YUNEV, CalStart, and the California Air Resources Board (CARB) Hybrid and Zero-emission Truck and Bus Voucher Project (HVIP) teamed up to conduct a cost assessment on commercial vehicle batteries. The focus of the study was
The Two Different EV WorldsBattery Cell, Module, and Pack CostsForward-Looking ForecastsIt’s important to remember that we are looking at two very different EV worlds — light-duty passenger electric vehicles and commercial electric vehicles.
Even though there are new zero-emission regulations such as the Advanced Clean Truck Act , the majority of both medium- and heavy-duty truck and bus purchases in the US for the next decade will still be non-EVs. Another factor that impacts the battery cost is the battery cell chemistry. Lithium titanate has an advantage in terms of its ability to accept high charge rates while delivering long cycle life. Lithium nickel manganese cobalt oxide or lithium-ion phosphate s don’t have the same advantages as LTO.
Another topic in this section brought is the disparity in the battery cost data among major EV passenger car OEMs and how this would explain the difficulty in creating cost estimates for OEMs in the commercial vehicle market. The latter market’s range of EV battery sourcing and scale is much more pronounced.
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