There is no way that CATL is going to escape the US policy of suppressing China's technological development. Batteries are going to follow SC's - very likely next in line - and Tesla's reliance on CATL batteries is the weak point upon which Musk's empire will fall. Destroying CATL will probably set back EV adoption by some years, replacement suppliers will surely be built if industrial policy continues to be applied
Any references towards US policy against CATL? Most battery producers build plants in the local region anyways. Surely you don’t think China has been a fair partner in technology and business? That perhaps the Chinese state has conducted systematic espionage to favor its local industry development, mandated technology transfer for market access, established unfair trade policies to favor local business development, a…
CATL's Sodium-Ion Battery
91–96 of 96 posts
Re: CATL's Sodium-Ion Battery
#92I've been following the developments around this chemistry since the time Tiamat announced their sodium-ion battery and it appears that in this case it's not all sunshine and rainbows: https://www.bloomberg.com/opinion/articles/2022-11-06/catl-s...
Maybe CATL will not be able to deliver what they have promised, but that article is just a piece of garbage that does not prove anything. I could not read it on Bloomberg, but the same article seems to be also available at: https://www.washingtonpost.com/business/energy/are-investors... The article begins with a photograph of "A CATL battery pack on display at the IAA Transportation show in Hanover, Germany, on Monda…
The fact of the matter is that CATL hit some kind of yet unidentified roadblock and LFP made amazing progress in parallel and may sweep the market as a generally worse, but immediate solution.
It will be still CATL manufacturing it, so they win regardless though.
I'm especially cautious after almost a decade ago zinc-air was showing promise as a low-cost battery, but that never really went anywhere.
Re: CATL's Sodium-Ion Battery
#93The weekly HN 'new battery chemistry will solve all worlds problems' story. I will believe it when I see it
It would have been nice if you did read the article before commenting. You might be right about HN and battery articles, most of the time, but in this case it's quite a credible technology and manufacturer.
News.ycombinator.com/newsguidelines.html
Re: CATL's Sodium-Ion Battery
#94Earlier quoted context omitted.
Ha, well GM did inform Bolt owners to stop parking next to the house, so maybe there is something to that logic. Concentrated energy by any other name is a bomb. At least with gasoline, I am fairly confident if/when/where an ignition occurs. With an electronic device with embedded firmwares, I just have to hope that the failsafes are operating.
For the uninitiated, what are the risks with these batteries? Are they likely to explode?
[0] https://www.cnbc.com/2021/09/15/gm-advising-some-bolt-ev-own...
Re: CATL's Sodium-Ion Battery
#95Earlier quoted context omitted.
Comparing to LFP the advantages are not that big. It might be cheaper and scale better. Charging speed is now mostly limited by public charger speed and good enough. I expect sodium batteries to have a big impact in cars that cost 25k or less.
> Charging speed is now mostly limited by public charger speed and good enough. Not sure where this is the case. Here, the 250kw chargers are plentiful, but cars average closer to 120kw because of the charge curve. We're still battery limited most of the time.
Re: CATL's Sodium-Ion Battery
#96Earlier quoted context omitted.
You can already buy these cells in home sogens starting early next year. https://www.bluettipower.com/pages/ces-2022
I do not care for their promo graphics of 10kwh sitting exposed alongside the exterior wall. Were I in a position to be constructing a battery backup, it is going to get its own dedicated concrete shed, separated as far as possible from the house.
[0] https://www.blossmangas.com/knowing-the-numbers-propane-vs-e....