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The Big Question: Ile ładowarek do pojazdów elektrycznych potrzebuje Europa?
euronews (po polsku)
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4 weeks ago
The Big Question: Ile ładowarek do pojazdów elektrycznych potrzebuje Europa?
„Jeśli infrastruktura ładowania nie nadąży, branży pojazdów elektrycznych trudno będzie utrzymać wzrost” – powiedział Manoj Raghavan, dyrektor generalny Tata Elxsi.
CZYTAJ WIĘCEJ : http://pl.euronews.com/2025/11/03/the-big-question-ile-ladowarek-do-pojazdow-elektrycznych-potrzebuje-europa
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00:00
Zobaczmy, że to nie ma dobrej user experience.
00:02
Dla infrastruktura to rampa uporzalne bardzo szybko.
00:05
I think that is hope.
00:11
Welcome to The Big Question,
00:13
the series from Euronews,
00:14
where we address some of the most important issues
00:16
on the business agenda.
00:18
I'm Hannah Brown,
00:19
and today I'm joined by CEO and Managing Director
00:21
of Tata Elksi, Manoj Rokhavan.
00:23
So thank you very much for joining me, Manoj.
00:25
Thank you.
00:26
First of all, for those in our audience
00:27
who might not know precisely what Tata Elksi do,
00:31
can you just explain, please?
00:32
But Tata Elksi is focused on product design
00:35
and the engineering space.
00:36
We focus on three verticals.
00:38
Automotive is the largest vertical for us.
00:40
We also do work in the media and telecom,
00:42
as well as the healthcare and life sciences space.
00:44
So a lot of the work that we do
00:46
are cutting edge, next generation product development
00:49
and maintaining the existing products
00:51
and value add and so on.
00:53
So that's the business that we do.
00:54
So as you said there,
00:56
that Tata Elksi does a lot of design
00:57
and technology innovation
00:58
within the automotive industry.
01:00
Right now, there's a big push towards EVs in Europe.
01:03
But in your opinion,
01:04
what are the key barriers
01:05
to increased adoption here in Europe?
01:07
One is the cost.
01:08
Most EVs today retail at about,
01:11
you know, 40,000 to 50,000 euros.
01:12
For mass adoption of EVs,
01:14
the price comes down to around 25,000 euros.
01:16
I think you will see a lot more adoption, right?
01:18
Number two is the availability
01:20
of charging infrastructure.
01:22
Of course, you know,
01:23
charging at the home infrastructure
01:25
is already available.
01:26
But what is more important
01:27
is the public charging infrastructure.
01:29
Today in Europe,
01:30
maybe more than a million
01:32
public charging facilities are available.
01:35
And to meet Europe's goal
01:36
of the Fit for 55
01:37
and, you know,
01:38
reducing the carbon emission
01:39
by 55 person in 2030,
01:42
Europe needs minimum
01:44
3.5 million public charging,
01:46
you know, infrastructure
01:47
to be available.
01:48
all the way to maybe
01:49
some reports talk about
01:51
8 million public charging infrastructure
01:52
that is needed.
01:53
However, the challenge
01:54
is not just about
01:55
the number of public charging infrastructure.
01:57
The challenge is also about
01:58
the number of fast chargers
01:59
that are available
02:00
because people would not like
02:02
to spend more than 10 minutes
02:03
or 15 minutes
02:04
charging their cars.
02:06
And so unless you have
02:06
the fast chargers
02:08
that are available,
02:09
the experience for the driver
02:10
and the passengers
02:11
is not going to be great.
02:13
So I think today
02:14
about 13.5% of these chargers
02:16
are fast chargers.
02:18
However, to reach
02:19
the goals of 2030,
02:21
maybe at least 60, 70%
02:22
of these chargers
02:24
have to be fast chargers.
02:25
Most of these public chargers
02:26
are concentrated
02:27
in three major countries,
02:29
Netherlands, Germany, and France.
02:31
However, for EV uptake
02:34
to, you know,
02:35
to go up significantly,
02:36
there has to be
02:37
an equitable distribution
02:38
of these public chargers
02:39
in other countries as well,
02:40
especially where people
02:41
need to use it,
02:42
along the highways,
02:43
in rural areas.
02:44
See, a lot of the infrastructure
02:45
is built in the cities
02:46
and so on.
02:48
But looking at,
02:49
you know,
02:49
people driving long distances
02:51
and so on,
02:52
availability of these chargers
02:53
on the highways
02:54
and in rural areas
02:55
are also going to be important.
02:57
The electricity grid itself,
02:59
right, you know,
03:00
by 2030,
03:00
when you have
03:01
a lot more EV cars
03:02
on the road
03:02
and all of them charging
03:03
into the network,
03:04
the EV grid has to be updated.
03:06
These are some of the issues
03:07
that Europe has to address,
03:08
you know,
03:09
before, you know,
03:10
EV can meaningfully
03:11
pick up the speed.
03:18
So in 2024,
03:20
according to
03:21
the International Energy Agency,
03:23
their data said
03:24
that across the EU,
03:25
on average,
03:26
there was around
03:26
one charger
03:27
for every 13 EVs.
03:29
But that was a decrease
03:30
of about 10%
03:31
on 2023 ratios,
03:33
which means
03:34
that EV ownership
03:35
is growing,
03:36
but we're not
03:37
matching that
03:37
with infrastructure growth,
03:38
right?
03:39
So what ratio
03:40
should we be looking for
03:41
and what would be
03:42
the consequence
03:43
if we don't keep up
03:44
with that charging
03:45
infrastructure growth?
03:46
Charging infrastructure
03:47
has to ramp up
03:48
pretty rapidly, right?
03:49
So we are looking at
03:51
between 1 to 2
03:53
or 1 to 3
03:53
sort of ratios, right?
03:55
So it's a,
03:55
you know,
03:56
far higher ratio
03:57
as compared to
03:57
1 to 12
03:58
or 1 to 13
03:59
today that you have.
04:00
That is definitely
04:01
going to be critical
04:02
because as you have
04:03
more EVs on the road
04:04
and especially
04:06
during either peak hours
04:08
or during holiday season
04:09
when everybody's
04:11
on the road
04:12
and the chargers
04:13
are clogged,
04:14
that doesn't give
04:15
a good user experience.
04:16
People will soon
04:17
start missing
04:17
their ICE engine.
04:18
So I think
04:19
unless the charging
04:20
infrastructure,
04:21
you know,
04:21
keeps up,
04:22
it'll be difficult
04:23
for the EV industry
04:25
to sustain,
04:25
you know,
04:26
the growth.
04:27
So it's very,
04:28
very critical
04:28
at this point.
04:29
Thinking about
04:29
what you do
04:30
at Tatoelxi,
04:31
you know,
04:32
what innovations here
04:33
can help with this issue,
04:34
whether that is
04:35
with chargers
04:36
or with batteries?
04:37
In five years
04:38
or in ten years,
04:39
we'll have a lot more
04:40
new materials
04:40
that come out
04:41
that, you know,
04:42
you can charge
04:42
maybe in five minutes
04:43
that gives
04:44
a thousand kilometer range
04:46
and so on.
04:46
So I think
04:47
the industry demands,
04:49
you know,
04:49
range,
04:50
industry demands
04:51
fast charging
04:51
and I'm sure
04:52
that, you know,
04:53
all of that
04:53
will come out
04:54
in no time.
04:55
And the range anxiety,
04:57
I would say,
04:58
would be a thing
04:58
of the past, right?
04:59
I mean,
05:00
today if you see
05:00
some of the technologies
05:01
that are there
05:02
in China
05:02
and so on,
05:04
there are some OEMs
05:04
that are talking of,
05:05
you know,
05:06
battery swapping.
05:07
You don't need
05:07
to wait
05:08
for you to charge
05:08
15 minutes
05:09
or half an hour
05:10
and so on.
05:10
You drive in
05:11
to a battery swapping center,
05:12
they remove the battery
05:14
and give you
05:15
a fresh,
05:16
fully charged battery
05:17
all in under five minutes.
05:19
Of course,
05:19
when you talk of battery,
05:20
it is, you know,
05:21
lithium and NMC
05:22
and, you know,
05:23
all of these
05:23
are either
05:24
bare earth
05:24
and the supply
05:25
is available
05:25
only in certain parts
05:27
of the world
05:27
and today,
05:29
if you look at it,
05:29
only a few countries
05:30
have monopolized
05:31
the entire lithium
05:33
and lithium ore
05:34
and so on,
05:34
including manufacturing
05:36
of all these batteries
05:38
are also limited
05:38
to a few countries
05:40
in the world.
05:41
So that puts a lot
05:41
of, you know,
05:42
supply chain risks
05:43
as well.
05:44
I think the best case
05:45
situation for Mother Earth
05:47
is that we have
05:48
some alternate material
05:50
that is available
05:50
in abundance,
05:51
right?
05:52
Maybe silica,
05:52
maybe sand,
05:53
maybe sodium
05:54
and so on.
05:55
There are a lot
05:55
of research
05:56
that is happening
05:57
in which case
05:58
then we really
05:59
don't need to
05:59
do all this mining
06:00
for lithium
06:01
and, you know,
06:02
the other rare earth
06:03
heavy metals
06:03
and so on.
06:04
So actually,
06:05
all of these design
06:05
innovations
06:06
that we've discussed
06:07
could all be
06:07
massive game changers
06:09
in the evolution
06:09
of EV adoption
06:11
but what will
06:13
all of these things
06:13
do to the price?
06:15
Yeah,
06:15
EVs are definitely
06:16
not cheap.
06:17
I think the
06:17
major component
06:18
of, you know,
06:19
if you look at an EV
06:20
from a price perspective
06:22
is the batteries.
06:23
So a lot of focus
06:25
has been on the industry
06:25
to bring down
06:26
the price of the batteries.
06:27
I think the industry,
06:28
I think we've succeeded
06:29
in really bringing
06:30
down the price
06:30
of the batteries
06:31
over the last five years
06:32
or last 10 years.
06:33
It has been significant.
06:34
I mean,
06:35
by a factor of two or three,
06:36
the price have come down,
06:37
right?
06:37
And I'm sure
06:38
moving forward
06:39
in the next five years
06:41
and so on,
06:42
the prices would still
06:43
keep coming down
06:44
and the focus is
06:45
to see how we can use
06:46
commonly available
06:47
material, right?
06:48
So definitely
06:49
the hope is that
06:51
it won't involve
06:52
expensive processing
06:53
and so on
06:53
and we will be able
06:55
to bring down
06:56
prices even
06:56
for the alternate
06:57
technologies
06:58
that we're looking at.
06:59
So from a technology
07:00
perspective,
07:01
from a design
07:02
thinking perspective
07:02
with tools like AI
07:04
and what it does
07:05
is it helps companies
07:06
get it right first.
07:07
You simulate,
07:08
you do everything
07:09
on a virtual platform,
07:10
you design digitally,
07:12
you sort out
07:13
all the issues
07:13
ahead of time
07:14
and then you put it
07:15
into the car
07:15
and so on, right?
07:16
Of course,
07:17
you still need to
07:17
manufacture a few prototypes
07:19
but earlier
07:20
before you launch a car
07:21
you manufacture,
07:22
you know,
07:22
200, 300 units
07:23
and each of these units
07:24
are very expensive
07:25
and so on
07:26
and do a full driving
07:27
and end-to-end testing
07:28
using those prototypes.
07:30
Today, a lot of that
07:31
can be done virtually
07:31
using simulation platforms.
07:34
So yes,
07:35
I think technology
07:37
that is available,
07:38
you know,
07:38
moving forward
07:39
will really help,
07:40
I would say,
07:41
bring down the price
07:41
even further.
07:42
So I think that is hope.
07:44
Okay, brilliant.
07:44
And on that note,
07:46
that's all we have time for
07:47
but thank you so much
07:48
for joining me today
07:48
on The Big Question.
07:49
Thank you.
07:50
Thank you Anna.
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