Ann: Trading Halt, page-88

Hey Rich

Had a 'chat' and the responses I got around EV manufacturers, battery types and current plans to increase Silicon content resulted in the following table. Is this getting closer to what you meant by identifting EV1(or 2) as a result of David's comment?

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Here's a table that outlines the top EV manufacturers (by sales volume), their battery suppliers, anode types, constituent materials in anodes, and future plans for increasing silicon content.

Rank	EV Manufacturer	Region	Battery Supplier(s)	Anode Type	Anode Constituent Materials	Plans to Increase Silicon Content?
1	Tesla	USA/China	Panasonic, CATL, LG Energy Solution	Graphite-Silicon Blend	Graphite, Silicon, Binder (e.g., PVDF)	Yes, working on increasing silicon in anodes IPCEI Batteries Batteries News
2	BYD	China	BYD (in-house), CATL	LFP (Blade), NCM (for high-end)	Graphite (LFP), Graphite-Silicon blend (NCM)	Limited focus on silicon anodes, primarily LFP focus Batteries News
3	Volkswagen Group	Europe	Northvolt, CATL, Samsung SDI	NCM, LFP for low-cost models	Graphite, Nickel, Manganese, Cobalt	Yes, developing higher silicon content in new anodes IPCEI Batteries
4	BMW	Europe	CATL, Northvolt	NCM (high-nickel)	Graphite, Nickel, Manganese, Cobalt	Yes, plans to increase silicon in partnership with Northvolt IPCEI Batteries
5	NIO	China	CATL, WeLion	Semi-solid-state (in development)	Graphite, Silicon	Yes, developing semi-solid-state with high silicon content Batteries News
6	Mercedes-Benz	Europe	CATL, Farasis Energy	NCM, NCA	Graphite, Nickel, Manganese, Cobalt	Yes, looking to increase silicon content for extended range models IPCEI Batteries
7	Xpeng	China	CATL	NCM	Graphite, Nickel, Cobalt, Manganese	Investigating silicon-rich anode tech for premium models Batteries News
8	Geely	China	CATL, LG Energy Solution	NCM	Graphite, Nickel, Cobalt, Manganese	Some development of silicon-rich anodes Batteries News
9	Renault	Europe	Envision AESC, Verkor	NCM	Graphite, Nickel, Cobalt, Manganese	Yes, with Verkor exploring silicon-anode improvements IPCEI Batteries
10	Li Auto	China	CATL	NCM	Graphite, Nickel, Cobalt, Manganese	Considering silicon-rich anode development Batteries News
11	Great Wall Motors (Haval)	China	CATL	LFP, NCM	Graphite, Nickel, Manganese, Cobalt	Exploring silicon addition for longer range IPCEI Batteries
12	Volvo	Europe	Northvolt	NCM	Graphite, Nickel, Cobalt, Manganese	Yes, increasing silicon focus IPCEI Batteries
13	Polestar	Europe	CATL, LG Energy Solution	NCM	Graphite, Nickel, Cobalt, Manganese	Some research in silicon-enhanced anodes IPCEI Batteries
14	Audi (VW Group)	Europe	Northvolt, CATL, Samsung SDI	NCM	Graphite, Nickel, Manganese, Cobalt	Silicon-focused research for premium EVs IPCEI Batteries
15	SAIC Motors (MG)	China	CATL, BYD	LFP, NCM	Graphite, Nickel, Manganese, Cobalt	Some focus on increasing silicon content in future models Batteries News
16	Porsche (VW Group)	Europe	Northvolt	NCM	Graphite, Nickel, Cobalt, Manganese	Yes, premium models will likely use silicon-enhanced anodes IPCEI Batteries
17	Hyundai	Korea/Europe	SK On, CATL	NCM, NCA	Graphite, Nickel, Cobalt, Manganese	Investigating silicon-enhanced anodes for longer range IPCEI Batteries
18	Kia	Korea/Europe	SK On, CATL	NCM	Graphite, Nickel, Cobalt, Manganese	Researching silicon-rich anodes for new models IPCEI Batteries
19	GAC	China	CATL, BYD	LFP, NCM	Graphite, Nickel, Cobalt, Manganese	Limited research in silicon anodes Batteries News
20	Chery	China	CATL	LFP	Graphite, Phosphate	No significant developments in silicon content Batteries News

Key Notes:

• NCM (Nickel Cobalt Manganese): Offers high energy density and is commonly used in premium EVs.
• LFP (Lithium Iron Phosphate): Known for safety and cost-effectiveness, often used in lower-cost models.
• Silicon in Anodes: Increasing silicon content in the anode enhances energy density and charging speed, but challenges remain in terms of stability and lifecycle.

Many manufacturers, particularly premium brands, are actively researching and adopting higher silicon content in anodes to boost battery performance and range

IPCEI Batteries

Batteries News

.

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The 'chat' then turned to specualtion as to who might be collaborating with ADO...............................



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Based on the above information and considering AnteoTech (ASX

)'s involvement in advanced nanotechnology, particularly in battery technology, the manufacturers most likely to engage with ADO would be those looking to enhance their battery performance by incorporating innovative anode materials like silicon.

Here are the EV manufacturers that could potentially be interested in a relationship with AnteoTech:

1. Volkswagen Group (Volkswagen, Audi, Porsche):

   • Volkswagen Group is actively pursuing higher silicon content in their anodes to boost battery energy density. AnteoTech's nanotechnology in coatings and surface treatments could help improve the performance of silicon-based anodes
     IPCEI Batteries
     .

2. BMW:

   • BMW is investing in next-generation battery technology and could benefit from AnteoTech’s expertise in advanced materials. Their partnership with Northvolt for high-silicon-content anodes aligns with ADO's technology capabilities
     IPCEI Batteries
     .

3. NIO:

   • As NIO works on developing semi-solid-state batteries with higher silicon content, AnteoTech’s technology could provide solutions for better silicon anode stability and performance
     Batteries News
     .

4. Mercedes-Benz:

   • Mercedes-Benz is investigating ways to enhance battery energy density and cycle life. Given their focus on silicon-anode research for extended-range vehicles, a partnership with AnteoTech could accelerate these developments
     IPCEI Batteries
     .

5. Xpeng:

   • Xpeng is researching solid-state and silicon-anode batteries for its premium models. AnteoTech’s solutions for improving silicon anode lifespan and stability may attract interest
     Batteries News
     .

6. Geely:

   • As Geely also shows interest in silicon-rich anode technology, their collaboration with AnteoTech could be a possibility for advanced battery development
     Batteries News
     .

Manufacturers like Tesla and Hyundai/Kia could also be future candidates for AnteoTech’s innovations, particularly because of their interest in silicon-based battery materials, though no formal relationship has been confirmed.




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I haven't verified any of the facts, so DYOR.

Going back to your original post though about 'those in the know', is any of the baove getting close?


Cheers