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Professor John A. Mathews Eni Chair in Competitive Dynamics and Global Strategy

LUISS Guido Carli Masters in General Management Economics and Management of Energy Business Term 1 2011/12. Professor John A. Mathews Eni Chair in Competitive Dynamics and Global Strategy Module 10: Transport and EVs. Transport and Electric Vehicles.

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Professor John A. Mathews Eni Chair in Competitive Dynamics and Global Strategy

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  1. LUISS Guido CarliMasters in General ManagementEconomics and Management of Energy Business Term 1 2011/12 Professor John A. Mathews Eni Chair in Competitive Dynamics and Global Strategy Module 10: Transport and EVs

  2. Transport and Electric Vehicles Systemic transition in transport sector Rise of EVs and their system requirements New business models, e.g. Better Place Latecomer advantages in building EV industries Readings (Case: BYD) Stanford GSB 2009. The global electric car industry in 2009: Developments in the US, China and the rest of the world. Andersen, et al 2009. Integrating private transport into renewable energy policy: The strategy of creating intelligent recharging grids for electric vehicles, Energy Policy, 37: 2481-2486. Norihiko Shirouzu, ‘Technology levels playing field in race to market electric car’, Wall Street Journal, Jan 12, 2009, Akresh-Gonzalez, 2009. A conversation with Shai Agassi, Harvard Business Review, May 2009 Levine, S. 2010. Nissan’s Chinese gamble, Foreign Policy

  3. EVs Issues To what extent are electricity sources ‘green’? How fast can new infrastructure be built? What are entrepreneurial opportunities for new infrastructure (e.g. charging)? What are sources of competitive advantage of EVs? How fast can costs be reduced? Role of new business models, e.g. Better Place Technological support, e.g. batteries Cluster dynamics: BYD and Wuxi (China) Potential role of EVs fleet in balancing grid: V2G as well as G2V

  4. Better Place: battery switching station xxxxxxxx

  5. Better Place: Recharging point xxxxxxxx

  6. Experience curve for NiMH and Li-ion batteries Source: Anderson 2008; slide 14; available at: http://www.its.berkeley.edu/sustainabilitycenter/newsandevents/CEFISrelated_anderson.pdf

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