News Commentary | March 07, 2022
After announcing its intent to scale up battery production tenfold, Nissan Motor‑ and Envision Group‑owned Envision AESC has made several bold statements, including that it will produce EV (electric vehicle) batteries with a 1,000‑km range in the manufacturing facility it is building near Tokyo. ... Not part of subscription
Research Brief | 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
Research Brief | 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
by Christopher Robinson
Driven by the need for lower costs and higher energy density, Ni-rich NMC 811 cathodes have been pursued heavily as an improvement over today's incumbent NMC 622 technology. BMW has used CATL in other vehicles, particularly in China, although the cell supplier in this case was not officially confirmed. Clients should view this as a notable signpost in the commercialization of NMC 811 cathodes and recognize that more announcements of vehicles adopting 811 are likely for the rest of 2019 and beyond. CATL may be the first to supply an EV with NMC 811 cathodes, but competitors LG Chem and SK Innovation will likely follow suit by the end of the year.
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