Battery Tech
Battery Tech – the new power monoliths, Tesla, Ford, VW, Rivian, GM, BYD, Vinfast, Nissan, BMW, KIA, Hyundai, Mercedes, Genesis and so many more electric vehicle companies are working to bring some of the most advanced vehicles we have seen to your neighbourhood.
The evolution has not only turned the car industry on its head but has accelerated other industries to change direction, focus on the future of their products and shake things up to support the new age of electrification.
One industry that has been at the center of this shake-up has been the Battery companies. Panasonic, CATL, LG Chem, Gotion, Northvolt and many more including the startups like Tesla.
Batteries have become essential for the future of not just vehicles but support solar and the power grid. The storage of electrical energy to be used to propel electric motors for vehicles, to store large quantities of energy in storage systems for small dwellings and on a larger scale megapacks that store power grids are becoming the norm.
Opportunities
Battery Tech – the new power monoliths, This evolution has taken some companies from sheer obscurity to global leaders. Panasonic for example was never really known for its battery technology, but now its name is synonymous with Tesla the leading electric car brand globally.
It is this evolution that has all battery manufacturers vying for the opportunity to do the same with other car brands.
Battery technology has in the most part sat idle with little innovation for a hundred or so years. Acid batteries were the most evolutionary step forward in the early 19th century with Lithium-ion batteries coming with the evolution of the Smartphone.
Outside of these batteries have been nothing more than an afterthought. Until now.
4680
Tesla announced in late 2020 that it was about to rethink battery tech and the evolution of battery technology with the development of 4680 cells. They had redesigned the idea of the battery. Retaining the cylindrical shape but looking for better materials and ways to create them in a smaller footprint.
This forward-thinking allowed them to move with pace and partners to have vehicles in 2023 to be delivered with this battery technology driving their vehicles into the future.
Elon has mentioned on several occasions that Tesla and all car companies will need as many battery cells as they can get their hands on. This has undoubtedly been the case with constraints in the early 2021s as car deliveries and manufacturing was hamstrung by the limited supply.
However, that does not seem to be the case with Tesla currently as production continues to grow along with the construction of more battery cell factories like the one recently announced in Berlin.
But what about the other companies? Each has a different manufacturing process and format. Some are creating the typical cylindrical batteries while others are pouching style and prismatic. Regardless they are producing as many as they can due to the rise of the electric vehicle.
Challenges
When established car companies start looking to move to electric, they have a lot of knowledge of vehicles but not much in the way of battery technology, in most art. This is proving to be one of the biggest challenges in understanding the complexities of battery management systems and how they integrate third-party systems in their new vehicles.
Furthermore, they are all competing for the same battery capacity, which is causing delays in car production. The battery companies cannot deploy enough cells fast enough.
It just proves that Tesla’s early thinking about the development in the house of their own battery cells and top to bottom integration puts them far ahead of the competition as they do not have to compete with anyone but themselves.
Of course, this challenge will only last for several years before new players and new thinking around battery tech will bring balance and a more competitive advantage to an equal playing field.
Batteries are fast becoming the coal of the future. The difference is that with this technology the batteries are almost all able to be recycled.
Redwood materials
Battery Tech – the new power monoliths, Redwood materials have shown itself to be ahead of the curve with the company developing techniques and processes for disassembling and recycling battery packs and batteries to be reused and recycled back into electric vehicle technologies.
This thinking means that eventually digging the minerals out of the ground will no longer be required in the vast numbers that currently are occurring and the same batteries you had in your vehicle for the last 10 years will help in the vehicles in the next 10 years.
Reuse, Recycle and have a safer, healthier future for our kids and grandkids.
The future is looking bright
Dave
