Electrification

The South Korean heavyweight is lining up as much as 90 GWh of new battery capacity in the U.S. 

Frank Weber believes innovation is created in the spaces in between, i.e., through interaction.

Makers of battery-electric vehicles (BEVs) face high demand for their cars and therefore the batteries that go with them. The supply of raw materials can’t keep up. Industry executives foretell dire consequences if prices don’t come down. But alternatives to the lithium-ion battery are hard to come by.

Regulations in the Inflation Reduction Act have caused a hot debate among OEMs and suppliers around the globe, either excited by the benefits, or complaining about the requirements.  The fact that nearly all AVs will be EVs makes this debate of vital importance to tax credits that could help stimulate AV growth in the U.S. market.

My thoughts on why another Prius isn’t a bad thing, as well as Hyundai, Genesis, Fiat and VinFast debuts at the 2022 Los Angeles auto show.

The company, which has just one fast-charging station, wants to expand across the U.S., while Volvo wants to speed up the zero-emission-vehicle rollout.

Lithium-iron-phosphate cathode suppliers in China tripled their production capacity in 2022. But neither the supply nor the demand is there to match it. Are batteries headed for the same excess as steel production?

Why the solar-assisted EV from Sono Motors, connected by Sibros, might be the right car at the right time.

The German luxury brand and the U.S.-based battery recycler are asking Americans to raid their junk drawers to unlock massive reserves of battery materials.

Should European automakers receive an exemption for the new EV tax credit, whose purpose is to spur North American manufacturing? We think so.

This tracker covers the top battery manufacturers and which OEMs they supply, global capacity for top Li-Ion gigafactories, battery chemistry, as well as GWh demand by company based on U.S. BEV sales. 

A key advantage is the lengthier duration of time a pack will charge at peak power on the XFC vs. the shorter time a pack sees peak power on 350-kW ultra-fast chargers.