Tesla Will Obtain Battery Cells From LG Chem For Chinese Model 3 Production

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Published on August 23rd, 2019 |

by Steve Hanley

Tesla Will Obtain Battery Cells From LG Chem For Chinese Model 3 Production

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August 23rd, 2019 by Steve Hanley

Tesla has said all along it will work with multiple battery suppliers for the electric cars it manufactures in China, beginning with the Model 3 later this year and including the Model Y later. Both cars will use advanced 2170 cells like the ones manufactured for Tesla by Panasonic at Gigafactory 1 in Nevada.

According to Bloomberg, Tesla has agreed to source at least some of those battery cells from LG Chem. The Korean company will manufacture the cells at its production facility in Nanjing, about 200 miles west of Shanghai where Tesla’s new Gigafactory 3 is under construction. Although work on the new factory was not begun until January 3, Tesla expects Model 3 production to begin there before the end of this year.

Bloomberg adds that Tesla is still in talks with CATL. Anonymous sources say the two companies are discussing technical specifications and that LG Chem was more flexible in meeting Tesla’s technology requirements. There are also rumors that Panasonic may be in the mix somewhere down the road. Representatives for Tesla, LG Chem, and CATL all declined to speak on the record with Bloomberg. LG Chem is now the world’s second largest manufacturer of lithium-ion batteries and intent on further increasing its market share.

Politics & Production
Tesla is wise not to put all its battery eggs in one basket in China, where politics have an outsized impact on commerce. Two years ago, China refused to allow Hyundai and Kia to import any cars with batteries made by LG Chem in South Korea, according to Business Korea. It was only after the companies agreed to power their electric cars with battery cells manufactured by CATL that the ban was lifted, according to the report.

Because of the need to switch suppliers, the Hyundai Kona Electric is only now becoming available in China. And the move by Chinese authorities was no doubt instrumental in LG Chem’s decision to build a battery factory in China.

Why would authorities slap Hyundai and Kia around while smiling benevolently on Tesla? President Xi Jinping does not return our phone calls, so we can’t be sure, but clearly Tesla enjoys some special status with the Chinese government. For whatever reasons, no other foreign manufacturer seems to enjoy such a close relationship.

The Trouble With Tariffs
As Donald Trump and Xi Jinping play “mine’s bigger than yours” in their ongoing tariff fight, China announced today it will reimpose a 25% tariff on cars imported from the US on December 15. According to CNBC, the new tariffs will impact Mercedes and BMW the most. Both German companies export US-made cars to China. Ford will also suffer, as will Tesla with regard to its Model S and Model X vehicles, which are manufactured exclusively at the factory in Fremont, California.

In response, the unstable lunatic in Washington, DC, sent the stock market into a selling panic by tweeting an “order” for all US companies to cease doing business in China forthwith. The Dow shed 600 points as soon as the tweet appeared.

The question now for Tesla is how will the new tariffs affect the cars built in the Chinese factory in Shanghai beginning later this year? According to CNET Road Show, the first cars will be knockdown kits made in Fremont and shipped to Shanghai for final assembly. Tesla does something similar with its factory in Tilburg in the Netherlands.

No one knows the answer to that question at the moment. Is a knockdown kit assembled in Shanghai subject to the new tariff? It’s simply too early to answer that question authoritatively. Given Tesla’s special relationship with the Chinese government, we can only hope the cars exiting Gigafactory 3 will be exempt from the new tariff. It is to be hoped the business community will give the puling potentate of Pennsylvania Avenue the fickle finger of fate and ignore his insane order completely.

What Do We Know?
We know that Model 3 cars will begin rolling out the door at Gigafactory 3 before the end of this year, God willing and the creek don’t rise, and that those cars will have battery cells manufactured in Nanjing by LG Chem. We know that battery cells from CATL or Panasonic might be used in locally produced Model 3s and upcoming Model Ys at some point in the future. And we know that the tariff situation is a muddled mess at the moment. When we know more, you’ll know more.

About the Author

Steve Hanley Steve writes about the interface between technology and sustainability from his home in Rhode Island and anywhere else the Singularity may lead him. His motto is, “Life is not measured by how many breaths we take but by the number of moments that take our breath away!” You can follow him on Google + and on Twitter.

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Sandy Munro States Tesla Has A 10-Year Lead Over US Automakers

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Published on August 21st, 2019 |

by Kurt Lowder

Sandy Munro States Tesla Has A 10-Year Lead Over US Automakers

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August 21st, 2019 by Kurt Lowder

Get your popcorn and snacks ready! Sandy Munro has another hour-long interview about the ongoing transition to electric vehicles. There is always so much packed into these videos. Munro just has a knack for cutting right to the chase and explaining engineering, manufacturing, and business to the layperson. In the interview, Munro is joined by Mark Ellis, who is a Senior Associate at Munro and Associates.

The interview was conducted by Sean Mitchell of allthingsev.info. Congrats to Sean for landing this huge interview. Sean occasionally collaborates with a few of our other favorite YouTubers, a platform which has become increasingly useful for getting important information to the public. (Although, it does come amid a lot of noise, but I digress.)

Sean took care to timestamp the video, which is really helpful if you want to watch the video in segments. At the 5:13 mark, Sean asked what traditional manufacturers are doing right. At first, Munro hesitated and passed the buck to Sean. Sean explained that US auto manufacturers are just outsourcing everything important with perhaps the exception of FCA. FCA has been late to the game but appears to earnestly be trying to play catchup.

After collecting his thoughts, Munro interjects and just blatantly states, “you know, really and truly, all the domestics are way behind!” For emphasis, Mark Ellis echos, “WAY BEHIND.” Bear in mind, these gentlemen have extensive experience in the industry and have broken down and analyzed many EVs. Their consulting business is focused on helping manufacturers to innovate and lower costs.

On more than one occasion, Munro claims the issue with the major automakers is the number of executives with MBAs, who have a tendency to believe in outsourcing as much as possible. Maybe this a key reason why we see so many executives leaving Tesla, because at Tesla they are actually focused on innovation and not just paying some contractor or supplier to do the hard work.

We will have more on this interview in the coming days, but I hope business schools across the country are taking note. Since watching this interview, I find myself constantly thinking about this classic clip from the movie Office Space:

About the Author

Kurt Lowder I am a jock turned wannabe geek. I fell in love with science later in life thanks to the History Channel show the “Universe.” Having taught middle school science, I strongly feel Astronomy should be taught every year because nothing excites students more than learning about the cosmos. I became an avid cleantech fan because it gives me hope about the future. My wife, my dogs, and I live simply because we love to travel the world backpacker style.

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Tesla Slashes Model Y Prices To Reflect Last Few Model 3 Cuts — Detailed Look

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Published on August 17th, 2019 |

by Paul Fosse

Tesla Slashes Model Y Prices To Reflect Last Few Model 3 Cuts — Detailed Look

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August 17th, 2019 by Paul Fosse

From Tesla Design Studio

Tesla had made several pricing changes to the Model 3 since the Model Y was unveiled, and the company hadn’t updated the pricing and configurations in the Model Y Design Studio to reflect that until yesterday. Tesla raised base prices on the Model 3 when it started including Autopilot by default, but more on the low-end models like the Standard Range Plus (SR+).

Tesla then dropped prices on the Model 3 after the tax credit was reduced (again), but more for the high-end models like the Performance and All Wheel Drive. The company changed the color prices to charge $750 for black (which was free) and offer pearl white for free instead (it was previously $1,500).

My Model Y Order from April 2019

My order from April.

I didn’t order the Model Y at the unveiling on March 14th, because I really like my Model 3 and am not “suffering” waiting for the car like I felt I was waiting for the Model 3 (1st world problem to be sure). But when Elon started to talk about the cars being appreciating assets and how he will be raising prices as Tesla releases more Full Self-Driving (FSD) capabilities, I figured that I should put down a deposit. Since then, the overall prices have gone down, not up, for my fully loaded configuration.

Same configuration today in the Design Studio

Since I happened to order a white car and also ordered the performance model that has gone down the most in the Model 3, that’s a $4,000 drop. This isn’t reflected yet on my Tesla account, but I’m sure they will update it as the car gets closer to delivery.

Price Changes Since Model Y Launch

Original prices from unveiling.

Below, I’ve tried to show how the various models have changed prices since the unveiling and how the prices compare to the Model 3.

You can see all of the Model Y prices went down $2,000 since the unveiling. I can’t make any comparisons of the new Standard Range price because the price is no longer in the design studio. Don’t fear that it has been discontinued, though, it is still mentioned on the first page. Assuming Tesla honors the $39,000 price from the unveiling, it will be only $10 more than the Model 3, but it is likely that the Model 3 will change in price many times between now and 2021. I can’t compare the Long Range RWD to the Model 3 because that configuration is no longer available. The AWD Model Y is a reasonable $4,010 more than the Model 3 and the Performance Model Y is $5,010 more than the comparable Model 3. The pricing is reasonable, but not overly aggressive. I think Tesla is anti-selling the Model Y a bit to avoid hurting Model 3 sales.

Toyota Crossover Pricing Comparison

Captured from Cars.com

I’m not planning to do a full comparison of the Model Y to the RAV4 for a while, but I thought I would see how Toyota prices the RAV4 in comparison to Tesla prices. I noticed several differences.

First, Toyota only charges $1,400 extra for all-wheel drive vs $4,000 that Tesla charges. That makes sense because Tesla’s AWD includes the reliability and performance advantages of a second motor taking your 5.5 seconds 0-60 mph time to 4.8 seconds. The RAV4 time is almost double at 8.0 seconds. Even the Highlander with the V6 engine with 45% more horsepower is only a little less slow at 7.2 seconds.

The other difference is Toyota’s crossover is only $1,050 more than a comparable Camry. The Highlander is $9,280 more than the comparable Camry. It isn’t a perfect comparison because the RAV4 at 181 inches is 11 inches shorter than the Camry at 192 inches, while the Highlander in also 192 inches long. I expect the Model Y to be a couple of inches longer (maybe 187) than the Model 3, which is 185 inches long, but it should have comparable room to the Highlander, not the RAV4, since those cars use several inches of length for their gas engines. Tesla is putting a 3rd row option in the car to allow one model to compete with both smaller crossovers like the RAV4 and bigger crossovers like the Highlander.

Conclusion
It’s good that Tesla updated the pricing of the Model Y to be more consistent with the Model 3. I think it gets confusing if they are not fairly comparable. I’m reasonably sure that Tesla is still anti-selling the Model Y to avoid hurting its second half Model 3 sales. An optimistic take on this price adjustment is that Tesla is getting ready to start production early in 2020 and needs to have the prices updated so it can build the configurations with the most demand. I’m confident that the Model Y will have very high demand because of 2 simple facts: First, consumers around the world like crossovers more than sedans. Second, there are no crossovers available today that can match Tesla’s performance until you get to about double Tesla’s cost of ownership (think Porsche Cayenne or Mercedes GLE).

If you plan to get a Tesla with Full Self-Driving, today is a great day to order the Model 3, Model S, or Model X with Full Self-Driving because the price was supposed go up a $1,000 yesterday, but hasn’t yet!

Use my Tesla referral link to get 1,000 miles of free Supercharging on a Tesla Model S, Model X, or Model 3 (you can’t use it on the Model Y yet), here’s the link: https://ts.la/paul92237 (but if someone else helped you, please use their link).

About the Author

Paul Fosse A Software engineer for over 30 years, first developing EDI software, then developing data warehouse systems. Along the way, I've also had the chance to help start a software consulting firm and do portfolio management. In 2010, I took an interest in electric cars because gas was getting expensive. In 2015, I started reading CleanTechnica and took an interest in solar, mainly because it was a threat to my oil and gas investments. Follow me on Twitter @atj721 Tesla investor. Tesla referral code: https://ts.la/paul92237

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An Inside Look At The Components That Go Into A Tesla Solar Roof Installation

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Published on August 8th, 2019 |

by Kyle Field

An Inside Look At The Components That Go Into A Tesla Solar Roof Installation

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August 8th, 2019 by Kyle Field

July ushered in the start of the real action for our Tesla solar roof, as the installation kicked into high gear. The first materials arrived at the house and the team prepared to install the solar roof on our new home. Before we get into the installation, let’s talk about the components that make up of one of Tesla’s solar roofs.

Image credit: Tesla

Many of the components and processes used in installing a Tesla solar roof are from the traditional roofing industry, which makes sense. The solar roof still fundamentally has to perform all of the same functions of a normal dumb roof before its ability to generate power matters. It also includes many of the same components as a traditional bolt-on solar system, with rooftop wiring, inverters, safety devices, and the like.

Underlayment
A Tesla solar roof installation starts with the installation of a waterproof underlayment. Tesla uses Firestone’s CLAD-GARD SA-FR, a standard roofing underlayment for metal roofs. This product provides a waterproof foundation for any roof while also providing a skid-resistant surface for the installers to walk on while installing the more complex parts of the roof. This is the white material in the photo above.

Metal Framing
After the underlayment goes down, Tesla’s crew frames up the roof with metal. A metal trim wraps around the entire roof edge as well as along every peak and valley in the roof structure. In the valleys of the roof, the metalwork provides the drainage for any precipitation and debris. Up at the peaks of the roof, it provides protection, funneling any precipitation onto the tiles or surfaces below, which ultimately escort it off the roof.

Tesla solar roof with copious amounts of metal work framing the roof. Image credit: Kyle Field | CleanTechnica

Tesla makes all of its own metal products for the solar roof, so all of these components are specific to the Tesla solar roof. Word on the street is that these are all currently made in the Bay Area, but that likely won’t be the case as Tesla ramps up production after locking in the design of version 3 of its solar roof tiles.

Roof Tiles
The star of the show in the solar roof install is obviously Tesla’s solar roof tiles. These come in two flavors: 1) tiles with solar cells sandwiched between two pieces of tempered glass that produce power, and 2) glass tiles. Roof tiles with solar cells in them are called PV Tiles and are the fundamental building block of any Tesla solar roof. They arrive on site in pre-wired, pre-mounted bundles of 3 tiles in a row, called PV Modules.

A pallet of Tesla PV Module roof tiles. Image credit: Kyle Field | CleanTechnica

Each PV Tile has a production capacity of just over 8 watts each, translating to 25 watts for a full 3-tile PV Module. Assembling the tiles together into PV Modules at the factory has multiple benefits, with the first and foremost being a reduction in the amount of effort and time that’s required to install a solar roof. This helps Tesla deliver a faster turnaround time, means less time for a customer’s home sitting there without a roof, and keeps labor costs down.

Using PV Modules also reduces the number of on-site wiring connections that need to be made, allowing Tesla to control the quality of more potential points of failure in the roof system at the factory. PV Modules come with the joints between the three tiles pre-sealed, resulting in what is surely a higher quality, more consistent seal that what can be guaranteed with a field installation. Each PV Tile comes with its own set of built-in c-clip mounts and stand-offs that hold the top of the tile off of the roof, transferring any weight from above to the roof surface below while also serving to set the correct angle to allow water to run down the roof.

Tesla calls the non-producing tiles Roofing Tiles, which are simply made from a single sheet of tempered glass. These come from the factory as single tiles as well as bundled into Roofing Modules comprised of 3 glass tiles. Tesla uses these on sections of the roof that are not wide enough for a block of solar tiles and for use along the seams of the roof. To ensure a clean fit at the seams, Tesla’s team simply cuts the tiles to match the angle of the seam they will butt up against.

A cut Roofing Module with mounting bricks in the background. Image credit: Kyle Field | CleanTechnica

Mounting Bricks
Tesla has packed an impressive amount of functionality into each single PV Module, and the mounting bricks are the other half of the system that makes it easy for Tesla’s installer to secure the PV and Roofing Modules to the roof. Tesla’s mounting bricks come in standard and drained configurations.

Tesla solar roof installation. Image credit: Chuck Field

Standard mounting blocks allow the tile below it to mount to it, but also allow the panel above it to clip to it, thanks to a healthy dose of industrial grade plastic hook and loop. The trailing edge of the panel above the mounting brick has another strip of this fabric, resulting in a very secure bond. Check it out in the video below:

Drained mounting bricks include a channel that helps water drain in the proper direction between each of the PV Modules or where they butt up against a Roofing Tile or Roofing Module. They still allow adjoining modules to mount to them with their c-clips, but with the added benefit of funneling water down the roof.

A Tesla solar roof tile clipped onto a drained mounting block. Image credit: Kyle Field | CleanTechnica

The Electrical System
Each PV Module is connected to the solar roof wiring string via standard solar MC connectors that come pre-installed from the factory. These strings then connect down through the roof via a series of electrical pucks mounted and sealed to the roof. Tesla is required to install a Rapid Shutdown Device (RSD) within 5 feet of every solar array, so they are typically installed up in the rafters near the roof.

The wiring in an array of Tesla solar roof tiles. Image credit: Tesla

On the inside of the house, the pucks sprout bare wires that connect to one of a handful of these Delta Rapid Shutdown Devices, shown as a small grey box to the right of the rooftop wiring in the image above. Outputs from the RSDs are fed down to a pair of Delta inverters that convert the DC power from the roof down into the AC power that all the electrical goodies in the home want.

From there, the wiring configuration varies depending on whether Powerwalls are being installed or not. We are installing two Powerwalls, so we’ll talk through the essential loads wiring configuration. For our house, we do not have anything running on gas, so all our appliances, cooking, and heating are electric. Add to that two electric car chargers and a spare for guests and our loads were just too large to cram into a single 200 amp electrical sub-panel.

After all the load calculations were done, we opted to pull a few of the larger, less critical loads off of the Powerwall battery backup and just backup the “essential” loads in our house. The image below shows a single, undersized inverter and diminutive supporting boxes. Every single one of these boxes/devices in our system is twice as large as shown here, with the exception of the Tesla Powerwall (though, technically, we do have two of those).

Image credit: Tesla

The two Powerwalls provide backup power to everything on our 200 amp sub-panel, while the remaining loads in our home — our electric oven and two of our car chargers — will be relegated to the 400 amp main panel.

The Tesla Backup Gateway provides communication to the Tesla Mothership and can automagically disconnect the home from the grid in the event of a power outage. Doing so engages the Powerwalls to provide power to all of the essential loads in the sub-panel, while being replenished by the rooftop solar system when the sun is out.

That’s an overview of the components in a Tesla solar roof system. We’ll dive into the system more in future articles, so stay tuned for a first look at this hot new clean tech.

Related Exclusive: Why Tesla’s Solar Roof Is A Bargain, 53% Of The Price Of A Roof + Electricity — CleanTechnica Analysis

About the Author

Kyle Field I'm a tech geek passionately in search of actionable ways to reduce the negative impact my life has on the planet, save money and reduce stress. Live intentionally, make conscious decisions, love more, act responsibly, play. The more you know, the less you need. TSLA investor.

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A Summer-Long Adventure In My Tesla Model 3

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Published on August 9th, 2019 |

by Guest Contributor

A Summer-Long Adventure In My Tesla Model 3

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August 9th, 2019 by Guest Contributor

Originally published on EVANNEX.
By Jonathan David Harris, aka @aPowerTrip

It was late April 2019 when a friend and I arrived at the Glendale Galleria in California to see the new Captain Marvel movie. While my friend took a business call I wandered into the Tesla showroom next door. It was then, for the first time, I encountered a Model 3 up close. I sat in the car and was amazed at the simplicity of Tesla’s interior design. It was impressive to see a single touchscreen control nearly all of the car’s features — even the direction of airflow.

At the St. Louis Arch (Source: @aPowerTrip)

After a quick overview of the car, the Tesla specialist showed me a map of all the Supercharger stations located throughout the US. He told me, “You can now travel freely around the county with the amount of charging stations available.”

In New Hampshire (Source: @aPowerTrip)

I gazed at the red dots across the Supercharger map and announced, “I know what I’m doing this summer.” It turns out I have a background in video production and technology, so an opportunity to put this Tesla Model 3 to the test while taking video and photos all across the country would turn out to be a perfect match. It was decided — I wanted to take a summer-long road trip with my dog without using any gasoline.

Mt. Washington (Source: @aPowerTrip)

I don’t think the specialist believed me any more than my friends or family. When I told everyone I was thinking of taking a summer-long road trip with a Tesla all around the country from Memorial Day to Labor Day, they were in disbelief. If I’m being honest, I don’t think I believed it would happen either. Memorial Day was a month away and I wasn’t even sure I could afford the car. Or the trip.

Over the next week, I figured out a plan. If I could sell my car, old production gear, and other items in my house, rent out my home for the summer, and camp in National Parks around the country (rather than spend money in hotels) — I figured … it just might be possible.

Redwood National Park (Source: @aPowerTrip)

So I sold off the gear and my car, gathered some camping essentials that would fit in the Model 3 trunk and frunk, and managed to find someone to sublet my home. Everything fell into place very quickly. Even the car I wanted — a RWD Tesla Model 3, Midnight Silver, with long-range battery became available for pickup the day after I ordered it.

There were, however, a few speed bumps in those initial prep weeks. The first sublet tenant bailed last minute and I was worried I wouldn’t find a replacement just a few days before my departure. I also found some lumps on my dog Indy, which gave me a scare about her health. Indy is a twelve-year-old terrier I adopted when she was only eight weeks old. She’s named after Indiana Jones, the lead character in my favorite movie, Raiders of the Lost Ark.

Camping at Devil Tower (Source: @aPowerTrip)

Indy turned out to be okay and the vet gave us the green light. Financing this last-minute adventure was a bit of a rocky adventure, with a very rough idea of where we were going.

Brooklyn Bridge (Source: @aPowerTrip)

The plan was to visit National Parks, cross off some bucket list items, visit friends and family, and basically allow the trip to determine our path. In just two months, we’ve put over 12,000 miles on the Model 3 and it wasn’t until August 1st that I finally had to pay to charge the car.

I was fortunate enough to have two people use my Tesla referral code (Jonathan96658), which gave me 6,000 free miles of Supercharging along the way. The other 6,000 miles of charging came from Tesla’s free destination chargers, friends and family allowing us to plug in, and other free public charging spots. I even had a few Quality Inn hotels provide access to their outlets so we could get some extra range in parts of the country that didn’t have ample Superchargers.

Cheers Pub in Boston (Source: @aPowerTrip)

It’s been an incredible journey, with many challenges and bumps in the road, but very few have to do with the Tesla Model 3. There was snow, hail, and storms (especially in the Midwest), road closures, Indy temporarily became ill, my car was towed in NYC, and (yes) a few moments of “will I have enough range to get to the next charger?” But that was typically my fault. I was trying to push the limits of the car.

After a hail storm in Yosemite (Source: @aPowerTrip)

There were a few other hiccups along the way. Although the Tesla specialist told me every Supercharger is conveniently located near a place to use a restroom — that isn’t 100% true. Most Superchargers are close to a restaurant (or located near stores) but if you’re traveling around the country and need to charge early in the morning or late at night, there can be a surprising lack of options for trash removal, cleaning the windshield, or access to restrooms, as everything is usually closed during these off-hours.

Supercharger station late at night (Source: @aPowerTrip)

But these minor issues haven’t taken away from the Model 3’s stellar performance. I do not see myself ever going back to a gas-operated vehicle. Also, thank you Tesla for Autopilot — it’s especially helpful when you’re driving over 10 hours in a day. I can’t wait for Tesla’s updates to Summon, Autopilot, and other refinements that should arrive in the next software update. And, of course, a huge shout out to “Dog Mode,” which keeps Indy safe and cool while I run errands.

In Seattle (Source: @aPowerTrip)

In any event, be sure to look out for lots of videos I’ll be publishing on my YouTube channel when I return from my summer-long road trip. If you already have a Tesla, congrats, but if you’re buying or leasing, please use my referral code — Jonathan96658 — which provides me with free charging and will help get me home in September. In the meantime, feel free to follow my ongoing Tesla Model 3 adventures with Indy via @aPowerTrip on Instagram.

Video: Fox Rochester.

About the Author

Guest Contributor is many, many people. We publish a number of guest posts from experts in a large variety of fields. This is our contributor account for those special people. 😀

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Tesla Model 3 = 3rd Best Selling Vehicle In The Netherlands In July

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Published on August 14th, 2019 |

by Jose Pontes

Tesla Model 3 = 3rd Best Selling Vehicle In The Netherlands In July

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August 14th, 2019 by Jose Pontes

Photo by Zach Shahan | CleanTechnica

The Dutch plug-in electric vehicle (PEV) market grew 73% in July, with 2,372 plug-in registrations, which translated into a PEV share of 7%. For January through July, PEV share was at 8.6%, well above the 6% of 2019.

Things could have been better if plug-in hybrids (PHEVs) hadn’t dropped 21% year over year (YoY). Full electrics (BEVs) alone jumped 102%. If we only consider BEVs, the EV share last month was 6.2%, with the 2019 share being 7.4%.

In July, the Tesla Model 3 (590 units) had its best first-month-of-quarter so far, so prospects for beating the all-time BEV record from a single model (2,621 units last December), which is currently in the hands of the Jaguar I-PACE, look good. I can’t wait to see the September results…

But back to July. While the 2nd place finish of the Hyundai Kona EV is not surprising (insert battery constraint comment), the 3rd place finish of the VW e-Golf certainly is, and the German hatchback did it with 231 units, its best result since January. That is a meritable result for a model in sunset mode, which leaves great prospects for the upcoming ID.3. (If VW manages these level of sales with a veteran and overpriced model, imagine how high it can reach with a competitive EV…)

A bit surprisingly, the Nissan Leaf, despite the injection of the 62 kWh version, failed to reach the top 5, ending the month in sixth, just behind the niche (and ageless) BMW i3.

Checking the Japanese hatchback registrations in detail, most of them continue to be of the 40 kWh version, so either volume deliveries of the 62 kWh version are still to come, or the longer range version is not the success Nissan had hoped for.

Looking ahead, the future of the Nissan EV looks somewhat bleak. It is being squeezed from above (Tesla Model 3) and below (revised Renault Zoe, Peugeot e-208, Opel e-Corsa), and the arrival of the VW ID.3 should hit it full frontal. Only deep discounting could keep sales coming in. Now, whether Nissan wants to follow that path is a whole different subject.

Rank
Model
July Sales

1
Tesla Model 3
590

2
Hyundai Kona EV
324

3
VW e-Golf
231

4
Kia Niro EV
221

5
BMW i3
153

Looking at the 2019 ranking, the Tesla Model 3 sits high above everyone else, with almost triple the sales of the #2 Hyundai Kona EV. In fact, the Tesla midsizer is now the 3rd best selling model — on the entire auto market.

While the overall leader, the VW Polo (7,974 units), seems hard to reach for now, the #2 Ford Focus (7,359) is not that far away, and considering Tesla’s sports sedan is expected to have a stronger second half of the year, the runner-up spot could still fall into the Model 3’s lap.

In terms of the model ranking, there wasn’t much to talk about in the top spots. In fact, we have to go down to #16 to see position changes, with the Volvo XC90 PHEV climbing one position. The Mini Countryman PHEV did the same, to #18.

Photo by Zach Shahan | CleanTechnica

Highlighting Tesla’s good moment, the Model S returned to the top 20, in #20, thanks to 21 deliveries last month. That was its best first-month-of-quarter this year, while its Model X sibling also had a positive month, with 18 deliveries, also a first-month-of-quarter year best, with the sports-minivan-CUV now only 24 units away from the top 20. If the recovering sales continue, we could see it back at the top 20 soon. Maybe in September?

With the Model S now in the top 20, we have 13 BEVs versus 7 PHEVs, and with the all-electric field said to increase in the coming months (Tesla Model X, Kia Soul EV, Mercedes EQC…), I think we are close to a non-returning point, in which plug-in hybrids will be residual in this top 20.

Oh, and because I love factoids, here’s another one that I picked up: The i-Pace is the best selling Jaguar on Dutch lands…

Source: RAI Vereniging and EV Volumes

In the manufacturer ranking, Tesla (32%) is the clear leader, followed by Hyundai (15%), while the race for the last podium place is hot, with Kia (9%) running ahead of Volkswagen and Nissan (both with 8%).

Tesla Model 3 vs. the Gasoline/Diesel Competition

Rank
Model
2019 Sales

1
Tesla Model 3
6,563

2
BMW 3 Series
3,194

3
Volvo S/V60
3,017

4
Mercedes C-Class
1,825

5
Audi A4
1,189

Comparing Model 3 deliveries against the model’s midsize premium competitors, there’s really no doubt about who is Top Dog. The Tesla nameplate had double the sales (registrations) of the #2 BMW 3 Series.

Will the revised BMW 330e, said to start selling soon, help the BMW model to shorten the distance between it and the Model 3?

Maybe … but I have my doubts.

For comparison sake, the PHEV version of the Volvo S/V60 twins represents less than 10% of sales (9%, to be precise). Even if the 330e reaches a 10% share of total 3 Series sales, the increase will barely be visible in what is a large gulf between the two models.

Photo by Zach Shahan | CleanTechnica

Regarding the Tesla Model S & X, a hot topic of recent months, their behavior is far less impressive, as both are below their category’s top 5. Although, the Model S is recovering ground, now in #6, only 31 units behind the #5 Porsche Panamera.

Interestingly, electrification gallops in different rhythms in the full-size vehicle segments than the overall market. In the car category, only one model in the top 5 has more than 20% of its sales coming from plug-ins (#5 Porsche Panamera, 73% of sales come from the PHEV versions).

In the SUV category, only one model (BMW X5, 0%) has less than 45% plug-in sales, with most of the Bimmer’s sales pretty visibly transferring to the PHEV version, once it becomes available. We even have a BEV in the SUV top 5: the Audi e-Tron is the 2nd best selling full-size SUV in the Netherlands!

Related:

Tesla Model 3 = 4th Best Selling Vehicle in Switzerland in 1st Half of 2019

Tesla Model 3 = 9th Best Selling Car In USA In 2nd Quarter

Tesla Model 3 = 10th Best Selling Vehicle In Sweden … In July!

About the Author

Jose Pontes Always interested in the auto industry, particularly in electric cars, Jose has been overviewing the sales evolution of plug-ins through the EV Sales blog since 2012, allowing him to gain an expert view on where EVs are right now and where they are headed in the future. The EV Sales blog has become a go-to source for people interested in electric car sales around the world. Extending that work and expertise, Jose is now a partner in EV-Volumes and works with the European Alternative Fuels Observatory on EV sales matters.

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Tesla Model 3 Outsold BMW, Mercedes, Audi, & Lexus Competitors In 2nd Quarter In USA — By A Landslide!

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Published on August 10th, 2019 |

by Zachary Shahan

Tesla Model 3 Outsold BMW, Mercedes, Audi, & Lexus Competitors In 2nd Quarter In USA — By A Landslide!

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August 10th, 2019 by Zachary Shahan

The Tesla Model 3 continues to dominate in its vehicle class in the United States. Frankly, sales charts for the second quarter of 2019 make it look like the Model 3 doesn’t belong in this class at all, and there’s a strong case to be made that it doesn’t.

The Model 3 has a similar base price point to the other vehicles on the charts featured below, but it has much lower cost of ownership, much better tech (infotainment tech and autonomous driving tech), record-breaking safety scores, and unmatched performance. There’s really not a solid reason to buy another car in this class. Aside from some buyers not liking the design of the Model 3 for some reason and choosing a competing car, I presume that sales of other models in this price range are simply due to inertia — societal inertia, marketing inertia, and internal illogical inertia. Actually, even a distaste for the design may simply be due to psychological inertia.

Nonetheless, the story today is not that there should be more Model 3 demand. It’s that the Model 3 was sold more than 3 times more than the runner-up BMW 3 Series, or a bit less than 3 times more than the BMW 3/4 Series. No class in this category comes close to matching the Model 3.

The sales chart above is so warped that I thought it’s more sensible to combine small and midsize models of other luxury automakers and pit them against the Model 3. This also makes some sense if you consider that Tesla doesn’t have many models for sale. Choice is so limited that someone who may want a Model 3 in a coupe design or something more like a “Model 2” simply has to settle for a Model 3 right now.

So, I created another chart that combines the semi-similar models of competing brands, cars in the small and midsize luxury car categories. Have a look:

The Model 3 wins anyway!

Again, in my mind, it’s not surprising that the Model 3 is winning — it’s surprising that anyone is buying the other cars at all. Nonetheless, it is a big achievement to yet again top the sales chart like this, and it must come as a total shocker to analysts who don’t understand the Tesla Model 3’s various competitive advantages over the competition — dramatic competitive advantages.

Indeed, much of the media hasn’t touched this topic and is never going to report that the Model 3 absolutely dominated the rankings in and near its vehicle class. That’s why you have CleanTechnica.

Note: I discovered that the interactive charts I normally use for these reports can appear messed up on some smartphones, so I used static images instead of the interactive charts in the article above. However, if you want to have some real fun, check out the charts below and click from one time period to the next to see how Tesla Model 3 sales (deliveries) have evolved over time.

If you are interested in buying a Tesla Model 3 (or Model S or X) and need a referral code to get 1,000 miles of free Supercharging, feel free to use ours: http://ts.la/tomasz7234

About the Author

Zachary Shahan Zach is tryin' to help society help itself (and other species). He spends most of his time here on CleanTechnica as its director and chief editor. He's also the president of Important Media and the director/founder of EV Obsession and Solar Love. Zach is recognized globally as an electric vehicle, solar energy, and energy storage expert. He has presented about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, and Canada.

Zach has long-term investments in TSLA, FSLR, SPWR, SEDG, & ABB — after years of covering solar and EVs, he simply has a lot of faith in these particular companies and feels like they are good cleantech companies to invest in. But he offers no professional investment advice and would rather not be responsible for you losing money, so don't jump to conclusions.

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Tesla Model 3 = 67% of US Electric Vehicle Sales in 2nd Quarter

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Published on August 10th, 2019 |

by Zachary Shahan

Tesla Model 3 = 67% of US Electric Vehicle Sales in 2nd Quarter

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August 10th, 2019 by Zachary Shahan

I prefer comparing the Tesla Model 3 to its gasoline competitors, but it’s also logical to compare the Model 3 to other electric vehicles. In the old days, these were simply called “EV sales reports,” but the US electric vehicle market is so unbalanced at the moment that it’s hard to ignore the elephant in the room — there’s the Model 3, and there’s everything else.

In fact, even that is unbalanced, as the Model 3 accounts for 67% of US electric vehicle sales, according to 2nd quarter sales data and estimates.

The reason for the dramatic divergence in sales is up for interpretation. One reason might be that the majority of people who want an electric car don’t see anything that beats the Model 3 — or at least not for anywhere near its price point. Another reason might be that the Model 3 is the only electric vehicle that blatantly and commandingly outcompetes all of its gasoline competitors in ways that normal consumers care about. Another possibility is that word of mouth about the Model 3 has gotten around so much that it’s clearly the new “it” product for certain portions of the population. Or, more practically, consumers in a more mainstream wave of EV adoption have simply learned about the many benefits of the car.

In any case, the story in EV world is that the majority of EV sales are Tesla Model 3 sales. Tesla’s more expensive models (the Model S and Model X) held the #2 and #3 spots in the 2nd quarter, while the Chevy Bolt and Nissan LEAF were the only other models to score over 3,000 sales in the quarter. (GM’s and Nissan’s top electrified models used to see more than 3,000 sales a month.) The Audi e-tron, BMW i3, and Volkswagen e-Golf each had over 1,000 sales in Q2 — approximately as many Model 3s as Tesla sells in 2–3 days in the USA.

The charts can tell the rest of the story.

A handful of electric models are not included here because the parent companies don’t release sales data for them. Those include the Honda Clarity EV, Hyundai Ioniq EV, Hyundai Kona EV, Kia Niro EV, and Fiat 500e. However, if I plug in estimates from InsideEVs, they’re so insignificant that the Model 3 retains its 67% share of the market.

I hesitate to beat a demolished piñata, but it’s perhaps worth noting that many of the electric models in these charts were at various times deemed “Tesla killers” by certain members of the media. It appears there was a miscalculation in those forecasts.

If you prefer a fun chart over a static one, below is an interactive chart in which you can toggle between Q1 and Q2 sales.

If you are interested in buying a Tesla Model 3 (or Model S or X) and need a referral code to get 1,000 miles of free Supercharging, feel free to use ours: http://ts.la/tomasz7234

About the Author

Zachary Shahan Zach is tryin' to help society help itself (and other species). He spends most of his time here on CleanTechnica as its director and chief editor. He's also the president of Important Media and the director/founder of EV Obsession and Solar Love. Zach is recognized globally as an electric vehicle, solar energy, and energy storage expert. He has presented about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, and Canada.

Zach has long-term investments in TSLA, FSLR, SPWR, SEDG, & ABB — after years of covering solar and EVs, he simply has a lot of faith in these particular companies and feels like they are good cleantech companies to invest in. But he offers no professional investment advice and would rather not be responsible for you losing money, so don't jump to conclusions.

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Fully Charged Tests Porsche Taycan’s Performance

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Published on August 9th, 2019 |

by Dr. Maximilian Holland

Fully Charged Tests Porsche Taycan’s Performance

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August 9th, 2019 by Dr. Maximilian Holland

Fully Charged’s Jonny Smith was given a unique opportunity to test the Porsche Taycan’s performance consistency, and was able to confirm its ability to handle repeated acceleration runs without running into thermal limits. The Taycan looks to be similar to the Tesla Model 3 Performance in this respect, but will come in at around twice the price of the Tesla. The Taycan is competing in a different segment, and will certainly appeal to Porsche enthusiasts and other well heeled consumers looking to make the switch to the technology of the future.

Fully Charged’s test drive was curated by Porsche and designed to highlight the Taycan’s relative strengths. Jonny Smith was clear enough: “My job here today is to prove Porsche’s repeatability of high performance.” In other words, to see whether the vehicle could accelerate repeatedly without hitting thermal limits.

Porsche has noted that whilst even the top-of-the-line Taycan (444 kW, 600 ps) will not match the outright acceleration of the Tesla Model S Performance for 0–62 mph times, instead, its engineering focus is on battery and motor cooling that will allow comparatively strong acceleration at speeds over 100 mph (161 km/h), and thus meet expected Autobahn performance, crucial for the home market.

They emphasize repeated acceleration runs, not that this has any practical use. It doesn’t. Instead, it correlates with sustained high-speed driving and Autobahn use patterns that are unnecessary outside of Germany but are symbolically crucial in the home market. This also allows Porsche to troll Tesla, since the Tesla vehicles are — perfectly sensibly — not primarily tuned for Autobahn performance, but instead offer other performance priorities that have broader global appeal. Trolling the clear market leader — Tesla — is a well established marketing practice when trying to establish a new product, and therefore Porsche actually gives kudos and acknowledgement to Tesla’s achievements in the EV space.

Porsche claims that the most powerful Taycan variant — featured in the video — will achieve 0–62 mph (0–100 km/h) acceleration in “under 3.5 seconds” and 0–124 mph (0–200 km/h) in “under 10 seconds.” What’s very encouraging is that this suggests that the Taycan will actually have better acceleration times to 124 mph (200 km/h) than its top-of-the-range, and much more expensive ($188,000), Panamera Sport Turismo Turbo S E-Hybrid sibling. This is a strong indication that Porsche is serious about its EV strategy, and not just playing politics, unlike some of the other German luxury brands.

The price for the high-end Taycan version featured in the video was unconfirmed, but is rumoured to be over $130,000 (before sales tax) in the US, around £120,000 in the UK (including taxes), and perhaps €130,000 in Germany (including taxes). Expensive, but much less than the top-end Panamera. The version tested will apparently be badged as the “turbo” variant. Yes, Porsche appears to be keeping its traditional ICE-era labels for the Taycan variants.

Screeenshot from Fully Charged’s video — Fully Charged/YouTube

The least expensive Taycan variant, that will likely appear later on, is rumoured to cost around $90,000 before options. That’s similar to the Tesla Model S Performance (see more below). It is also rumoured to have power significantly lower than the “turbo” variant featured in the video. The base Taycan may perhaps have 322 ps or 376 ps, rear drive only, and a smaller 80 kWh battery, compared to the 90 or 95 kWh pack, and AWD of the “turbo.”

By way of comparison, since Porsche obviously wants to “go there,” the Tesla Model S Performance costs $92,600 before taxes in the US (€102,700 in Germany, including tax) and will do 0–100 km/h in 2.6 seconds. That’s of course a quantum leap faster than the Taycan. Tesla makes no claims for the 0–200 km/h time, but independent testing has recorded 0–201 km/h (0–125 mph) in 10.5 seconds. This suggests the Tesla would likely have better acceleration than the Taycan at all speeds up to ~110 mph (177 km/h), and less acceleration thereafter.

The internal space of the Taycan is actually a closer match to the Tesla Model 3 than the larger Model S. The Model 3 Performance costs €55,400 in Germany ($55,000 in the US) and completes 0–100 km/h in 3.4 seconds (similar to the Taycan Turbo). The higher 0–200 km/h acceleration in the Model 3 requires around 14 seconds, which is a good bit down on the Taycan’s 10 seconds.

It’s tempting to compare the Taycan with the Teslas in this way, and Porsche has certainly set up the Taycan, and this testing day, to emphasize its comparative strengths relative to Tesla’s vehicles. However, I’d argue that the Taycan will be a much lower volume vehicle, significantly more expensive, and is actually going to be competing with and pulling buyers from fossil-burning alternatives, rather than competing with Tesla per se.

For those who might wish to compare the Taycan’s performance specs with the Teslas’, a key question is, what acceleration range is more relevant to most prospective owners globally? Would most buyers around the world prefer better performance in the range of 0–60 mph, and 0–100 mph? Or would most people prefer relatively strong acceleration at speeds above 100 mph (161 km/h)?

Design Parameters Only Relevant for the German Market?
The answer to the above question should be clear for most people. With few exceptions, only in Germany are speeds above 140 km/h (87 mph) legally allowed on public roads. Although a few drivers in other places will sometimes drive somewhat over their national speed limits, most outside Germany will almost never realistically drive much above 100 mph (161 km/h). Having high acceleration at speeds above 100 mph is therefore not something that gives owners much practical benefit, anywhere outside of Germany.

Screenshot from Fully Charged’s video — Fully Charged/YouTube

The exception is for the small percentage of folks who might occasionally want to push their car around a track. Even here, though, most of the tracks that keen amateurs drive don’t see speeds much above 100 mph (161 km/h) sustained for more than a very few seconds. Rates of acceleration at speeds above 100 mph therefore don’t have much influence on lap times. It’s typically more relevant to have good rates of acceleration from slow corner speeds of 40 or 50 mph, back up towards 60, 80, or 100 mph (161 km/h).

The Laguna Seca circuit in California, with a length of 3.6 km, only has one straightaway on which a high-performance sports saloon will (briefly) exceed 180 km/h (112 mph). Even the legendarily extreme Nurburgring Nordschleife, with its exceptional 20 km length and 73 to 154 corners (depending on how you count them), only has 8 sections (mostly very short) where the very fastest performance saloons will touch speeds above 200 km/h (124 mph).

Thus, even for the small percentage of performance saloon owners who might want to track their personal vehicle occasionally, acceleration up to speeds of around 100 mph (161 km/h) is much more relevant for overall performance than acceleration at speeds beyond that. How does the Taycan maintain relatively strong acceleration at higher speeds? It uses 2 forward gears. All Teslas (apart from a few early Roadster prototypes) only use a single forward gear.

Jonny Smith did not report detailed results of the repeatability of acceleration, but did note that he completed 30 acceleration runs, and didn’t mention any noticeable throttling of performance. Porsche’s account of the test is slightly more reserved. They say that Jonny did 26 successive runs of 0–200 km/h (0–126 mph) acceleration. The average time for each run was “just under 10 seconds” and the variance between fastest and slowest runs was just 0.8 seconds. That’s impressive consistency over many repeated runs, as well as impressive acceleration through to higher speeds.

Screenshot from Fully Charged’s video — Fully Charged/YouTube

Whilst the Model 3 Performance, with its efficient cooling circuits, could likely demonstrate consistent acceleration several times without encountering thermal limitations, 26 successive times has not been documented, so far as I’m aware. The number of times anyone could conceivably want to do this in practice is of course much less. Porsche’s point was to try to troll Tesla, whilst actually its design decision was influenced by something germane. (See what I did there?)

The Autobahn Use Case
Ahh, the exoticism of the Autobahns.

The actual practical design brief of the Taycan is its sustained high-speed performance, absolutely essential to acceptance in the home market, especially at this price point. Porsche says that (likely largely thanks to the two forward gear setup) the top-end Taycan will be able to sustain cruising at its top speed of 162 mph (261 km/h) for as long as is practically required on the Autobahn.

In practice this likely means designed to run at top speeds for periods of up to around 10 minutes or so, since inevitable traffic means having to back off from high speeds at least this frequently. Even at night, it’s actually very rare to get runs of more than 2 or 3 minutes at these kinds of speeds (covering ~13 km) without needing to slow a bit to safely pass haulage trucks, similar commercial traffic, or other road users (most Autobahns are two lanes only). Nonetheless, the ability-in-principle to sustain prolonged high speeds is an understandable and indeed necessary design goal to give a comfortable feeling to German consumers used to occasional fast cruising in sport sedans and coupes. This is Porsche’s home market, after all.

Screenshot from Fully Charged’s..

Tesla Battery Guru Jeff Dahn Claims New Lithium-Ion Cell Outperforms Solid-State Batteries

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Published on August 9th, 2019 |

by Steve Hanley

Tesla Battery Guru Jeff Dahn Claims New Lithium-Ion Cell Outperforms Solid-State Batteries

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August 9th, 2019 by Steve Hanley

Tesla watchers know that Jeff Dahn and his team at Dalhousie University near Halifax, Nova Scotia, are world leaders in lithium-ion battery research. For years, Dahn worked exclusively for 3M, but when that arrangement ended, Tesla swooped in and signed a contract for Dahn to work for the Silicon Valley car/tech/energy company.

Credit: Jeff Dahn, et al./Nature Energy

For years, the Holy Grail of battery research has been making solid-state battery cells that replace the liquid electrolyte in conventional cells with solid materials. Solid-state batteries are believed to be cheaper to produce, have higher energy density, and have a longer lifespan than conventional lithium-ion batteries. Well, if someone can crack the final code for commercially viable cells.

In addition, solid-state batteries are less like to catch fire or explode if they get too hot. That in turn means electric car manufacturers can make simpler, less costly cooling systems for their battery packs, driving down the cost of EVs. It also reassures the public their shiny new electric cars aren’t going to explode in the garage, as recently happened to the owner of a Hyundai Kona EV in Canada.

Research published by Dahn and his team in the journal Nature Energy on July 15 reveals they have created new lithium-ion pouch cells that may outperform solid-state technology battery. Here’s the abstract of that research report:

“Cells with lithium-metal anodes are viewed as the most viable future technology, with higher energy density than existing lithium-ion batteries. Many researchers believe that for lithium-metal cells, the typical liquid electrolyte used in lithium-ion batteries must be replaced with a solid-state electrolyte to maintain the flat, dendrite-free lithium morphologies necessary for long-term stable cycling.

“Here, we show that anode-free lithium-metal pouch cells with a dual-salt LiDFOB/LiBF4 liquid electrolyte have 80% capacity remaining after 90 charge–discharge cycles, which is the longest life demonstrated to date for cells with zero excess lithium. The liquid electrolyte enables smooth dendrite-free lithium morphology comprised of densely packed columns even after 50 charge — discharge cycles. NMR measurements reveal that the electrolyte salts responsible for the excellent lithium morphology are slowly consumed during cycling.”

Those pesky dendrites are the bane of lithium-ion batteries. They are little projections like stalagmites in caves that can poke through the insulating layer inside individual cells, leading to short circuits and potential fires. Eliminating them would be a big step forward, particularly for use in electric vehicles.

Is Tesla on the verge of replacing the cylindrical cells in its battery packs with Jeff Dahn’s pouch cells? Not just yet. There is a lot of research and testing left to do before they becomes suitable for commercial production, but they may signal an important step forward for energy storage in the years ahead.

Below is a video of Dahn when he won the prestigious National Sciences and Engineering Research Council of Canada award in 2017. Here is a fellow who knows what he is talking about. If he says pouch cells can outperform solid state cells, we should pay heed.

About the Author

Steve Hanley Steve writes about the interface between technology and sustainability from his home in Rhode Island and anywhere else the Singularity may lead him. His motto is, “Life is not measured by how many breaths we take but by the number of moments that take our breath away!” You can follow him on Google + and on Twitter.

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