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Technology has actually improved massively since 2010. There's nothing wrong with the batteries on the market today. Relative to 2010, they are safer, provide b
by jillesvangurp 3y ago
Technology has actually improved massively since 2010. There's nothing wrong with the batteries on the market today. Relative to 2010, they are safer, provide better energy density, use less problematic materials like cobalt, etc. There are also a few new chemistries like LFP and sodium ion.
Solid state is more or less progressing on a time line that hasn't really deviated a lot from what was projected a few years ago. There are a few companies out there that by now have proven that they can build cells that last lots of cycles and generally perform well. Taking those cells to production necessarily involves a series of increasingly larger plants to produce these cells and testing the hell out of the resulting cells. This is a slow process but it seems like a few companies are ramping up production volumes.
Quantumscape is a good example. They are exactly where they said they would be a few years ago. They've delivered sample cells to a few of their customers (VW and a few others) and the tests came back positive. I think this year they are building small production facility to start producing low volumes of cells. If that's successful, we might see some cars from 2026/2027 onwards or so. But I would expect volume production to be dominated by LFP and increasingly sodium ion batteries for cheaper EVs for quite some time. They are good enough. Higher energy density will come at a premium.