As speculated previously (see the October 26, 2011 LREVJ), Bosch has announced it will produce electric vehicle (EV) batteries on its own, and will look to restructure SB LiMotive, its JV with Samsung SDI. In our network, we have heard this JV has long been unstable, and has never lived up to the hy...
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News Commentary | August 17, 2021
Stellantis – formed in 2021 by a merger between Fiat Chrysler and the PSA Group – plans to develop BEVs across four manufacturing platforms: compact, midsized sedans, SUVs, and pickup trucks; it also plans to operate five battery factories and develop solid‑state batteries by 2026. The sizable ... Not part of subscription
Analyst Insight | April 26, 2022
In the past year, battery manufacturers have continued to announce hefty capacity expansions, often with associated automakers or in regions with anticipated battery electric vehicle growth. Despite supply crunches as a result of COVID‑19 and battery demand outpacing production, the largest global ... Not part of subscription
Analyst Insight | April 22, 2022
In the past couple of years, lithium iron phosphate (LFP) cathodes have made a reappearance in the Li‑ion battery industry for light‑duty EVs. The chemistry was previously dismissed as unsuitable for most mobility applications due to its low energy and power densities, lower voltage operation, and ... Not part of subscription