Chloe Holzinger

With more than 1 million in annual battery electric vehicle (BEV) sales, the electric mobility revolution is well underway. Yet even as more and more automakers announce aggressive electrification strategies, the lithium industry has struggled to rapidly scale production of battery-qualifiable material. This report considers the impending gap between lithium supply and demand, the innovative companies looking to address today’s challenges in producing battery-ready lithium chemicals, and the… Show more

With more than 1 million in annual battery electric vehicle (BEV) sales, the electric mobility revolution is well underway. Yet even as more and more automakers announce aggressive electrification strategies, the lithium industry has struggled to rapidly scale production of battery-qualifiable material. This report considers the impending gap between lithium supply and demand, the innovative companies looking to address today’s challenges in producing battery-ready lithium chemicals, and the companies that are best-positioned to take advantage of this critical market opportunity. Show less

Innovation clusters seek to stimulate innovation activity by creating localized communities of independent organizations that are all focused on developing new technologies relevant to a particular sector or global issue. This report introduces Lux’s methodology for understanding how a particular cluster supports the development and commercialization of innovative technologies. We developed a 10-metric fingerprint for parsing a cluster’s technology and services; we use these metrics to plot… Show more

Innovation clusters seek to stimulate innovation activity by creating localized communities of independent organizations that are all focused on developing new technologies relevant to a particular sector or global issue. This report introduces Lux’s methodology for understanding how a particular cluster supports the development and commercialization of innovative technologies. We developed a 10-metric fingerprint for parsing a cluster’s technology and services; we use these metrics to plot clusters on our Innovation Cluster Map such that clusters within each quadrant share similar qualities. Lux can work with clients to develop their cluster partnership portfolios, from identifying clusters that align to innovation needs to building out a questionnaire for exploratory conversations. Show less

In this 2019 edition of our biennial market forecasting report, we find that by 2035, the total energy storage market will grow to $554 billion in annual revenue and 3,082 GWh in annual deployments. Mobility remains the long-term driver of energy storage annual revenue and demand, with a 2035 total market share of 74% by annual revenue and 90% by demand. Meanwhile, the stationary storage market will surpass the electronic devices market in 2023, when we project it will become a $30 billion… Show more

In this 2019 edition of our biennial market forecasting report, we find that by 2035, the total energy storage market will grow to $554 billion in annual revenue and 3,082 GWh in annual deployments. Mobility remains the long-term driver of energy storage annual revenue and demand, with a 2035 total market share of 74% by annual revenue and 90% by demand. Meanwhile, the stationary storage market will surpass the electronic devices market in 2023, when we project it will become a $30 billion industry of 52 GWh in installations. This growth will be driven by the commercialization of several key innovative technologies, including solid-state batteries and flow batteries. Show less

The future of battery electric vehicles (BEVs) depends on innovations in Li-ion battery anode, cathode, and electrolyte materials. Understanding how and when these materials make it to market will be key to succeeding in the Li-ion battery and BEV industries. This report forecasts the market share of the various anode and cathode technologies over the next 20 years to build a Li-ion battery material roadmap; it then assesses the impact of lithium, cobalt, and nickel commodity price spikes on… Show more

The future of battery electric vehicles (BEVs) depends on innovations in Li-ion battery anode, cathode, and electrolyte materials. Understanding how and when these materials make it to market will be key to succeeding in the Li-ion battery and BEV industries. This report forecasts the market share of the various anode and cathode technologies over the next 20 years to build a Li-ion battery material roadmap; it then assesses the impact of lithium, cobalt, and nickel commodity price spikes on that roadmap. Show less

By implementing policies that heavily incentivize the development and adoption of new energy vehicles (NEVs), China has been able to build itself into a vertically integrated powerhouse for producing and consuming Li-ion batteries. This report reviews China’s ambitious policy schemes for incentivizing NEV development and sales, as well as its more recent stationary storage initiatives. It then examines the strategies that Chinese corporations have used to quickly adapt to these policies and… Show more

By implementing policies that heavily incentivize the development and adoption of new energy vehicles (NEVs), China has been able to build itself into a vertically integrated powerhouse for producing and consuming Li-ion batteries. This report reviews China’s ambitious policy schemes for incentivizing NEV development and sales, as well as its more recent stationary storage initiatives. It then examines the strategies that Chinese corporations have used to quickly adapt to these policies and become dominant players in the energy storage and electric vehicle industries, finding the country likely to continue being a dominant player in the Li-ion industry. Show less

Over the past 20 years, electrification of the automotive and marine sectors created growth opportunities for businesses throughout the energy industry. This year, many are having the same discussions about electrification of the aviation industry as the next big opportunity. ​This report reviews the current landscape of today’s electric aviation market, including air taxis and flying cars, small regional aircraft, and commercial airliners, highlighting key players and commercialization… Show more

Over the past 20 years, electrification of the automotive and marine sectors created growth opportunities for businesses throughout the energy industry. This year, many are having the same discussions about electrification of the aviation industry as the next big opportunity. ​This report reviews the current landscape of today’s electric aviation market, including air taxis and flying cars, small regional aircraft, and commercial airliners, highlighting key players and commercialization timelines for each. It also discusses remaining technical challenges, the impact of regulations on growth, and market outlooks contextualizing how disruptive these technologies will be on the existing aeronautical landscape.​ Show less

Carbon pricing schemes remain fragmented in terms of type, geography, and price, making it nearly impossible to make direct comparisons across the globe. Thus, there is a need for a methodology to determine the threshold at which a carbon price has an impact on financial performance and to understand the strategies companies can take to mitigate risk and evolve. In this report, we present the Lux Carbon Canvas: a framework for evaluating companies’ levels of resilience to a future global carbon… Show more

Carbon pricing schemes remain fragmented in terms of type, geography, and price, making it nearly impossible to make direct comparisons across the globe. Thus, there is a need for a methodology to determine the threshold at which a carbon price has an impact on financial performance and to understand the strategies companies can take to mitigate risk and evolve. In this report, we present the Lux Carbon Canvas: a framework for evaluating companies’ levels of resilience to a future global carbon price. The Carbon Canvas is a starting point for companies looking to develop a roadmap for becoming a sustainable business. Show less

Automotive OEMs are investing billions of dollars into electrification programs, aiming to bring electric vehicles out of a small niche into the hands of many consumers – but still face concerns over range anxiety. Fast-charging infrastructure, which quickly adds range through high-powered DC chargers, can alleviate some of those concerns and enable long-distance driving. However, this infrastructure is costly both to install and to operate, and still falls short of charge times that rival… Show more

Automotive OEMs are investing billions of dollars into electrification programs, aiming to bring electric vehicles out of a small niche into the hands of many consumers – but still face concerns over range anxiety. Fast-charging infrastructure, which quickly adds range through high-powered DC chargers, can alleviate some of those concerns and enable long-distance driving. However, this infrastructure is costly both to install and to operate, and still falls short of charge times that rival conventional refueling. This report quantifies the scale of investment required to enable widespread fast-charging infrastructure, identifies a pathway to faster 350 kW charging speeds, and discusses who is best positioned to own and operate stations. Show less

Other authors: Brooks, G.; Huettel, M. H.; Kostka, J. E.; Larson, R. A.; Flower, B. P.