Nuevos modelos de negocio en torno a los Vehículos Eléctricos

27
1 Nuevos modelos de negocio en torno a los Vehículos Eléctricos Rafael del Río Zem2all, S.L. 36 Jornadas Logísticas CEL 2014 Madrid, 20 de mayo

Transcript of Nuevos modelos de negocio en torno a los Vehículos Eléctricos

1

Nuevos modelos de negocio en

torno a los Vehículos

Eléctricos

Rafael del Río

Zem2all, S.L.

36 Jornadas Logísticas CEL 2014

Madrid, 20 de mayo

2

Summary

• Disruptive technologies

• Reasons for the EVs: Why an electric car?

• New business models around Evs

3

Summary

• Disruptive technologies

• Reasons for the EVs: Why an electric car?

• New business models around Evs

4

Disruptive technologies

• From business point of view:

– We call a technology disruptive if it changes the rules of the business

– It is normally done by affecting several fields before occupied by one or few stakeholders

– When technology enters it affects to those stakeholders that should agree to use it creating a new way of making business

5

Disruptive technologies

??

?? ?

?? ?

????!!

!

6

Disruptive technologies

??

?? ?

?? ?

????!!

! !

7

Disruptive technologies

??

?? ?

?? ?

????!!

! !

!

8

Summary

• Disruptive technologies

• Reasons for the EVs: Why an electric car?

• New business models around EVs

9

Why an Electric Car? Original reasons

As a measure against the Pollution, including noise

Free the society of the dependence on the oil

Cost of electricity used is a fraction of fossil fuel

Use the most efficient way to move a vehicle

Optimize the Electricity supply

Be apart of the equation:

Electric power produced = Electric power consumed (no storage)

10

Why an Electric Car? Newer reasons

As a measure against the Pollution, including noise and Global Warming

Free the society of the EXTREME dependence on the oil

Cost of electricity used is a SMALL fraction of fossil fuel

Use the most efficient way to move a vehicle

Accomplish the exigences of environmental regulations in advanced countries … (EURO 6, CAFE)

Optimize the Electricity supply

Be apart of the equation:

Electric power produced = Electric power consumed (no storage)

Maximize renewable energy use

11

Pollution: Acid generating emissionsNO2, NOx, NH3

Madrid City emissions of these type of gasses is due mainly to road transport

Road transport 51,3%

Industrial Combustion

Home

Commercial

InstitutionsWaste

treatment

Other

transport

Other

Source: Plan de Calidad del Aire del Ayuntamiento de Madrid 2011-2015

12

Noise pollution

Comparison electric/gasoline

i gasoline

Noise (dB)

Noise level (full throttle from 50km/h)

- 5dB

13

Global Warming: CO2 emissions(Well to Wheel)

CO2 emissions of an electric vehicle are:1/4 Gasoline car

less than 1/2 of a hybrid vehicle CO2 decrease is more than 1 ton each10.000 km

i gasoline

Hybrid

gCO2 / km

- 72%

14

Total energy efficiency

Electric Vehicle

Diesel

Gasoline Hybrid

Gasoline

Total efficiency

0% 5 % 10 % 15 % 20 % 25 % 30 %

Ref: JHFC Seminar

Electric vehicles are by far more efficient (Well to Wheel )

15

Free the society of theEXTREME dependence on oil

OEPC members and Annual average oil price

And future generations will say “those stupid grandfathers burned it!!!

Sou

rce:

ww

w.m

acro

tren

ds.

net

16

Free the society of theEXTREME dependence on oil

Remember: it is easier to find electricity than gasoline.Taxes may affect, but offer/demand will always favour cheaper

electricity

17

Cost per 100 km (*)

(night)

(day)

Diesel

Hybrid

Energy cost for a vehicle in city use:

1/4 diesel vehicle 1/3 de un hybrid vehicle

..and 1/9 of diesel vehicle if charged with time (night) differential fare

Cost: - 72 %

Cost: - 90 %

0% 20 % 40 % 60% 80 % 100 %

(*) Diesel 5l (@1,33)/100Km City, Hybrid 3,9l (@1,42)/100Km Charge TUR Fare 0,14€/KWh.

-17%

Cost of electricity is aSMALL fraction of fossil fuel

18

Electric Energy cannot be storedin large quantities

• Renewables: depend on weather circumstances. It their energy cannot be used when produced, they are disconnected

(Source: UNESA)

High efficiency central

power stations: difficult

adaptation to demand

Thermal groups are

the regulators

Peak load hours

Demand line

Off PeakLoad

Base Load

Energysurplus

Midnight 6 AM 12PM 6 PM Midnight

19

EVs will create the conditionsfor a top usage of renewables

• In the future:

• Electric vehicles will store the energy from renewables when it is no consumption.

V2G systems will allow to

return it to electric grid when

it is necessary equalizing

demand

V2M and V2H systems will

ease to do it at local level

Midnight 6 AM 12PM 6 PM Midnight

20

Summary• Disruptive technologies

• Reasons for the EVs: Why an electric car?

• New business models around Evs

21

Fossil fuel Business model

Car Users

Car manufacturers

Fossil fuel suppliers

• No Contract• Invoice each

operation• Not registered solid

customer

22

New EV Business models

EV Users

EV Charging Operator

Car sharing

Sells car, Maintenance, point of chargeelectricity…

Car manufacturers

Energy Utilities

• Supply contract• Monthly Invoice • Registered solid

customer

24

New EV Business models

EV Users

EV Charging Operator

Car sharing

Car manufacturers

Energy Utilities

Battery recycler

agent

Energy Utilitiesstoring energy

25

Electricity supply Business model

Home customers

Electricity Companies

Current Contract

1.- Max: n.n KW2.- Price related to hour(3.-Gas supply?)

26

New combined EV Business models

Home Customers + EV Users

EV Charging Operator

Car sharing

Energy Utilities

New combinedContract?:1.- Max: n.n KW2.- Price related to hour3.- Price for EV charge4.- Charge on roaming5.- Balance for V2G6.- Quick chargers……….

+ + + + +

27

Thank you!Rafael del [email protected]+34 630 960 976