ILMA Compoundings - April 2020 - 19

be cut to under one hour if rapid chargers are used. However,
the availability of rapid charging points is currently limited,
which means unplanned holdups can leave BEV owners
wondering if they will be able to complete their journey.
Because faster charging results in more heat being generated, it is necessary for the entire system - from the battery
pack, power electronics and charging system - to be actively
cooled. Advanced thermal management systems, where
EV-customized coolants and even transmission fluids could
be used to help remove heat more efficiently, can enable faster
charging systems and reduce charging times significantly.
3. Extended driving range
One of the barriers to electric car adoption is their limited range between charges and the current relatively low
availability of rapid and fast-charging stations. The average
range of electric cars is around 180 miles, which is sufficient
for most people's daily use. But the fear of running out of
power is an issue OEMs want to address - some, such as
Tesla, Jaguar and Mercedes, are adding long-range models
with claims of up to 375 miles, but those models tend to
come with a hefty price tag.
Greases, transmission fluids, coolants and engine oils (in
the case of plug-ins) can help reduce the friction between
moving parts, allowing cars to travel further per charge; this
makes the lack of infrastructure less of a concern.
Specialized fluids for EVs must deliver excellent wear
protection, heat absorption, materials compatibility and
dielectric properties.
The future of the EV market is inexorably linked to the successful development of advanced EV fluids. Kline estimates
that by 2040, in the three markets studied (China, Japan and

the U.S.), the BEV population will reach almost 240 million,
more than 80% of which will be in China. This growth will
create a very attractive market for factory-fill EV fluids. While
in volumetric terms China has the potential to be the largest
market for EV fluids - particularly coolants - players in
this market are currently inclined to use mainstream fluids to
service EVs. However, in other markets, such as Japan, the
U.S. and Europe, there will be demand for fluids that can
deliver technical advantages. This will result in the growth of
higher-value niche markets for customized EV transmission
fluids and greases in these regions.
In our view, the real tipping point for EVs could come as
early as 2030.
As time progresses and EVs come out of warranty, the
service-fill markets for e-transmission fluids and coolants
will also grow. This could provide significant opportunities for OEM-franchised workshops, as advanced sensor
technology will prompt the driver to return to the OEM
for fluid replacement. Independent workshops will need to
work hard to capture a share of this market.
By addressing the three customer concerns that prevent
a mass-scale adoption of BEVs, advanced lubricants and
coolants will play a major role in paving the way to BEV
penetration. In the short term, this will be a factory-fill
market, dominated by the major oil companies that have
sufficient R&D resources to develop the technologically
advanced lubricant solutions that are necessary. In the
longer term, the service-fill EV fluid market will also expand,
providing opportunities that workshops will need to grasp.
NEW EV FLUIDS REPORT
Read more about the Electric Vehicle Fluids: Market Analysis
and Opportunities report by visiting www.klinegroup.com.
Luzuriaga is project manager at Kline Group. He can be
reached at sharbel.luzuriaga@klinegroup.com.

19


http://www.klinegroup.com

ILMA Compoundings - April 2020

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ILMA Compoundings - April 2020 - Cover2
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