Carbon Nanofibers in Dry-Coated Batteries (21.8% Energy Density Gain) is described by Jordan at the Limiting Factor. A new University of Chicago paper (published March 2026) demonstrates a simple but powerful tweak to dry-electrode cathode design that delivers a 21.8% increase in usable energy density while maintaining excellent cycle life. The breakthrough relies entirely on …
The current analysis is that Tesla is still making a much cheaper model Y and model 3. Projected pricing for E41 (cheaper Model Y) and D50 (cheaper Model 3) assumes the reported 20% production-cost reduction vs. current refreshed/base models, with Tesla maintaining the same gross-margin percentage. Is dry-electrode 4680 (higher density) achieve these costs, or …
New light-vehicle sales in September 2025 reached a SAAR of 16.4 million units, up 3.5% year over year. EV tax credits expired on September 30. Battery electric vehicle (BEV) sales hit an all-time high in market share and accounted for 11.8% of all new vehicles sold. US light vehicles sales were about 1.25 million in …
The First Tesla V4 cabinet Supercharger are now live. They have 0.5 MW, 3X power density and 2X stalls per cabinet. It takes AC power in and uses 16 trays of power electronics and gives DC power out. This is the tech that will make 1.2MW charging for Semi, and 0.5 MW charging for cars, …
CATL has three groundbreaking EV batteries but the most important is Sodium ion batteries that could lower the cost of batteries. Chinese engineers at CATL have begun mass-producing sodium-ion cells at their new 30GWh facility in Fujian province. Chery and BYD will start using them in a few months. CATL’s first-gen sodium batteries already power …
The tariff barriers make it uneconomic to import batteries from China. China has been the main supplier of Tesla Megapack, stationary energy storage batteries. Tesla has enough US and non-China battery supply for cars. Tesla needs to get more batteries for megapacks in the USA. Tesla will be able to use China batteries for the …
Tesla’s patent 2025/015194 A1,(“Cathode Powder and Processes),” describes a method for producing lithium iron phosphate (LFP) cathode materials for the Tesla 4680 batteries. It has simplified mixing, granulation, and heating steps. This patent, spanning over 100 pages, was published recently. @Tesla's LFP manufacturing patent, WO2025015194A1 is just published. 👀🔥 pic.twitter.com/3PoF1blnfa — SETI Park (@seti_park) January …
Tesla has published a new 100 page patent that describes an innovation for making cathode powder with wet and dry processes. Drew Banglino, x-Tesla executive, and Jordan Giesege, The Limiting Factor, tell us how this will be a path to make the lowest cost iron LFP batteries than untariffed LFP from China. The new technology …
Tesla is starting production at its new 80 GWh/year Shanghai Megapack factory on Feb 11, 2025 and they have started construction on a third megapack factory that will likely be 80-160 GWh/year. There were 200 GWH/year of fixed energy storage installed in 2024 and Tesla installed bout 30 GWH of it. Tesla will install about …
Lithium-sulfur battery and supermaterials firm Lyten is seeking a US$650 million loan from the US import-export bank EXIM to scale up manufacturing and meet BESS orders from the Caribbean region. Lyten has received letters of interest (LI) from the Export-Import Bank of the United States (EXIM) in support of the financing package, it said this …
Researchers at the Technical University of Munich (TUM) have developed a new method that could extend the lifespan of aqueous zinc-ion batteries by several orders of magnitude. Instead of lasting just a few thousand cycles, they could now endure several hundred thousand charge and discharge cycles. The main innovation is a special protective layer for …