Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
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Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#2Good business for CATL...
Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#3I found the point about the safer qualities of LFP battery chemistry reducing the overhead in the battery pack construction and thus preserving range despite lower capacity very interesting.
Better range on a lower capacity means much better range per hour charging time.
Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#4What will the Gigafactory be doing? Does this mean Tesla's battery-supply advantage is gone?
Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#5What will the Gigafactory be doing? Does this mean Tesla's battery-supply advantage is gone?
Presumably building NCA batteries for the Model S and long-range versions of the other models.
Possibly building LFP batteries as well now that the patents have expired. The reason CATL has such a lead on LFP manufacturing is that they had a free license for using LFP patents for domestic consumption in China.
Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#6The linked article's title is "Tesla made $1.6 billion in Q3, is switching to LFP batteries globally" and it's a little more appropriate as it split about 50-50 between discussing earnings and discussing battery technology.
I say this because there’s another article from the New York Times about Tesla‘s earnings on HN's front page and this one from Ars is more technical, more straightforwardly written, and much less hyperbolic than the NYT version. (This one focuses on earnings and potential major changes that could impact the bottom line versus New York Times spends 50% of their article discussing government inquiries into autopilot.)
I can't update the title but would recommend this article over the New York Times one.
Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#7Article notes worse cold weather range with LFP vs NCA. What's the approximate range hit at 0C for each type? -17C?
Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#8What will the Gigafactory be doing? Does this mean Tesla's battery-supply advantage is gone?
There is still no Tesla Semi after 4 years, so maybe the factory could be devoted to that, but even the gigafactory's battery cells don't make sense for a long range semi as originally shown. Bill Gates was right about the physics of it not making sense with those cells (too heavy for bridges with any decent payload), and they will need to turn it instead into a low range around-town Pepsi delivery tuck, as already announced.
Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#9Would be interesting to know whats going on in the industry with LFP. Pre-built lead acid replacement LFP battery prices have been dropping almost daily and are down to high end AGM prices [1] and quality has been going up [2], these batteries were twice the price a year ago.
Will be replacing the lead acid in my RV soon with LFP's, it really a no brainer.
Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally
#10I found the point about the safer qualities of LFP battery chemistry reducing the overhead in the battery pack construction and thus preserving range despite lower capacity very interesting. Better range on a lower capacity means much better range per hour charging time.
That is not necessarily true, check out the max C rate in of LFP. Still, LFP is the way to go for sure; longer overall life is a clear net positive, lower degradation and secondary market uses once the véhicule is junk without expensive and heavy recycling. I bet the cyber and truck were waiting on these patents to lapse.