Globaler und deutscher Batteriemarkt - Interview

Im Rahmen der Tätigkeiten im Themengebiet Energiespeicherung habe ich den internationalen Experten Shmuel De-Leon interviewt.
Themen des Interviews sind der globale und deutsche Markt für elektrochemische Energiespeicher/Batterien. Welche neuen Entwicklungen und Technologien gibt es? Wie ist es um Lösungen für die Emobilität und Grid Storage bestellt?

Tesalas Giga Fabrik ist ebenso ein Thema, wie Empfehlungen für die deutsche Automobilindustrie und die Frage nach Batterieproduktion in Deutschland.
Das Interview liegt in Videoform und als editierte (und leicht erweiterte) Transkription in Englisch vor. Im Folgenden reposte ich den ersten Teil des Interviews mit dem Link zur Erstpublikation. Eine deutsche Übersetzung wird folgen.
Viel Erfolg beim Lesen.

Interview mit Shmuel De-Leon - Auszug erster Teil

Arnbjörn Eggerz: It’s a pleasure to have you here, Shmuel. It’s always very difficult to catch you so we are more than lucky, that you had another hour at the airport. Thus, let us directly start to talk about the global and German battery market. Shmuel, we are already in Quarter I/2015. So, what are the latest developments in the global battery market?

Shmuel De Leon: We see some progress in several directions. Some new technologies seem to have, in my opinion, the potential for breakthrough.

I am talking about Solid Electrolyte batteries. Most of the market thought 3 or 4 years ago that this technology is a dead end. Nevertheless, there is a renaissance with that technology, led by Toyota, Samsung, Apple and some other players. The big advantage of Solid Electrolyte batteries is that it means no organic liquid, no risk for leaks and no risks for fires while energy density is better. This is one direction.

The second direction is silicon: silicon stores 10 times more energy than graphite as an anode. Mixing it together with graphite and coming to the market with the first solutions, can increase the energy density. This is something all of us are really looking for. This year we start to see the first cells on mass production with some sort of silicon inside.

Another candidate is Lithium Sulfur. It is a technology that was developed many years ago with many problems, not easy to handle. But we observe first companies - as e.g. Oxis Energy from the U.K. coming with cells to the market. It is the first generation with 200 Wh/Kg. Still it is not the density we expected. But we hope that in several years they will come with better cells having an energy density that “beats” the current solution. So this is a start.

Arnbjörn Eggerz: Well, you already named many developments going on. Besides this technology trends, do you see any other kind of unexpected issue or new fact emerging that is changing the industry? For example, here in Germany, we often discuss about the fall in the oil price and its impact on renewables and in consequence on energy storage as it is a part of that value chain.

Shmuel De Leon: Well, I will say that the need for batteries always exists. It is a bread, it is not a cake. We need it. The amount of applications, we are using batteries for, grows. I do not see a change from that perspective. Production worldwide will grow. But - we still have some problems, problems with technologies, problems with costs. Then, the world is not balanced: production is mainly in Far East/R&D - albeit all over the world - is mainly in western countries. And I hope that R&D will bring the fruits that we are looking for in the coming 5 years.

Das ganze Interview zum globalen und deutschen Batteriemarkt lesen Sie hier oder können Sie im Video sehen.

A. Eggerz is entrepreneur and managing director of Iceventure.

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