VW announces NMC 811 batteries, a tipping point for Ni-rich chemistry

March 24, 2020
Chemicals More...
Supply deal
Very important

Li-ion batteries composed of Ni-rich cathodes, such as the NMC 811 VW announced it plans to use in 2020, are expected to comprise over half of the battery market in the next few years. First introduced in a handful of models in China, including the BMW X1 and Nio vehicles, VW's announcement is the first firm indication that vehicles outside of China will get the chemistry. Although the scale of its introduction was not discussed, Lux expects its ID line of vehicles – first the ID.3 and then ID.4 – to use the chemistry, followed by other new models in the future. Clients should view this as a tipping point for rapid adoption of NMC 811 in the coming years, as well as the coatings and electrolyte additives used to stabilize the chemistry.

For the original news article, click here .

Further Reading

Automotive Battery Tracker: 2020 Update

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

Stellantis' $35.5 billion investment aims to expand its EV portfolio

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

Tesla introduces LiFePo cathodes for all its standard-range vehicles

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.