LG Chem has long been one of the 2 or 3 biggest lithium-ion battery producers in the world — CATL and Panasonic (due to its agreement with high-selling Tesla) are the other two big ones in recent years.
Well, there is only one day left until Tesla Battery Day. For almost a year now, I have been trying to get all the research, the patents, the facts, the rumors into one video, but it will not be ready in time, so this article will be a culmination of almost everything I think I know about Tesla’s next-generation battery. This is not just another article.
Tesla Battery Day is less than a week away. In my view, most Tesla commentary continues to overlook what is already known when it comes to predictions for what will be revealed on Tesla Battery Day.
In the second portion of our latest Cleantech Talk podcast with RK Equity’s Rodney Hooper and Howard Klein, we ventured outside of mining more than we typically do to talk about battery energy density and vehicle-to-grid solutions, but we also circled back around for a strong focus on the gap between electric vehicle sales forecasts from automakers and actual battery-grade lithium production.
Last week, I sat down with Rodney Hooper and Howard Klein for another chat about nickel and lithium mining, electric vehicle batteries, Tesla, the electric vehicle transition, and a few other matters.
CleanTechnica has been digging into lithium and nickel like we never did before. Every revelation or learning session opens up several more questions. This week, I will again be talking with the boys at RK Equity about both metals.
In a new report by Wood Mackenzie, the organization forecasts that the global lithium-ion cell manufacturing capacity pipeline could quadruple and reach 1.4 terawatt-hours (TWh) by 2030 compared to last year.
GM formed a joint venture with LG Chem earlier this year, Ultium Cells LLC, and CleanTechnica was lucky to talk at length with GM President Mark Reuss about this and the company’s electrification plans just before a certain infamous coronavirus shut the country down. The Ultium battery factory in Ohio is sprouting now.
Following some of Tesla CEO Elon Musk’s comments regarding battery production during the quarterly Tesla conference call for shareholders last week, I decided to have two long conversations with Howard Klein and Rodney Hooper of RK Equity about the EV battery production and mining industries.
Tesla’s second quarter earnings call just confirmed what may be the hottest technology topic for the electric vehicle revolution. Relatively inexpensive and abundant Lithium Iron Phosphate (LFP) batteries are well suited to affordable mass market EVs, so long as they are energy efficient. This confirms that frequent concerns over battery mineral constraints (and fundamental cost barriers) for powering the EV transition can potentially be laid to rest.
