NCA

Is Nickel The New Gold? Tesla CEO Elon Musk’s Comments Inspire Interest In Nickel

In the popular imagination, lithium is the element that powers EVs. However, as Elon Musk has pointed out, the term “lithium-ion batteries” is something of a misnomer, because they don’t really contain that much lithium. However, meeting the expected surge in demand for element #28 may not be so easy, because of various supply-side issues. In a recent interview with Kitco News, Michael Beck, Managing Director at Regent Advisors, said he sees something of a “perfect storm” brewing in the nickel trade.

Tesla’s Efficiency Advantage: Cheap & Abundant LFP Batteries Will Power Mass-Market EVs

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.

Powering The EV Revolution — Battery Packs Now At $156/kWh, 13% Lower Than 2018, Finds…

Bloomberg New Energy Finance (BNEF) has released the results of its 2019 Battery Price Survey, finding that industry-weighted average battery pack prices have already fallen to $156 per kWh. This is over 13% lower than the 2018 average ($180/kWh, when adjusted for inflation), and BNEF foresees cost reductions continuing, with $100/kWh potentially being reached by 2023. Let’s dive in.

The State Of EV Batteries: LG Chem, SK Innovation, & Tesla–Panasonic Improvements

The state of electric vehicle (EV) batteries can get confusing. Although internal combustion engine (ICE) aficionados talk about engine displacement and horsepower, EV drivers often consider energy storage as the most important part of their decision making. Today, there are more lithium battery chemistries than ever and figuring out which one is used where and what appears after the dust settles can be difficult. Here’s a brief look at what’s in store tomorrow from the major EV battery OEMs.

Nope, Cobalt’s Not A Problem For The EV Revolution, Or Tesla (#CleanTechnica Exclusive)

In the world of life, there are small challenges and there are major, critical, existential challenges. That’s the story for humans, for businesses, and for industries. Limited cobalt supply is being pitched more and more as an existential problem for the electric vehicle revolution (and for Tesla in particular), but it’s really just another cog in the machine that needs to get moving.