No credit because of the Roland Berger lithtium prognosesImagine, You have just purchased a license for a far superior new ltihium battery. But Your bank does not want to give a credit for the production equipment.You argument with climate disaster, oil delivery problems, extreme oil prices. So every normal human should be complete convinced about the investment credit. But the unbelievable happens, the bank director shakes his head. No credit.
In his latest study, Roland Berger means 2015 will be a demand of 0,82 million lithium batteries for cars, the production capacity will be according to announcement from producers 2,6 million.
The next heavy oil crisis makes fossil cars non-sellers. The battery industry will not be able to produce the huge demand. There will be long delivery times for plug-in hybrid- and electric cars kommen. The demand will be 40 million battery units, but the production will be according to Roland Berger only 2,6 million.
The 2 prognoses are extreme different. Total over capacity or drastic under capacity at the production of lithium batteries. Whose confession of faith is the holy trinity of natural gas, crude oil and coal, will feel himself confirmed in his believes by the study of Roland Berger. But who thins the next oil crisis is a realistic possibility will be desparate about the low production capacity of lithium batteries 2015. |
