Batteries
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Manufacturing capacity for EV batteries is set to far outpace growth, noted BNEF last week—even including continued global EV sales growth.
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Rimac will help BMW with next-gen EV battery packs
The Croatian company started with a BMW EV conversion but now will be a supplier for future EVs from the German automaker.
Stephen Edelstein -
After chiding Ford for US CATL battery plan, GM may be seeking its own
As recently as six months ago GM vocally criticized Ford's plan to build EV cells in Michigan under license from China's CATL. Now according to reports from China, it's seeking a similar arrangement for itself.
Stephen Edelstein -
Will the $25,000 Tesla use faster-charging CATL LFP cells?
Remarks from CATL's CEO suggest the companies are considering U.S. LFP production.
Stephen Edelstein -
GM considers odd EV battery cell shapes for better cooling
Gaps between the cells would help improve cooling and extend battery life, the automaker claims in a patent application.
Stephen Edelstein -
Nio and CATL ally for longer-life EV batteries, swapping tech
Current EV battery packs may not usefully outlive the EVs they're installed in, and that could be an issue unless longevity is emphasized, Nio suggests.
Stephen Edelstein -
Cell-to-pack designs and all-solid-state cells are also in the plan for the battery maker yet this decade.
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Analysts: 40% drop in 2023-2025 EV battery prices will boost sales
Cooling demand for nickel and lithium is part of it—and that's before considering innovation in solid-state tech or manufacturing processes.
Stephen Edelstein -
Here's why in a few years EVs may cost less than gas models
A lithium glut and Biden policy are part of what will bring EV price parity sooner than previously anticipated, a study suggests.
Stephen Edelstein -
GM taps ex-Tesla battery chief to deliver cheaper EVs sooner
Former Tesla executive Kurt Kelty, who helped create the Gigafactory, will be in charge of helping scale up GM EVs while cutting costs.
Stephen Edelstein -
Battery cost makes affordable Toyota EV unlikely, exec says
Some automakers are launching small, affordable EVs for the European market, but Toyota currently has no plans to follow them.
Stephen Edelstein -
Report: China leads in EV recycling, creating a circular economy
China is anticipated to have nearly four times as many batteries to recycle by 2030 than it did in 2021, but its industry likely needs to consolidate before then.
Stephen Edelstein -
A top Rivian executive recently pointed to work on a simplified pack and module structure that "takes thousands of dollars of cost out."
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DOE rules on foreign content could cut tax credit on some EVs
New guidance suggests that EV battery components will be ineligible if from a "foreign entity of concern," such as China, or if a Chinese "parent entity" directly holds more than 50%.
Stephen Edelstein -
Could a glut of lithium supply spur an EV price war?
Prices of other battery materials are also falling, meaning overall battery prices are dropping again after a raw material price surge in 2022.
Stephen Edelstein -
Volvo and Polestar parent signs up for EV battery swapping with Nio
The agreement between companies calls for a "unified battery swap operation" with interoperability across EVs from the company's brands.
Stephen Edelstein -
EV battery prices are dropping again
Lithium-ion battery pack prices have fallen 14% this year to a record low cost per kwh, driven partly by "weaker-than-expected demand," according to analysts.
Stephen Edelstein -
Stellantis-CATL battery partnership seeks affordable EVs for Europe
The collaboration could benefit mainstream Euro-market brands like Peugeot and Citroën, and perhaps Jeep.
Stephen Edelstein -
In a circular economy approach enabled by JB Straubel's Redwood Materials, Toyota plans to make retired Prius batteries part of the EV future.
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Super-fast-charging Polestar EV could gain 100 miles in 5 minutes
Polestar says it could revolutionize the EV ownership experience, while partner StoreDot says it could allow downsized batteries.
Bengt Halvorson -
Report: Hyundai is developing LFP batteries for affordable EVs
Hyundai's LFP cells for EVs could compete with CATL, BYD, and other Chinese companies.
Stephen Edelstein -
Polestar 5 EV: "Superior driving range" from huge battery cells
The upcoming flagship model for the Polestar line packs new high-nickel cells in a format 22 inches long—approaching the size of the large-format cells used by GM's Ultium vehicles.
Stephen Edelstein -
Toyota's $8B battery boost heralds US-made EVs, plug-in hybrids
Toyota massively increased the size and investment in a North Carolina battery facility—pointing to accelerated plans for plug-in hybrids and EVs.
Stephen Edelstein -
Ford delays battery plant for next-generation EVs, citing demand
Ford hasn't yet said specifically whether this will affect the production ramp of a next-generation electric pickup truck that's been targeted for "incredibly high volume."
Stephen Edelstein