Odd Lots This Is The Challenge Of Securing The Battery Supply Chain
Apr 18, 2022
James Frith, a lithium battery expert and Principal at Volta Energy Technologies, provides keen insights into the current battery supply chain challenges amidst rising oil prices. He discusses the urgency of securing essential metals for EVs and the geopolitical factors impacting availability. Frith also highlights the promise of solid-state batteries, advancements in charging technology, and the crucial role of government investment in enhancing domestic mining capacities, all while considering environmental concerns in the shift towards a sustainable energy future.
AI Snips
Chapters
Transcript
Episode notes
Shifting Battery Demand
- A decade ago, the battery market was primarily for consumer electronics.
- Now, electric vehicles are the biggest demand sector for lithium-ion batteries.
Battery Metals and Chemistries
- Battery weight has decreased due to cathode improvements, but different chemistries use different metals.
- NMC batteries offer higher energy density but increased cost due to nickel and cobalt.
Current and Future Battery Tech
- While high-nickel chemistries were dominant, LFP batteries are making a comeback due to Chinese innovation.
- LFP offers suitable range at lower cost, and solid-state remains a future goal.