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Takeaway: Tesla want more batteries.
Just in case -> BYD Co. Ltd. is a Chinese manufacturing company headquartered in Shenzhen, Guangdong, founded by Wang Chuanfu in February 1995. Perhaps someone can comment on quality of these batteries compared to the current car batteries Tesla uses?
Earlier quoted context omitted.
Better: * can charge to 100% all the time * no rare earth minerals * stable Worse: * not as energy dense * US doesn't make a lot of this type of battery
The US doesn't make a lot of this type of battery because there is a consortium of patent-holders who charge enough to make LFP less economically viable that wasn't able to secure all the needed patents in China.
Elon has said multiple times Tesla will buy all the batteries from all the suppliers they possibly can AND make their own as fast as possible AND increase existing contracts with Panasonic AND seek out as many new suppliers as physically possible. Takeaway: Tesla want more batteries.
Earlier quoted context omitted.
Is arbitrarily pointing out “fyi this is a CHINESE business” the new “fyi this is a JEWISH business”?
I don't think so, though perhaps it should more accurately be phrased as a COMMUNIST CHINESE business. That is why people care, because the CCP has an aytpical way of doing business that comes with its own risks and potential problems. It really has everything to do with economics and nothing to do with race/nationality/heritage.
I rarely see the same level of outrage against Saudi Arabian oil (yes, yes, a low proportion of gas in the US nowabouts) or things produced in many other circumstances that are at least as "unfree" as they are in China.
Because of that, I find it difficult to believe that it is based off of some principled stand over governance.
Earlier quoted context omitted.
The CATL LFP batteries Tesla has been using already have only gone in the SR+ model, because they couldn't fit enough for the necessary range in the LR and P models, so in practice they do seem to use more space. As far as I know they're not prismatic, they're using the same form factor as the NCA and NMC cells in those models.
The article seems to say that these are the BYD Blade batteries so it would be prismatic, unless the article is wrong
One of the linked articles does report earlier rumours around Tesla using blade battery packs from BYD, but then also has quotes from BYD saying "we never said that".
Just in case -> BYD Co. Ltd. is a Chinese manufacturing company headquartered in Shenzhen, Guangdong, founded by Wang Chuanfu in February 1995. Perhaps someone can comment on quality of these batteries compared to the current car batteries Tesla uses?
Is arbitrarily pointing out “fyi this is a CHINESE business” the new “fyi this is a JEWISH business”?
Earlier quoted context omitted.
Is arbitrarily pointing out “fyi this is a CHINESE business” the new “fyi this is a JEWISH business”?
That interpretation might be a bit inflammatory. But at a minimum, it's certainly the new "fyi this is a JAPANESE business." How'd that work out for the generation of manufacturers that used it as a veiled insult?
Are there communicable/generalised messages or stereotypes people are trying to invoke with this sort of thing, or have they always just been intended as slander?
Earlier quoted context omitted.
I don't think so, though perhaps it should more accurately be phrased as a COMMUNIST CHINESE business. That is why people care, because the CCP has an aytpical way of doing business that comes with its own risks and potential problems. It really has everything to do with economics and nothing to do with race/nationality/heritage.
It has a lot to do with jingoism/nationalism, albeit maybe not race explicitly (although I doubt the cultural rift between the two does much to help). I rarely see the same level of outrage against Saudi Arabian oil (yes, yes, a low proportion of gas in the US nowabouts) or things produced in many other circumstances that are at least as "unfree" as they are in China. Because of that, I find it difficult to believe t…
Edit: Personally I am excited that we can potentially have another billion educated people to help solve the worlds problems. I see more and more good things come out of China, so I am optimistic over the potential to trade ideas and not just cheap labor.
Modern IP rights combined with the IP wild-west that we have allowed in China are about backfire on western industry so hard. See section 3 here: https://roskill.com/news/batteries-the-true-drivers-behind-l... We chose to give China a 10 year head start on LFP at scale.
FWIW Sony sued BYD for patent infringement in Japanese courts and lost. Sanyo sued BYD in US courts and settled mostly on the side of BYD. BYD also managed to invalidate a Panasonic patents. It seems to me that China bet on LFP, the West bet on Li-ion, and China's bet is pretty successful. You'd be right to say that patents limited LFP in the West, but generally Japanese/Korean firms seemed relatively uninterested in…