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festein

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  • Axion Power Concentrator 339 June 01 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    For micro hybrid, very small (Ultra High Power) li-ion cells are at scale, through multiple well resourced OEM supplying companies, and the entire package (incl LAB starter battery) costs around $230. This is the low risk/low cost approach for high DCA performance.
    Jun 4 03:14 PM | 3 Likes Like |Link to Comment
  • How China Has Become The Favorite Country For Electric Vehicle Companies [View article]
    An EV driven on the Eastern Seabord in China has CO2 emissions of over 200g CO2/km. Some good reasons for Chinese EV adoption (although some serious challenges too) but CO2 emissions reduction is not one of them.
    Jun 3 10:49 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 322: Apr. 09 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    The Li-ion is in one case, the lead acid in another. Think they expect that the Li-ion can be separated out at recycling facility by anomalous weight (lighter than it should be). Better be able to, as a Li-ion getting into a LAB recycling will end in explosion.
    Apr 9 11:44 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 321: Apr. 04 '14: Q4 & EOY 2013 Results & CC; CFO Resigns; David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Barclays forecasting that Tesla has already peaked with US sales - http://bit.ly/1g65wXm - that China sales will no need to pick up...
    Apr 9 01:31 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 312: Mar. 08 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Yeah, at the end of the day it will still come down to the lowest cost way of meeting CO2/MPG regulations - such that the dogs still eat the do food. Whether 15% is hit or not by micro hybrid, any improvements in DCA will continue to steal the benefits of further hybridization.
    Mar 11 07:41 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 312: Mar. 08 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    The real problem with mild hybrid and above is that the electric machine needs to be integrated into the drivetrain, and there is a cost step when this happens; this is independent to the battery being used.

    With a full hybrid, the costs are there, but there is also a meaningful, and critically, noticeable reduction in fuel use.

    If oil costs escalate it will all probably spur greater interest in higher degrees of hybridization - but will also stimulate greater interest in alternative fuels (more of these will become economic as the oil price increases).

    From an economic perspective, micro-hybrid is VERY hard to beat - and the hurdle to dislodge will only increase as better battery technology, such as Axion, come though the tech dev process.
    Mar 11 07:38 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 312: Mar. 08 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Exactly that.
    Mar 9 10:38 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 312: Mar. 08 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    I wouldn't read too much into it right now - each OEM has their own particular challenges and technical solutions, that they each think is best. They each have a full arsenal of technologies to get them to where they need to go, and they work in an integrated manner, so it will be very hard to make any general conclusions from this.

    The interesting thing is how the customers respond to the packages being released; those that have gone mild hybrid (GM, Honda) have both pulled back to go micro hybrid - word is that the customers don't get the value prop (they see the costs, but don't see enough from the fuel savings). Honda is going forward with micro and full hybrid (leaving mild behind).
    Mar 9 09:23 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    Think the ultimate degree of hybridization will ultimately be driven by where regulations end up. If they drive much lower than 90gCO2/km (EU) then it will force mild/full hybridization.

    If the regulatory drivers are not so tough, then it will stall out (for the majority of cars) at the S/S plus regen - the on-costs of integrating an electric motor into the drivetrain just destroys the economics. Have a look at GM with the Malibu - moved from SLI+Li-ion to 2x LAB. Same with Honda. In 3 years, it will probably be the same with Kia.
    Mar 9 08:50 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 311: Mar. 06 '14: David DiGiacinto Joins BoD; PV With Storage Financials; Petersen Worksheet Suggests PIPE Effects Nearing End [View instapost]
    481086 - a quick question; do you think the move to 48V is going to be a mainstream move? I've seen a presentation from Ford where this has the 3rd lowest CO2 % reduction per $ of all the technologies they have at hand - only just beating BEV and PHEV. i.e. - don't hold your breath.

    I guess it will depend on the other fuel efficiency technologies they have to hand, and with the Ford econetic ICE, it may push out the economics for 48V?

    The luxury OEM's do have a clear (powernet stability) driver for this, but for the main stream? Thoughts?
    Mar 6 09:18 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 296: Jan. 12 '14: Q3 '13 Results; Sale Of PowerCubeâ„¢ ESS; John Petersen Joins EPower [View instapost]
    The UB (apparently) is not suited to micro-hybrid as a sole energy storage device as it has a high self discharge rate. Hence its suitability in mild hybrid (where it is a cycling battery, not used as a starter battery) and in grid apps.

    AGM DCA is well known, but good improvements are coming from EFB's. They are apparently up to 40A (sustained) of DCA from an 80Ah battery. Not Axion territory, but about 2x AGM (and lower cost).
    Jan 16 10:25 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 277: Oct. 19 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    a general summary - including use of ski-lifts to transport gravel up hill at night...
    http://bloom.bg/15VBfce
    Oct 20 07:33 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 276: Oct. 17 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    The bottom line is that a 10% mass reduction will improve fuel economy by 6.5% and will cost $1.50 per pound. - no degradation in safety.
    Oct 18 02:06 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 276: Oct. 17 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Almost embarrassed to provide this link (a 1079 page document!!) but it's a comprehensive study into mass reduction opportunities and cost/saftey impact...

    http://1.usa.gov/1gP4TUY
    Oct 17 05:36 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 276: Oct. 17 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    The other emerging trend that will effect hybridization is light-weighting - the costs for weight reduction appear to be much lower than originally anticipated (which reduces the relative economic attractiveness of hybridization). With ICE efficiency improvements and light weighting, the move to higher levels (Mild/Full hybrid) are being pushed well back. Think the micro hybrid will be around for a long, long time.

    Even the push to 48V is now losing momentum - it will get a start in luxury cars, where voltage stability is becoming a real problem, but this is not an issue for the bulk of the market.
    Oct 17 04:20 PM | 1 Like Like |Link to Comment
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