Leaked info on Nissan Leaf E-Plus 2019

Jolly Red Giant

There are leaked details of the new Leaf E-Plus to be launched in 2019

Brief details -

Battery: 64kWh

Motor Power: 160Kw

Range (EPA): 362Km

Price: €35,000

Fuller breakdown of the spec differences from the 2018 Leaf here -

https://www.express.co.uk/life-style/cars/900488/Nissan-leaf-new-2019-range-price-specs

cros13

Supplies of the 60kWh will be far more limited than the 40kWh.
LG Chem just don't have the production capacity to meet large orders for the foreseeable future.

liamog

cros13 wrote: »

Supplies of the 60kWh will be far more limited than the 40kWh.
LG Chem just don't have the production capacity to meet large orders for the foreseeable future.

There seems to be a lot of 60kWh LG Chem cars all due around the same time, it lines up with the NCM811 Chemistry rollout.

The Wroclaw Plant is due to come online this year @100,000 packs, Michigan was expanded. This should free up their South Korean manufacturing as European orders will now be built in Poland.

It would seem to me that LG do not have capacity to meet new orders, but its taking them around 18 months to build capacity when needed. I'd say this is the reason for the year gap at Nissan's side.

Soarer

So a new Leaf or a secondhand Tesla import?

goz83

Soarer wrote: »

So a new Leaf or a secondhand Tesla import?

Tesla of course. Much as I think the new Leaf is a big step up and the first of the mass adoption EVs.....I would be getting me a Model S/X for sure if I had the spare change laying about. It would be an X for me because I could fill it and then some.

cros13

liamog wrote: »

There seems to be a lot of 60kWh LG Chem cars all due around the same time, it lines up with the NCM811 Chemistry rollout.

The Wroclaw Plant is due to come online this year @100,000 packs, Michigan was expanded. This should free up their South Korean manufacturing as European orders will now be built in Poland.

It would seem to me that LG do not have capacity to meet new orders, but its taking them around 18 months to build capacity when needed. I'd say this is the reason for the year gap at Nissan's side.

Yes, it lines up with Wroclaw. But the fine print on the "100,000 packs" claim is that they are calling 30kWh a "pack". The plant capacity is 2-3GWh this year and 4GWh in 2019. Jaguar iPace (90kWh) production as well as next generation Zoe (50-60kWh) production and several other manufacturers vehicles. I'd be shocked if "100,000 packs" turned into 40,000 cars. Which in the context of demand is pissing against the wind.

Also LG Chem has little to no production capacity elsewhere. Wroklaw is their 2nd largest plant, Cheongju (SK) is expanding by 50% but will only hit 6GWh in 2019, and production is practically entirely sold out to Hyundai/Kia. Nanjing production can't be sold in China anymore due to sanctions, but Hyundai has bought that capacity up too. Holland Michigan is expanding by 50% as well, from 2GWh to 3GWh, and all of that is sold to GM.

It all depends on what production Nissan has agreed with the new owners of AESC. In theory the three big AESC plants are expandable to 20GWh+ collectively.

This is why Tesla and Nissan are the only serious people involved. Tesla's Gigafactory is over 12 times the size of the largest of LG Chem's plants (50GWh pack / 65GWh cell production).
Yet GM, Renault, Jaguar, Mercedes, a smattering of plug-in hybrids from VW etc. and some of Nissan's Leaf production are relying on two LG Chem plants that at best will hit 7GWh total by 2019.
This is why, when someone says "Tesla won't survive when the traditional manufacturers get serious about EV production" I struggle not to laugh. Them and what army?

liamog

Why do they need spare capacity. LG Chem appear to be following a model which allows them to build the batteries for car sales as forecast by the manufacturer.

The Ioniq battery supply problems were due to under forecasting by Hyundai. LG Supplied the 1,200 Packs per month that Hyundai ordered, they were able to up this to 1,800 Packs per month by the second half of 2017. I've always suspected that they sacrificed the longer range Ioniq which would have a 50% larger battery to make 50% more of the current packs.
Hyundai have a forecast for 2018, which LG Chem will happily fulfill.

Nissan will have given LG Chem a number for the 60kWh packs, and they will produce that number. Nissan have sold out of AESC, and it appears AESC tech is just not up to par.
It looks to me that the only serious contenders are Tesla and LG Chem.

Panasonic/Tesla can afford to be bullish on investment because of the integrated nature of the business. LG Chem are understandably being conservative, they'll build what the manufacturers need, but aren't going to speculatively add capacity.

cros13

liamog wrote: »

Why do they need spare capacity. LG Chem appear to be following a model which allows them to build the batteries for car sales as forecast by the manufacturer.

Absolutely. And the reason for that is the last time they speculatively built capacity for the car industry the promised volume never arrived, LG group needed to step in with funding and heads rolled.

liamog wrote: »

The Ioniq battery supply problems were due to under forecasting by Hyundai. LG Supplied the 1,200 Packs per month that Hyundai ordered, they were able to up this to 1,800 Packs per month by the second half of 2017. I've always suspected that they sacrificed the longer range Ioniq which would have a 50% larger battery to make 50% more of the current packs.
Hyundai have a forecast for 2018, which LG Chem will happily fulfill.

Yes, Hyundai should be able to build 40,000 to 50,000 cars next year. SK innovation are also expanding their supply to Hyundai/Kia.

liamog wrote: »

Nissan will have given LG Chem a number for the 60kWh packs, and they will produce that number. Nissan have sold out of AESC, and it appears AESC tech is just not up to par.
It looks to me that the only serious contenders are Tesla and LG Chem.

My point is that the Leaf ePlus will be a halo car for the Nissan/Leaf brand. The volume car will remain the AESC 40kWh well into 2020/2021.

All of these more capable EVs hitting the market and greater customer awareness are expanding demand non-linearly. The addressable market is the ~90 million passenger vehicles produced annually. LG Chem is pretty consistently increasing production by 50% a year, yet Jaguar-Land Rover's latest tender for 2021 battery supply is more than double LG Chem's global annual production and three times cylindrical cell production of LG Chem, Samsung SDI & SK Innovation for all markets combined.

liamog

cros13 wrote: »

Absolutely. And the reason for that is the last time they speculatively built capacity for the car industry the promised volume never arrived, LG group needed to step in with funding and heads rolled.



Yes, Hyundai should be able to build 40,000 to 50,000 cars next year. SK innovation are also expanding their supply to Hyundai/Kia.



My point is that the Leaf ePlus will be a halo car for the Nissan/Leaf brand. The volume car will remain the AESC 40kWh well into 2020/2021.

All of these more capable EVs hitting the market and greater customer awareness are expanding demand non-linearly. The addressable market is the ~90 million passenger vehicles produced annually. LG Chem is pretty consistently increasing production by 50% a year, yet Jaguar-Land Rover's latest tender for 2021 battery supply is more than double LG Chem's global annual production and three times cylindrical cell production of LG Chem, Samsung SDI & SK Innovation for all markets combined.

Ok that makes sense,for info Hyundai/Kia are planning to hit 100,000 for 2018 between Ioniq, Nero, Stonic and Kona.

thierry14

Not bad specs I suppose

Think I've seen them before though

Few years ago now, think was 2016

160kw motor, 60kWh battery, fwd, hatchback, 0-60 6.5 secs, 225mile range, bout 35k in the States when converted to Euro

Not bad Nissan, only 3 years late.

Not bad, will sell well if they can buy enough batteries. RWD by any chance ?

n97 mini

Deleted User wrote: »

Not bad, will sell well if they can buy enough batteries. RWD by any chance ?

It's a Nissan. If it's not FWD it'll be AWD (not likely)... RWD is the preserve of BMW and Mercedes.

zilog_jones

n97 mini wrote: »

It's a Nissan. If it's not FWD it'll be AWD (not likely)... RWD is the preserve of BMW and Mercedes.

Nissan make RWD cars, but they usually have 6 cylinders and are suffixed with a "Z"