tooltalk

14 ms·

91.
by tooltalk 2y ago
China's EV market is about 60% of the global EV market. And no foreign battery competitors have been able to participate in China's local EV market (ie, shadow-ban) since 2015 and all EV OEMs, local or foreign, are required to us
92.
by tooltalk 2y ago
Accubattery pings, but doesn't actually stop charging. Some Android, Samsung Galaxy for instance, now has "battery protection" mode that stops charging at 80%.
93.
by tooltalk 2y ago
>> Additionally, 0% SOC may be set as high as 20% capacity. << I think that was the case for GM Bolt years ago, but batteries cost a lot of $$ and you won't see more than 5% reserved for buffer these days -- or 95% usuable
94.
by tooltalk 2y ago
No, I think they are about equal. The US already has been countering China's every anticompetitive, discriminatory policy measure by more or less equal response: for instance, eliminating all subsidies on EVs with critical minerals sou
95.
by tooltalk 2y ago
China, South Korea, and Japan really don't have the best diplomatic/trade relationship. South Korea has in particular suffered a great deal undr China's economic coercion since THAAD in 2017 -- their global giants like Samsun
96.
by tooltalk 2y ago
The US is the second largest by units sold (30M vs 15M) and the largest by value. The average selling price of a new vehicle in China is about $20K vs. US $50K.
97.
by tooltalk 2y ago
China's EV subsidies have existed in various shapes and forms since 2009 -- they are always phasing out; then renewed, extended every 3-4 years. The last "direct purchase" subsidies ended on Jan 1, 2023; it was however exte
98.
by tooltalk 2y ago
It's called predatory pricing -- you buy cheap now, pay later when they come to recoup their cost. It won't drain their bank if they end up undercutting/destroying all local competitor and we become dependent on them. This i
99.
by tooltalk 2y ago
wow you seem super emotionally, mentally unstable. After the fall of the Berlin Wall and the total collapse of China's centrally planned economy decades earlier, China begged to join the world order created by the West and for their
100.
by tooltalk 2y ago
USMC -- but it's no Ten Commendments or set in stone. It can be amended as the US sees it fit. The US would find a way to keep them out of the US market.
101.
by tooltalk 2y ago
BYD's competitiveness comes from their gov't protectionism and illegal subsidies. (see my above comment on how the Chinese gov't eliminated foreign competition to protect CATL/BYD since 2016).
102.
by tooltalk 2y ago
the average cost of EVs has been declining without Chinese EVs in the US market and they would continue to decline with or without Chinese EVs.
103.
by tooltalk 2y ago
You are missing the big picture. This isn't necessarily about the price level, but China's coercive, illegal trade practice to gain market advantage. For instance, look at how they came to dominate the battery manufacturing. For
104.
by tooltalk 2y ago
>> Since 2022, the majority of EVs manufactured have no cobalt in their batteries. << This is not true at all. Most EV OEMs don't use LFP: even in China, LFP's market share just passed 50% in 2022. Outside China, it&
105.
by tooltalk 2y ago
The industry trend is to minimize the use of cobalt as much as possible. While the early generation of lithium ion batteries had high cobalt content, the most cutting edge ones -- eg, NCM/A-9 -- has already reduced the cobalt content
106.
by tooltalk 2y ago
Lithiums are highly reactive and are never found in their pure form in nature.
107.
by tooltalk 2y ago
You can't talk about LFP without longevity and affordability. I can't help noticing that there is no mention of price or cycle rating, can someone fill the gap?
108.
by tooltalk 2y ago
>> New plants are set up to recover lithium because the price of lithium has increased, but old plants don't. << The price of lithium has collapsed by as much as 85% since 2022 Nov peak and is expected to drop further all t
109.
by tooltalk 2y ago
I think this is a big problem in the EV race. Most Western companies are still unwilling to get their hands dirty, even as China's grip on raw materials and refining has become a serious geopolitical threat.
110.
by tooltalk 2y ago
You are not wrong. LFP is mostly for small, compact low-range EVs, so its low energy cell density under ~160Wh/kg is sufficient. Most mid/high end EVs with longer range or power needs use high-nicke/energy NCM/NCA. de f
111.
by tooltalk 2y ago
>> What smartphone is made anywhere else? << smartphones are "assembled" and "packaged" in China. Most components, or over 90%, in Apple iPhones are sourced from non-Chinese sources; then imported into Ch
112.
by tooltalk 2y ago
>> Unrelated but I’ve taken a very hard stance personally on buying anything Chinese and have just accepted that it may mean being stuck with inferior technology.<< LFP is mostly for cheaper, low-range EVs or stationary energy s
113.
by tooltalk 3y ago
LFP is for base, low-range models; Panasonic's NCA for the mid/perf trims and the MY in the US. Tesla's QC problem is serious and still affects all EVs made in the US -- the batteries in these EVs have little to do with it.
114.
by tooltalk 3y ago
Yep. I'm using Linux on a XPS 13 and Dell provides Dell Command Configure, aka, cctk. I set mine to 65%. https://www.dell.com/support/kbdoc/en-us/000178000/dell-comm...
115.
by tooltalk 3y ago
The US had its own LFP manufacturing pioneer, A123, but the company struggled with mass production and was sold to a Chinese company after factory fire and manufacturing defects, which IMO would have been tolerated in China. So it's n
116.
by tooltalk 3y ago
>> I thought Tesla made its own batteries? << Tesla doesn't make their own batteries -- the company instead sources them from Panasonic (NCA), CATL (LFP), LG (NCM), and BYD (LFP). >> So how does it benefit from some
117.
by tooltalk 3y ago
>> The percentage of cobalt in modern lithium ion batteries (ie: tesla/panasonic's nmc-811 cells) << Tesla uses Panasonic's NCA-9 mostly for North America; LG's NCM811 for Europe/China. Recycling nickel
118.
by tooltalk 3y ago
>> Chinese leaped ahead once the US banned exports to certain Chinese companies, << hate to nitpick, but this was actually well underway before the US sanction kicked in. SMIC's 7/5nm was already completed by former
119.
by tooltalk 3y ago
I guess compared to other competing family EV-SUVs in the segment it's not too expensive. Come to think of it, there isn't any. The Rivian R1S comes close, but way more expensive and isn't really a family SUV. The EX90 is
120.
by tooltalk 3y ago
GM forecasted $87/KWh for Ultium cells by 2025 early last year. Then, just 9 months later, the company also reported 40% decline in cell cost YoY in 3Q of last year. The price of lithium has fallen by 80+% since the 2022 peak: there i

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