EV and battery thread, page-66

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IanR

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22/12/21

15:36

Post #: 58465502
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Originally posted by moriwaki: ↑

The big picture to me is Lfp. Lfp preferably comes from brine, and if SQM and Albermarle have probs in Chile how many more brine producers are there?
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The LFP patents are due to expire in 2022, industry analyst Roskill explains, which could give battery manufacturers outside China time to start shifting some of their production
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LFP battery cells are attractive for a few different reasons. For one, they’re not dependent on ultra-scarce and price-volatile raw materials like cobalt and nickel. (Cobalt, which is predominantly sourced from the Democratic Republic of Congo, has undergone additional scrutiny due to inhumane mining conditions.) And while they are less energy-dense than nickel-based chemistries, LFP batteries are much cheaper. This is good news for those looking to spur the shift to electric vehicles because lowering the cost per vehicle will likely be key to greater EV adoption.
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Musk clearly sees a major future for iron-based chemistries at Tesla, and his comments have helped thrust LFP back into the spotlight.
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On the energy storage front, Jaffe said he thinks “it’s inevitable that most stationary storage systems will eventually be LFP.”
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That means that growing LFP capacity in North America and Europe is not only likely, but inevitable.

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If lithium prices remain elevated for long (), I expect there will be a shift towards sodium ion for stationary storage. CATL have announced limited production this year and scaling up in 2023. Less energy dense but much cheaper and apparently can use existing lithium ion manufacturing facilities. Saves the good stuff for mobile applications.

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