the mixed category, which makes us tend to believe in this trend --
Like in Japan.
It is also possible to consolidate in the next few years.
Please note that in March 2018 Fusion is again ahead of Prius, but the latter mode strikes back in April with a rather insignificant 613-
Combine the advantages of the car.
Figure 4 Source: HybridCars dashboard, various issues. What happened?
As early as April 2017, a hybrid car article provided the most interesting tips on what might be the reason for the American resultsS.
It comes down to two words: accelerating technology.
As we all know, Prius is a rather slow car, and Ford Fox has made significant improvements in this regard.
While Prius takes about 10 seconds per hour from 0 to 60 miles, fusion takes only 7 seconds to complete the mark.
In Japan, a surprising similar result also confirms our intuition about that country.
By the end of 2016, Nissan Note used e-
Power Technology (i. e. 0-60 mph in 9. 4 seconds)
It was also found to be lower than the Toyota Prius, needless to say, which has made significant technological progress than the performance of the ICE car variant (i. e. 0-60 mph in 10. 6 seconds).
We can now analyze the third component of my theory, that is, the promotion or resistance of consumers, companies or governments to change.
In addition to concerns about environmental awareness that may not be very important when considering hybrid cars instead of PHEVs or BEVs, Nissan noticed e-
During the period of consideration, Power technology and Ford Fusion showed that consumers in Japan and the United StatesS.
Even in the face of a slight rise in oil prices, its value exceeds the fuel economy, which is a problem that needs further review.
In addition, although Nissan chose e-
In fact, power technology may be designed to slow the pace of electricity and lithium in the global automotive industry, and we are not ready to give too much input on its real impact on Tesla and lithium.
Finally, the obvious success of e-Note
Given the "mixed culture" that has been established in Japan over the years, Japan's power technology should not be surprising, although the government's hybrid tax cut program ended in 2012.
Assuming oil prices stabilize sometime in 2018, the outlook for the next three to four years will be the first (
Over ten years)at US$60-65 per barrel -
Higher than since 2015.
USHEVs almost performed BEVs, but still running with some gasoline, could wipe out Toyota Prius in Japan and elsewhere and cause serious damage to other hybrid electric vehicles (HEVs)
And the electric vehicle (REEVs)and Plug-
In hybrid cars (PHEVs)
Around the world, but may not have a direct impact on Tesla, next month's lithium-4 years.
This conclusion is based on: 1)
My previous findings, although there is a clear positive causal relationship between oil prices and electric vehicles (
This could be extended to plugins
Also in hybrid cars)
So far, there has been no such causal relationship between oil prices and battery electric vehicles (BEVs); and 2)
In fact, Nissan will stick to its strategic goal of increasing Leaf production while developing eight new BEVs by 2022.
Second, in a limitation, electronic
Power technology will reduce Li-
The ion battery capacity in the electric vehicle of the automobile manufacturer, therefore using lithium carbonate equivalent (LCE)
But it could increase the popularity of electric vehicles in Nissan, Los Angeles.
In addition, the possibility that Prius will be eliminated by new technologies in the next 3-
Of course, the four-year premise is that Toyota will not be able to respond to and reverse Nissan's threat to its iconic hybrid in a timely manner.
In a way, Nissan has planned to significantly boost its USHEVs electric motor to compete in the U. S.
Presumably, with Ford Fusion and other hybrid cars, as well as the different reev and phev that are currently being sold there, at the same time, all of these electric cars are likely to suffer a lot tooframe.
Nevertheless, these technological improvements are not enough for Nissan's e-commerce.
In view of the acceleration that Tesla cannot achieve, electric technology will compete with Tesla's Model 3 (i. e. 0-60 mph in 5. 1-5. 6 seconds).
Third, due to its mixed nature, environmental awareness may hinder the adoption of e-commerce to some extent.
Electricity Technology in Europe and China, but it is unclear how the European and Chinese governments will respond to Nissan's technology.
However, it is more clear that this new way of doing things is welcomed by consumers in Japan and may be considered in the United States. S. and Canada.
Here, we believe that the ZEV authorization in California provides a loophole for e-commerce.
Just like in scope, power technology
I have previously sought an extended version of the BMW i3 mentioned in the Alpha article on this topic.
Finally, when predicting the scope of impact over the next few years, the versatility of the new system needs to be considered.
In fact, on January, Nissan announced it would extend its electronics
The power technology of the Infiniti model makes us think it will also consider applying it to trucks and SUVs.
If that is the case, one needs to wonder whether the Nissan strategy is in line with President Trump's intention to "put forward the standard of reducing fuel economy at the end of the March in order to make it easier to continue selling more trucks and SUVs, more profitable.
"Disclosure: I/we do not have a position in any of the stocks mentioned and do not plan to start any position in the next 72 hours.
This article was written by myself and expressed my views.
I received no compensation (
In addition to Seeking Alpha).
I have no business relationship with any stock company mentioned in this article.