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Doesn't really matter much for the majority of the BEV revolution, that is going to be LFP and Sodium Ion batteries for the vast majority of cars, especially wh
by AtlasBarfed 4y ago
Doesn't really matter much for the majority of the BEV revolution, that is going to be LFP and Sodium Ion batteries for the vast majority of cars, especially when LFP hits 230-250 wh/kg and really especially once sodium ion hits 200 wh/kg.
Cobalt/Nickel chemistries will be for luxury cars, long range vehicles, tractor trailers, until the sulfur chemistries take over in probably 5-8 years (although I hope a lot sooner).
So this is kind of good news, but really isn't the meat of the BEV revolution.
- ObviousHumanGPT 4y agoCATL's 210Wh/kg LMFP cells are already in volume production for a major automotive customer. I would expect that customer to disclose shipping product in a March investor event.
- pfdietz 4y agoHmm. Who has an investor day on March 1? I wonder...
- ObviousHumanGPT 4y agoI don't want to call out certain antisocial twits by name. The 350 mile LFP car is probably already in production in a Shanghai factory if you can still stomach giving him money...
- AtlasBarfed 4y agoThe 200-215 wh/kg LF*P chems are in mass production! 160 wh/kg sodium ion this year as well! I was referring to their roadmap chemistries that they are next targeting for mass production, that will likely underlie what I call the "third phase" of BEVs. The first was the earlier prototypes and Model S/X era of Tesla. The Model 3 heralded the second phase, where most carmakers actually started trying at BEV products. Third phase is where the ICE cannot compete pricewise and BEVs are the clear choice when buying a new car. 200-210 wh/kg should do 400 mile cars if they have to . the 160 wh/kg sodium ion though, that should be a 200-300 mile car, eventually drop to $40/kwh... that will be the city car revolution, a technology for several billion BEVs. Exciting times. Of course the US government is hopelessly behind.