UBS analysts have recently come to the conclusion that Tesla Model 3 cells are by far the most cost-effective. Now latest estimates conclude that over 600 million cells of this type have been produced in Gigafactory 1, thus adding up to a total capacity of just under 11 GWh.
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The battery cells for the new Nissan Leaf with a larger battery continue to come from AESC. Nissan spokesman Jeff Wandell last night rejected reports that LG Chem cells are used in the 62 kWh battery.
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The battery cell manufacturer SK Innovation plan to increase their global battery cell manufacturing capacity more than ten-fold over the next four years. The news broke only days after SK-customer Daimler announced that they plan to procure battery cells in a volume worth 20 billion euros by 2030.
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Panasonic aims to boost its lithium-ion battery cell production in China by up to 80% as Beijing’s loosening restrictions prompt foreign players to ride the wave of new-energy vehicles. Earlier this year we reported that Korea’s LG Chem was doing the same with their battery cell production in China.
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Daimler will buy battery cells worth more than 20 billion euros to ramp up for its electric strategy until 2030. Although the company has made the announcement, it has unfortunately not specified with which companies they have placed their orders.
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BYD is toying with the idea of constructing battery factories in Europe and the USA. In Europe, the company is examining possible locations in Great Britain and Germany. Furthermore, the Chinese electric car manufacturer is considering a separate listing of its battery business on the stock exchange.
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The Democratic Republic of Congo has classified cobalt a “strategic” substance, meaning miners will pay nearly three times the royalty rate than before on the key component in electric vehicles batteries. The rate is now at 10 percent, states a government decree.
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The Chinese battery cell giant CATL has moved into the offices near the planned battery factory in Erfurt, Germany. Moreover, they are also accelerating their entire schedule, according to European boss Matthias Zentgraf, who said “it is all about tempo”.
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Germany’s Federal Minister for Economic Affairs and Energy, Peter Altmaier, wants to have about 30% of global battery production in 2030 take place in Europe. What this would entail in terms of factories is described below.
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Germany’s economy minister Peter Altmaier delivers his latest take on the European Battery Alliance (EBA) in Berlin today. While he signals strong targets and confirms funding of one billion euros, he cannot name concrete details of the planned battery cell production in Europe or Germany.
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BMW has confirmed that the upcoming CATL factory in Erfurt in 2021 will also supply batteries for the iNEXT. CATL will deliver battery cells worth four billion euros to BMW as part of the agreement signed some months ago.
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Volkswagen is thinking to transform their Emden plant in Germany into an electric vehicle only factory. The next board meeting will decide about the next decade’s investments and large scale electrification is on top of the agenda. The option to build a battery cell factory there as well is on the table too.
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Volvo Cars of Sweden has turned to Britain’s Ricardo for a new partnership. Volvo wants the engineering firm to test and asses battery cells for upcoming electric cars. The project has been described as “large-scale”.
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Volkswagen is looking into mass production of battery cells together with SK Innovation, according to German media. Their cooperation could see them setting up and operate multiple battery cell “Gigafactories” in Europe.
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The Israeli company SolarEdge Technologies has taken over large parts of the South Korean battery and energy storage specialist Kokam. The transaction sum is said to stand at 88 million dollars.
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The New York based Charge CCCV (C4V) took the opportunity at the NY BEST 2018 fall conference to announced they had developed a semi-solid-state battery cell, which will go into production in the second quarter of 2019.
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The British company Oxis Energy has announced that they have improved the energy density of their lithium sulfur battery cells for use in electric aircraft to 425 Wh/kg. By the end of 2019, the manufacturer intends to increase this number to 500 Wh/kg with the help of selected partners.
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The plan by Tesla’s battery partner Panasonic to set up three new assembly lines in the Gigafactory 1 in Nevada by the end of the year, will likely be completed ahead of schedule. The expansion will increase the production capacity by about 30%.
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The US American battery specialist Farasis Energy has managed to collect more than one billion dollars in a new financing round. The money will be used to fund the expansion plans for the company, which include the set up of a new factory in Europe, to join the recently completed factory in China.
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The previously rumoured plan by Germany and Poland to cooperate in the area of battery cells is becoming more specific: The cooperation is now said to be aiming to set up battery cell manufacturing across the nations’ border regions.
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Jaguar Land Rover will be investing in Samsung battery cells soon, according to insiders. Apparently the Brits are interested in the cylindrical battery cells from Samsung SDI for future models as of 2020. The Korean battery manufacturer will reportedly upgrade their Hungary factory with a new production line for 21700 cells.
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BYD has signed an agreement with the government of the Chinese city of Chongqing to construct a battery factory with an annual capacity of 20 GWh. This was announced via a statement to the stock market in Hong Kong.
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The Chinese battery cell manufacturer CATL will begin construction of their planned battery cell factory in Germany next year, according to Europe boss Matthias Zentgraf. The production start for the battery cells is estimated for 2022.
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The South Korean manufacturer SK Innovation has begun construction on a new battery cell factory in the Chinese province of Jiangsu. The Changzhou factory is planned to have an annual capacity of 7.5 GWh.
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Battery maker CATL of China rushes to gain a competitive advantage over its Korean counterparts. The firm says it will be first to launch the new low-cobalt and energy-dense NCM 811 battery cells for electric cars next year.
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After the sale of Nissan’s battery business to the Chinese GSR Capital company fell apart recently, the Japanese vehicle manufacturer has now found a new buyer with the Envision Group.
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Tesla’s battery partner Panasonic is planning to increase their production capacity at the Gigafactory 1 in Nevada by around 30%. The move is designed to keep pace with Tesla’s rather ambitious expansion plans.
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A new patent indicates that Tesla is working on making their battery packs safer in future, by isolated defective cells, so that these do not negatively impact functioning battery cells.
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Automobile supplier Continental is looking for partners to possibly enter into solid state battery production starting around 2025. The company has announced considerations of delving into the battery cell business before, but remains interested in only the solid-state area.
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The Electro-mobility Index 2018 by the consulting company Roland Berger and the research institute Kraftfahrwesen Aachen (fka) show how the e-mobility market is developing and underlines the looming dependency of automobile manufacturers on battery cell manufacturers.
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