The LFP 4680 Battery Cell // + LFP with Tesla Silicon
Can Tesla produce LFP in a 4680 battery cell? Yes, all the technologies unveiled at Battery Day are compatible with LFP. However, "Will they?" is a more nuanced and interesting question.
This video will cover the considerations involved in using a 4680 form factor, technology pathways for energy density improvements, and why I think LFP will become the dominant lithium chemistry.
*Timeline* 00:00 Notes on the Q4 2021 Earnings Call 03:54 Introduction 04:56 Is a 4680 with LFP Viable? 10:02 Tesla's hints and my view 12:24 What I'm wrong? 12:59 The potential of LFP in the future 22:11 Is form factor an academic point? 22:57 Any barriers to Tesla LFP? 23:22 Are there an barriers to LFP us for other OEMs? 25:17 Summary: Roadmap and Cost Savings
As a result of testing by UC San Diego, I've confirmed the 4680 uses synthetic anode. The question is, what are the implications of that? To answer that question, today I’m going to walk you through the analysis done by UC San Diego, the differences between synthetic and natural graphite anodes, why Tesla may have chosen synthetic graphite, and what that choice could mean for Tesla’s supply chain.
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*Timeline*
00:00 Introduction
01:34 Clarifying Terminology
02:31 Graphite Analysis by UC San Diego // Scanning Electron Microscope Inspection
04:46 Graphite Analysis by UC San Diego // X-Ray Diffraction
07:28 Natural vs Synthetic Anode // Production
08:51 Natural vs Synthetic Anode // Performance and Cost
10:17 Why did Tesla Choose Synthetic? // Some Perspective
11:56 Why did Tesla Choose Synthetic? // Technical and Supply Chain Reasons
19:52 Odds and Ends // Silicon, Talga, Novonix
21:22 Summary
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=xQjXT3QoBhI
The Tesla Q2 2023 Earnings call was one of the more bullish earnings calls of the past few years. We received updates on 4680 progress & Tesla's emerging revenue streams.
Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005
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*Timeline*
00:00 Introduction
01:00 Robotaxis, Dojo, Superchargers, Megapacks, Optimus
07:31 Factory Shutdowns // M3P Battery Packs?
08:37 Drew’s Comments on the 4680
14:29 4680 and 2170 Cells Compared
16:00 Thoughts on Tesla’s Progress
16:37 Gen 2 Cell Implications for Tesla’s Vehicles
21:32 Summary
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=OHfDJFQzBW0
Tesla's been setting the stage for the unboxed process for over a decade. In this video I'll walk you through seven technologies that, in my view, will make the unboxed process work.
Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005
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*Timeline*
00:00 Introduction
01:36 Gigacastings
02:54 Structural Battery Pack
04:16 Steer by Wire
05:59 48 Volts
06:52 Electric Brakes
08:34 EtherLoop and Generalized Controllers
09:59 Ribbon Wiring
10:53 Summary
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=MXwIky14KZs
In this video, I speak with Vincent Pluvinage, CEO of OneD Battery Sciences. OneD has developed a product called SINANODE, a drop-in manufacturing process that fuses silicon nanowires to graphite to triple the specific capacity of the anode while cutting its cost in half (per kWh). . . a great silicon solution for OEMs.
Sinanode: Low Cost Silicon Nanowire Coated Graphite for OEMs
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Reddit: https://www.reddit.com/r/TLFBatteries/
Twitter: https://twitter.com/LimitingThe
*Timeline*
00:00 Introduction
00:32 What is Sinanode?
02:06 Giving OEMs what the need
06:18 'Drop-in' Solutions
08:10 Surface area and typical solutions
10:12 Leveraging the graphite industry
13:06 Sinanode and surface area
20:25 Nanowires at low cost?
31:38 Scalability
31:56 Compatability
33:16 Roadmap
35:30 Custom Performance
42:12 Qualification Process
41:52 Private Investment Structure
#BattChat #BatteryTwitter
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=ySCFZIWMYQA
Grid storage manufacturers often list a duration on their technology that can be anywhere from seconds to hours to seasons. What exactly does that mean? Today I'll walk you through how grid storage is assessed and why it matters.
"Monetizing Energy Storage" book by Oliver Schmidt and Iain Staffell:
https://global.oup.com/academic/product/monetizing-energy-storage-9780192888174?cc=us&lang=en&
Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005
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*Timeline*
00:00 Introduction
01:45 Why Can’t 1-hour Storage Just be Stacked?
02:49 How Duration is Defined Technically
04:52 Why Does Duration Matter?
08:28 Specific Power and Energy Cost
09:48 Total Cost Investment Cost Calculation
10:28 Average Power and Energy Cost
11:50 Power and Energy Cost Graphed
13:58 Summary
15:42 Duration in Marketing // Two Examples
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=9ohOUHqmIHc
Today I'm going to walk you through everything you need to know about Nio Battery Pack swapping. Everything from cost to some surprising drawbacks that I haven't seen discussed elsewhere.
Links:
https://www.makeuseof.com/how-much-cost-replace-tesla-battery/
https://twitter.com/AEONde/status/1658064514737111041
Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005
Patreon: https://www.patreon.com/thelimitingfactor
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*Timeline*
00:00 Introduction
01:16 Why Nio?
01:41 Customer Facing Costs: Renting vs Owning the Pack
07:10 Customer Facing Costs: Swapping vs Charging
10:41 Throughput Swapping vs Charging
14:31 Swapping Stations: Drawback 1 // Single Point of Failure
15:19 Swapping Stations: Drawback 2 // Pack Inventory
20:31 Swapping Stations: Drawback 3 // Cost
22:42 Owning a Battery Pack: Drawback 1 // Speed
23:15 Owning a Battery Pack: Drawback 2 // Repair Costs
24:40 Owning a Battery Pack: Drawback 3 // Fixed Range
25:07 Owning a Battery Pack: Drawback 4 // Degradation?
28:27 Wasted Batteries?
29:52 Summary
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=rxtS7mjrTvo
In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive.
I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China.
'Tesla Cybertruck deliveries hostage to battery production hell' https://twitter.com/LimitingThe/status/1737918494706954390
Joe Tegtmeyer 4680 Updates: https://twitter.com/LimitingThe/status/1742726520303415632
Weibo Rumor- Tesla Importing Cathode Rolls:
https://twitter.com/LimitingThe/status/1748012290320794068
Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005
Patreon: https://www.patreon.com/thelimitingfactor
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*Timeline*
00:00 Introduction
00:54 The Reuters Article
03:05 Line 1 Swapped to the Generation 2 Cell
05:08 Production vs Assembly
08:33 Implications for the 4680 Ramp
10:42 Elon Confirms Tesla’s Cell Suppliers
12:38 Joe Tegtmeyer’s Rumor // Cell Improvements
13:48 Weibo Rumor // Cathode Rolls from China
15:16 Summary
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=PAjrOZSNkWk
Is the Tesla V4 Supercharger Megawatt Charging for the Masses? I think so, and this video I'll explain the technology involved and why the Megacharger may be a separate product.
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00:00 Intro
01:16 On Board Charging vs DC Fast Charge
02:42 Supercharger Version History
04:03 Why a Megacharger AND V4 Supercharger
09:16 1 MWh+ // Back of the Napkin Math
11:26 V4 Supercharger // Engineering for 5x Power
17:56 The Limiting Factors for Charge Rate
19:08 V4 Impact on Current Line-Up
20:05 V4 is for the LR Cybertruck // Min 500 kW Required
21:39 Elon’s 300kW Comment
22:14 Summary
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=PpbXvVwzrAA
What do the 4680 current collectors do? There’s been speculation about what function they serve due to their intricate design. Today I'll walk you through that and why they might be a temporary crutch.
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Twitter: https://twitter.com/LimitingThe
*Timeline*
0:00 Introduction
1:27 'Current Collector'
2:00 The Positive Terminal // Copper Plate
4:11 The Negative Terminal // Aluminum Plate
6:35 Other Functions of the Current Collectors
7:22 The Design is Evolving // Cleanerwatt Leak
9:14 The Best Part is No Part
10:56 Summary
Intro Music by Dyalla: Homer Said
...
https://www.youtube.com/watch?v=GghT-O3IBK8