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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

#91
post #23
post #12

Earlier quoted context omitted.

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…

If people wanted to travel 80km/h they could do so today. It is well known that going slower improves fuel efficiency. I'm asking for things like improved drivetrain efficiency and better aerodynamics.

The laws of physics inconveniently get in the way.

If your 90% efficient drivetrain-tyre system uses 20 kWh per 100 km, then improving that to 95% efficient maybe reduces that to 17 kWh.

Pencils and javelins have lower drag coefficients than cars. Unfortunately people don't fit inside them. A javelin-shaped vehicle big enough to fit a person comfortably inside is a train.

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

#92
post #23
post #12

Earlier quoted context omitted.

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…

If people wanted to travel 80km/h they could do so today. It is well known that going slower improves fuel efficiency. I'm asking for things like improved drivetrain efficiency and better aerodynamics.

I don't mind going at 80 kmh if someone else is doing the driving.

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

#93

The only thing that tops range anxiety for me is battery degradation anxiety. I would probably be totally fine with a lower range if I know that my battery can do 100 000 cycles.

For a practical car, 200 to 500 full charge cycles per year is all that could happen. 200 for a suburban family car, 500 for an urban commercial vehicle.

(200 cycles per year would be perceived by an owner as being "every day", because the days she's away on holiday or sick at home or WFH are not remembered. Nor would she remember that she only charges once on weekends.)

100_000 cycles is therefore 20 to (more likely) 50 years' use.

That's a family heirloom, well outlasting the body, suspension, steering and interior of any car. I'd like to have that too.

Edit: Er, that should be 200 to 500 years. Outlasting several chassis and interiors. Definitely heirlooms.

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

#94

This is huge. To date, Tesla has been the only non-Chinese manufacturer talking iron. LFP is often touted for being cheaper than NMC, but given growing insecurity around battery-grade nickel supplies, using the far-more-prevalent iron and phosphate isn’t just about cheaper cars. It’s about having cars to sell in the first place. With respect to range anxiety, pretty much every EV in the 200 to 300-mile range is sold…

No post body was provided.

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

#95

> 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?

China spent the last two years demonstrating that they're "fair weather partners" when it comes to trade. And winter is coming.

So obviously it's not bad _per se_ to rely on China ; but if it's not possible to diversify sourcing, this is begging for a disaster next time whatever geopolitic hits the fan.

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

#96
post #58

Earlier quoted context omitted.

Replacing major components of an internal combustion vehicle will frequently cost more than the car is worth. That's usually the cause of scrapping a vehicle in places where structural rust didn't get it first. What would it cost to replace the engine or gearbox of your car?

They do below a certain point yes. But at that point you just buy another one and drive it until the engine falls out. This is how most people operate. On my vehicle an engine costs about £1275 to put a refurb in it. Gearbox about £550. There is no rust anywhere on my 8 year old vehicle. People run like this out of financial necessity. They don’t have enough income to run an EV.

So batteries on EVs generally don't fail dramatically, they slowly lose range over time.

So someone buying a used EV will presumably buy something with enough range for them to get around, and then over time if they notice the range starting to decline to the point that it might be an issue, they'll have some time to save up & trade in their car for a better one. Their current car won't be worthless on the used market and someone who doesn't have as large of range requirements (e.g. a 2nd car for commuting) will still buy it.

There are other issues that can prevent an EV from charging at all, but they have usually cheaper fixes than a whole battery pack replacement like you're talking about.

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

#97

> 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?

China arbitrarily bans trade when it wants to "punish" nations:

https://www.bnnbloomberg.ca/china-turns-to-lobsters-wine-and...

China has made it clear that it is an unreliable business partner.

It is a mistake to do business with nations that don't share your values, as Russia is also currently demonstrating.

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

#98
post #93

The only thing that tops range anxiety for me is battery degradation anxiety. I would probably be totally fine with a lower range if I know that my battery can do 100 000 cycles.

For a practical car, 200 to 500 full charge cycles per year is all that could happen. 200 for a suburban family car, 500 for an urban commercial vehicle. (200 cycles per year would be perceived by an owner as being "every day", because the days she's away on holiday or sick at home or WFH are not remembered. Nor would she remember that she only charges once on weekends.) 100_000 cycles is therefore 20 to (more likely…

I think 20 years of use would be cool for a car! Of course you might be right that the steering would break first - but shouldn't that be replaceable? I can't see a reason while the car's body or the electric motors would not last that long.

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

#99

> 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.

They're lucky China is answering. They're incredibly late to the EV game; considering that they're doing remarkably well.

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

#100
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.

Funny you should mention Boeing. Alan Mulally went to Ford in 2006 after working for Boeing for 35+ years. In my opinion he was a net positive for the company, securing a credit line just before the 2007 recession so that Ford did not have to get bailed out by the government. He also sold off Jaguar/Land Rover just in time before gas prices spiked and their sales slumped.

I think he is one of the "good" Boeing execs, unlike the ones that came in with the McDonnell Douglas merger and mismanaged production of aircraft like the 787 and 737-MAX

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

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