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Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

arstechnica.com

51–60 of 64 posts

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#51
post #34

The potential for a massive jump in battery chemistry is why I personally have not purchased a BEV yet. I'm leasing a LEAF, which has been great overall, but I'm not going to buy until the battery chemistry is settled here in a few years. There's a high probability that every BEV on the road today will be considered antiquated (and potentially unsafe) in 5 years.

Yep. I feel like buying an EV now is like buying a $50,000 PC that will be obsolete the minute I take it home. EVs are insanely awesome though. I'm leasing a 2019 Bolt and after a month or so it's the best car I've ever driven. EV torque is a blast. With the type of driving I do I'm able to get by on a Type I charger at my apartment and a rare visit to a public charging station. I think one-pedal mode helps because I…

Yes, if you can wait it's probably best to do so. But if you can't wait I imagine an EV bought today will hold its value a lot better than an ICE vehicle.

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#52
post #9

Would 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. 1. https://www.amazon.com/dp/B08FMTRYPT 2. https://www.youtub…

Ouch, paid 3 times that two years ago when building out my RV. They have been dropping in price. I like.

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#53
post #47
post #40

Earlier quoted context omitted.

Can you help me understand why you wouldn't just stay with the old Lead-Acid batteries? You can get a 150Ah for $110, for example, whereas this 100Ah you linked to is $376. I'm sure there are benefits, but I don't know much about batteries to understand why you'd make that tradeoff.

You can't discharge lead-acid as deeply as LFP without destroying longevity. So that 150Ah, probably only has 75Ah of useable capacity. The LFP battery will also last for ~5000 cycles, after which it'll still have ~80% capacity, and thus is still valuable. Lead acid only has a life of 500~1200 cycles. In other words: you'll have replaced the lead acid battery 4~10 times before you need to replace the LFP. IIRC, lead…

Also, LFP weigh less than lead-acid.

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#54
post #42
post #26

Earlier quoted context omitted.

The battery can be heated, so you can reduce the cold weather range problems by preconditioning the battery before a drive. Naturally this uses some power, so Tesla recommends keeping the car plugged in when it's cold so it can keep everything nice and warm.

No different than using a block heater or diesel coolant heater then. ICE vehicles use a lot more fuel in winter too, and take a long time to get up to temperature.

Indeed. Telsa's will keep batteries at reasonable temperatures when plugged in, but not optimal. There is a departure setting available so you can make sure your battery is full and at the ideal temperature for any scheduled departures.

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#55
post #3

I 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.

Completely agree. I had a thermodynamics teacher in college say “in the history of transportation we’ve never switched to something powered by lower energy density [than the previous mode of transportation]" in other words “energy density wins the day".* That was running through my head when I read they were switching to technology with lower energy density but, to your point and to the article's point, it’s really a…

> But the secondary selling point was never having to go to a gas station again when I am just barely going to make the meeting and forgot to fill my gas tank the night before.

Curious example since that's one of the drawbacks of an EV. If you forgot to fill the gas tank and have to stop, you'll be 5 minutes late. But if you forgot to charge the EV, now you're looking at several hours late (or give up and call a cab).

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#56
post #47
post #40

Earlier quoted context omitted.

Can you help me understand why you wouldn't just stay with the old Lead-Acid batteries? You can get a 150Ah for $110, for example, whereas this 100Ah you linked to is $376. I'm sure there are benefits, but I don't know much about batteries to understand why you'd make that tradeoff.

You can't discharge lead-acid as deeply as LFP without destroying longevity. So that 150Ah, probably only has 75Ah of useable capacity. The LFP battery will also last for ~5000 cycles, after which it'll still have ~80% capacity, and thus is still valuable. Lead acid only has a life of 500~1200 cycles. In other words: you'll have replaced the lead acid battery 4~10 times before you need to replace the LFP. IIRC, lead…

> The LFP battery will also last for ~5000 cycles, after which it'll still have ~80% capacity, and thus is still valuable. Lead acid only has a life of 500~1200 cycles. In other words: you'll have replaced the lead acid battery 4~10 times before you need to replace the LFP.

What happens if you keep using the LFP battery after that? Does the capacity continue to fall to zero, or is there some point it levels off and you can use it indefinitely after that if you don't mind the reduced capacity?

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#57

Earlier quoted context omitted.

Yep. I feel like buying an EV now is like buying a $50,000 PC that will be obsolete the minute I take it home. EVs are insanely awesome though. I'm leasing a 2019 Bolt and after a month or so it's the best car I've ever driven. EV torque is a blast. With the type of driving I do I'm able to get by on a Type I charger at my apartment and a rare visit to a public charging station. I think one-pedal mode helps because I…

Yes, if you can wait it's probably best to do so. But if you can't wait I imagine an EV bought today will hold its value a lot better than an ICE vehicle.

Not clear that’s the case. BEV will become more common as production ramps up. Unit costs will come down. No way BEV are the dominant form of transportation at a sales price >$40k.

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#58

Earlier quoted context omitted.

Even though I own a Tesla and love it I can’t see a fully electric, long-haul semi making sense for quite some time. For consumers (at least in my own experience) there is a range threshold that, once surpassed, means I almost never have to worry about fill ups again. So the Every day convenience outweighs the once or twice a year inconvenience of longer “fill ups“ vs gas for extended drives. I bought mine because I…

Many trucks return home daily. Why not get those 100% first?

Delivery or recycling/garbage makes sense first, due to stop and go regen. Long range never made sense as a first step but the FSD replacing truckers and truck-train angle was used to lure in investors, even though it has no relevance to diesel vs. electric (or even better fit for diesel to power the compute without impacting range, remember we're talking 2017/2018 compute for when it was announced).

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#59
post #25

Earlier quoted context omitted.

Wouldn't it be more like running, horse, better horse because of improved diet, better horse because of improved medicine, bike, better bike because of gears, better bike because of better gears, car, better car because of better fuel, better car because of better fuel, better car because of better fuel, better car because of better fuel, better car because of better fuel, better car because of better fuel...

At some point economical aspects are also important. If fuel was available for gas engines but it was rare, it doesn't matter how energy-dense it is if it's expensive.

yep. The Soyuz was supposed to run on Syntin but then they reverted back because the added energy density and payload capacity (something like 30%) was not worth the manufacturing cost.

https://en.wikipedia.org/wiki/Syntin

Edit: Soyuz U2 (Syntin version) launched 72!! rockets. Then they reverted back.

Re: Tesla made $1.6 billion in Q3, is switching to LFP batteries globally

#60
post #9

Would 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. 1. https://www.amazon.com/dp/B08FMTRYPT 2. https://www.youtub…

Last I heard, LFP had some significant temperature restrictions compared to lead acid, making them unsuitable for use in cold temperatures. Has that changed?
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