from chemistry to pack
Energy density gets the headlines, but the reason solid-state cells are still confined to pilot lines and demonstrator vehicles has as much to do with the factory as the chemistry. Building a gigafactory for a solid-state cell is not simply “the same lithium-ion line with a different electrolyte fill step”. Several of the core unit … Read more
The sodium-ion supply chain: what the chemistry doesn’t tell you Author: Serguei Fenko at OmniSight Everyone is talking about sodium-ion as if it were an escape from lithium dependence. It isn’t. It just moves the dependency one tier deeper.Sodium-ion still needs a hidden midstream stack: That is where the real bottleneck sits. China controls most … Read more
When we look at the BloombergNEF battery chart we see a decreasing pack price, but is the Pack to Cell Cost Ratio changing? The Volta Foundation report [2] the following view for the average Li-ion battery pack price drop of 20% from 2023 to a record low of $115 /kWh in 2024: This post has … Read more
The Q4/2023 breakdown of NMC vs LFP costs is interesting as a point in time regarding the full cost comparison and potential as well as the current competition between Europe vs. Chinese supply chains. Here we have a comparison pulled together by P3 Group. As stated, Chinese LFP cell manufacturers especially profit from: Overall there is a up to … Read more
Previouly we have looked at the fundamental differences between the power and energy cells, but why is there a Power versus Energy Cell Cost difference? Typically, energy cells cost ~80-100 $/kWh in 2024 and power cells ~150-300 $/kWh. Although, there are some exotic power cells that cost ~$600/kWh. Let’s think about the factors that make … Read more
If you are entering into manufacturing cells then you will want to understand Lithium Battery Manufacturing Equipment CAPEX. The detailed report is available from Bonsai Technology. This analysis is for a prismatic cell case and is an average. Note that this depends on: Therefore, it is a first indicator in the breakdown of a total … Read more