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June 30, 2021
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June 30, 2021
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Opportunities for battery recycling in light-duty electric mobility
Analyst Insight | March 31, 2021
The Li‑ion battery industry is experiencing an explosion in demand due to the increasing adoption of battery electric vehicles (BEVs). As those vehicles retire, the battery pack remains a valuable asset. A scarcity of critical resources for batteries and a growing push to reduce waste are driving ... 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.
Automotive Battery Tracker: H1 2021 Update
State of the Market Report | October 29, 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 Christopher Robinson
Though Tesla has consistently used nickel-based cathodes in its products – NCA cathodes in its vehicles and NMC in its stationary storage products – the company announced it would begin using LFP-type cathodes in its stationary storage line of products. The move was probably motivated by several factors, but costs and supply chain concerns are likely at the top of the list. Prices for LFP-type cathodes dropped faster than those of Ni-based counterparts in recent years, with the chemistry now cheaper on a $/kWh basis, while concerns over the availability of Ni-based cathodes have pushed Tesla to use LFP in some of its vehicles. Clients should expect LFP to play a significant role in stationary storage moving forward.
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