Matthias Simolka

„Battery usage“ and „energy held by battery“, what does that really mean? That is such a confusing language used on their charts…

I assume these are not pouch cells as mentioned in here?

bsky.app/profile/drsm...

Maybe even more precisely: „time to high production yield“ for today’s chemistries and formats is the only thing which matters.
Northvolt did not fail because of costs, but missing scale and low yield.
And high scale and yield drives down costs and creates your Cashflow for more scale.

Interesting that they chose a pouch cell format. I assume this is based on more experience with that cell format for LG. Or would there be another benefit?

Also interesting form factor for the GM cell bsky.app/profile/fran...

And “virtually no Cobalt.” Strange framing.

Thanks for putting batteries into Thermodynamics classes. Feels like this only rarely done when we need more and more talents for the topic. Batteries made thermodynamics fun for me…

Extremely sad news.
But also mind boggling, it sounds like a full dependency on a single customer…

Nuclear wouldn’t have helped during the gas crisis triggered by the war

www.reddit.com/r/germany/co...

Would also just be interested in reading it, without a detailed review as feedback

That’s for me the challenge with ASSB, from about 500 miles „standard tech“ to 600 miles „new tech“ is no revolution anymore as it was always discussed with ASSB. Also the 391 Wh/kg on cell level, will be interesting to see how that plays out on system level with a „pneumatic system“ …. But 👏

Could you share the link to the whitepaper please? Because while the initiative is great, we have been assuming that it is so far a „toothless tiger“ since there are no auditing rules and methods out there. So enforcing the rule will be challenging.

I would assume this is intentionally designed like this, not just because people are not smart enough.
Cell phones batteries just need to have a high energy density and a short lifetime is totally fine (unfortunately). And from a user experience, you do not want people to mess around v limits..

There is a slide on 2nd life on the application/ industry section. But indeed, the overall landscape is very small still. A lot of friction in the transition process making it commercially unattractive. Battery Passport might reduce the burden on this.

Good question, I would assume these are not proprietary, since this is very site specific.
From here, there should be some guidance available in NFPA 855. If you find something better, please let me know.

www.nyserda.ny.gov/-/media/Proj...

Volta Foundation on LinkedIn: #batteryreport2024 #batteries #energystorage #energy #ev #electricvehicle… | 54 comments The 2024 Battery Report is now live! 🔋🎉 2024 marked a transformative year for the battery industry, with significant developments in investments… | 54 comments on LinkedIn

Volta Foundation Battery Report 2024 is now available!

More than 500 pages of all you need to know about the state of the battery industry and value chain from 2024.

#battchat

www.linkedin.com/posts/volta-...

Thanks for the insights @drsmajic.bsky.social , do you have a shareable source for this?

BESS OEMs keep on providing higher energy density systems (5 MWh containers and more) to reduce the land required to install these assets. Some locations might be less affected by a lower volumetric energy density, but it is an important piece to consider in many places.

Located or spin offs? Glimps?

They talk about 1 BESS, for $30M you get like 40 to 60 MWh. Sounds pretty small for the Florida grid (avg demand of 15 GWh). Interesting that the DOE is investing directly into something small like this.

Northvolt’s fall: How hubris and blunders shattered Europe’s battery ambitions | KrASIA Once hailed as Europe’s answer to CATL, Northvolt’s bankruptcy exposes the risks of poor leadership, flawed execution, and manufacturing failures—even with billions in backing.

Would be curious to hear from others about their opinion on the insights report on the reasons why #Northvolt failed, it is for sure painful to read:
kr-asia.com/northvolts-f...

#battchat

Super interesting! Thanks for sharing! Adding NMC to LMFP, is this „only“ for performance reasons? Or also to make state estimation „easier“? Do you know if there are research papers on the degradation of that composite? Is it maybe leading to similar problems in Si-C that Si ages faster? …

It would also enable things like cross-manufacturers battery swapping, like Nio or CATL are offering for EVs.

For power tools, I think Hilti and metabo provide these.

But shouldn’t it be incl total mass to make it more practical and represent realistic conditions? I guess it depends on what you want to achieve with it.

I would ask the question why are replacement costs relevant if the batteries last longer than expected and Outline other vehicle components?
It is rather the dissassembly costs which are import from my view because this would be relevant for 2nd life and recycling.

Maybe for @theeditorr.bsky.social as a tacke away to make some more advertisements that #battchat is back 😉

Also, Northvolt followed the demands or plans of its customers to focus on NMC for the „premium“ OEMs in Europe. Having this in mind, it is the overall automotive industry which is responsible for the challenges Northvolt is facing, especially when you pull out of the orders as BMW…

I think it is a bit too simple to think it was only a question of the wrong initial chemistry choice. Even with LFP as the first choice for the plants, they would have the same struggles of bringing production to the yields and capacity as initially sketched out.

Thanks for that. I need to think this through once.
Yes, it was marketed as fire safe back in the days.