Officially, the position right now for Nissan is no comment, but Renault-Nissan inside sources have told Reuters that Nissan will likely exit the business of battery making in the U.S. and UK as soon as next month.
Per Reuters (via Automotive News)
“Nissan boss Carlos Ghosn is preparing to cut battery manufacturing, people familiar with the matter said, in a new reversal on electric cars that has reopened deep divisions with alliance partner Renault.”
“The plan, which faces stiff resistance within the Japanese carmaker, would see U.S. and British production phased out and a reduced output of next-generation batteries concentrated at its domestic plant, two alliance sources told Reuters.”
It’s further believed that Nissan would then follow Renault in securing batteries from South Korea’s LG Chem (widely considered the world leader in lithium-ion automotive batteries).
More in link
http://insideevs.com/nissan-expecte...iness-will-likely-turn-lg-chem-future-supply/
Like many of us here, I did not think Nissan had a prayer to compete with Model ≡ I guess Carlos agrees and will not try.
Indirectly, joining GM,Ford, and maybe Hyundai to compete with Tesla. And maybe a Samsung-BMW plus group?
Update: some interesting info from Autonews source
Japanese engineers are still smarting from Renault's 2010 move to drop Nissan batteries and purchase LG for its flagship Zoe model, worsening the overcapacity problem.
"It was a 15-20 percent cost gap," said one of the people involved in the Renault decision. "In purchasing, 3-4 percent is usually enough to choose a partner for."
Today's Nissan batteries come in at $270 per kWh, based on replacement prices thought to be below cost, according to consulting firm AlixPartners. The true manufacturing cost is believed to be over $300 , inflated by the amortization of unused plant capacity and the burdensome electrodes deal.
The next generation will have lithium nickel manganese cobalt oxide cathodes, as used by LG, rather than the current lithium manganese oxide chemistry. The alliance cost target is $200/kWh, whether made or bought, sources said.
http://www.autonews.com/article/201...lug-on-some-battery-plant-production-buy-from
Per Reuters (via Automotive News)
“Nissan boss Carlos Ghosn is preparing to cut battery manufacturing, people familiar with the matter said, in a new reversal on electric cars that has reopened deep divisions with alliance partner Renault.”
“The plan, which faces stiff resistance within the Japanese carmaker, would see U.S. and British production phased out and a reduced output of next-generation batteries concentrated at its domestic plant, two alliance sources told Reuters.”
It’s further believed that Nissan would then follow Renault in securing batteries from South Korea’s LG Chem (widely considered the world leader in lithium-ion automotive batteries).
More in link
http://insideevs.com/nissan-expecte...iness-will-likely-turn-lg-chem-future-supply/
Like many of us here, I did not think Nissan had a prayer to compete with Model ≡ I guess Carlos agrees and will not try.
Indirectly, joining GM,Ford, and maybe Hyundai to compete with Tesla. And maybe a Samsung-BMW plus group?
Update: some interesting info from Autonews source
Japanese engineers are still smarting from Renault's 2010 move to drop Nissan batteries and purchase LG for its flagship Zoe model, worsening the overcapacity problem.
"It was a 15-20 percent cost gap," said one of the people involved in the Renault decision. "In purchasing, 3-4 percent is usually enough to choose a partner for."
Today's Nissan batteries come in at $270 per kWh, based on replacement prices thought to be below cost, according to consulting firm AlixPartners. The true manufacturing cost is believed to be over $300 , inflated by the amortization of unused plant capacity and the burdensome electrodes deal.
The next generation will have lithium nickel manganese cobalt oxide cathodes, as used by LG, rather than the current lithium manganese oxide chemistry. The alliance cost target is $200/kWh, whether made or bought, sources said.
http://www.autonews.com/article/201...lug-on-some-battery-plant-production-buy-from
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