Lithium & Nickel & Tesla, Oh My!
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.
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.
DeepGreen is a deep-sea mining company with a vision of a zero-carbon, circular economy. Its goal is to source metals with the least environmental and societal impact.
It is no secret that Tesla’s Gigafactory represents an important advantage in lowering battery cell costs and supplying battery cells for storage and electric vehicles. But its a myth that factory investment ties Tesla to one lithium battery technology. In fact, we know Tesla already produces both NCA and NMC cells at the Gigafactory, but even other tech (like solid-state batteries) is compatible with existing production equipment.
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.
The trend toward long-range electric vehicles has motivated researchers to find ways to improve existing battery cell chemistries. NMC 811 seems next up to bat.
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.