Carbon Fiber Vs. Carbon Dioxide: German Car Maker Risks A Big Gamble

Bertel Schmitt
by Bertel Schmitt

Except for a lot of green talk, my German compatriots are not known for enthusiastically embracing the EV idea. Japan, even China is way ahead of them. Despite high gasoline costs (taxes, taxes), even hybrids are everything but runaway successes in the Fatherland. If Germans want to save, they buy a Diesel, or take the train. But even the train isn’t the bargain it used to be. One car company bets big on Electric Vehicles. So big, that they built a whole new factory for them. You won’t believe who.

It’s BMW. With Chancellor Merkel in attendance, BMW started construction of a factory only for EVs. The plant is outside of Leipzig, and looks “like a stranded UFO,” as Die Welt reports. In 2013, the factory will churn out BMW’s EVs that currently go by the working title “Megacity Vehicle.” Instead of putting a battery and electric motors into a (more or less) existing vehicle, BMW will build a whole new vehicle around battery and electric motors. Or so they say.

Here is the big EV conundrum: The car has to lug a heavy battery around. Weight is the enemy of range. The bigger the battery, the bigger the weight. Can’t win. So BMW makes the car itself as light as possible. Instead of heavy steel, even instead of light aluminum, there will be carbon fiber. “Less weight, more range” taught CEO Reithofer the assembled press and luminaries, just in case they had slept during Newton. So get ready for a future that replaces carbon dioxide with carbon fiber.

BMW started a joint venture with SGL Carbon. They are building a factory in Washington State that will mass produce carbon fiber in an environmentally-friendly fashion. “When we make carbon fiber in our state, no harmful substances will be emitted into the air,” bragged Washington State Governor Christine Gregoire, who was also in attendance. Even the power to make the fiber is green: Hydroelectric power, there is one plus to all that rain in the Northwest.

Still, BMW has to deal with the usual problems that plague EVs. First, there is the nasty price. It won’t be cheap. But BMW customers usually don’t rely on social security. Then, there is range. Klaus Draeger, head of R& at BMW says it will go for 200km (124 miles) – no wonder it’s for megacities. Its range is barely enough for the M25, London’s ring road. In a true megacity, like Beijing, it will run out of juice before circumnavigating the 140mile long 6th Ring Road.

Then, there is a huge gamble: Currently, carbon fiber is obscenely expensive. Two to three times as dear as aluminum. Nearly 30 times as expensive than steel – if you go by weight. BMW is betting that the price of carbon fiber (and hopefully that of batteries) will come way down before they launch their Megacity Vehicle in 2013. If not, it will be a megadud.

Bertel Schmitt
Bertel Schmitt

Bertel Schmitt comes back to journalism after taking a 35 year break in advertising and marketing. He ran and owned advertising agencies in Duesseldorf, Germany, and New York City. Volkswagen A.G. was Bertel's most important corporate account. Schmitt's advertising and marketing career touched many corners of the industry with a special focus on automotive products and services. Since 2004, he lives in Japan and China with his wife <a href="http://www.tomokoandbertel.com"> Tomoko </a>. Bertel Schmitt is a founding board member of the <a href="http://www.offshoresuperseries.com"> Offshore Super Series </a>, an American offshore powerboat racing organization. He is co-owner of the racing team Typhoon.

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  • Amca Amca on Nov 07, 2010

    Battery prices aren't coming down. I don't know why no one pointed this out before, because it's so darned obvious: The lithium ion cells that are the basic building block of all EV battery packs are already a commodity item. There aren't new economies of scale or refinements of production that are going to bring cost down significantly. And these basic cells are overwhelmingly the majority of the cost of the battery pack. EV batteries are not going to get significantly less expensive. And let me make a final point: carbon fiber is similar to lithium ion. It's a mature technology. It's not going to get cheap.

    • Patrickj Patrickj on Nov 07, 2010

      @amcr Just because Lithium Ion batteries are a commodity item for portable devices such as laptop computers doesn't mean that manufacturing has been developed on the scale required to meet even 1% of the car market. A similar scale issue comes up on the path of carbon fiber from aerospace, defense, and high-end sporting goods to cars. Automobiles provide a scale of manufacturing quantity available nowhere else but in buildings. While neither carbon fiber or batteries will ever have falling costs on the scale of memory chips or flat-panel TVs, significant progress is still likely.

  • Carve Carve on Nov 08, 2010

    The only reason cars are made of steel is because it's strong and cheap. It's heavy as hell though, but that was OK because the energy to move it around was dirt cheap. Our paradigm is based on cheap energy. Now that the power source (batteries) are expensive, it makes sense into putting the money into ways to dramatically reduce the size of that component- namely, needing less of it. It's the same as alternative energy for homes. It just isn't cost effective because our homes were designed around cheap energy, so require a lot of it. Instead of replacing that cheap energy with expensive renewables, it makes a lot more sense to limit your demand first, then go to the alternative energy. This is done by lighting that requires 1/8 the power, cooling that is 2-3x as efficient, limiting "vampire" loads, air-drying clothes, etc.

  • Funky D The problem is not exclusively the cost of the vehicle. The problem is that there are too few use cases for BEVs that couldn't be done by a plug-in hybrid, with the latter having the ability to do long-range trips without requiring lengthy recharging and being better able to function in really cold climates.In our particular case, a plug-in hybrid would run in all electric mode for the vast majority of the miles we would drive on a regular basis. It would also charge faster and the battery replacement should be less expensive than its BEV counterpart.So the answer for me is a polite, but firm NO.
  • 3SpeedAutomatic 2012 Ford Escape V6 FWD at 147k miles:Just went thru a heavy maintenance cycle: full brake job with rotors and drums, replace top & bottom radiator hoses, radiator flush, transmission flush, replace valve cover gaskets (still leaks oil, but not as bad as before), & fan belt. Also, #4 fuel injector locked up. About $4.5k spread over 19 months. Sole means of transportation, so don't mind spending the money for reliability. Was going to replace prior to the above maintenance cycle, but COVID screwed up the market ( $4k markup over sticker including $400 for nitrogen in the tires), so bit the bullet. Now serious about replacing, but waiting for used and/or new car prices to fall a bit more. Have my eye on a particular SUV. Last I checked, had a $2.5k discount with great interest rate (better than my CU) for financing. Will keep on driving Escape as long as A/C works. 🚗🚗🚗
  • Rna65689660 For such a flat surface, why not get smoke tint, Rtint or Rvynil. Starts at $8. I used to use a company called Lamin-x, but I think they are gone. Has held up great.
  • Cprescott A cheaper golf cart will not make me more inclined to screw up my life. I can go 500 plus miles on a tank of gas with my 2016 ICE car that is paid off. I get two weeks out of a tank that takes from start to finish less than 10 minutes to refill. At no point with golf cart technology as we know it can they match what my ICE vehicle can do. Hell no. Absolutely never.
  • Cprescott People do silly things to their cars.
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