Kevin Shang

Hithium launched 3 new #energystorage products
1. ∞Power 6.25MWh 2h/4h BESS products based on 587Ah/1175Ah cells to reduce cost by 15%
2. ∞Cell N162Ah: BESS #sodium ion #battery (claiming 20,000+ cycle life)
3. Installation-free residential microgrid: Hero ES.

#Battchat

Good point! That is also why battery companies use high-Ni cathodes rather than LFP to work with Niobium based anodes.

LFP/Gr are used in Chinese e-trucks. High power and fast charging of Niobium based anodes can help e-trucks. NCM/NTO claim similar VED to LFP but lower WED.

Anode: Niobium-based anode materials can help electrifying heavy-duty applications, such as e-trucks. I also had a great discussion with the panel on battery swapping vs using Ni-based batteries. #battchat

Cathode: Niobium is used in coating, doping and morphology and size controlling of different kinds of cathode materials, from
high #nickel, #manganese -rich to DRX. #battchat

#Battery chemistry is definitely my favorite battery topic and I learned so much today at International Conference on Niobium Based Batteries. Encouraged to see researchers and companies across the globe are actively exploring the colorful battery chemistry world.

#battchat

Seems so…

(Unverified) a former employee of Wuxi Lead, #battery manufacturing equipment supplier of #CATL and #Northvolt, complained how NV's staff misused formation equipment from 🇨🇳and vacuum ovens from 🇰🇷, dangerous dust collection solutions, etc.

#battchat

I think for PBA the best data of cycle life should be less/around 4000. For LFP, it may not be as high as what many Chinese manufacturers claim, but now still higher than SIB.

Interesting! What I know is #BYD hasn’t finalised the specifications of their sodium-ion #energystorage products.

I found the LinkedIn post quoted in the article has disappeared.

#battchat

doubt the current 8000 cycles of PBA.

Wow! #Eenergystorage system integrator Fluence marks its first profitable full year since inception.

It believes a strong energy storage demand ahead in the 🇺🇸 and it will not be significantly impacted by change in political landscape. #batteries

#battchat

Battery manufacturing is not easy that is why focus is so important. NV would like to become another CATL even bigger. In add to batteries mfg, NV investing in upstream/SSB/SIB/recycling/making cathode, developing energystorage. But CATL wasn't built in a day.

Guess their yield rate is quite low.

"Northvolt had billed itself as central to ending European reliance on Chinese production for #batteries, but it has ended up relying on equipment & materials from China."

Wuxi Lead supplies equipment to #CATL ; Easpring supplies #cathode to LGES, SK on, CALB, EVE. #battchat

😂😂 GEM’s CEO just forecast 50% LFP+50% No-based ahead.

China starts pilot rail transportation of #ElectricVehicle #Lithium-ion #batteries, with #CATL and #BYD.

A new type of container with multiple safety measures has been deployed to reduce potential risks.

Now 🔋 are mainly transported in China via road vehicles.

#battchat

The EU can definitely require whatever they want but 1) Chinese companies can decide/whether are allowed to do this 2) how to define “technological knowhow” given battery manufacturing is super complex with a lot of details 3) battery technology is evolving fast

Promote high-quality development and ease trade tensions.

🇪🇺Brussels is planning to require 🇨🇳Chinese businesses to have factories in Europe and share technological knowhow in return for EU subsidies.

New requirements will apply to #batteries but could be expanded to other #Cleantech sectors #battchat

Exclusive by Reuters: Northvolt struggles to hit production targets https://www.reuters.com/technology/crisis-hit-ev-battery-champion-northvolt-struggles-hit-production-targets-2024-11-18/ #battchat

the first gen is PBA; the second gen is layered.

Agree. Of the EU-homegrown battery factory initiatives, Northvolt has had the best conditions to grow and succeed. They have made mistakes of course, but have laid bare just how hard it is to grow this industry when Asia (esp. China) is already so dominant
#battchat

#CATL: the R&D of 2nd generation #sodium ion #batteries which have a good discharge performance at cold temperatures (-40 °C) is completed.

CATL hopes to place new #SIB products on the market in 2025.

#battchat

Add me in please

China will cancel export tax rebates for #Aluminum and #copper while cutting it for some refined #oil, #Solar, #battery and non-metallic #mineral products to 9% from 13%, from December 2024.

#battchat

Why I’m optimistic about the energy transition:

Humans tend to underestimate the pace of innovation and overestimate the inertia of incumbent technologies.

Clean energy technologies have scaled much more rapidly than predicted by modellers

A group urged Trump not to kill tax credits for #electricvehicle sales and production

“tax credits are critical to actually compete to win against #China. killing those tax credits would undercut those investments and hurt American job growth.”

#battchat