As OEMs continue to jockey for future position in the all-electric vehicle (EV) market (see the September 8, 2010 LRPJ), battery makers are feeling the pressure to lower costs, and these forces are driving market participants to consolidate and form JVs. Nissan – maker of the Leaf, which employs lit...
This item has been archived in line with our efforts to keep our content relevant and up to date for our readership. For further assistance, please contact your Customer Success Manager or email ClientEngagementTeam@luxresearchinc.com. Thank you!
Analyst Insight | May 20, 2021
Analyst's note (April 26, 2022): For our updated projection of global Li‑ion bell manufacturing capacity through 2026, view our insight "Li‑ion manufacturing in 2026: Capacities and key players." Despite a global pandemic, the past year saw Li‑ion battery manufacturing capacity continue to expand... Not part of subscription
News Commentary | June 30, 2021
Though Tesla has consistently used nickel‑based cathodes in its products – NCA cathodes in its vehicles and NMC in its stationary storage products – the company announced it would begin using LFP‑type cathodes in its stationary storage line of products. The move was probably motivated by several ... To read more, click here.
News Commentary | November 01, 2021
The announcement comes amid the rising nickel and cobalt prices across the globe. Tesla's switch to LFP can be viewed as a move toward cheaper production costs and mitigating supply chain risks in rare earth metals like nickel and cobalt. It should not be a surprise, as Tesla offers the LFP‑based ... To read more, click here.