Supply problems with rare earth elements for batteries. Not for eestor capacitor
posted on
May 27, 2009 10:05AM
A leading developer, manufacturer and supplier of electric vehicles
The Japanese press is reporting that Toyota (TM) is studying the idea of licensing its current (full) hybrid power train to collapsing General Motors (GM). I'm sure that this supposition is true, but would such a move be possible?
As the supply situation for the critical rare earth metals, lanthanum, neodymium, praseodymium, dysprosium, and terbium stands today, with all of them coming only from China, the answer is an emphatic "No!" The proven, durable, reliable, long lived nickel metal hydride (NiMH) batteries used by Toyota and manufactured in-house by Toyota depend critically for their operation on the above named metals as do the brushless DC electric drive motors also used by Toyota to construct the Prius hybrid and the Toyota and Lexus hybrids it makes today. There would be only one way for new supplies of the critical rare earth metals to be generated, but it would take a political act of courage by the Obama administration.
Toyota would like to make and sell more hybrids using the Prius power train. GM could easily meet the new fuel economy rules if it could make large numbers of cars using the Toyota Prius power train. The need for very large numbers of vehicles is both the solution to GM's problem and the problem itself for Toyota.
Today, in May 2009, essentially all of the world's lanthanum, neodymium, praseodymium, dysprosium, and terbium come from the People's Republic of China. These rare earths are growing in demand for products made in and for the Chinese home market. China itself was facing a shortfall of rare earth metals that was expected to occur in 2011-12. Recently Chinese companies bought two Australian miners, Lynas and Arafura, both of which were about to enter operations to produce, and in the case of Lynas, refine, large quantities of rare earths. These acquisitions have given the Chinese a breather on their own shortfall of rare earths, pushing the date for such an event into the period of the five year plan after the next.
It is very unlikely that China would agree to provide new supplies of rare earths to Toyota before satisfying her own domestic demand.
This is probably why Toyota scaled back its announcement of its own increased production of nickel metal hydride batteries and Prius-type power trains earlier this year. It is rumored that Toyota planned last March to announce that after it had reached its previously announced target for NiMH batteries and Prius-type power trains of 1,000,000 of each a year by 2012 it would attempt to raise that goal to 2-3 million units a year by 2014. No such announcement was made, it is said, because Toyota realized that its plans were limited by its inability to guaranty its supply of the critical rare earth metals.
It is obvious that if the US and the Canadian governments wanted to keep GM in business and drive fuel efficicency they could both sponsor development of the rare earth deposits that North America has as a green development initiative.
Is there enough political courage in North America to actually solve a problem with existing technology rather than just talk about it and fund pie-in-the-sky in order to put it off for the next guy by looking concerned and involved?