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Production emissions are dwarfed by lifetime CO2 emissions of fossil fuel vehicles, which need to be off the road as soon as possible. The quickest way to do t
by elihu 3y ago
Production emissions are dwarfed by lifetime CO2 emissions of fossil fuel vehicles, which need to be off the road as soon as possible. The quickest way to do that is with small, cheap cars that don't require bottleneck resources like cobalt and nickel.
I wish we had countries with efficient, clean production practices building small EVs using scalable production techniques like China, but give the choice between BYD's approach and that of your average US automakers, I think BYD's approach is better. (Maybe South Korea is a contender for being a legitimate competitor to China. I don't think they've done much with LFP batteries as far as I know, but it looks like LG chem is working on LFP plants though so maybe that'll change.)
- Reason077 3y agoIt’s likely that the majority of EV production globally will shift to LFP in the coming years. Mostly due to cost but also the significant lifecycle and safety advantages of LFP. NMC will remain dominant in high end, performance models but LFP will be the mainstream.
- elihu 3y agoI wouldn't be that surprised if LFP batteries were approaching half of all EV battery production now. I agree LFPs are currently the right chemistry for mass-production vehicles. NMC is for luxury cars, or use cases with special requirements (e.g. better cold weather performance). I expect LFP will eventually be superseded by some other technology. Though it's possible they'le be superseded by something that's a direct improvement on LFP rather than something completely new.
- Reason077 3y agoLFP market share was reported to be 31% by the end of 2022 (up from 11% in 2020), with BYD and Tesla accounting for 68% of all LFP vehicles sold globally. https://insideevs.com/news/628303/ev-battery-lfp-share-september2022/ https://insideevs.com/news/628303/ev-battery-lfp-share-septe...
- throwawaylinux 3y agoAh, I'm talking about emissions intensity of production for an economy. Not the emission cost to manufacture vs run an EV.