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Gerry

Musk was right… now make it happen

Mon, 11/03/2014 - 09:28 -- Gerry Woolf
Elon Musk

What’s your definition of good engineering? Mine would include making use of the stuff that’s already there, cannibalising (if necessary) existing kit to make what I need or want to try. That’s what I learned as a kid messing around with electronics half a century ago and I’m glad to say it's a philosophy that rings true with some of the best minds out there today.

When I met the battery team behind the Tesla, some years back, I was wowed by the fact that they had taken the same view, using what’s out there to make a product – the 18650 cell design. Because it was already there in large numbers, it had a good safety case and the computer industry has done much to cover the costs of performance enhancements.

But Tesla has stood alone in its thinking – not that that has done it any harm.

Now someone with considerably more battery kudos than myself – one Menahem Anderman, battery guru to the auto industry, has crunched the numbers – and what do you know?

Tesla has the patents, the know-how and the experience to build battery packs with very large numbers of cells and against all the so-called ‘sensible manufacturing thinking’, they do OK. And……

Mr Elon Musk and friends were on the right lines all along – if you are prepared to take the risk and build a stonking great lithium-ion plant and ramp up production over the next ten years, which they plan to do.

But what if a few other automakers got smart and decided to share Tesla’s battery vision?

Well the risk would be shared and costs reduced but the up-shot is affordable, pure electric cars with half decent range could be available almost tomorrow because they’d be using a common platform – not too different, conceptually, from the common IC platforms you see being used by GM and VW to name two, across their auto ranges.

Everything else is just styling and marketing.

Directing the auto industry to do something different is a tough game and only something as large as the European Union can do that from the outside. Musk could just be, from almost out of nowhere, as influential on automotive manufacture as Jobs was to the mobile phone market, because before the iPhone (and its imitators), mobile phones were rubbish.

If Musk is right, there will be plenty of winners, right across the battery industry. Buying Dr A’s report confirms the obvious, but your financial people ought to see the charts.

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Seriously missing Google

Mon, 06/30/2014 - 09:27 -- Gerry Woolf

My friends ask me what I miss about home when I’m working in China. These days, instant messaging and Skype make contact with friends, family and the office in the UK easy enough.

Sadly my dogs cannot email, but thing I really miss is Google.

It’s only the absence of Google that makes you realise just how dependent we’ve become on it and how valuable it is, from doing that quick bit of rough and ready research to acting as the antidote to perhaps the early stages of Alzheimer’s —“ I just can’t remember when that happened so I’ll look it up on Google”.

All other search engines pall into insignificance. The Chinese have Waibu but I’m afraid I can read Chinese script yet and the western offerings like Yahoo and Bing are, in my humble opinion, not in the same league.

Google’s withdrawal from China, now almost in its fourth year, is regrettable on both sides. It goes further than the search engine.  Travel on any train in China, go into any gathering place and you will see young Chinese totally heads down and engaged with their smart phone or tablet device.

A good many are Apple devices, but an equally large number are Android and it’s the latter group who are disadvantaged. Build an app for both systems and you can test functionality.  And while the Android version will download in China, it will not work there.  Android devices can only obtain their apps in China for a limited number of Government regulated stores. Not surprisingly the numbers of Apps are limited a few games but not much more.

In launching our Apple-based app for Chinese BEST,  ESPL went through an extraordinarily drawn-out approval process. And not surprisingly. Chinese BEST is a publication. It could be a source of potentially seditious material — or porn. It’s neither.

Apple, rigorous, compliant and mindful of the importance of the Chinese market’s power does its absolute best not to offend. Google Play isn’t so favoured.

Considerable effort is expended by young tech savvy Chinese in breaking through the great Chinese firewall to access Twitter and proscribed web sites. And some I meet complain about the lack of democracy. But a one-party system that lifts half a billion out of poverty in a generation has a lot going for it, I respond. 

The real lack of freedom is a freedom of access to information and ideas Premier Li Keqiang must address, and soon.

 

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Energy storage: It’s been a long time coming

Fri, 06/06/2014 - 13:07 -- Gerry Woolf

It’s been a long time coming: this ‘energy storage’ malarkey. But visitors to this year’s Intersolar in Munich were in for a treat— a whole hall dedicated to the stuff. The Germans have been big on solar (in all its forms) for years, but lets be honest: None of the PV power coming out of the inverters on any German roof has been despatchable and the same is true for the Brits who’ve been coerced into taking a subsidy from the state to put solar on their roofs as well. It's electricity nobody can use.

Some smarter folk with money and technical know-how have managed to lash up their own residential storage with lead acid batteries and primitive control systems, raising two fingers to greedy, complacent utilities who hold them to ransom with ever steeper energy charges.

Germans, with their “Green” principles and mothballed nuclear plants, pay some of the highest costs for electricity in the world. But thanks to the Government driven 'Energiewende' programme and €30m of grants, quite a few German firms have come up with a complete solution.

One Belgian company (Leclanche) has completely re-invented itself on the back of the idea — a scalable battery system, battery management box and a purpose made tie-in that enable the user to intergrate their wind, solar and (God forbid) grid-connected supplies. Cost of ownership? Maybe just €8,000 if you’ve got solar on your roof already. Over 20 years and increasing electricity costs, it’s a decent payback.

Of course buying such a system may not be as easy as say, buying a hybrid car because the players are still building installer networks, but some players looked ahead of the game.

This writer was completely awed by Samsung, whose exhibition stand was so customer focused, a five year old would have understood the message — lead is dead (sorry guys), lithium-ion is so much better and we can offer you a beautiful slimline storage system you can hang on your wall. And you can control with an App no doubt, from your Galaxy phone?

Now when it’s got this much styling, you can safely say domestic energy storage has come of age. And if we see Apple here next year, you’ll know I’m right!

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Online, on-digital and on-target— are you?

Wed, 05/21/2014 - 15:08 -- Gerry Woolf

Phone directories. When was the last time you used one?  I remember the time you could find one in the drawer just under the TV in the Marriott but we threw them out at home years ago— a bit like conference proceedings— remember the days of telephone directory conference proceedings? And the same is true of trade directories.
 
These days we look online— for everything. Plumbers, restaurants and even separator manufacturers and battery machine makers. And that’s why ESPL has created an online battery industry directory.
 
The beauty of it is that it is never out of date… If you’re in it then you have the means to update it, change your phone numbers, sales reps, logos and anything else you can think of. To learn more click on this link which takes you straight through to the directory. It’s all part of the growing digitisation of publishing. Which is why, here at ESPL, we’re investing very heavily in digital.
 
We’re already producing three newsletters: BEST Battery Briefing, Chinese BEST Battery Briefing and Critical Power Briefing. From July the Battery Briefings goes weekly… that’s 20,000 named and opted-in contacts reading our news and information every week (and maybe seeing your advertisement?) straight to your eMail inbox.
 
This month our Chinese readers get an even better deal: they can read Chinese BEST via an App on both Android and Apple devices. No waiting around for the mail to deliver.

If you think tablets are for spoiled kids, think again!
I just bought one from another US giant (other than Apple) that does everything an iPad can do at a fraction of the price. Think how much cheaper it will be next year. Things have come a long way since Compuserve…
 
Gerry Woolf
Publisher

The curse of the ABC

Wed, 09/11/2013 - 09:24 -- Gerry Woolf
Skyline of Singapore, safe from the curse of ABC

The curse of ABC has failed to arrive: On the anniversary of 9/11

This year: no breaking news disasters; No terrorism (9/11 - Bali 2001)

No dead Royals (Diana - Bangkok 1997)

No Asian financial crash 

And no missiles anywhere. Instead, record numbers of delegates and the encouraging news that we knew already — the lead industry is pretty much in rude health and that 2/3's of the market is here in Asia. And Brian Wilson got the International Lead Medal — but not for eating cabbage fritters. Confused?  Read the BEST Battery Briefing next week to find out more as our new Editor Tim Probert brings a fresh take on the industry.

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