Marcus Behrendt

Live now at Future Battery Forum🔋 : Dr. Franz Geyer of BMW Group presenting the launch of the Battery Pass consortium’s latest study ‘Unlocking the Value of the European Battery Passport’ study, conducted by SYSTEMIQ Deutschland GmbH - download at 👉 https://lnkd.in/eUQ4agDv An in-depth study co-funded by the German Bundesministerium für Wirtschaft und Klimaschutz (BMWK). This updated analysis uncovers both the opportunities and challenges of implementing battery passports, along with practical next steps for businesses and policymakers to maximise their strategic potential. What’s Inside? 📊 Opportunities: A detailed look at the benefits of battery passports, from cost savings in testing to enhanced recycling processes and easier trade of waste batteries. ❗ New insights on implementation challenges: Learn about the regulatory uncertainties and implementation efforts facing businesses, especially SMEs. ✅ Practical steps for businesses: Discover how your business can get ahead by assessing implementation requirements and identifying strategic advantages. 📝 Recommendations for policymakers: Explore the three key actions to minimise uncertainty, support industry compliance and unlock the full value of battery passports. Systemiq Ltd. acatech – Deutsche Akademie der Technikwissenschaften, AUDI AG, BASF, BMW Group, Circulor, FIWARE, Fraunhofer IPK, TWAICE, Umicore VDE Renewables GmbH

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“Lithium-ion Battery Value Chain in Europe” Interview with Ron Hesse features Dr. Wolfgang Bernhart, Partner at Roland Berger’s Stuttgart office since 2007 and is an expert for automotive topics. To listen to Interview, visit here: https://lnkd.in/gesAMias In the 11-minute Audio Interview, Dr. Bernhart discusses these questions: • Given the recent announcements of OEMs in Europe to slow down the transition towards BEV, what does that mean for Cell demand and demand for Cathode materials? • Various prospective European cell manufacturers, e.g. PowerCo, ACC, and Northvolt announced to postpone their expansion plans or plans for additional factories. Can you comment on that? • Who will supply LFP cells then? • What about the impact of carbon footprint? • What does this all mean for the establishment of the value chain in EU? Ron Hesse Chad Upton Lis McNeil John Horrell Cathie Bliss Stephan Keese Jan Schulte Barry Neal Franz Josef Kruger Brandon Boyle Norman Firchau Konstantin Shirokinskiy Joerg Brunner Wilfried Aulbur Dr. Rolf Janssen Oliver Hazimeh Alex Ashmore Arnaud Lesschaeve Markus Strietzel Gilberto Heinzelmann Eric Kirstetter Wolfgang Bernhart #automotive #automotiveindustry #Europe #EU #global #EV #batteries #supplychain About Dr. Wolfgang Bernhart: Dr. Bernhart has been a Partner at Roland Berger’s Stuttgart office since 2007 and is an expert for automotive topics. He has carried out numerous strategy projects and transformation programs around the world. He helps clients across the whole automotive mobility ecosystem to boost growth and leverage technology, and business model innovations around digitization and eMobility. To listen to Interview, visit here: https://lnkd.in/gesAMias

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Difficult news from Germany yesterday, with Volkswagen announcing factory closures (for the first time ever in their 87-year history in Germany), as well as significant layoffs and pay reductions impacting all staff. The slowdown in EV adoption and fierce competition from Chinese manufacturers are the driving forces behind this move. Reports indicate that Volkswagen is now selling 500,000 fewer vehicles annually compared to pre-Covid levels. How can Germany and Europe strengthen the competitiveness of our automotive sector? What steps are needed to accelerate the adoption of sustainable, advanced technologies in our automotive industry?

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#Bosch (ROBG.UL) forecasting weak #automotive market to impact operations https://lnkd.in/eShmp5Wr while #Forvia (FRVIA.PA) looks to opportunities from #Chinese automakers expanding operations in Europe https://lnkd.in/efDyvVy2

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Handelsblatt Exklusive: Following the software deal between Volkswagen and Rivian, the two car manufacturers are exploring further areas of partnership, several insiders from both companies told us. According to them, both a hardware cooperation and joint production are being discussed: 🚘 One scenario for an expanded #partnership involves Rivian's new #R2 SUV being produced at the VW plant currently under construction in South Carolina. SUVs and pick-ups from VW's new US EV brand Scout are to roll off the production line at this site from 2026. The R2 is due to be launched around the same time. The ideas are at an early stage and could be put aside again, the insiders said. How well the partnership between Rivian and VW gets off the ground in the critical #software area is likely to be of key importance. 🚦 A VW spokesperson declined to comment on speculation about an extended partnership. A Rivian spokesperson said: "There are currently no cooperation plans for the hardware sector." Last week, the German OEM and the US start-up announced the establishment of a new joint #venture in the software sector. Volkswagen is investing up to five billion dollars. The goal: use the start-up's expertise to develop an operating system for the next generation of EVs that is better than what CARIAD has to offer. ⚡ Further cooperation is likely to involve VW's new subsidiary Scout Motors Inc. VW is investing five billion dollars here: in the construction of the new plant and in the development of an independent platform. According to an insider, #OliverBlume told RJ Scaringe that VW does not know how to proceed with Scout. Its development would cost billions, despite the changed market environment. Accordingly, even a discontinuation of the Scout project had been discussed. 💡 In an interview with me, Scout CEO Scott Keogh contradicts this statement: "Oliver Blume is 100 percent behind our vision." Scout is bringing "an iconic brand back to life" with a "phenomenal product". The end of Scout has not been discussed, on the contrary: "The Group has made the decision to grow in #NorthAmerica, the largest economy in the world. One of the strategies necessary for this is the revival of Scout in the heart of the USA." Full story with Lazar Backovic in Handelsblatt:

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See you on Monday at the Automotive Supplier Summit @IZB2024 in Wolfsburg. #Automotive #Innovation #IZB2024 #Partnerships #FutureOfMobility #AutomotiveSupplierSummit

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✨ Breaking: Porsche Automobil Holding SE Announces New Fund.- Porsche Automobil Holding SE Porsche's venture fund invests €100 million in software firms enhancing connected mobility, aiming to drive forward technological integration in the automotive sector. https://www.dtcp.capital/ Please share to let other #Founders know For the ❤️ of Startups #Fusion42 #Startups#Venturecapital

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The truth about The software-defined vehicle (a most read Linkedin): It's not every day I am starstruck, but Dr. Moritz Neukirchner is a star in the community, and I had the pleasure of listening to him at the latest Connected Vehicle Systems Alliance (COVESA) AMM in Göteborg. In just one slide, we got the concept of the software-defined vehicle: "The software-defined vehicle ... is not about • Just adding over-the-air updates • Just about adding connectivity • Just about have more software in a vehicle It is about • Time-to-market for software innovation • Decoupling lifecycles of parts that inherently have different lifetimes • Changing the understanding of ownership and collaboration • Changing development practices • Changing business models" #automotiveindustry #electricvehicles #diagnostics #softwaredefinedvehicle #automotive #covesa

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🚀 The EV Revolution is Here: Multilevel vs. Boost Converters – Who Will Win? ⚡ ⚡ Mercedes has followed Porsche Engineering’s lead, unveiling their alternative approach to single-cell control: boosting 4V directly to 400V or 800V. It’s an intriguing concept, but it requires more components and may result in lower efficiency compared to multilevel systems. I’m open to being proven wrong – as long as the most sustainable solution wins in the end! 🌱 At Pulstrain, we’re excited to see these developments. Alternative solutions like Mercedes-Benz AG' pave the way for OEMs to adopt our more efficient and cost-effective multilevel technology. These announcements send a clear message to suppliers: a paradigm shift is coming, and it's happening fast. From Porsche to Mercedes, the race is on – and we’re right in the middle of it! ⚡⚡ ⚡ ⚡ #Innovation #Electromobility #MultilevelTechnology #Pulstrain #Sustainability #FutureIsElectric #Innovation #Electromobility #MultilevelTechnology #Pulstrain #Sustainability

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👏 Insightful article by Brad Templeton, who never fails to offer sharp perspectives on #AutonomousMobility. The launch of Waymo’s robotaxi service in #Miami, in partnership with Moove, highlights the immense complexity of operating fleets of #SelfDrivingCars. Managing this new ecosystem requires not only cutting-edge technology but also a deep understanding of operations, logistics, and regulatory frameworks. At Maxi Mobility, we’ve honed our expertise by navigating the highly regulated Italian market, providing an all-in-one platform for taxi drivers. Our approach integrates AI-powered tools to optimize fleet operations, from route efficiency to energy management, ensuring profitability and seamless customer experiences. As the industry transitions toward autonomous fleets, Maxi Mobility is positioned to support companies by offering: Scalable fleet management solutions tailored to the demands of self-driving cars. AI-driven optimization for vehicle utilization, energy consumption, and maintenance. Regulatory expertise to ease entry into complex markets. By building on our foundation, we’re ready to shift gears when technology allows for fully autonomous operations, helping industry leaders bridge the gap between today’s challenges and tomorrow’s opportunities. Exciting times ahead for the future of mobility! 🚀 #selfdrivingcars #electricvehicles #ai #maxiagent

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Proud to contribute to this MotorTrend Group special report on the #futureofmobility and intelligent connectivity. There is a new chapter being written in our automotive history. Coding the Car 2.0 reveals the transformation taking place in the industry, with software taking the driver’s seat! Software-Defined Vehicles (SDVs) are evolving cars into dynamic, upgradeable platforms, making improvements as easy as downloading an app. From enhancing safety features to boosting performance, SDVs are changing how we interact with our vehicles, paving the way for a smarter and exciting driving future. #MotorTrend #BlackBerry #SDV #QNX #automobility

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A good overview article on the state of battery technology (for cars) from the ADAC. One thing seems clear: the development of various battery technologies has only just begun. The future is now. https://lnkd.in/dA5hPp9F

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In a recent interview, Mr. Albrecht Boettiger (Director of ADAS at Porsche Engineering) & Mr Juergen Bortolazzi (Director of ADAS & AD at Porsche AG) discussed the current state of technology and the future of driving. Their insights shed light on the serious commitment of top automakers to develop AD capabilities and prepare for a future where AD becomes an integral part of every vehicle, with safety and simplified technology sophistication being the key differentiators. Among the points discussed, two statements by Mr. Boettiger stood out to me as particularly aligned with our work at Minus Zero: (i) "We moved from level 1 to level 2 rather quickly, for example from simple longitudinal control to combined longitudinal and lateral control. The leap to level 3, however, is taking more time..." (ii) "The use of AI is increasingly indispensable, particularly in the field of environment perception and data-driven development..." At Minus Zero, we understand the complexity of the evolution journey from L2 (ADAS) to L2+, L3, & eventually to L4 and the crucial role that AI plays in enabling the advancement of '𝐀𝐮𝐭𝐨𝐧𝐨𝐦𝐲 𝐛𝐞𝐲𝐨𝐧𝐝 𝐀𝐃𝐀𝐒'. Therefore, we are focused on building an end-to-end Foundational AI platform for Generalized autonomy. Feel free to reach out to me if you are curious about what we're doing and want to understand more. Mahindra and Mahindra Limited [Automotive and Farm Equipment Business] Tata Motors TATA.ev Maruti Suzuki India Limited Honda Cars India Ltd Toyota Kirloskar Motor Renault-Nissan-Mitsubishi Renault Nissan Automotive India Pvt Ltd Hyundai Motor India Ltd. Morris Garages India Stellantis India & Asia Pacific

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BYD has completed the acquisition of its German distribution partner. This vertical integration is part of BYD’s strategy to rapidly build market share. The company aims to secure 5% market share in Europe by 2026. It currently holds about 0.1%. At the same time, the company is powering forward with investments globally to build facilities in many other countries to locally manufacture for local markets. According to a recent report in Forbes, BYD is targeting for about 50% of its sales globally to be delivered by its manufacturing facilities across many nations. (See: https://lnkd.in/gNn2FCDv) The company is clearly undaunted by the EU’s punitive tariffs and given its relatively modest market share position, it is arguable that the EU has severely overreacted. #evs #byd #china #energytransition

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AVL's Jens Poggenburg on Navigating the Automotive Industry's CASE Challenges Jens Poggenburg, a member of AVL's management board, recently shared insights on how the global automotive supplier is addressing the industry's CASE challenges. Key points: 1. Autonomous driving will likely emerge in specific applications, such as highways and trucks. 2. The synchronicity of change poses a significant challenge in terms of technology, business models, and partnerships. 3. AVL focuses on reducing CO2 emissions from combustion engines during the transition to electric mobility. 4. Simulation is crucial in reducing time and effort for physical testing, especially in autonomous driving scenarios. 5. Software development is becoming increasingly important for AVL, with a large proportion of future business volume depending on it. #AVL #AutomotiveIndustry #PROSTEP #CASEChallenges #AutonomousDriving #SoftwareDevelopment https://bit.ly/4bXp3g3

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Posting this for my non-automotive family, friends, and contacts, even though these levels were announced 10 years ago (published by SAE International as J3016) . Courtesy: Swiss Transit Lab (Original post was in German) https://lnkd.in/gp-Ggmxe . "🚗 Automation Level – The 5 Steps to a Self-Driving Vehicle 🚘 Level 0 – No automation: The driver has complete control over all aspects of driving. 👣 Level 1 – Feet off: Semi-automated systems such as cruise control or lane departure warning support the driver in individual tasks, but the driver remains active at the wheel and must be able to intervene at any time. 🙌 Level 2 – Hands off: The vehicle can control multiple driving functions at the same time (e.g., accelerating, braking, and steering), but the driver still needs to monitor the environment and be ready to intervene. 👀 Level 3 – Eyes off: Here, the vehicle takes complete control of the driving under certain conditions, but the driver must be able to intervene if the system requests it. 🤯 Level 4 – Brain gone: The vehicle can drive fully automatically in certain environments without the intervention of an operator. The "driver" becomes a passenger. 🤖 Level 5 – Full Automation: This is the ultimate goal! The vehicle can drive autonomously at any time and in all conditions. It masters all tasks independently, but has neither a steering wheel nor pedals, depending on the case. "

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Unlock Growth Potential at the #EVBatteryRecyclingSummit Europe: Strategic Outlook on the EU Battery Recycling Market 🌐 https://lnkd.in/eFPUmxUV Join Maximilian Wegner, Senior Project Manager at Roland Berger, for "EU Battery Recycling Market Outlook and Strategic Implications", an in-depth analysis of the rapidly evolving battery recycling landscape. As the demand for electric vehicles (EVs) soars and regulations tighten, the #EuropeanUnion’s battery recycling market is poised for substantial growth. This session will provide key insights into emerging trends, market forecasts, and the opportunities that lie ahead for industry stakeholders. Maximilian will explore the evolving dynamics of the battery recycling sector, addressing critical questions that impact the future of the industry. From regulatory shifts to the economic viability of recycling processes, this session will shed light on the strategic considerations needed to navigate the growing market. As Europe races to meet its recycling targets, understanding how to align business strategies with market demands is crucial. ➡️ Future Market Volume in Europe: Foresight into the growth trajectory of battery recycling across Europe. What factors will drive market expansion, and how will the demand for recycled materials evolve in the coming years? ➡️ Meeting EU Recycling Targets by 2031/36: Explore the challenges of securing sufficient feedstock materials to meet ambitious EU recycling content targets. How prepared is the industry to handle these demands, and what measures are necessary to close the gap? ➡️ Economic Viability of Recycling and Cost Projections: Delve into the economic landscape of battery recycling. Understand the break-even costs for end-of-life (EOL) batteries and explore the financial implications of the industry’s evolving value chain. ➡️ Battery Recycling Value Chain Structure: Uncover how the battery recycling value chain is currently structured and the potential for disruption. Will major shifts reshape the industry? Learn how stakeholders can adapt to these changes. ➡️ Strategic Success Factors: Identify the key success factors and strategic implications for industry players. Learn how to position your business to capitalize on the growing market opportunities while navigating regulatory, technological, and operational complexities. Why This Session Matters As the EU positions itself as a global leader in sustainability, the battery recycling market is becoming increasingly critical for achieving environmental goals. This session provides the essential insights needed for companies, investors, and policymakers to understand the future landscape of battery recycling in Europe and how to leverage growth opportunities while staying compliant with stringent regulations. REGISTER NOW >> https://lnkd.in/eCabWihT

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