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That's because the Chinese are far ahead in battery technology and related supply chains. US manufacturers are only now starting to use LFP in larger volumes. R
by jillesvangurp 1y ago
That's because the Chinese are far ahead in battery technology and related supply chains. US manufacturers are only now starting to use LFP in larger volumes. Reason: limited amount of local producers capable of producing LFP batteries. This is starting to change as some local producers are now licensing technology from the likes of CATL. For example Ford is doing this.
They are years behind with sodium ion which is being mass produced in China already and being used in ultra cheap EVs that simply don't exist in the US market.
And then solid state batteries are also something that China looks to be on track with to start producing in larger volumes in the next year (low volume production is already happening). And that's despite companies like Amprius, Quantumscape, etc. being based in the US. In short, the US car manufacturing industry has long lost its leadership position. And that's including Tesla that until a few years ago was producing better EVs than others. No longer true and they are struggling to keep up currently.
- epistasis 1y agoAgreed, and that's my point: US companies only valued ICE skills, which has left them weak and vulnerable now that the truly valuable skills are in batteries and looking for efficiencies with a far simplified rest of product. By treating batteries as a component roughly on par with an air filter, US manufacturers have lost out on multiple R&D cycles and put themselves in such a poor strategic position that it's unlikely they will be able to survive without major restructuring.