Thread: EV general discussion

BTW I saw a graph recently that shows that Lithium battery prices are now rising, so if you want either an EV or lithium anything get in now. Tesla has already lifted prices substantially.
Regards PhilipA

Originally Posted by PhilipA

BTW I saw a graph recently that shows that Lithium battery prices are now rising, so if you want either an EV or lithium anything get in now. Tesla has already lifted prices substantially.
Regards PhilipA

Where did you see that , all the graphs for lithium battery prices on a quick google search show a downward trend.

What is driving lithium prices in 2022 and beyond? | Benchmark (benchmarkminerals.com)
Just google Lithium prices and you will see that they have increased 800%.

Regards PhilipA

2023 in Japan and likely in the USA via details at bottom





Toyota Battery Plant Under Construction in North Carolina

Toyota Battery Mfg. North Carolina will have four production lines, each capable of delivering enough lithium-ion batteries for 200,000 vehicles – with plans to expand to at least six production lines for a total of up to 1.2 million vehicles per year. (2025??)

The automaker in 2021 announced a $1.29 billion investment in the battery plant now under construction in Liberty, NC, and said in August it was investing an additional $2.5 billion, bringing total employment to 2,100.
Link


The Dozen of HUGE battery factories built now, under construction or in advances planning stages are being multiplied by billionaires who do not care about making more billions
OR by savvy investors

I suspect the latter

Phillips post on supply chain issues is valid of course. Interesting to note Tesla did not sign off take agreement "Tesla supply deal with Northern Territory mining company Core Lithium not going ahead after deadline passes "

Personally Graphite is a large part of the battery and a hydrogen byproduct with 3 tonnes of graphite to 1 tonne of Hydrogen seems very attractive IF proven.

On the Lithium front,
Aussies Pilbara Minerals, Core Lithium Ltd or Global Lithium
have not been off my watch lists. "Fantastic narratives are often useful in pumping up share prices in a sector where there is a great deal of hype. Often, buying based upon a fantastic narrative pushes up prices, which draws in those optimistic for quick gains, which pushes up prices, which draws in even more optimists, which…well you get the picture!"

WA and NT will or already have some serious $$$ invested!

HYPE plus danger / warning in that I think! NOT investment advice!

The great news of Solid State by panasoinc and toyota is on top of Quantumscape

Other Metal which many want out of the picture is Cobalt (DRC issues)


"Cobalt, which has an ability to stabilize crystal structures, is an important material for achieving thermal stability. The type of cathode active material used by Panasonic--NCA*--requires less cobalt than the alternative--known as NCM**. Panasonic has progressively reduced the amount of cobalt in each battery to less than 5% through the use of alternative elements and surface treatment."


I think QS at least uses little or no Cobalt

Ram 1500 Revolution BEV concept reveal delayed to January | CarExpert

..it’ll “push past” its competition in “areas trucks customers care about most” – range, towing, payload and charge time.

Originally Posted by Narangga

Ram 1500 Revolution BEV concept reveal delayed to January | CarExpert

..it’ll “push past” its competition in “areas trucks customers care about most” – range, towing, payload and charge time.

Family has an ICE RAM now, a part broken took well over 6 months to get here for warranty replacement. I guess the same issue can bite most brands not well supported here.

Originally Posted by NavyDiver

Family has an ICE RAM now, a part broken took well over 6 months to get here for warranty replacement. I guess the same issue can bite most brands not well supported here.

Perhaps their focus has been range, towing, payload and charge time and they've dropped the ball on spare parts.

Compared to less than seven days delivery for parts for my forty year old Landrover!