#02 – Disrupting Transportation – ELECTRIC MOBILITY

The first part of disruption in Indian automobile industry could be the electrification. Indian OEMs are already started showcasing their electrified cars in the market. The approach is conversion or electrification of existing vehicle models. Just doing minor modification & adapting a electric motor drive is a quick product to market strategy. There are 2 or 3 products in the market, which are completely designed to be electric vehicle. For example Mahindra Reva E2O (Earlier Reva).

We can expect modular vehicles designs from OEMs, exclusively for electric powertrains. These design could be scalable platforms, which can cater a variety of user applications. For example, same model of vehicle can be converted as passenger carriers, personal vehicles & load carrier. The battery & motor placing strategy could enable designers to come up with innovative vehicle designs, redefining conventional vehicle design.


Key Drivers of Electric Mobility In India

Key drivers of elective mobility in India are:

  1. Government Policies: Subsides & free-bates can support adoption of electric mobility in India. Other than non-financial incentives for owning electric vehicles & easiness of registration of vehicles can enables easy purchasing of EVs in comparison with conventional vehicles. Indian government has already put incentives & tax reduction for EVs. Hope this will scale & propagate more selling in the coming years.
  2. Infrastructure Dev: Better urban infrastructure will attract more people to EVs. This opens opportunities when planning city & urban developments. Smart charging stations & smart payment modes are necessity of the day. New business solutions could be derived out of this. new entrants than the conventional fuel sellers will be emerging. Digital India & electronic payment initiates are also going to fuel this smart architecture or network of charging stations.
  3. OEM Collaboration: We had already seen OEM collaboration, in terms of technology, service & aggregate development.  This could multiple fold when we are looking for a rapid growth of EVs in India. A single OEM cannot tackle the challenge in India, like Tesla in the US. Combination of government bodies, OEMs, component manufactures & the startups in India can leverage this need.
  4. Scaled Manufacturing: Interchangeable or swappable batteries are useful adaption for 2 & 3 wheelers. it will not depend charging time. Startups & OEMs can look for potential aliens in this area, for battering venting, payment solutions, etc.
  5. Battery Technology: Indian OEMs are struggling with adopting the best battery technologies at the required cost. Innovations are happening this area. Companies are trying for the most affordable, safe & efficient batteries. The scaling up of battery manufacturing technology as well contributing to the overall challenges.
  6. Economical Advantages: This is the USP of electric vehicles in most of the countries analog with emission & other benefits. Overall operating & maintenance cost of EVs attract both personal vehicles users & fleet owners. This can make public transport also cheap & emission proof.
  7. Energy Efficiency: This is scientific, internal combustion engines have heavy energy losses, due to the mechanical & thermal losses. But EVs are efficient about 90% comparing 25 to 30% energy efficiency of internal combustion engines.
  8. Performance: This is proven by Tesla, than EVs can match performance of super cars. Advancement in EVs are not only to provide better energy effecy, but also to provide the best perfoemcnce.


OPERATING COST – INR/km (maintenance & other operations cost not considered) Source: NITI Aayog & RMI – Transformative Mobility Solutions for All May 2017

The above chart describes the benefit customer going to get,  when he chose to drive a electric vehicle. This will cause transportation cheeper & it will have effects in all industries.

Source: NITI Aayog & RMI – Transformative Mobility Solutions for All May 2017

The disrupted transpiration (which could include EVs & shared mobility) could bring down the overall energy requirement by 64% & CO2 emission by 37%. 2030 could be a full fledged disrupted year for transportation.

Having the golden number or year of 2030, I am fully confident about the changes which we could see in mobility. The key worry of about EVs is that, the electricity production can still make emissions as equal as current vehicles. It is good study this possibility as well, but as per my opinion, the chance is less. Hydro-electric power plants & nuclear power plants are not going to throw that much leap in emission in India, if EVs will come in to existance.

EVs are not the silver bullet for the transportation problems or needs. As me last post transportation will see major disruption in different ares. I will discuss about shared mobility in the coming post.


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