> 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…
From the U.P. To Rouge it was Ford all the way. Did they own the mines as well?
Ford's answer to EV supply chain hell: Cheaper batteries
171–180 of 328 posts
Re: Ford's answer to EV supply chain hell: Cheaper batteries
#172Earlier 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…
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
#173I 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.
For others who didn't know: https://en.wikipedia.org/wiki/Chicken_tax
Re: Ford's answer to EV supply chain hell: Cheaper batteries
#174Earlier quoted context omitted.
Because the infrastructure needed would be bonkers, and creating fuelibg stations is not really a solved problem. You also loose a big amount of energy converting from electric to hydrogen and back. The cars themselves almost always have low storage because the tanks are very big. Hydrogen car performance is also a lot lower then pure EV.
The infrastructure needed to create a power grid for people to charge electric vehicles at home would be double-bonkers. Upgrading fueling stations seems much easier than mining all of the copper needed to add all of the extra lines for EV charging, and then upgrading the whole national grid. Supposedly one company has claimed 95% efficiency on creating hydrogen from electrolysis: https://newatlas.com/energy/hysata-e…
Re: Ford's answer to EV supply chain hell: Cheaper batteries
#175Earlier 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.
Tesla did a decent market test on batteries, the test failed and they moved on.
Re: Ford's answer to EV supply chain hell: Cheaper batteries
#176> 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…
Offshore outsourcing of everything is as bad of an idea as vertical integration of every single aspect of your business.
Re: Ford's answer to EV supply chain hell: Cheaper batteries
#177I'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.
I would prefer to see this because the current ability to replace batteries in EVs is crap. I’ve owned enough second hand laptops to know what second hand EV ownership is going to feel like.
Re: Ford's answer to EV supply chain hell: Cheaper batteries
#178This 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-…
Re: Ford's answer to EV supply chain hell: Cheaper batteries
#179Earlier quoted context omitted.
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.
How did they spend two years demonstrating they are fair weather partners? Was it the part where they locked workers inside of factories producing goods for America to make sure that the Americans got their shipments in spite of the Covid-0 policy? Or was it how China is actually upholding most sanctions against Russia, despite giving less than 0 f's about Ukraine? IMO the real disaster would be a total de-link betwe…
1913 is calling and wants its optimism back.
If the fertilizer hits the fan re Taiwan, the CCP will not hesitate to cut off all trade with everyone who supports Taiwan.
Re: Ford's answer to EV supply chain hell: Cheaper batteries
#180Earlier quoted context omitted.
I’d love a car with a tiny battery for 99% of the time when I’m just driving locally and the ability to have an extra, large battery that can be slotted in when I want to make a longer trip. With only the short range battery most of the time, my car’s weight is low and efficiency high. Maybe I could keep that battery in my house and use it to store solar electricity most of the time. It seems like it should be possib…
I don't know if any company is exploring what you are mentioning, but battery swapping for electrical scooters (Gogoro) is in common use in Taiwan. Instead of you charge your scooter, you drive to a battery swap station and exchange your empty battery for a full one. see [1]. But some companies are also investigating battery swap stations for cars. So, you might not be able to swap a short-range battery with a long-r…
https://www.youtube.com/watch?v=f9aEWxexrMI
Just started raising VC this year lol