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Ford's answer to EV supply chain hell: Cheaper batteries

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Re: Ford's answer to EV supply chain hell: Cheaper batteries

#81

> Automotive giant Ford is shoring up its battery supply chain — partly by importing lower-cost, iron-based batteries popular in China — as it sprints to increase electric vehicle production. Old geezer's perspective: Back in its heyday, Ford Motor was one of the most vertically integrated (large manufacturing) companies in the world. They owned and operated their own fleet of ore carriers (cargo ships), to haul iron…

What's wrong with trading with China?

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#82
post #54

Earlier quoted context omitted.

Meanwhile, Hydrogen Fuel Cell cars are putting gasoline vehicles and electric to shame: https://www.timesnownews.com/auto/car-news/article/toyota-mi... Of course, you can't readily buy or charge one yet, but you don't have the battery problem (at all).

I really think the push for hydrogen (highly impractical at scale) by the right wing press is part of fossil fuel industry attempts to spread fud around battery evs.

I hadn't realised until very recently that most hydrogen produced comes from coal: https://www.google.com/amp/s/theconversation.com/amp/explain...

Most of the time it isn't a green fuel at all and is just a way to keep mining coal.

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#83
post #18
post #2

I don’t think heavier batteries with less battery life are gonna do much for Americans. Not unless we can get into small vehicles real quick- and given that the chicken tax has been imposed by executive order since 1964 I don’t see that happening.

I think the smaller EVs currently on the market can fill a niche in America for city commuters, but only if they're cheap, and I think you'd be stretching their limits for faster highway commuting or longer travel. The sedan sized EV is I think the smartest choice for EVs in the American market, but they're still too expensive. Plug in series hybrids might be a good stop-gap, as they're cheaper and solve some of the…

The main reason those cheaper EVs are not widely available yet is that the more expensive vehicles are more lucrative and the whole market is supply constrained. So, most manufacturers are just churning out big expensive SUVs as fast as they can and are allocating all their battery supplies to that because they make more profit on those. As the market continues to double in size for the next few decades, inevitably, they'll start churning out cheaper/smaller/lighter vehicles as well. Basically, the market is far from saturated yet so that might take a few years.

Hybrids have a role in the market for the brief period of time that battery production capacity is not large enough yet to replace them with cheaper EVs. But they are inherently more complex and costly to manufacture and drive. So, that's not going to last long.

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#84
post #12
post #5

How much room for improvement is left on the consumption side? Electric cars seem to require around 15-20kWh/100km. Can we get that below 10 for regular highway driving, say at 130km/h? What are the numbers for city driving like?

You can make a self driving truck/electric vehicle lane where the speed limit is 80km/h. Paint a green line in the middle of the ev-lane and it should make self driving more easy to implement. Reason for slower speed wind resistance is far less at 80km/h. Energy use is quadratic concerning speed. So make a movie streaming ev-lane. Also one could fit cars with rail gear and run them on rail tracks on the highway which…

Self driving on open roads where 80km/h is possible is basically a solved problem.

And if people cared about efficiency enough to drive at 80 they'd do it now. Low efficiency stsrt/stop driving is the problem to solve.

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#85
post #13

I'm not sure why we aren't making EVs with small but upgradeable batteries. Like for example a $20k car with a 10kWh "good enough for now" starter battery that can be bought today. Still good enough for 90% of trips and upgradable to 50kWh with additional after market battery modules should the user decide. As simple as upgrading the RAM on an (old) laptop.

Modern EV design has the batteries integrated into the structural frame of the car. This is because the batteries are the heaviest part of the car, so you want them to be close to the ground and secure from impact. This also makes it very inconvenient to replace. Lots of companies (even Tesla) have attempted the replaceable battery concept but none have been able to make it work efficiently.

We'd only need a compromise here. The concept that failed, afaiu, was batteries you'd swap at the gas station on a trip, which you probably want to take no longer than refilling your good old ICE car took. That seems impractical for several reasons. But if you had a range extension pack that you could add/remove in 30 minutes before a longer trip, maybe that would be more realistic?

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#86
post #70

> Automotive giant Ford is shoring up its battery supply chain — partly by importing lower-cost, iron-based batteries popular in China — as it sprints to increase electric vehicle production. Old geezer's perspective: Back in its heyday, Ford Motor was one of the most vertically integrated (large manufacturing) companies in the world. They owned and operated their own fleet of ore carriers (cargo ships), to haul iron…

> Current-day Ford Motor having to go begging to China - for a major, iron-based component needed to produce more cars - that is laughable, and beyond pathetic. In a dark, miserable sort of way, if you care about America or its future. Sounds similar to Boeing where accounting for personal gain (promotions / raises) of upper managers and executives took effect over the long term advantage of the company.

But there was no McDonald Douglas absorbed into Ford to explain this shift. Yet it seemed to happen during a similar timeframe (late '90s, early 2000s).

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#87
This move solves this year’s problems but doesn’t address the lithium shortage that is already showing up in the price of lithium going up 5x. Analysts predict that by around 2025 lithium will limit the battery market that is trying to grow 40x to meet electrification demands. Note that opening a new lithium mine takes 7 years. Maybe Ford will be able to start selling sodium based batteries then.

https://youtu.be/5v-DTS-ibow

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#88

Earlier quoted context omitted.

Modern EV design has the batteries integrated into the structural frame of the car. This is because the batteries are the heaviest part of the car, so you want them to be close to the ground and secure from impact. This also makes it very inconvenient to replace. Lots of companies (even Tesla) have attempted the replaceable battery concept but none have been able to make it work efficiently.

Tesla was never serious about replaceable batteries. They could get more tradeable credits for replaceable batteries, so they told everyone they’ll do that, got the credits for the cars that were supposed to have replaceable batteries, and never followed up with the actual tech.

I did recall Tesla wasn’t serious about battery swapping but can’t find any information about getting credits for doing that, let alone just announcing it. Can you back that up?

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#89
post #13

I'm not sure why we aren't making EVs with small but upgradeable batteries. Like for example a $20k car with a 10kWh "good enough for now" starter battery that can be bought today. Still good enough for 90% of trips and upgradable to 50kWh with additional after market battery modules should the user decide. As simple as upgrading the RAM on an (old) laptop.

We already have upgradeable ICE engines. How legal is it to swap a more powerful engine from the same model car? Car companies hate that sort of thing because anything that extends the life of a used car directly translates into a lost new car sale

Re: Ford's answer to EV supply chain hell: Cheaper batteries

#90
post #13

I'm not sure why we aren't making EVs with small but upgradeable batteries. Like for example a $20k car with a 10kWh "good enough for now" starter battery that can be bought today. Still good enough for 90% of trips and upgradable to 50kWh with additional after market battery modules should the user decide. As simple as upgrading the RAM on an (old) laptop.

Batteries are limited by charge/discharge C rates, which is relative to the size of the pack. Which means not only would your range go down, but so would performance and charge speed.

You can push batteries harder, but they’ll generate more heat and degrade faster (lower cycle life). This ends up counterintuitively in a higher long term cost of ownership.

Good news is C rates are getting better over time.

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