General Discussions, page-20911

"am I missing something or do EV batteries no longer need graphite?"

Not yet but perhaps at some stage. I don't mean this as a down ramp. Silicone might not succeed to replace graphite and if silicone does work, there might be ample growth for both forms of anodes so you might see strong demand growth for both for many years still. Some of the technologies below might reduce demand for graphite, maybe they won't. I don't know. However we should always do plenty of our own research and not rely on reports that forecast that demand will go up exponentially for decades. Technological advances can make valuing some of our investments very complicated and challenging. The EV battery space is certainly full of research into new technologies. I live in SA and would love to see this company succeed!

"In fact, battery researchers are more likely to succeed in commercializing silicon anodes than they are to perfect a solid-state technology, some experts say. Silicon has potentially twice the energy density of graphite, which is typically used in lithium-ion batteries, and it’s much more widely available. (Silicon’s feedstock is sand.) A silicon-anode battery could be available in just a few years. The main challenge has been silicon’s tendency to expand as it charges and discharges. “The volume changes almost 300 percent if you’re doing it to its maximum capacity,” says Brian Cunningham, a technology development manager with the U.S. Department of Energy, “and that creates a lot of mechanical strain on the entire structure,” making it unlikely the battery could survive a commercial vehicle’s requisite charge-discharge cycles. “We’re engineering solutions to reduce that stress and strain,” he says.

A better idea than debating bleeding-edge technologies, GM’s Maten says, is to simply look at which materials store the most energy at the least cost and are obtainable without tearing up Indonesian coastal villages for nickel or relying on authoritarian regimes. Lithium-ion battery prices are volatile, but right now they cost somewhere around $150 per kilowatt-hour. For cost parity with gasoline-powered engines, that price has to come down to at least $100 per kilowatt-hour, although some automakers are eyeing $60 per kilowatt-hour. There are many ways to get there, but no one knows when it will happen. “All of this is still very much in a lab setting,” Maten says."

https://e360.yale.edu/features/alternate-ev-battery-technology

However solid state batteries are another technology that many consider as likely to replace the current technologies and they apparently need far less graphite. RNU has the big advantage of low costs and that certainly helps but it's best to use conservative commodity prices when valuing our investments because things can and often do change. E.g., there seems to be no change in the long term demand forecasts for lithium but prices have corrected heavily regardless, to more realistic levels.

"Solid state batteries require up to 35% more lithium than current lithium-ion battery technology, but they use far less graphite and cobalt, which is mostly mined in the Democratic Republic of Congo.'

https://electrek.co/2022/07/19/how-solid-state-ev-batteries-could-cut-emissions-by-up-to-39/

Solid state and silicone;

Sept. 23, 2021--Engineers created a new type of battery that weaves two promising battery sub-fields into a single battery. The battery uses both a solid state electrolyte and an all-silicon anode, making it a silicon all-solid-state battery. The initial rounds of tests show that the new battery is safe, long lasting, and energy dense. It holds promise for a wide range of applications from grid storage to electric vehicles.

The battery technology is described in the Sept. 24, 2021 issue of the journal Science. University of California San Diego nanoengineers led the research, in collaboration with researchers at LG Energy Solution.

Silicon anodes are famous for their energy density, which is 10 times greater than the graphite anodes most often used in today's commercial lithium ion batteries. On the other hand, silicon anodes are infamous for how they expand and contract as the battery charges and discharges, and for how they degrade with liquid electrolytes. These challenges have kept all-silicon anodes out of commercial lithium ion batteries despite the tantalizing energy density. The new work published in Science provides a promising path forward for all-silicon-anodes, thanks to the right electrolyte.

"With this battery configuration, we are opening a new territory for solid-state batteries using alloy anodes such as silicon," said Darren H. S. Tan, the lead author on the paper. He recently completed his chemical engineering PhD at the UC San Diego Jacobs School of Engineering and co-founded a startup UNIGRID Battery that has licensed this technology.

Next-generation, solid-state batteries with high energy densities have always relied on metallic lithium as an anode. But that places restrictions on battery charge rates and the need for elevated temperature (usually 60 degrees Celsius or higher) during charging. The silicon anode overcomes these limitations, allowing much faster charge rates at room to low temperatures, while maintaining high energy densities.

The team demonstrated a laboratory scale full cell that delivers 500 charge and discharge cycles with 80% capacity retention at room temperature, which represents exciting progress for both the silicon anode and solid state battery communities.

Silicon as an anode to replace graphite

Silicon anodes, of course, are not new. For decades, scientists and battery manufacturers have looked to silicon as an energy-dense material to mix into, or completely replace, conventional graphite anodes in lithium-ion batteries. Theoretically, silicon offers approximately 10 times the storage capacity of graphite. In practice however, lithium-ion batteries with silicon added to the anode to increase energy density typically suffer from real-world performance issues: in particular, the number of times the battery can be charged and discharged while maintaining performance is not high enough.

Much of the problem is caused by the interaction between silicon anodes and the liquid electrolytes they have been paired with. The situation is complicated by large volume expansion of silicon particles during charge and discharge. This results in severe capacity losses over time.

“As battery researchers, it's vital to address the root problems in the system. For silicon anodes, we know that one of the big issues is the liquid electrolyte interface instability," said UC San Diego nanoengineering professor Shirley Meng, the corresponding author on the Science paper, and director of the Institute for Materials Discovery and Design at UC San Diego. “We needed a totally different approach,” said Meng.

Indeed, the UC San Diego led team took a different approach: they eliminated the carbon and the binders that went with all-silicon anodes. In addition, the researchers used micro-silicon, which is less processed and less expensive than nano-silicon that is more often used.

An all solid-state solution

In addition to removing all carbon and binders from the anode, the team also removed the liquid electrolyte. Instead, they used a sulfide-based solid electrolyte. Their experiments showed this solid electrolyte is extremely stable in batteries with all-silicon anodes.

"This new work offers a promising solution to the silicon anode problem, though there is more work to do," said professor Meng, "I see this project as a validation of our approach to battery research here at UC San Diego. We pair the most rigorous theoretical and experimental work with creativity and outside-the-box thinking. We also know how to interact with industry partners while pursuing tough fundamental challenges."

Past efforts to commercialize silicon alloy anodes mainly focus on silicon-graphite composites, or on combining nano-structured particles with polymeric binders. But they still struggle with poor stability.

By swapping out the liquid electrolyte for a solid electrolyte, and at the same time removing the carbon and binders from the silicon anode, the researchers avoided a series of related challenges that arise when anodes become soaked in the organic liquid electrolyte as the battery functions.

At the same time, by eliminating the carbon in the anode, the team significantly reduced the interfacial contact (and unwanted side reactions) with the solid electrolyte, avoiding continuous capacity loss that typically occurs with liquid-based electrolytes.

This two-part move allowed the researchers to fully reap the benefits of low cost, high energy and environmentally benign properties of silicon.

Impact & Spin-off Commercialization

“The solid-state silicon approach overcomes many limitations in conventional batteries. It presents exciting opportunities for us to meet market demands for higher volumetric energy, lowered costs, and safer batteries especially for grid energy storage,” said Darren H. S. Tan, the first author on the Science paper.

Sulfide-based solid electrolytes were often believed to be highly unstable. However, this was based on traditional thermodynamic interpretations used in liquid electrolyte systems, which did not account for the excellent kinetic stability of solid electrolytes. The team saw an opportunity to utilize this counterintuitive property to create a highly stable anode.

Tan is the CEO and cofounder of a startup, UNIGRID Battery, that has licensed the technology for these silicon all solid-state batteries.

In parallel, related fundamental work will continue at UC San Diego, including additional research collaboration with LG Energy Solution.

“LG Energy Solution is delighted that the latest research on battery technology with UC San Diego made it onto the journal of Science, a meaningful acknowledgement,” said Myung-hwan Kim, President and Chief Procurement Officer at LG Energy Solution. “With the latest finding, LG Energy Solution is much closer to realizing all-solid-state battery techniques, which would greatly diversify our battery product lineup.”

“As a leading battery manufacturer, LGES will continue its effort to foster state-of-the-art techniques in leading research of next-generation battery cells,” added Kim. LG Energy Solution said it plans to further expand its solid-state battery research collaboration with UC San Diego.

The study had been supported by LG Energy Solution’s open innovation, a program that actively supports battery-related research. LGES has been working with researchers around the world to foster related techniques.

Paper title

“Carbon Free High Loading Silicon Anodes Enabled by Sulfide Solid Electrolytes,” in the Sept. 24, 2021 issue of Science.

Authors
Darren H. S. Tan, Yu-Ting Chen, Hedi Yang, Wurigumula Bao, Bhagath Sreenarayanan, Jean-Marie Doux, Weikang Li, Bingyu Lu, So-Yeon Ham, Baharak Sayahpour, Jonathan Scharf, Erik A. Wu, Grayson Deysher, Zheng Chen and Ying Shirley Meng from the Department of NanoEngineering, Program of Chemical Engineering, and Sustainable Power & Energy Center (SPEC) University of California San Diego Jacobs School of Engineering; Hyea Eun Han, Hoe Jin Hah, Hyeri Jeong, Jeong Beom Lee, from LG Energy Solution, Ltd.

Funding
This study was financially supported by the LG Energy Solution company through the Battery Innovation Contest (BIC) program. Z.C. acknowledges funding from the start-up fund support from the Jacob School of Engineering at University of California San Diego. Y.S.M. acknowledges funding support from Zable Endowed Chair Fund.

https://today.ucsd.edu/story/meng_science_2021