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<br /> Changing lanes<br /> A roadmap for transport and future energy markets<br /> February 2018<br /> Cobalt crunch<br /> From rare earths to lithium – tackling the new resources squeeze<br /> Electric dreams<br /> Technology, policy and regulation – Big Oil responds<br /> Industry insights<br /> Interviews with OPEC, Rio Tinto and Groupe PSA<br /> China plugs in<br /> Clean transport marks the future in the world’s largest EV market<br /> www.platts.com<br /> © 2018 S&P Global Platts, a division of S&P Global Inc. All rights reserved.<br /> February 2018<br /> Editors<br /> Andy Critchlow<br /> Head of EMEA Energy News<br /> Roman Kramarchuk<br /> Head of Energy Policy & Technology Analytics<br /> Mark Schwartz<br /> Head of Scenario Planning, Analytics<br /> Rocco Canonica<br /> Head of Excellence, Americas Energy News<br /> Nick Coleman<br /> Senior Editor, Oil News<br /> Contributors<br /> SafinaAli,JonBuck,EladJelasko,DianaKinch,<br /> Henry Edwardes-E<a title="Changing lanes: A roadmap for transport and future energy markets page 1" href="https://secure.viewer.zmags.com/publication/3a128229?page=1"> Changing lanes A roadmap for transport and futur</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 2" href="https://secure.viewer.zmags.com/publication/3a128229?page=2"> © 2018 S&P Global Platts, a division of S&P Globa</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 3" href="https://secure.viewer.zmags.com/publication/3a128229?page=3"> February 2018 Editors Andy Critchlow Head of EMEA</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 4" href="https://secure.viewer.zmags.com/publication/3a128229?page=4"> Foreword Crossroads </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 5" href="https://secure.viewer.zmags.com/publication/3a128229?page=5"> © 2018 S&P Global Platts, a division of S&P Globa</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 6" href="https://secure.viewer.zmags.com/publication/3a128229?page=6"> Nick Coleman Senior Editor, Oil News </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 7" href="https://secure.viewer.zmags.com/publication/3a128229?page=7"> that advances in EV technology will eat into oil’</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 8" href="https://secure.viewer.zmags.com/publication/3a128229?page=8"> Executive summary Fossil fuels have dominated tra</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 9" href="https://secure.viewer.zmags.com/publication/3a128229?page=9"> EV demand is already proving disruptive for the m</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 10" href="https://secure.viewer.zmags.com/publication/3a128229?page=10"> Mobility change: path and pace uncertain </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 11" href="https://secure.viewer.zmags.com/publication/3a128229?page=11"> in transport, while the transportation sector acc</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 12" href="https://secure.viewer.zmags.com/publication/3a128229?page=12"> Mobility change: path and pace uncertain Whil</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 13" href="https://secure.viewer.zmags.com/publication/3a128229?page=13"> Mobility change: path and pace uncertain </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 14" href="https://secure.viewer.zmags.com/publication/3a128229?page=14"> Mobility change: path and pace uncertain Impa</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 15" href="https://secure.viewer.zmags.com/publication/3a128229?page=15"> Mobility change: path and pace uncertain ƒ Fu</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 16" href="https://secure.viewer.zmags.com/publication/3a128229?page=16"> Electric dreams </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 17" href="https://secure.viewer.zmags.com/publication/3a128229?page=17"> Electric dreams </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 18" href="https://secure.viewer.zmags.com/publication/3a128229?page=18"> Electric dreams combustion engine. Volvo Cars</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 19" href="https://secure.viewer.zmags.com/publication/3a128229?page=19"> Avis Budget Group Inc. — the largest general-use </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 20" href="https://secure.viewer.zmags.com/publication/3a128229?page=20"> Elemental </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 21" href="https://secure.viewer.zmags.com/publication/3a128229?page=21"> Elemental production of hydrogen using electr</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 22" href="https://secure.viewer.zmags.com/publication/3a128229?page=22"> Battery metals squeeze </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 23" href="https://secure.viewer.zmags.com/publication/3a128229?page=23"> Battery metals squeeze Futures m</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 24" href="https://secure.viewer.zmags.com/publication/3a128229?page=24"> Battery metals squeeze Battery metals in focus </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 25" href="https://secure.viewer.zmags.com/publication/3a128229?page=25"> Metals account for around 40% of the active mater</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 26" href="https://secure.viewer.zmags.com/publication/3a128229?page=26"> Battery metals squeeze Some miners have been </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 27" href="https://secure.viewer.zmags.com/publication/3a128229?page=27"> Battery metals squeeze “ Without a prim</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 28" href="https://secure.viewer.zmags.com/publication/3a128229?page=28"> Thought leaders: Mohammed Barkindo </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 29" href="https://secure.viewer.zmags.com/publication/3a128229?page=29"> witness a further penetration of the passenger fle</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 30" href="https://secure.viewer.zmags.com/publication/3a128229?page=30"> Thought leaders: Mohammed Barkindo As I have </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 31" href="https://secure.viewer.zmags.com/publication/3a128229?page=31"> market, help the return of a sustainable stabilit</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 32" href="https://secure.viewer.zmags.com/publication/3a128229?page=32"> Global electric vehicle trends 298 18 Nort</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 33" href="https://secure.viewer.zmags.com/publication/3a128229?page=33"> 289 16 Europe The European Commission (EC</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 34" href="https://secure.viewer.zmags.com/publication/3a128229?page=34"> China Inc. </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 35" href="https://secure.viewer.zmags.com/publication/3a128229?page=35"> China Inc. After a long period of rapid growt</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 36" href="https://secure.viewer.zmags.com/publication/3a128229?page=36"> Europe shifts gears </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 37" href="https://secure.viewer.zmags.com/publication/3a128229?page=37"> Europe shifts gears fuel consumption in road </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 38" href="https://secure.viewer.zmags.com/publication/3a128229?page=38"> Europe shifts gears followed suit later that </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 39" href="https://secure.viewer.zmags.com/publication/3a128229?page=39"> Europe shifts gears mile (about 153g CO2/km).</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 40" href="https://secure.viewer.zmags.com/publication/3a128229?page=40"> Thought leaders: Bold Baatar, Rio Tinto </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 41" href="https://secure.viewer.zmags.com/publication/3a128229?page=41"> Will growing demand for these minerals trigger a </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 42" href="https://secure.viewer.zmags.com/publication/3a128229?page=42"> Disruptive forces </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 43" href="https://secure.viewer.zmags.com/publication/3a128229?page=43"> changes over time. Many refineries can only make r</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 44" href="https://secure.viewer.zmags.com/publication/3a128229?page=44"> Disruptive forces </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 45" href="https://secure.viewer.zmags.com/publication/3a128229?page=45"> Looking further into the future, the change in th</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 46" href="https://secure.viewer.zmags.com/publication/3a128229?page=46"> Interconnected </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 47" href="https://secure.viewer.zmags.com/publication/3a128229?page=47"> Interconnected clear financial benefits that en</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 48" href="https://secure.viewer.zmags.com/publication/3a128229?page=48"> of light duty EVs rises to 240 million by 2040, c</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 49" href="https://secure.viewer.zmags.com/publication/3a128229?page=49"> Paris Climate Agreement, the study assumes 5.7 mi</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 50" href="https://secure.viewer.zmags.com/publication/3a128229?page=50"> Thought leaders: Gilles Le Borgne </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 51" href="https://secure.viewer.zmags.com/publication/3a128229?page=51"> The cost of autonomous cars will limit their mark</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 52" href="https://secure.viewer.zmags.com/publication/3a128229?page=52"> Big Oil 2.0 </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 53" href="https://secure.viewer.zmags.com/publication/3a128229?page=53"> Big Oil 2.0 on improved engine efficiency, but</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 54" href="https://secure.viewer.zmags.com/publication/3a128229?page=54"> Seele argued that oil prices fluctuations had also</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 55" href="https://secure.viewer.zmags.com/publication/3a128229?page=55"> Category Right Big Oil 2.0 </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 56" href="https://secure.viewer.zmags.com/publication/3a128229?page=56"> London black cabs plug in </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 57" href="https://secure.viewer.zmags.com/publication/3a128229?page=57"> London black cabs plug in parent company, a C</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 58" href="https://secure.viewer.zmags.com/publication/3a128229?page=58"> to recharge 60% of the battery, corresponding to </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 59" href="https://secure.viewer.zmags.com/publication/3a128229?page=59"> London black cabs plug in pollutants have an </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 60" href="https://secure.viewer.zmags.com/publication/3a128229?page=60"> Opinion: Chris Midgley </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 61" href="https://secure.viewer.zmags.com/publication/3a128229?page=61"> per year. These will need to be recovered by othe</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 62" href="https://secure.viewer.zmags.com/publication/3a128229?page=62"> Add Insight We all have more data at our fingert</a> <a title="Changing lanes: A roadmap for transport and future energy markets page 63" href="https://secure.viewer.zmags.com/publication/3a128229?page=63"> Notes </a> <a title="Changing lanes: A roadmap for transport and future energy markets page 64" href="https://secure.viewer.zmags.com/publication/3a128229?page=64"> www.platts.com | support@platts.com Category Left</a>