tooltalk

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121.
by tooltalk 3y ago
80% of cobalt mines in Congo are owned and operated by the Chinese battery companies, such as CATL, the largest producer of LFP.
122.
by tooltalk 3y ago
>> LFP batteries are definitely becoming more prevalen. The standard range Teslas in some regions come with them. << LFP batteries are fine (but barely) for entry-level, low-range EVs, or stationary energy storage systems (aka
123.
by tooltalk 3y ago
Sure, the M3 also has 1/3 less battery capacity too.
124.
by tooltalk 3y ago
The maximum speed was caped to 90 km/hour (56 miles/hour), and the energy consumption was 13.2 kWh/100 km. The average speed for the trip was 83.9 km/h. so there it goes, driven at an average speed of 53 mph hype
125.
by tooltalk 3y ago
>> The last of the patents on LFP expired last year. Up until then, the patent holders made a deal where Chinese companies could produce the cells, but not export them << China did negotiate a deal with a patent consortium in Su
126.
by tooltalk 3y ago
>> Before opening a factory in China, Tesla only used NMC/NCA cells. << Tesla has been primarily working with Panasonic's NCA for over a decade now. LG's NCM was added only after 2020 for their Long Range models
127.
by tooltalk 3y ago
>> LFP has far greater cycle count than Li-ion. That the battery is going to last 4x longer or more is a huge factor for me. << Sure, that's true in individual cell studies in lab, or stationary energy storage (aka, ESS),
128.
by tooltalk 3y ago
With the pack level density of ~140Wh/kg. CATL is Tesla's primary LFP supplier -- BYD was added earlier this year. The key sellig point here is the cost.
129.
by tooltalk 3y ago
>> Is it sodium battery tech starting to have an effect? << It's not yet mass-produced at scale or commodified to have much impact yet. The falling lithium price however could make sodium batteries less attractive.
130.
by tooltalk 3y ago
but is now down by 75+% since last November peak (and still declining). I suspect that we won't see another price spike like last year's for quite some time.
131.
by tooltalk 3y ago
>> My understanding is also that LFP batteries have basically eliminated the raw materials bottleneck, << the casuality between the raw material supply bottleneck and LFP would be difficult to demonstrate. LFP has lower energy
132.
by tooltalk 3y ago
>> There are some significant constraints on raw materials supplies. << which was true for all kinds of stuff from construction materials to EVs last year -- the prices of battery raw materials, eg, lithium, nickel and cobalt,
133.
by tooltalk 3y ago
Well, graphite is not all that scarce either. The problem is that China has almost complete dominance in the anode material production (ie, graphite) with 90+% market share in EV battery supply-chain.
134.
by tooltalk 3y ago
It's all in ASML's 3Q IR presentation, "Net system sales breakdown (Quarterly)"- Q3'23 Net system sales €5,308 million, Sales in lithography units: 11 EUV, 32 Arfi, 9 ArFdry, 44 KrF, 16 i-Line. China has no a
135.
by tooltalk 3y ago
This has been going on for a while and China had plenty of time to place orders ahead: "Wennink tells CNBC that the average lead time of ASML's machines is roughly a year and a half to two years and that “when you look at the
136.
by tooltalk 3y ago
That's just very misleading though: the 980 miles battery in a light, compact EV, eg, M3, isn't going to deliver the same range in a pick-up truck, eg, the Hummer EV. It's just an open invitation for abuse (and has already be
137.
by tooltalk 3y ago
>> LFPs lose some of their capacity early on, but then the degradation is much slower. ... << There is nothing weird about lithium ion batteries, including LFPs, degrading quickly under high SOC/high C-rates -- ie, EVs. We
138.
by tooltalk 3y ago
According to Recurrent's recent report, most EVs lose only about 10% of SOH (or battery capacity/range) after 100,000 miles. >> LFP batteries generally have about 3x the longevity of other lithium ion types << This is
139.
by tooltalk 3y ago
>> the battery energy storage system (BESS) division of EV supercar company Rima << ESS == stationary Battery Energy Storage System. So this would be comparable to Tesal's Megapack business unit. I mean 790kW in an EV? Th
140.
by tooltalk 3y ago
>> Huawei was taking off like a rocket in Europe before the US kneecapped them. << Huawei was taking off mostly in China -- after the CCP forced Samsung out of China after 2013 under Xie's state industrial policy to protect
141.
by tooltalk 3y ago
Subsidizing some technology or another isn't new. No, you just don't seem to understand how subsidies work. There are legal subsidies -- take for instance, food or defense industries, or anything that's produced and
142.
by tooltalk 3y ago
Its funny how the EU is now 'investigating subsidies' in China. There is nothing "new" here. The EU warned against China's "funny" NEV policies back in 2018 -- see the EU's WTO complaint WT&#
143.
by tooltalk 3y ago
>> American cars may not be popular in Europe but they do sell in the Asia Pacific region. << America's brands such as Buick and Cadillacs are quite popular and sell well in China via local JV where their sales are so-so in
144.
by tooltalk 3y ago
The US, South Korea, Japan, etc.. China about 3.8% in the iPhone 14; and 4.5% in the 13: https://asia.nikkei.com/Business/Technology/iPhone-14-teardo...
145.
by tooltalk 3y ago
Chevy Bolt, now discontinued, was in the $20K's. In general, EVs won't get cheaper until various supply-chain constraints (eg, batteries) are relieved.
146.
by tooltalk 3y ago
More like 85+% of the entire iPhone BOM are still made outside China. Most key high-value, high-tech components like OLED display, AP, wireless modem, storage (NAND/DRAM), camera sensors, etc, are designed and manufactured by non-Chin
147.
by tooltalk 3y ago
>> American automakers have gone all in on pickup trucks because they are massively more profitable per unit. << They are massively profitable because foreign‐ made pickup trucks are subject to a 25 percent import tariff -- ie,
148.
by tooltalk 3y ago
The EV subsidies Tesla received is actually quite different. In China, EV subsidies were conditioned upon having certain domestic parts by domestic suppliers (eg, batteries) on their "whitelist" -- which was highly discriminatory
149.
by tooltalk 3y ago
>>For home charging, that is ... typical? << All lithium ion batteries, including LFP, degrade much faster under high SOC or high C (or even high DOD, extreme temp). In stationary energy storage systems under low SOC/low
150.
by tooltalk 3y ago
Tesla LFP Battery 10% RANGE LOSS PROBLEM? | Model 3 RWD https://www.youtube.com/watch?v=suw20wPrbL0 The brand new LFP batteries will degrade substantially quicker. There's not long-term retention data for LFP batt

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