State of the Market Report | December 30, 2020
Electric vehicles are the most promising zero‑emission vehicle technology, and continue to show strong growth within the automotive sector. However, they remain more expensive to build compared to incumbent internal combustion vehicles. This report analyzes the total cost of electric powertrains, ... Not part of subscription
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... Not part of subscription
State of the Market Report | March 08, 2021
Lux Research's Automotive Battery Tracker analyzes key trends related to the impact of electrification on the automotive industry. Leveraging multiple data sources for vehicle sales, combined with Lux's tracking of technical specifications for electrified vehicles, the Automotive Battery Tracker ... Not part of subscription
by Chloe Holzinger
It is highly unlikely that this choice was influenced by cobalt costs, as Tesla's NCA cathodes use a relatively small amount of cobalt compared to most NMC formulations. Instead, there are several other factors likely driving Tesla's LFP decision. First, doing so will help insulate Tesla against a nickel feedstock shortage, which is an increasingly concerning scenario given rapidly increasing demand. Second, the Chinese BEV market is the largest and most competitive in the world, with dozens of automakers (including a staggering number of Tesla copycats) competing with a diverse array of solutions. Lastly, even with reduced energy density, Tesla expects that its drivetrain efficiency will still allow it to qualify for range subsidies.
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