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June 30, 2021
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June 30, 2021
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Further Reading
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
Research 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
London Metal Exchange halts nickel trading as prices reach USD 100,000/tonne
News Commentary | March 09, 2022
The Russian invasion of Ukraine has incited anxiety about global nickel supply, which relies on Russian mining companies like Nornickel for a bulk of that supply. Previously, a large firm had been building a short position, anticipating falling prices this year; however, the unexpected supply crunch... 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.
For the original news article, click here .