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Worth noting that this battery is commercialized at their fab in Fremont.
by malchow 4y ago
Worth noting that this battery is commercialized at their fab in Fremont.
- Animats 4y agoWell, just barely. They claim to have made some samples.[1] Read their SEC filing for Q1 2022. They already went public via an SPAC reverse merger, with a nominal value around $1 billion. The biggest concern is in the "Risks" section: "Our roadmap to improve our energy density requires us to implement higher energy density materials for both cathodes and anodes." That's a fundamental problem, and the story of too many wannabe battery makers. It would be much better if the SEC filing said they had a working prototype which met the announced specs, and the big risk was scaling up the manufacturing of the prototype. The stock symbol is ENVX. [1] https://www.sec.gov/ix?doc=/Archives/edgar/data/1828318/000095017022010240/envx-20220403.htm https://www.sec.gov/ix?doc=/Archives/edgar/data/1828318/0000...
- malchow 4y agoHappily, you are misunderstanding their filing. They do have working prototypes which meet the announced specs. They also have a plan to push beyond the current (and very impressive) 900 Wh/L energy density.[1] It is those future-looking plans which may (or may not) require higher energy density materials on the anode and cathode. [1] https://www.enovix.com/wp-content/uploads/2022/06/Ashok-Lahiri_Enovix-AABC-Europe-Final-Stand-Alone.pdf https://www.enovix.com/wp-content/uploads/2022/06/Ashok-Lahi...
- Animats 4y agoFrom PDF, page 10, note "Assumed 100% packing efficiency for pouch or prismatic vs 90.7% packing efficiency for cylindrical form factor". Some of the improved energy density seems to come from rectangular cells packed with no space for coolant flow. The one picture of an actual battery shows it sitting on a huge heat sink.