Download as pdf or txt
Download as pdf or txt
You are on page 1of 15

E-Mobility

Scenarios 2030
A future vision of electromobility in Brazil

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
SCOPE

1. Fundamentals
2. Vehicle Architecture
3. Battery Technology
4. Infrastructure
5. Sustainability
6. Regulatory & Policies
7. Market Evolution
8. Push Forces and Inhibitors
9. Conclusion

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
PROJECT CONTENT
Fundamentals: This topic will address the core objectives and motivations behind Brazil's E-mobility future, highlighting the
need to reduce carbon emissions and promote environmentally friendly transportation.
Vehicle Architecture: Delving into the variety of electric vehicle designs and features being developed globally and in Brazil,
emphasizing adaptability to local consumer preferences, natural resources, energy matrix and driving conditions.
Battery Technology: This module explores the advancements in battery technology, focusing on the types of batteries being
used and how they impact electric vehicle performance, cost and range.
Infrastructure: It deals about the expansion of charging infrastructure, including the development of charging stations in urban
areas and along highways to support the growing EV market.
Sustainability: Environmental benefits of electric mobility in Brazil, such as reduced air pollution and a lower carbon footprint
in the transportation sector.
Regulatory & Policies: Government policies and regulations that support electric mobility, including incentives, tax breaks and
emissions standards that encourage EV adoption.
Market Evolution: Current state and potential growth of the electric vehicle market, Global and Brazil, including market trends
and consumer behavior.
Push Forces and Inhibitors: Driving factors pushing the adoption of electric mobility (e.g., environmental concerns and rising
fuel costs) and challenges inhibiting its progress (e.g., high initial costs and infrastructure limitations).
Conclusion: The conclusions will summarize the key takeaways from the various aspects discussed, highlighting the significance
of Brazil's electric mobility project and its potential for a sustainable and cleaner transportation.

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
FUNDAMENTALS
Definition
E-mobility refers to the use of electric vehicles (EVs) and electric-powered
transportation, reducing reliance on fossil fuels and promoting sustainability.

It addresses the core objectives and motivations behind Brazil's E-mobility future,
highlighting the need to reduce carbon emissions and promote environmentally
friendly transportation.
VEHICLE ARCHITECTURE
Description, operation & performance

FC

H2

Ice Engine Mild hybrid Hybrid Plug in Hybrid Series Hybrid Battery ElectriC Fuel Cell
(range extender) Vehicle
• Powertrain is • Some feature • Combustion engine • Battery can be • Combustion engine • Electric motor • A hydrogen-
driven by a fuel- regenerative and electric motor recharged via drives an electric draws its energy powered fuel cell
propelled engine braking, power- deliver parallel onboard engine generator which from an generates energy
(ethanol/gasoline/d assist or torque-fill power and plugging into a both charges a accumulator, which to power the on-
iesel) to the ICE, but all • Straight hybrid power grid battery and powers can only be board electric
• fuel evolution to lack the ability to • Battery an electric motor charged via a motor
low carbon run solely on components power grid or uses
electric power. available at the regenerative
• Nationalize local market braking to recover
Batteries And • Attractive to the • Niche For Urban
Components Brazilian consumer Buses And Trucks

Example: Example: Example: Example: Example:


Example: Example:
VW Polo Kia Stonic Honda Civic Hybrid Volvo XC60 Nissan Leaf
BMW i3 Rex Toyota Mirai
Fiat Argo Chery Tiggo5x Toyota Corolla Hybrid Audi Q5 Renault Zoe

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
BATTERIES
Operation, composition, manufacturing, prices, recycling & performance

The main issues for Hybrid and Electric vehicles Battery are: Acceleration
Power Density Weight
Environment Energy Density Life Cycle
Temperature Range Power Density
Cost Volume (W/kg)

Energy Density (Wh/kg) Range

Battery type Lead acid NiMH Lithium‐ion


Energy Density (Wh/kg) 30‐40 50‐80 100‐160
Source: BNEF

Power density (W/kg) 120‐200 250‐1000 1000‐1500


Cycle life 200‐300 300‐500 1000‐2000

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
INFRASTRUCTURE
Charging, geolocalization, energy distribution, installation & operational costs

3.000 2.700

Thousands
2.500
65% China
20% Europe + USA
2.000 15% Others 1.754 1760

1.500 1.295
ESTIMATE INSTALLATION COST
Item Unit Cost Total Cost 1.000 895
Charger R$ 251.450,00 R$ 1.005.800,00 549
500
Installation R$ 10.000,00 R$ 40.000,00 Public charging points
0
Total R$ 261.450,00 R$ 1.045.800,00 2018 2019 2020 2021 2022
World China
ESTIMATED ENERGY CONSUMPTION AND MONTHLY COST
10 EV’s
260 kWh
24 Days
62.400 kWh Total fleet energy (monthly)
Unavailable for this volume Energy cost low voltage
R$ 31.200,00 Energy cost medium voltage
R$ 24.960,00 Free market energy cost

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
SUSTAINABILITY
Life Cycle Analysis (LCA)
WELL-TO-TANK

TANK-TO-WHEEL
Mining (USE)
BIO Harvesting Ethanol Fueling

Processing Planting Production Transport


Raw Materials
FOSSIL

Manufacturing
Components Extraction Refining Gasoline Transport Fueling
END-OF-LIFE
RECYCLING
ELECTRICITY

Logistics

Generation Transmission Distribution Charging


Assembly
Well-to-Wheel
Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
SUSTAINABILITY
Well-to-Wheel Analysis
CO2e Emissions (g/km)
250

ETHANOL is a relevant and


200 immediate solution for
decarbonization
150

100

50

Tank to Wheel Well to Wheel

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
POLICY
Tax Credits and Incentives by country

Copyright © 2023 Bright Consulting. All Rights Reserved.


GLOBAL & BRAZILIAN MARKET
Registrations, parc, propulsion systems, charging type by country/state
2022 Parc ICE
MILD-HYBRID
0,5% 1,2%
HYBRID
7,3 mi 95,1% 1,9% PLUG-IN HYBRID
New bev’s Source Country ELECTRIC
registrations
worldwide 1,3%

60%

Charging type

WORLD
SLOW CHINA NORWAY
FAST USA

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
TRANSITION TO E-MOBILITY
Costs, complexity, maintenance & TCO

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
OUTLOOK
Commitment to E-Mobility

Internal combustion engine From 2025 nearly all our money is Offering more fuel-efficient
at Volkswagen is now to going into electromobility. Recycling combustion engine cars is key both
simply make money for the is another important component of from a profit perspective and an
transition to EV’s sustainability alongside reducing environmental perspective.
carbon emissions E-mobility will never be cheap.
Thomas Schäfer
(CEO, Volkswagen AG) Ola Källenius Oliver Zipse
(CEO, Daimler AG) (CEO, BMW)

Countries reliant on coal or without a supply of


Hybrids should play a more renewable energy focus on other zero or low-
significant role in the transition emission alternatives, such as hybrids.
Carlos Tavares Gill Pratt
(CEO, Stellantis) (CEO, Toyota Research Institute)
Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
Key
OUTLOOK automotive
trends at a
Change in the Automotive Industry glance
New

FUTURE VEHICLE CONCEPTS INNOVATIVE MOBILITY SOLUTIONS


Autonomous | Electric | Connected | Software based Robotaxi | Flying Vehicles
Innovations
Product

CURRENT VEHICLE CONCEPTS SHARING & MOBILITY ON DEMAND


optimizing

SUV/CUV trends | Optimzed ICE’s Shared | Signature

traditional business model innovation revolutionary

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL
THANK YOU
E-Mobility
Scenarios 2030
A future vision of electromobility in Brazil

Copyright © 2023 Bright Consulting. All Rights Reserved. PRIVILEGED AND CONFIDENTIAL

You might also like