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Battery costs fall, make electric vehicles cheaper - BMI

Published 02/12/2020, 17:12
Updated 02/12/2020, 17:15
© Reuters. FILE PHOTO: Electric cars are parked in Oslo
ICE
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LONDON (Reuters) - The cost of battery cells used for electric vehicles has fallen to an average of $110 per kilowatt hour (kWh), making such cars competitive with those using internal combustion engines (ICE (NYSE:ICE)), according to Benchmark Mineral Intelligence (BMI).

One barrier to a higher take up of electric vehicles has been the high cost of producing the lithium-ion rechargeable batteries, which according to BMI averaged $120 per kWh last year and $280 per kWh in 2014.

"The holy grail to make electric vehicles cheaper than ICE vehicles is deemed to be battery cells costing $100 kWh," said BMI Managing Director Simon Moores.

"The reality is at $110 a kWh for large automotive contracts we have already reached the tipping point."

BMI estimates that between 2014 and 2017 the price of battery cells fell 16.5% per annum, but between 2017 and 2020 the drop was only 5.8% per annum.

"We may have seen the last of the big easy wins for lithium-ion battery producers in reducing cost," Moores said.

© Reuters. FILE PHOTO: Electric cars are parked in Oslo

"It is now about reducing and stabilising the cost of your biggest input raw materials such as lithium, nickel, graphite, cobalt and manganese."

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