Novonix has caught the imagination of the Tesla community recently. Novonix Dry Particle Microgranulation method, AKA DPMG, will allow production of PUREgraphite and Single Crystal Cathode material that is cheaper, higher performance, and environmentally friendly than competing products from China. This video will be a deep dive and step by step walkthrough of the history of DPMG and a deep dive into the research paper that it was unveiled in. I'll explain exactly how the process works. China currently has a near monopoly on battery materials. If Novonix may be able to help break that monopoly, allowing battery manufacturers to derisk their supply chain through localisation and by avoiding environmental concerns. Jeff Dahn - https://youtu.be/BX9yZAO7_HE Ti Coating - 'BD: New Information' - https://youtu.be/wtV9a5MW_X0 How is single crystal cathode made? https://youtu.be/dpe-ajzucTE What is an SEI Layer? 'Lithium Doping' - https://youtu.be/xlt75ko01Nw 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 Timestamps: 00:00 Introduction 00:42 Setting the Stage 03:33 CSTR Process 06:25 Mechanofusion Coatings 08:34 Eureka! DPMG! 09:51 DPMG Cathode 12:37 Anode Production Techniques 13:40 DPMG Anode Process 17:21 Cost and Closing Thoughts #Novonix #DPMG #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=7knQaKSZKsE

The Scorpion Shortseller Report falsley accused QuantumScape of Fraud. This video walks through 7 ways in which that 188 page report by Scorpion Capital is misleading. This the first of a three part miniseries on "QuantumScape: The Good, the Bad and the Ugly" 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 Introduction 01:28 Information out of context 04:47 Exaggeration (and a TARDIS) 06:23 Misinterpreting battery science 07:33 Misinterpreting data 08:49 Weak anonymous claims 12:40 Conjured expectations 13:33 Hypocrisy 14:48 Summary #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=UzQLOhin4e8

This video is a wrap of Tesla's Q4 2021 earnings call from a battery perspective, but I'll also branch out a bit in the video to give my thoughts on FSD, optimus, energy storage, HVAC, and more. Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 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 Introduction 00:50 Investor Slide Deck 02:19 Elon: 4680 going into Vehicles ? 03:57 2022 Parts Constrained...but Sewing Seeds for Future Tech 07:10 Embodied AI - Optimus 08:45 Drew: Plenty of Cells for 2022 11:19 Tesla Now Fully Integrated on Batteries 14:25 2022 is Again the Year of Chips 15:00 Elon Thanks Suppliers 16:14 No $25,000 Vehicle? 18:26 The Robotaxi can Generate Huge Model 3 Demand 20:05 Worst Case - Tesla can Pull Demand Levers with the 3 and Y 20:47 When the Time Comes, Tesla can Build/Launch a Model 2 Quickly 22:21 Tesla HVAC 24:08 4690s Don't Appear to have Caused Cybertruck Delays 25:14 Shifting Focus from Berlin to Austin 25:59 250k Cybertrucks Per Year Initial Target 27:57 My Passion for the Cybertruck 28:55 LFP (Iron) Cells for Powerwall 30:13 LFP, Manganese, and Elon Responds to my Tweet 33:59 Sodium Ion 35:20 2022 Could be a Big Year for Tesla Energy Storage 36:48 More on the $25k Vehicle and Why It's not a Top Priority 38:50 4680 Form Factor for LFP 42:57 Wrap-Up #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=Dyunmkgwm38

Today I'll be reviewing 4680 criticisms, concerns, and commentary. Plus I'll also be sharing my concerns and eat some crow on my energy density predictions. Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 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 Introduction 01:31 GM vs Tesla 05:18 4680 vs Ultium Energy Density 10:06 Hoop Stress and Cell Can Thickness 15:04 Charging Speed 16:12 My DBE (Dry Coating) Concerns 18:23 Anode Degradation Solved?! 19:18 The Semi and the 4680 20:44 Summary and the Crow Eating Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=WKrmhJf7QoU