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...
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News Commentary | February 24, 2021
The initial root cause of the failure is disputed, with Hyundai claiming a defect in the cathode tab and LG Energy Solutions claiming it was a battery management system design error. This is a particularly impactful failure, as more than 80,000 vehicles now need their batteries replaced, which at an... To read more, click here.
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.