At Battronics, we summarize the knowledge on Li-ion batteries e.g. different cathodes/anode, aging analysis. Get the latest know-how from all worldwide research
Joined August 2017
- Tweets 358
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- Followers 970
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58 Photos and videos
1 Feb 2025
US IRA subsidies frozen!
Already contracted but not-yet paid out IRA money halted. for clean-H2, only few Mio$ paid out but 2bn still open. Batteries & solar might suffer most as in construction phase already --> may face cash-flow issues during 2025.
canarymedia.com/articles/pol…
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1 Feb 2025
Today trade war starts officially worldwide - not just CN-US.
25% tariff MEX CAN but oil only 10%, while CN 10% so now mostly at 35%. For Europe plans atm only on Al,steel,drugs, semiconductors and likely Cu as in 2018.
Who next: BRICS, EU, Malaysia, ...
reuters.com/world/americas/n…
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24 Jan 2025
Finally the hot needle for the AI bubble is there.
DeepSeek trained for an amazing low 5.5Mio budget, better in tests and even offered for free.
Meta already freaks out cause if somebody offers it for free and is better, what happens to investors that bet on high future profit
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Battronics retweeted
2 Apr 2024
🚨Attention!
The Maasive Twin project has begun! 🎉
We are introducing MAnufacturing as a service And Supply chain predictIVE Twin for critical raw materials.
Read the press release now!
➡ Kick-off meeting by @BattronicsAG . linkedin.com/feed/update/urn…
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7 Mar 2024
Suddenly ASSB seem to become real as 1st incumbent plans SoP - Samsung SDI. Before it was ~15y of many startups and 32y of Solid State Electrolyte being 2nd most patented battery component but now Samsung seems to feel to be "safe" to make SoP at scale.
asia.nikkei.com/Business/Tec…
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9 Mar 2023
EU might release on 14.3 these leaked rules
- 10% of critical minerals of EU consumption mined in Europe 15% from recycling
- subsidies incr. to 100 &300M in regions >80%/<80% EU_GDP
- invest max 300 Bn! in third countries to counteract China belt
euractiv.com/section/economy…
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21 Oct 2022
LIB cells become bigger and bigger. EVE Energy now revealed 560Ah cells for ESS applications. I think at some point in future we need a forklifter to carry a single cell in 10-15 years from now *joke of course 🤣 🤣🤣
#batteries #energystorage
cnevpost.com/2022/10/21/eve-…
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3 Oct 2022
LG ES will also introduce Cell-to-pack for its high-Ni pouch cells in 2025. While NMC811 prismatic CTP was developed in 2019 (Nio/CATL), an application to pouch was thought to be difficult to manage pressure homogeneity in pouch modules.
businesskorea.co.kr/news/art…
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23 Sep 2022
2nd action due of US infl. red. act: LG ES signs 3y supply contract from NAFTA's first CoSO4 refinery Electra Battery Materials: 2023 1000tpa, 24/25 3000 tpa CoSO4 supply. But Co(OH)2 interm. source not disclosed to qualify for US subsidies.
electrabmc.com/electra-and-l…
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23 Sep 2022
1st action was Tesla considering moving battery manuf. capacity from Berlin to US.
More to follow soon.
[Source: Electra PR, Christoph] #batteries #electricvehicles
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16 Sep 2022
Tesla Berlin gigafactory is not stopped but will be delayed is today's update. This is the best PR strategy.
Usually, the way is: first report delays or slower building, then report downsizing, then stay with small size production.
tagesspiegel.de/berlin/werk-…
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16 Sep 2022
Same happened to CATL Erfurt which was planned for max. 100GWh, now 14 GWh realized with delay of ca 8 months only. Farasis Bitterfeld, 14 GWh planned, then delayed, then stopped. Let's see when Tesla releases next of this standard cascade for western media reporting.
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20 Aug 2022
Policy can change business & market shares significantly. The new US inflation reduction act will incentivize EV's with $7'500 for US made minimum of critical materials sources outside China (2023 only >40%, 2028 > 80%, 2030 100%).
#batteries
koreaherald.com/view.php?ud=…
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20 Aug 2022
This gives massive headwinds for CN companies which have >90% of value chain in CN but also urges Koreans to change their supply chain as it is also largely depending on China especially on pCAM, AAM, LiPF6, LiOH, CoSO4 and many more.
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20 Aug 2022
Side note: CATL's new 40GWh US plant is already on hold but due to last weeks visit of Nancy Pilosi.
23 Jun 2022
CATL CTP3.0 now switches to side cooling & bigger prismatic cells contacted in the bottom plate now reaching 255Wh/kg on NCM pack lvl. The path to bigger cell continues with previous heat shields btw cells now being replaced by cooling plates directly.
youtu.be/VeMjf6H0Pw4?t=46
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23 Jun 2022
Venting channels nowadays disappearing more and more in China. CTP 3.0 already introduced last year but with thermal shields btw cells so now cooling redesigned. 2p102s gives ca 372V NCM811-5%Si and 335V LFP-gra. Cells close to CL161 (280*62*82mm) giving insane 106kWh LFP pack!!!
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19 May 2022
Were do the ~60$/kg of Li2CO3 go instead of 6-8$/kg in 2020. See SQM profit. Variable pricing as fct(demand:suppy) will be seen all over the place because why should any mining company want to limit their upside? But always remember also the downside e.g. Galaxy Resources
19 May 2022
Impressive 1Q 2022 earnings of #SQM. Congratulations to my former colleagues!
Timing and execution of expansions has been perfect and contract structures making it possible to capture upside of price cycle.
Li and I businesses should continue doing this well next quarters.
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22 Apr 2022
Good news: Li-prices relax the last 1.5 weeks after stagnation at high prices for over 3weeks and the huge price increases over the last year. This even despite an enormous Li demand from battery production being an insane 39.1 GWh in March in China alone.
#batteries
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