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Rich Jerk

752 Posts.

219

16/10/24

17:24

Post #: 76153061

Originally posted by afd: ↑

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?

_________________________________________________________________________________________________________________________
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
.
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

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

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
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:
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
.
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
.
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
.
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
.
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
.
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.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

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

Expand

What we know - EV1 is based in Germany.

This is the logos from ADO investor presentation 2023.

So we have three contenders trying out new battery tech.

My pick is Porsche.

What ever name it is, its all good.

DYOR

ADO Price at posting: 2.6¢ Sentiment: Buy Disclosure: Held

0 Great analysis

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