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EV and battery thread, page-747

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Stephan90

4,081 Posts.

942

13/12/20

03:03

Post #: 49538205
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Originally posted by dyeman: ↑

True, BYD was originally a battery manufacturer before they started making cars. The BYD "blade battery" uses Lithium Iron Phosphate battery chemistry, so quite possibly very similar chemistry to the battery BYD is supplying to Tesla for its made in Shanghai Standard Range Model 3.

You're right - it's not clear about Renault Samsung motors. This was initially a car-making statted by Samsung in the early 199o's that Renault purchased in 2000 (but kept the Samsung name). Their first EV was the SM3 ZE, which was a rebadged Renault which (at least initially) is reported to have used batteries made by LG Chem (the very popular Renault Zoe also uses LG Chem batteries). Couldn't see any reference to use of Samsung battery technology in their cars.

GM Chevy Bolt also uses battery packs and cells made by LG Chem (as did the Chevy Volt), and its new "Ultium" EV architecture will also use LG Chem batteries.

Tesla initially used Panasonic 18650 cells for the Model S and Model X (and the Roadster before that). They use 2170 cells for the Model 3 and Y jointly developed and manufactured with Panasonic in Nevada. The upcoming 4680 cells for the Cybertruck and presumably the Semi will be the first made completely in house by Tesla (not clear if Panasonic is part of this).

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I think on paper Teslas battery day announcements look good in regards to energy density, range, production cost and capex per GWh. But they don't even have produced a working battery cell with all the improvements that lead that them arrive at their improved specs. It is theoretical in nature. If they could mass produce the new battery cell with all the improvements right now they would have an edge. But they can't. Therefore I think the stock is a bubble. Even if they could they would be limited by their car production capacity. If other battery manufacturers improve their energy density at the same speed as Tesla then Tesla does not haven an edge.

ORE Price at posting: $4.07 Sentiment: Buy Disclosure: Held
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