EV Companies Not Using Iron LFP Batteries Are Doomed

Volkswagen, Ford and GM are making nickel batteries. Nickel batteries are currently about twice as expensive as iron LFP batteries. LFP battery volume will be about 80% of the total battery market in 2024-2025. Nickel prices are increasing and LFP battery mass production will drive down their prices faster. Iron LFP batteries could become three …

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BYD and Other China Electric Car Makers in 2022

BYD has increased its 2022 battery-electric (BEV) and plug-in hybrid electric (PHEV) car production target from 1.2 million to 1.5 million units. BYD’s old target was about half BEV and half hybrid (600K each). I would expect the new target to be 800K BEV and 700K PHEV. In terms of battery electric cars, Tesla is …

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Two Other Solid State Battery Companies – Prologium and Qingtao New Energy

Taiwan Solid State battery maker Prologium received tens of millions of dollars in investment from Mercedes. Chinese EV maker NIO Inc said it would deliver its ET7 sedan equipped with a 150-kilowatt-hour battery pack featuring solid-state cells from the fourth quarter of 2022. ProLogium said it aims to accelerate development of a new plant by …

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BYD and FAW Start 45 GWH/year Battery Factory

On February 26, 2022, FAW and BYD started a planned 45 GWh/year power battery project in Changchun, Jilin Province. It has an investment of 13.5 billion yuan (about US $2.1 billion). The factory will cover 800000 square meters and provide batteries for 600000 electric vehicles every year. Changchun making an international automobile city with China’s …

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CALB 40GWh LFP Battery Expansion and Targets 500 GWh by 2025

China Lithium Battery Technology (CALB) has started building the thrid phase of an LFP lithium battery factory with manufacturing capacity of 40GWh and supporting assembly lines for battery modules and battery packs. For the first stage, CALB plans to invest 5 billion yuan ($786.275 million) in 10GWh manufacturing facilities. The first phase will output a …

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Evidence that Tesla ALREADY SOLVED Battery Supply Limitation

I, Brian Wang, made a video that puts together evidence that Tesla has already largely solved its battery supply problem. It is not 4680 batteries. It is not a solution that is coming later in the year. It is a supply solution that already reached a tipping point in 2021. Battery supply has long been …

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Tesla FSD and 4680 Batteries Huge Impact for 2022-2024

David Lee interviewed AI and self-driving expert James Douma again. James previously worked on the Autopilot system at Tesla. David and James discussed some information that Elon Musk provided during an interview Elon had with Lex Fridman. Elon said FSD Beta 11 would be one stack to rule them all. Currently, Tesla FSD (full self-driving) …

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