State of the Market Report | June 10, 2021
Limited charging speed and availability have been major barriers to electric vehicle adoption, and fast‑charging stations are currently the most popular way to quickly add range to vehicles. However, the additional power demands can stress the electrical grid, prompting re‑consideration of other ... Not part of subscription
Analyst Insight | March 21, 2021
Tesla has Battery Day, Nio has Nio Day, and, not to be left out, Volkswagen hosted its own Power Day to lay out its plans for the electric vehicle space. This presentation wasn't about the vehicle but instead, everything around it – battery manufacturing, supply chains and chemistries, second‑life ... Not part of subscription
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.
by Christopher Robinson
Porsche's highly anticipated Taycan was supposed to be the first model capable of accepting 350 kW charging. During our conversations two years ago with Porsche about the then Mission E, the company noted it could reach 350 kW charging with off-the-shelf batteries. The vehicle was released today with a maximum charge rate of 270 kW, falling short of its target. Porsche told Lux this was due to limitations in battery performance, and infrastructure will remain rated to 350 kW charging if future vehicles can achieve the mark. Clients should view this as a strong indication of the limitation of battery fast-charging, as a $150,000 vehicle with experienced automotive engineers couldn't overcome limitations in battery chemistry.
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