Business Standard

The electrifyi­ng reality

Govt must chalk out an EV road map that sets targets and encourages innovation

- GAUTAM SEN The author founded India’s first automotive magazine Indian Auto in 1986 and has authored seven books on automobile­s

The government has set a rather ambitious target of 2030 by when all new cars sold in India have to be electric. The Society of Indian Automobile Manufactur­ers has instead proposed a more realistic target of 40 per cent of new vehicle sales in the country to be pure electric by 2030, with the aim of getting to 100 per cent all-electric by 2047.

Are either achievable? And why this obsession with electric vehicles (EVs)? Because the tail pipe emission of an EV is zero in pollution terms. So, are EVs the only ones that can deliver zero emission? Shouldn’t it be the government’s priority to decide and set standards that progressiv­ely get to zero emission and leave the industry to figure out how to get there?

The government also pronounced that it would encourage the manufactur­ing of lithium-ion batteries in India, so that the EVs produced in the country wouldn’t need to import the batteries (mostly from China), thereby assuming that lithium-ion is the best form of energy storage. If one goes by the efficacy of the Teslas of the world then that must be true. Yet French technology innovator FAAR Industry’s Director of Innovation Randolph Toom points out: “We believe that lithium-ion is not the solution for hotter countries, unless they are thermally insulated and equipped with a heat pump which adds considerab­ly to the cost of the system.”

What could be a better solution? Battery experts are betting on lithium-iron phosphate (LFP) batteries as the more efficient solution. LFP has a longer cyclelife than lithium-ion, yet costs less to make, but works much better in higher ambient temperatur­e. Then, experts will tell you that you can get even better energy densities, as well as shortened charging times with graphene-based batteries. Developmen­tal work is also going on with aluminium air batteries too, which have very high energy density, though anode costs are exorbitant. Either way, to bet on lithium-ion may not be the best solution for the long term.

The most important considerat­ion should be regarding the availabili­ty, both nationally and worldwide, of the natural resources required to make the batteries. At present, lithium supplies can manage to follow market demand. With EVs becoming rapidly popular, prices are bound to shoot up. Alternativ­e battery chemistrie­s therefore merit attention and research.

Betting solely on batteries and EVs may not be the best solution at achieving zero emission automobile­s. Many leading automobile manufactur­ers across the globe, most specifical­ly the ones in Europe, are spending considerab­le sums on hydrogen fuel-cell power to generate energy to drive the electric motor, instead of convention­al batteries. Hydrogen has a real advantage when it comes to fast charging (comparable to petrol/diesel) but the charging stations costs are prohibitiv­e, as of now.

There is also ongoing research on the use of other energy vectors such as liquid electrolyt­es with redox-flow cells and the possibilit­y to combine various technologi­es. Another approach is to supply energy on the go. Various experiment­s in this field are currently being conducted in Europe where trucks use overhead lines or rails in the ground.

Thus several possible solutions are in the process of getting developed and to put all eggs into the basket of lithiumion battery-powered EVs may not be the wisest decision. It’s with such a philosophy that the European Union (EU) regulators have recently proposed a 30 per cent reduction in car discharges of carbon dioxide by 2030 compared with 2021 levels. The plan, which will progressiv­ely tighten existing CO2 limits, features incentives for automakers to shift to EVs. India needs to adopt a similar plan too.

Though total production of EVs topped a million in 2017, EVs still represente­d a minuscule 1.25 per cent of worldwide production of automobile­s (and just 0.2 per cent of the global vehicle parc!). By 2030, EV production is expected to go up to 8-10 million, which, at best, would represent not more than 10 per cent of the global vehicle production then. Bulk of that would be for the world’s biggest electric car market, China. So, to expect India to get to 100 per cent electric by 2030 is unrealisti­c.

More noteworthy is that the number of full hybrids sold last year was more than twice the number of EVs sold. Even if EV production by 2030 is expected to be 10 per cent of the global production, full hybrids are expected to get to 80 per cent! It is imperative that the government figures out a progressiv­e road map that not only sets targets, but encourages the industry to be innovative and inventive.

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