Graphic interpretation of lithium batteries for Tesla Model 3

Lithium Grid News: This is also based on a lot of materials, mainly looking at some conditions of lithium battery cells. Here I don’t know what kind of laboratory A2mac1 finds to do this. The whole analysis is quite comprehensive, including lithium battery cell testing and material analysis inside the cell. All of these things are time-consuming and valuable. of.

Cell test

Temperature test of battery

Battery characteristic cycle test, temperature characteristic test

Battery structure (size, weight decomposition)

Battery material analysis

We see the previous UBS cost estimate for the battery cell

It is mainly estimated based on the composition of the lithium battery material and the battery cell, according to the test results of A2mac1 , Tesla has achieved the lowest possible cobalt reduction on the road of NCA. The current ratio is LiNi0,9Co0,05Al0,05O2

This estimate During the process, the effective material and the entire electrode can be checked separately. This 3.5kg is more credible

As shown in the figure above, the two companies compare the target The agency estimates that the weight of a bicycle containing cobalt is 3.5kg and 4.5kg, respectively. In fact, the expected use of cobalt in the future still has a considerable decline, and it has also increased the difficulty of our progress towards 811.

I found this online and saw that Sumitomo Metal SMM is also expanding production here:

SMM's nickel and NCA material expansion plan

I personally think so. Since the price of cobalt started, it has had a profound impact on the technological development of this lithium battery. This mentality of hoping to make big money based on the production area and the scale of production has also been distorted. The entire supply mechanism. High energy density is the key to making electric vehicles compete from A00 to A-class cars with higher cost performance. Limited to the price of cobalt, short-term resources need to rely on cathode materials with a nickel content of more than 80%. NCA's decobalt To some extent, it is indeed a way.

Remarks: The extreme abuse experiment of this battery cell is about L5 or above. All our current work is basically To ensure that the battery cell holds L4.

The most difficult thing to do here is to balance: abuse resistance, safety, robustness, cost, and battery maturity

Remarks: In the horizontal comparison, whether the L5 produced by acupuncture and heating can be accepted is more controversial. Doing heat-resistant experiments at high temperatures also requires a lot of experiments to accumulate data.

The matter of cobalt is not a matter of war and resource contention. How to reduce technology as much as possible and balance safety at the level of lithium batteries and modules is ours Goal.

Summary: This cell-level analysis and cost estimation may be done next. Every family has a slight view on the future development direction of cell cost and chemical materials. If there are differences, it will take a lot of time to make a breakthrough.