Posted by MuttsInvestor > 2022-04-22 16:45 | Report Abuse

TESLA is the BEST of what the US has to offer in EV development. Yet their BEST 4680 battery has MANY issues in Production. To-date they have NOT been able to RAMP up commercial production. Consistency and Reliability of the 4680 batteries remains the main problem. As for NORTVOLT ... Lithium has SHOOT up 400% in 1 year. Their Lithium Anode battery will be extremely expensive.... THUS not competitive against LFP batteries from BYD. Even TESLA are using LFP batteries which is much safer , cheaper and has RAMP up to Commercail production. I see...NORTHVOLT going UNDER within 5 years as their Batteries are NOT CHEAP, Low SAFETY and production ramp up issues.

Posted by Genetec A baby step > 2022-04-22 16:54 | Report Abuse

For knowledge sharing - What Is an LFP Battery? A 4680? https://klse1.i3investor.com/blogs/genetec_rm400/2022-04-22-story-h1621577810-For_knowledge_sharing_What_Is_an_LFP_Battery_A_4680.jsp

You may refer to its material on the battery day slide https://klse1.i3investor.com/blogs/genetec_rm400/2022-03-29-story-h1620532245-My_fellow_GENETEC_shareholders_What_is_Customer_T_plan_on_battery.jsp

Posted by MuttsInvestor > 2022-04-22 17:09 | Report Abuse

This is MUCH better !!! https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw "The Limiting Factor. "

Posted by MuttsInvestor > 2022-04-22 17:11 | Report Abuse

https://www.youtube.com/watch?v=W1vB0sVNFTQ What Elon Musk said about Battery Production and LFP .

Posted by MuttsInvestor > 2022-04-22 17:17 | Report Abuse

TESLA US ONLY use their 2170(Panasonic) and 4680(TESLA) batteries. NONE uses LFP batteries in US. However currently . TESLA are shipping CHINA's Model 3 and Y with LFP batteries to US. Current TESLA production in the US DO NOT HAVE enough Batteries , thus unable to make the TESLA Model 3 or Y . Even Elon Must have ADMITTED that LFP batteries are the FUTURE of batteries. TESLA US .... will 2023 start to use LFP batteries (50%) and the 2170/4680 batteries (50%) . ( Just my 2 cents) .

Posted by MuttsInvestor > 2022-04-22 17:20 | Report Abuse

Major Distruptor ... Sourcing Lithium carbonate ( 70% sourced from CHINA !! ) Analysis have confirmed Shortages of Lithium will start in 2022 !!!

Posted by Genetec A baby step > 2022-04-22 17:25 | Report Abuse

Elon was asked what were the limiting factors on Tesla's production:

In the short term, semiconductors. In the long term, batteries.

IRON & NICKEL is 2 options for the CATHODE material. You may refer to its material on the battery day slide. What's their plan on ANODE & CATHODE material in different car model. https://klse1.i3investor.com/blogs/genetec_rm400/2022-03-29-story-h1620532245-My_fellow_GENETEC_shareholders_What_is_Customer_T_plan_on_battery.jsp

But the 4680 initiative is much more than just materials. It is a total revamp of battery for mass production.

The difficulty of designing the machine that makes the machine is vastly harder than the machine itself.

Posted by Genetec A baby step > 2022-04-22 17:30 | Report Abuse

will 2023 start to use LFP batteries (50%) and the 2170/4680 batteries (50%) . ( Just my 2 cents) .

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4680 is the x & y dimension for cylindrical cells. the ANODE & CATHODE material will depends on the final product - S, 3, X, Y, Truck, Power pack, & mega pack will have own mixture of materials.