The time is right for electric cars.
In fact the time is critical.

Carlos Ghosn, CEO Renault & Nissan

Can China's EVs kill petrol?

Beijing is keen to cut pollution in the world's biggest car market.

Tesla boosted

Shares in Tesla have risen after Elon Musk said Model 3 would be ready by Friday, two weeks ahead of schedule.

Pollution Leads to
7 Million Deaths per Year.

Is this Acceptable?

Sources: Climate Policy Info Hub & Center for Climate and Energy Solutions

UK Energy Consumption

147K in 1970

137K in 2016

UK Energy Sources

Heat & Noise

Chassis & Body

Under Utilisation

Driving Style

Gas Guzzling Inefficiency

Sources: Winning The Oil End Game & Sustainable Energy Without Hot Air

100m new vehicles per annum

Circa 1 billion cars and light trucks on the road.
Consuming circa 250 billion gallons fuel yearly.

The Revenge of the EV

1832-1839: First practical EV

1900-1912: EVs soar on US roads

1930s: EVs face extinction

Source: EV BOX

The Road to the
Roaring Twenties

1901 Tarmacadam
1916 Federal Aid Road Act
1921 Federal Aid Highway Act
1924 US has 31,000 miles of paved road
1925 The height of the "roaring twenties"
- Motels & Drive-ins
- Consumer Credit
- Suburbia

Electric Vehicles - EV

Are overcoming barriers

High first cost
Limited range
Slow speed of recharging

Fuel Cell Vehicles - FCV

Suffer from all 7 of the sins.

Fuel cell vehicles available commercially in very limited quantities.
Difficult to engineer
Flammability of hydrogen

Expensive
Limited Range
Slow Charging or Refuelling
Few Stations for Fuel or Charge
Safety and Liability
Competition
Apathy & FUD

Source: www.thinkprogress.org

Barriers to AFVs

1

H

7

Li

565,000 sold in 2015
EVs have long had a per-mile fuel cost less than gasoline.
With renewable generation, EV's have holistic low emission.
On going improvements in
- Range
- Recharging
- Initial Vehicle Cost
- Perceptions

Renault/Nissan - Big Auto scale
Tesla - Silicon Valley boldness
Ather Energy - Indian confidence
River Simple - British quirkiness
Uniti - Nordic efficiency & design

Some of my Favourite EVs

Big Auto Scale

Company Power
- Tier 1 auto maker
- 8.5M vehicles p/a (#4 globally)
- $180B revenue. 450,000 employees
Market Power
- A leader in the EV segment
- 85,000/565,000 EVs sold in 2015
  => 15% of niche
  => 1% of group volume

www.nissan.co.uk - www.renault.co.uk

Offer Power
- Mid-low market vehicles.
- Cars, vans, batteries & charging.
Execution Power
- Early to EV market & steady growth over several years.
- Dampened by vested interest in gasoline cars.

Silicon Valley Boldness

Company Power
- $ 4B revenue. 13,000 employees.
- 125,000 cars sold in 8 years.
- 0.03% total market share
Market Power
- A leader in the EV segment
- 40,000/565,000 EVs sold in 2015
  => 7% of niche
- 5M luxury vehicles sold per year, worth $220B
  => 0.6% of niche

www.teslamotors.com

Offer Power
- More than an auto company
- Electric luxury cars
- Automotive components
- Rechargeable energy storage systems
Execution Power
- Over promising & under delivering

British Quirkiness

Offer Power
- 300 mile range
- 3 minute recharge
- Hydrogen-fuel cell vehicle
Execution Power
- Rasa prototype is on road.
- Into production end of 2018.
- Roll out across the UK town by town, in tandem with hydrogen refilling stations.

www.riversimple.com

Company Power
- Pre-revenue. Crowd funding now.
- <50 employees
Market Power
- Founded OScar Automotive in 2001
- Became Riversimple in 2007.

Indian Jugaad

www.atherenergy.com

Company Power
- Pre-revenue.
- Circa 100 employees
Market Power
- Founded early 2014
- $1M seed funding Dec 2014
- $12M series A May 2015.

Offer Power
- Top speed of 72 kph
- Range of up to 60 km
- Charge up to 80% in 50 minutes.
Execution Power
- S340 unveiled on 23 Feb 2016.
- Will start taking pre-orders by Q2 end 2016. Price yet to be disclosed.
- Manufacturing will have the capacity to produce 50 scooters a day.

Nordic Efficiency & Design

Company Power
- Founded 2015 in Lund, Sweden
- Pre-revenue. Crowd funding soon.
- <50 employees
Market Power
- Underpinned by world class research, engineering & automotive capabilities.
- Tapping into open source communities.
- Strong voice in social media.

Offer Power
- Ultra sustainable
- Two seats in tandem ( EU L7e quadricycle)
- 90km/h max speed, 150km range (weighing 400kg)
- Induction or plug-in charge. Removable battery.
- Unique driver experience
- Designed for autonomy
Execution Power
- Kepler Pod floor show at Cebit Feb 2016.
- Uniti Arc shipping May 2016.
- Prototype car expected end of 2016.