Published:
November 01, 2021
Last Updated:
November 01, 2021
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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
NACFE finds 50% of Class 8 trucks in the U.S. are ready for electrification
News Commentary | May 16, 2022
NACFE (the North American Council on Freight Efficiency) found that 50% of Class 8 regional haulage trucks are ready to be fully electrified today. This is actually a slight downward revision ofNACFE's claims in 2021 that 70% are electrifiable after conducting additional interviews with fleet owners... Not part of subscription
by Shishir Jairam
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 batteries for the Model 3 in China and has seen a rapid increase in production and sales. Although LFP-based cells are less energy-dense, their long cycle life and lower costs are the key factors for Tesla to switch to a cobalt-free cathode; the same was predicted through our Tesla Battery Day report. Clients should view this as a significant step by Tesla, as it will likely diversify its vehicle lineup by introducing short-range budget models.
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