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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

#291

Earlier quoted context omitted.

All of this is true except for the part where no other manufacturer (other than Tesla) has a reliable source of batteries -- so they're subject to intense supply chain constraints that limit inventory drastically. And so they were unable to meet the consumer demand for EVs. Hence you simply can't even get a Ford F150 Lightning even though it looks like a great vehicle. This all pre-dated the COVID related supply chai…

Ford believes they have the battery supply for a 600,000 EV/year run rate by late-2023 and are shooting for 2,000,000/year by 2026. Bloomberg projects VW selling more EVs than Tesla by 2024 and they are planning to have 240GWh/yr of in-house battery production by 2030. BYD in China is fully vertically integrated on EV production, moreso than Tesla who relies on 3rd party mining and on Panasonic for chemistries/cell p…

Bloomberg's terrible analysis depended on Tesla standing still. But it is not doing that. Quite the opposite. Also, this was the entire point of Tesla. To do exactly this. Getting other automakers on board the EV train was a stroke of genius.

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

#292

> 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.

Vertical integration builds up a resiliency against supply chain issues. You have a guarenteed supply of materials and components for a reasonable price no matter how crazy world markets get.

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

#293
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).

Hydrogen fuel cell cars are in fact better than gasoline. A fact that I think often gets overlooked. But note, they do actually have batteries, similar to ICE serial hybrids. They key thing of course, is that building lots of batteries is not a 'problem', and it's lack of being a problem is exactly why BEVs are better than fuel-cell hydrogen cars for basically everything, except maybe long distance air transport.

False. We will have to drastically increase mining to have enough BEVs for everyone. We will go with hydrogen cars instead simply because this is nuts and unsustainable.

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

#294

Earlier quoted context omitted.

> why BEVs are better than fuel-cell hydrogen cars for basically everything, except maybe long distance air transport. The place where BEVs have yet to prove themselves is when energy density is absolutely critical. Long distance transport of any sort (air, sea, train, semi) is really the next places for them. Semi is a maybe at this point. Train MIGHT make sense, but, IMO it'll probably make the most sense as an ene…

It's mostly a matter of battery price, which is on a downward slope, meaning it's mostly a matter of time. > Rapid battery cost declines accelerate the prospects of all-electric interregional container shipping https://www.nature.com/articles/s41560-022-01065-y

It’s currently on an upward slope, due to shortages of raw materials and components.

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

#295
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).

A Tesla model 3 hypermiled like this Mirai got 606 miles [1]. The Mira's normal range is about 400 miles. > you don't have the battery problem (at all). The Mirai still has a small lithium battery like a hybrid since fuel cells cannot put enough instantaneous power (only 128kw and has start up time) for normal driving they need a buffer battery that is recharged by the fuel cell. Since this battery is so small it can…

We will run out of batteries if we want to power every car on Earth with them. We will go with hydrogen instead because it is not going to run out.

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

#296

https://en.wikipedia.org/wiki/Aluminium%E2%80%93air_battery "However, an electric vehicle with aluminium batteries has the potential for up to eight times the range of a lithium-ion battery with a significantly lower total weight." It just needs silver for a catalyst. :-(

Being non-rechargeable sounds like a bigger issue.

True but there are some recent developments in the area of making them rechargeable.

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

#297

Earlier quoted context omitted.

The LFP batteries in the article have an expected life of 6000 cycles, which in real world usage corresponds to about 750,000 kilometers. (6000 is worst case cycle, which never happens in a car with a proper BMS). You're asking for a battery with an expected life span of 12.5 million kilometers.

750000 is amazing too! How many cycles does a normal car battery do?

2000 cycles for 200 - 250 000 km.

Unless you fast charge to 100% regularly.

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

#298
post #195

Earlier quoted context omitted.

You're commenting on an article about LFP batteries which have an expected lifespan of about 750,000 kilometers.

When they deliver them and have been on the market for 10 years we have data. Until then it’s vapourware.

Chinese manufacturers have been shipping LFP car batteries for several years now.

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

#299
post #39

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You miss the point. Most people don’t buy new cars. Most people buy second hand vehicles. They now risk degraded batteries and a huge incidental cost. My car cost me £5000 second hand. The cheapest EV battery replacement here is £12,500. I could write that car off twice for the price of a battery and still have enough money to go on holiday. When you buy the bottom end of the second hand EV market which is realistica…

EVs aren't for everyone, especially if you have long range requirements. My daily work commute is under 6 miles round trip. That said, 20% degradation after 10 years isn't a huge deal for me. I'm sure in that time, battery replace/refurbishment will be much cheaper. There is a company in Oregan that will replace a 40kwh Leaf pack for $7000 .

Just out of curiosity: is a car really the best option for a 6 mile round trip? That's a distance where I'd consider walking.

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

#300

Earlier quoted context omitted.

It’s mentioned in a well made Netflix documentary about the downfall of Boeing I think. “Downfall: The Case Against Boeing” is the documentary title.

I think that this documentary is about McDonell Douglas, not MacDonald.

haha yes yes. I just assumed the MacDonald was a typo and the GP meant "McDonell Douglas".
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