The Talga and Novonix videos lead to the obvious question: Which is better, synthetic or natural anode? In this video, I answer that question by doing a deep dive into what the research says. The answer is nuanced. Battery Bulletin on Twitter: https://twitter.com/BatteryBulletin Battery Bulletin YouTube Channel: https://www.youtube.com/channel/UChu3xDdoIOnGHCcuJCjcDxg Timeline 0:00 Introduction 1:17 Dahn Paper 7:29 Oak Ridge Paper 11:35 Dahn vs Oak Ridge 12:20 Synthetic vs Natural Production 14:00 Ulm Paper 16:29 Putting it all Together 17:22 Loose Ends 19:19 Key Takeaways 20:10 Novonix vs Talga Final Points Patreon: https://www.patreon.com/thelimitingfactor Teespring: https://teespring.com/stores/the-limiting-factor Reddit: https://www.reddit.com/r/TLFBatteries/ Twitter: https://twitter.com/LimitingThe #Talga #Novonix #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=bHsLB9LhP6E

In this video, I do a deep dive into the Novonix Battery Materials opportunity, their product line, and strategic advantages to help their customers de-risk their supply chain. Check out my previous video on Novonix DPMG technology: https://www.youtube.com/watch?v=7knQaKSZKsE I also provide a gross margin estimate for Novonix at 2030 and detail into their product line. Novonix product line includes a single crystal cathode, PUREgraphite, and electrolytes which are covered in depth. This includes Maxwell Dry Battery Electrode (DBE) vs Dry Particle Microgranulation (DPMG). Novonix strategic advantages include localising the supply chain, providing an alternative to China, and providing a more environmentally friendly product. Novonix is an Australian listed battery materials company, ticker symbol: ASX:NVX. Also available on trading sites as NVNXF. Patreon: https://www.patreon.com/thelimitingfactor Teespring: https://teespring.com/stores/the-limiting-factor Reddit: https://www.reddit.com/r/TLFBatteries/ Twitter: https://twitter.com/LimitingThe *Timeline* 0:00 Introduction 1:00 Novonix and Tesla 8:30 Gross Margin 2030 9:41 Single Crystal Cathode 12:50 PUREgraphite 13:47 Electrolyte Packages 14:18 Performance vs Dahn 15:20 Strategic Advantages 18:23 Summary #Novonix #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=iqUfJ9G80IY

This video covers how the Tesla Structural Battery Pack works - the key points. The following video will cover how I think the battery pack is manufactured from the cell up. Can Crush Video: https://www.youtube.com/watch?v=b0YJgr9u0HQ Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/cgi-bin/webscr?cmd=_donations&business=XKK5KYEWXW87Y¤cy_code=NZD&source=url Bitcoin: 3B3UXCZsnoPZxG6vYQ6npsF4TW8f5kK4LH Teespring: https://teespring.com/stores/the-limiting-factor Reddit: https://www.reddit.com/r/TLFBatteries/ Twitter: https://twitter.com/LimitingThe *Timeline* 00:00 Intro 00:58 Vehicle Structure 02:21 Conventional Pack 03:22 Structural Pack 06:53 Polar Moment of Inertia 07:51 General Layout 10:12 Modularity 11:01 Recycling 11:42 Negative Mass 13:24 Summary #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=f1Q3ccjhvqQ

If you're going to watch one video on Battery Day Predictions, this is the one to watch. I cover why the $100/kwh price target is important, the path to a Terafactory, the output of the Roadrunner lines, Cost in dollars per kwh, the chemistry we can expect, energy density wh/kg, why no one else has done what Tesla is doing, why competition is important, the role of recycling, and a moonshot for LFP and Maxwell DEBE. Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/cgi-bin/webscr?cmd=_donations&business=XKK5KYEWXW87Y¤cy_code=NZD&source=url Bitcoin: 38cPpP6L5RdcggiQe2YKdju49zAhXYtPa9 Teespring: https://teespring.com/stores/the-limiting-factor Reddit: https://www.reddit.com/r/TLFBatteries/ Twitter: https://twitter.com/LimitingThe Original Series: The Technology: https://youtu.be/Vt1XO5_xHss Model Y Scaling: https://youtu.be/85ugCQP-ccs Terawatt Scaling: https://youtu.be/9AM2ptpk71g New/Better Information with corrections to technology video: https://youtu.be/wtV9a5MW_X0 *Timeline* 0:00 Introduction 0:45 The Point of Roadrunner 2:29 LFP 4:18 Tera-Scaling 8:17 The Path to $100 16:08 Chemistry 20:12 Cost and Energy Density 22:31 "Mind Blowing" 23:19 The Ramp 25:33 Vehicles and Cells 27:03 Lightning Round 32:52 Moonshot #TheLimitingFactor #BatteryDay #NotSellingAShareBefore10000 #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=rYTFyxbm3Ew