The Great Battery Race

A 19th-century technology could determine which nation triumphs in the 21st. Steve LeVine reports from the global competition to replace the combustion engine.

BY STEVE LEVINE | NOVEMBER 2010

On a July visit to the Smith Electric Vehicles plant in Kansas City, Missouri, U.S. President Barack Obama vowed that within five years, the United States would be making 40 percent of the world's advanced batteries. (It made just 2 percent in 2009.) "That's how we ensure that America doesn't just limp along," he declared, "but instead that we're prospering -- that this nation leads the industries of the future." Obama's point man for this ambitious project defines his goals in equally sweeping terms. "The ability of a country to manufacture batteries and vehicles will help to create wealth, will help to provide resilience against oil-supply disruptions, and help to create jobs," David Sandalow, U.S. assistant energy secretary for policy and international affairs, told me. "And those, in turn, will create national power."

But while U.S. officials have been sweeping in their rhetoric, China has been breathtaking in the scale and specificity with which it is ordering up an electric-car industry. Beijing in recent years has issued government directives that, if realized, will result in the production of some 30 electric-vehicle models by 2012; expanding lithium-ion battery manufacturing into a $25 billion-a-year industry by that same year; and the construction of about 100 charging stations this year alone across the country.

It's not just the United States and China. Google the phrase "electric car" and the name of any reasonably sized country, and you will turn up yet another aspirant. More than a dozen would-be contenders from South America to Scandinavia are talking about the technology in positively existential terms, even those with little plausible hope of coming up winners. German Chancellor Angela Merkel hopes that "in the 21st century we are again the nation that is able to build the most intelligent and environmentally friendly cars." French Ecology Minister Jean-Louis Borloo has announced a government-industry plan to win "the battle of the electric car." Those who develop and manufacture the next-generation technology for electric cars, these leaders believe, will be the haves. And those who don't will be at the mercy of those who do.

ONE, TWO, THREE DOORS, AND JEFFREY CHAMBERLAIN is into the "dry room," a state-of-the-art, moisture-proof chamber customized for fiddling with the exacting technology of advanced lithium-ion batteries. Chamberlain, the 44-year-old manager of a scientific team at the U.S. Energy Department's Argonne National Laboratory in suburban Chicago, walks over to a machine loaded with giant rolls of white plastic film. Peering through plastic protective glasses, he explains how the film is coated: slowly, with a liquid mixture of aluminum and carbon. The coating process is crucial to the lithium-ion battery. It's also very, very old. "It's a 19th-century technology," Chamberlain says; in labs in other countries, he adds in a whisper, he has seen scientists actually dip a finger into the slurry to judge its quality.

The battery, like the light bulb, is at its heart an archaic device, an artifact of the early Industrial Revolution tucked inside the gadgets of the 21st century. In 1749, half a century before Alessandro Volta invented the first battery, Benjamin Franklin coined the word to describe a rudimentary electric contraption he built out of glass panes, lead plates, and wires. The modern Energizer is a remarkably close descendant of the first lead-acid battery -- two sheets of the pliable metal divided by a piece of linen and suspended in a glass jar of a sulfuric acid solution -- invented by French physicist Gaston Planté in 1859. The world's two largest car-battery manufacturers, Johnson Controls and Exide Technologies, both U.S.-based enterprises, make most of their money selling what are essentially variations on Planté's 151-year-old workhorse.

The greatest advance in battery design since Planté originated in the United States in 1977. The world's faith in petroleum had been shaken by the oil shocks earlier in the decade, and even Exxon, the world's most profitable oil company, was in the market for alternatives. Exxon developed and commercialized the lithium-ion battery, which generated power by discharging ions from one side of the device and absorbing them on the other -- an innovation that allowed the battery to store far more energy than earlier technologies. But as memories of the energy crisis faded, and with them the imperative to escape from dependence on oil, Exxon abruptly abandoned the lithium-ion business. Japan's Sony picked it up, combining advances by American and Japanese researchers and releasing a much-improved version of Exxon's lithium-ion invention in 1991; it packed four times the energy of its lead-acid predecessor.

Eightfish/Getty Images

 

Steve LeVine is a contributing editor at Foreign Policy and an adjunct professor at Georgetown University's Security Studies Program.

BUDAHH

7:21 PM ET

October 14, 2010

 

IAN

11:22 AM ET

October 15, 2010

Excellent article

Informative about one of the biggest movements in this era. Showing both the scientific point of view including their needs and desires and the foreign political view and how governments are feverishly working openly with companies, throwing money at them in order to provide a possible new economic boom for their country. Well written, interesting.

I like it.

 

STEVELEVINE

3:29 PM ET

October 15, 2010

Response

Many thanks to you both. We will be seeing more on this topic. A  main question -- perhaps the main question -- will be who has the tenacity to stick it through a probably two- or three-decade long race.

 

TOM G

4:05 PM ET

October 17, 2010

why does humanity always do this.........

why do we always do this, we have an opportunity to develop a totally new form or energy generation using an infinite fuel source called hydrogen and in the process end both the dependence on the limited supplies of oil and reverse man's impact on the environment while maintaining our current way of life and instead people are thinking again to go for the relatively easy option batteries which are even worse as they still need power generated by fossil fuels and maintain even increase the current output of dangerous emissions causing us to screw up more and force us backwards its insane when you think about it , seriously why doesn't FP ask that question and see what answer they get?

 

STEVELEVINE

4:54 PM ET

October 17, 2010

Hydrogen

Hydrogen poses numerous problems of its own that many experts believe won't be surpassed. In terms of its use in a fuel cell in a vehicle, one major problem is its volatility.

Natural gas-burning power stations produce less than half the CO2 as both oil and coal. That in itself would satisfy much or all of the greenhouse gas-reduction goals currently under discussion.

As for whether fossil fuels as a whole can be bypassed as a fuel, no one can point to a currently known alternative with a chance of becoming this across-the-board substitute any time soon, and perhaps not this century.

That is a big reason why batteries are currently considered a holy grail.

 

CARDSHARP

7:27 AM ET

October 19, 2010

Exactly, hydrogen is NOT a "free" source of energy.

Hydrogen is produced by electrolysis of water which requires electricity. It is not a energy source persay so much as a way electricity can be stored in gas form.

 

CARDSHARP

7:32 AM ET

October 19, 2010

Another problem is

portable storage. Hydrogen is incredibly hard to compress in tanks. It has very little van der waals forces holding the molecules close to each other.

 

RK683

11:46 AM ET

October 18, 2010

Energy Density Gasoline vs Batteries

The reason we use gasoline in our automobiles is really very simple.

Gasoline is incredibly energy dense, easy to transport, easy for the customer to use in his vehicle. & cheap to store.

Batteries have so far lagged behind on all these important qualities. They hold relatively small amounts of energy per volume, take a long time to recharge & suffer from low service life.

If these problems are solved, adoption of electric vehicles will become a no-brainer. In addition, such improved batteries could be used at wind farms & solar power stations to reduce the variability inherent in those means of power-generation.

I am very interested in the concept of Battery-Leasing & Battery exchange stations, since they appear to address some of the issues regarding, range, ease of use etc with current technology.

Excellent article, I hope to see more reporting on political efforts to direct money and attention to this research.

Thanks.

 

AMA2002

12:32 PM ET

October 18, 2010

LITHIUM

I am working on a huge lithium ore reserve in Upstate New York, one that is 3X that of typical crustal abundances.

Please visit Great Sacandaga Lake Deepening Project.

 

LEEDO TOELG

4:47 PM ET

October 18, 2010

Another strategy

We should let the Chinese spend billions perfecting new battery technology, and NOT follow suit. Then, when they roll out the new batteries, we simply copy the technology and make millions of pirate copies. The irony would be delicious.

 

CARDSHARP

7:31 AM ET

October 19, 2010

Sorry but China won't be perfecting technology so much as

figuring out how large scale implementation work. The majority of leading edge battery research is still done in the states (albeit probably by Chinese post-grad).

 

JOE PALUSKA

9:03 PM ET

November 9, 2010

battery switch technology

From our perspective, the key to making electric cars a mass market reality is by separating ownership of the battery from the car. Change the business model so that consumers pay for electric miles much like they do today with gas miles and treat the battery as a consumable and as part of the infrastructure.

Our company is Better Place, and we're seeking to displace gas miles with electric miles by building charging infrastructure across entire markets that enables consumers to drive long distances in electric cars by swapping out depleted batteries for fully charged ones.

You can check out our Tokyo electric taxi project here:

http://www.betterplace.com/the-company-multimedia-videos-detail/index/guid/ac58e4e7-0461-4e26-b771-2ceb72dcb5c8

We'll replicate the Tokyo project in the SF Bay Area next year.

Even more importantly, we're deploying our infrastructure across all of Israel and Denmark - our first two markets - for commercial launch next year.

To the author's point, there is indeed a great race on, which we've influenced since our founding three years ago.

We can confirm that China is moving faster than the US and is expected to name EV as one of its seven industrial pillars in its next five-year plan. China is also evaluating battery switch technology as they understand the impact it has on the economics of electric cars as well as the electric grid.

The US still has time to act to be competitive with China, but time is of the essence as the industry won't be up for grabs for long.

Regards,

Joe