Giga Factories and Battery Companies

[NanoEE]

Bad move on Terralithiums part. Apparently they missed Marketing 101 at the collegiate level.

LG, pushing their battery facility faster and faster.

What did I read yesterday piedmont has a permit for mining in NC?

[TradingCharts]

Sodium-ion battery production costs continue to fall!

CRU's latest product, the Battery Cost Model, enables users to forecast where production costs for layered oxide sodium-ion cells could go over the next five years.

With falling hard carbon prices, Chinese cell production costs will fall slightly, being cheaper to produce than their LFP counterparts by around 2026.

https://www.linkedin.com/feed/update/urn:li:activity:7185660690089529345/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7185660690089529345%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

[TradingCharts]

There are AI statements to predicted post?

Yes, Terralitium has a warning on their site as of sometime last fall saying they will sue if any info from their site is posted elsewhere on the internet. I nolonger go to Terralithium site. It's in the terms with the cookies.

[TradingCharts]

Follow this guy. He get info from China.
https://www.linkedin.com/in/vincentpluvinage/recent-activity/all/

[NanoEE]

Where this belongs is unknown to me, this is worth sharing, because this concept was brought up 7-8 years ago. The Senior Engineer at that time said, this is going to be the way of travel, surpassing gas and electric.

If they can make it cost effective, he’s right. This is the answer to the Green Space.

https://www.thecooldown.com/green-tech/equatic-carbon-removal-hydrogen-production/

[NanoEE]

There are those that understand and there are those that don’t want to be on the path towards a better future, boring.

2nd, I am told old to care about some peoples remarks. My time and energy is valuable.

Auto pop up?!?! There are AI statements to predicted post?

[NanoEE]

It is really hard to know what China is doing. They are not held to the standards of white paper information(on their SSB’s).

GAC has a cool concept in autonomous technology, be interesting to see it work in Real World scenarios.

[TradingCharts]

GAC Technology Day: The main topics were solid-state batteries and autonomous driving
Reading Time: 2 minutes
Naveed Rastegar
April 13, 2024
https://carnewschina.com/2024/04/13/gac-technology-day-the-main-topics-were-solid-state-batteries-and-autonomous-driving/

[TradingCharts]

I'll try to find the LinkedIn Link. I was warned by an auto legal pop-up when I wsa going to post part of the article.
My bad I did not includ the LinkedIn post.

Watch this site for Amprius. Two bashers (AMPX_fkd, he blocked me and jumbojetli) I know that you would be able to argue much better than I can.

Grimwyrd
He is the one to listen to on this board. You would bring reason to the board..
https://stocktwits.com/Grimwyrd/message/569118275

[NanoEE]

Can’t get into the article, they want money.

But from the headline, that is so true.

Semi-solid state battery and true solid state batteries are what is being discussed here.

In terms of Semi-SSB’s. Those are what is in production and being made at the present. A lot needs to be ramped up in terms of mass production. Amprius and QS are the two I am invested in and that’s their first direction.

SSB is tougher, the manufacturing process is almost there and if I am not mistaken QS is the closest in that category. Amprius talks about their advances but there are lengthy processes to sort out.

Idemitsu Kosan, we will never know where they are in their manufacturing of the true SSB.

You have to wonder why, LG, Panasonic, Samsung, EVE, LISCHEN, JGME have never touted TRUE SSB, hmmm, they have been making batteries a lot longer then QS and Amprius.

But either way, those two stand to make a lot of noise when they are in full swing.

[TradingCharts]

China’s ‘battery king’ dismisses solid-state EV commercialisation as years away
CATL chief Robin Zeng says much-vaunted tech for electric vehicles is impractical and unsafe
https://www.ft.com/content/7a8207d9-b2e0-4969-a10a-2c41e8639fb7

[NanoEE]

Not worth my time, for others maybe.

Here is a link we have used over the years to get data or insight.

https://batteryuniversity.com

[TradingCharts]

Do you think it is worth it?

I should look it over to see if I can comprehend it.

Do you have an opinion good or bad, is it a scam??
.

[NanoEE]

Are you thinking about taking course?

[TradingCharts]

Taught by top industry experts, BatteryMBA provides a combination of in-depth technical and business knowledge.
https://www.battery.mba/

[NanoEE]

The question, when is that battery in production?

2027, my guess

[TradingCharts]

https://www.linkedin.com/feed/update/urn:li:activity:7176254075284434944/

https://www.ultiumcell.com/one-ultium-team

[TradingCharts]

While solid-state batteries are usually cited along with the 500 Wh/kg mark, the record 720 Wh/kg energy density of the new battery has been achieved with several technological breakthroughs.

"The all-solid-state lithium battery released uses a high-gram capacity, long-cycle lithium-rich manganese-based material for the positive electrode," tips Tailan, and adds that "in order to solve the solid-solid interface impedance problem... it is also equipped with Tailan New Energy’s unique high-performance oxide composite solid-state electrolyte."

Just as Elon Musk predicted, adding manganese is turning a very promising avenue for developing of high-performance EV batteries. CATL's M3P phosphate cells with manganese, for instance, offer 15% higher energy density than the LFP cells that Tesla uses in the Model 3 Highland.

[NanoEE]

2 years after

https://www.electrive.com/2024/04/03/ultium-cells-delivers-first-battery-cells-from-tennessee-factory/

[NanoEE]

“The pack offers 360 Wh/kg energy density with 95% solid-state electrolyte, and will be installed in retail EVs this quarter.”

This quarter, holy cow.

https://www.notebookcheck.net/Solid-state-battery-with-record-energy-density-uses-Elon-Musk-s-manganese-for-1200-miles-of-EV-range.822139.0.html

[NanoEE]

5 min charge gives you a 150 miles, I usually find myself at a gas station between 6-12 minutes.

900K mile warranty, wowser.

https://electrek.co/2024/04/03/catl-launches-new-ev-battery-last-1-million-miles-15-yrs/

[TradingCharts]

33,134 views Mar 26, 2024
Professor Shirley Meng, Chief Scientist at Argonne National Laboratory, has been leading the charge on Sodium Ion Batteries. In this video we do a deep dive on several aspects of sodium ion batteries with a focus on the U.S., including the history, strengths and weaknesses, readiness level, supply chain, and the future of sodium ion batteries.

[NanoEE]

Packing quite the punch on a 40v system, especially Burst Current, 32a at 10 seconds

But….these are liquid not SSB

Mechanical Specifications:
Cell: Amprius 18650
Configuration: 12s2p

https://www.upgradeenergytech.com/product-page/12s-amprius-green-8000mah-30c-800w-dark-lithium-liion-battery

[TradingCharts]

AMPRIUS GREEN: Max Range
Maximize flight range with the world's most energy dense batteries
https://www.upgradeenergytech.com/amprius-green

[TradingCharts]

Q4 2023 Earnings Conference Call

The question is, who beats who to market first?

Amprius already producing.

https://ir.amprius.com/news-events/ir-calendar/detail/20240321-q4-2023-earnings-conference-call

[NanoEE]

This is why Amprius is going to be hard to beat, given the pack size and charge rate, Amprius is a winner. Actually SSB’s are the winner here until nuclear batteries(storage) is developed in the next 50 years.

The question is, who beats who to market first?

“Prieto’s battery is designed to deliver five times the power density (20C discharge rate) and up to three times the energy density of conventional 2D batteries.”

https://www.businesswire.com/news/home/20230519005396/en/Prieto-Introduces-World’s-Fastest-Charging-Battery-That-Charges-in-3-Minutes

[TradingCharts]

March 19, 2024 08:28 AM Eastern Daylight Time
FREMONT, Calif.--(BUSINESS WIRE)--Amprius Technologies, Inc. (“Amprius” or the “Company”) (NYSE: AMPX), a leader in next-generation lithium-ion batteries with its Silicon Anode Platform, today announced it has been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2024 in the Energy category.
https://www.businesswire.com/news/home/20240319913555/en/Amprius

[NanoEE]

10C, good luck everyone else.

[TradingCharts]

Ronnie Tao
Vice President Of Business Development and Marketing
1d • Edited
https://www.linkedin.com/feed/update/urn:li:activity:7174417135551598593/

And the winner is...Amprius Technologies, Inc. !!! For the second year running, we have been voted by our battery industry peers as Best of Show at the 41st International Battery Seminar and Exhibit! I am incredibly proud of our entire team for developing and bringing to market the 400Wh/kg, 10C charge/discharge cell that blew the minds of our industry peers and brought home the coveted prize this year.

On a personal note, I want to thank my team for another incredibly successful show! Without you we couldn't do what we do. Thank you Katie Maze & Erik Vaknine!

Lastly, congratulations to the other nominees. Our joint commitment to advancing the capabilities of battery technology will benefit the world over! Also, congratulations to X-BATT SEMPLASTICS EHC LLC and Kyle Marcus for winner of Best of Show Poster!

#ampx #amprius #batteries #batterytech #futuretech #batterybrunch #floridabattery #uas #uav #evtol #ev #evbattery #evbatteries

[NanoEE]

Here they come.

https://cleantechnica.com/2024/03/14/wright-electric-columbia-university-receive-u-s-department-of-energy-award-for-ultra-lightweight-battery-development/amp/

[NanoEE]

“We have devised an enduring all-solid-state battery system through a novel electrodeposition strategy,” says Professor Soojin Park, who led the research. He added, “With further research, we aim to provide more effective ways to enhance battery life and increase energy density.”

https://interestingengineering.com/energy/scientists-solve-key-problem-in-solid-state-batteries

[NanoEE]

That is awesome.

Glad to see CATL and BYD are focusing their research on more than one battery type. Which we know they are, but to have it produced and on the road even better. It will be interesting if they can get the purity of the Na to 100%. Which would significantly reduce the weight that plagues the battery. Carbon anode, separator to prevent corrosion, makes sense.

More GMG shares, understood in your message

[TradingCharts]

PRESS RELEASE: Lyten Achieves Manufacturing Milestone; Now Producing Lithium-Sulfur Batteries At Greater Than 90% Yield
https://lyten.com/lyten-achieves-manufacturing-milestone-now-producing-lithium-sulfur-batteries-at-greater-than-90-yield/

[TradingCharts]

Rate this translation
https://www.linkedin.com/feed/update/urn:li:activity:7172552608539201536/

Bolivia chose to partner with CATL, which produces SODIUM batteries to replace lithium batteries.
#chile, #argentina, #bolivia, #oscarvargasvillazon, March 10, 2024.
Bolivia chose CATL as its partner to test EDL technology in the Salar de Uyuni under the premise that lithium-ion (Li-ion) batteries have become the fundamental component of electric vehicles (EVs).

However, CATL is already producing batteries with sodium-ion (Na-ion) technology. A development that threatens the future of lithium and its producing countries such as Argentina, Chile and Bolivia.

For Bolivia, the forecasts for sodium batteries are, at the very least, worrying, from the consultancy TKN srl, of which Oscar Vargas Villazon is a partner, we believe that sodium will cut the peak of lithium demand, we will begin to see that sodium will replace lithium for certain applications.

This scenario further exposes the delay of the National Lithium Policy in Bolivia, which in 16 years has not managed to enter the lithium market and worldwide, it is already prioritizing the replacement of the white mineral.

Tech war between CATL and BYD over sodium-ion batteries.

Today, the SODIUM-ion battery sector is being mass-produced by two Chinese groups: CATL-Chery Group and BYD. The two already have electric vehicles powered by sodium-ion batteries on the market.

The batteries produced by CATL have a battery pack with a capacity of 25 kWh and an energy density of 120 Wh/kg, has a range of 252 kilometers and supports fast charging from 3C to 4C.

China is estimated to have 10 GWh of sodium-ion battery manufacturing capacity as of June 2023. The country is expected to reach 40 GWh of operational capacity by the first quarter of 2024, according to the IEA.

CATL's sodium battery has a hard carbon anode and a high-sodium Prussian white cathode. Prussian White (PW), which is the completely reduced and sodium form of Prussian Blue (PB). Compared to competing commercial batteries, Prussian blue electrodes outperform them in terms of internal resistance, sodium ion storage and transfer rate, and transfer frequency.

Batteries account for a large portion of the total cost of an electric vehicle and typically account for 30% to 40% of its value.

Lithium price volatility also prompted battery manufacturers to look for alternative technologies, including sodium-ion ones. Sodium carbonate has been trading at US$200/tonne for several years.

Although sodium-ion batteries are not expected to overtake lithium-ion batteries in the short to medium term, sodium batteries are going to survive side by side with lithium batteries (10 to 20% of the market), it will reduce dependence on a single material, this should accelerate the transition to green energy.

[TradingCharts]

An update on the Tesla lithium plant in Robstown
https://www.kiiitv.com/article/news/local/tesla-lithium-plant-in-robstown/503-1cf63826-ef7b-4e9d-8c28-c8f164d00dc6

[NanoEE]

That video sums it up!

Also hilarious.

There are some decisions made in football I do not understand, and we will leave it at that.

DRÄXLMAIER, they are on my radar for the lithium metal battery. One, if they master in the R&D department, will be the winner of any Li chemistry battery.

[TradingCharts]

You can rely on DRÄXLMAIER. We offer comprehensive troubleshooting services for HV battery development and production. Our diagnostic capabilities include analysis, repair, and software updates. A team that can be deployed worldwide at short notice finds solutions quickly and efficiently so that production and development can continue.
Do you hear it? The beautiful music😁

[NanoEE]

They installed the 1st Li-Metal Battery in a car. It passed the stress test, but caught fire due to a short.

https://www.draexlmaier.com/produkte/battery-systems

[NanoEE]

If you wondered what I am saying, our research is inline with the universities research on SSB’s.

“My team at Nankai University has developed a new 400 Wh/kg solid-state battery, which is 30 percent more energy-dense than the most advanced 300 Wh/kg lithium-ion battery on the market,”

1000Km SSB coming real soon. VW or Toyota, who wins that race?!?!

https://www.yicaiglobal.com/news/solid-state-ev-batteries-will-soon-have-1000-km-range-thanks-to-new-breakthroughs-scholar-says

[TradingCharts]

I.m back in amprius at 2.78 back in two days ago and then went to 2.60 yesterday🤞

[NanoEE]

With NowWhats post I am starting to follow better on, trends.

I will be classic investing until, I retire, then I will take my game to the next level.

Speaking of next level, Ampirus is looking really enticing.

[TradingCharts]

No I have never done options. I thought about it for AMPRIUS. Although I do use RSI and bollinger bands.

[NanoEE]

“ION’s US - designed and manufactured SSB battery cells are the first to achieve this milestone with an anodeless design and no compression, representing a key accomplishment for broader adoption of SSBs, which have long been considered the safer, more powerful alternative to traditional Li-Ion batteries.”

https://www.prnewswire.com/news-releases/ion-storage-systems-solid-state-battery-first-anodeless-and-compressionless-battery-to-achieve-and-exceed-125-cycles-302079843.html

True SSB’s are coming! Lithium miners, get your mining on.

[NanoEE]

Have you used this yet in your investment strategy?

[TradingCharts]

The Trillion Dollar Equation

[NanoEE]

With Ampirus and Quantum so close. There are some exciting things being dreamed up in tech labs to accommodate.

But like I was saying with MULN.

Li demand is going to escalate fast here. 2026 peak and then dies down with over production again.

[NanoEE]

With all the SSB manufacturers coming into final R&D, the Lithium reserves don’t stand a chance.

“According to Mullen Automotive, its latest solid-state battery development and testing phase began in January when the EV automaker installed an energy-dense pack in one of its electric vans.
The initial tests measured the system compatibility between the pack of solid-state cells and the vehicle itself. Due to the higher energy density of the technology, Mullen shared it was able to increase the EV’s overall capacity from 42 kWh to 72 kWh using the same space in the platform.”

https://electrek.co/2024/02/29/mullen-sees-better-than-expected-road-testing-results-from-energy-dense-solid-state-batteries/

[TradingCharts]

Aaron Wade Head of Battery Costs
3h
Make sure you read the comments NanoEE
https://www.linkedin.com/feed/update/urn:li:activity:7169284175773036544/

It’s been a long-held belief that energy-dense materials (e.g. NMC or LMFP) are essential for high performance EVs. Well, BYD have just shattered that belief.

BYD are releasing a LFP (yes LFP!) supercar, with a 135.5 kWh pack, offering a range of almost 500 miles, and the ability to charge from 30% to 80% in 10 minutes.

Manufacturers within the western supply chain often tout the necessity of LMFP for higher performance and lower cost, but as the graph below shows (thanks to Jeremy Lowen for this modelling), as lithium price falls, the cost advantage of LMFP is eaten away. Furthermore, its increased energy density comes at a cost of lower cycle life, due to manganese dissolution, reducing its advantage over the resilient LFP.

Exawatt has long believed the value of LFP at a system level has been underappreciated in the industry. Is it time for western OEMs to park more of their NMC or LMFP vehicles, with a shift to the tried and trusted LFP chemistry?

[TradingCharts]

Quantum Scape - where is the low re-entry point

11/28/2023 bottom of gap $5.76. I'll buy back soon.
Highlights:
https://s29.q4cdn.com/884415011/files/doc_financials/2023/q4/QS-Shareholder-Letter-Q4-2023.pdf
— Our planned novel Raptor and Cobra heat treatment processes target faster, more energy-efficient production with a smaller footprint

— 2024 goals are:
• Ship Alpha-2 sample
• Ramp Raptor process
• Begin low-volume QSE-5 prototype production
• Prepare for Cobra production in 2025

Q4 FISCAL 2023 LETTER TO SHAREHOLDERS
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173950808

[NanoEE]

Never thought of it as a ticker.

There are some 60ish Solid State Battery Manufacturers.

US based companies,

Cymbet Corporation

Prieto Battery

BrightVolt

Quantum Scape - where is the low re-entry point

Sakuu

Ion Storage System

Solid Power - Interesting, very interesting

Natrion - sodium battery