Battronics

At Battronics, we summarize the knowledge on Li-ion batteries e.g. different cathodes/anode, aging analysis. Get the latest know-how from all worldwide research

[Battronics @BattronicsAG]

Full escalation: CN also increases tariffs to 84% now
https://t.co/Ni0875bkHp

[Battronics @BattronicsAG]

US IRA subsidies frozen!
Already contracted but not-yet paid out IRA money halted. for clean-H2, only few Mio$ paid out but 2bn still open. Batteries & solar might suffer most as in construction phase already --> may face cash-flow issues during 2025.

https://t.co/GpAwt6lKCD

[Battronics @BattronicsAG]

Today trade war starts officially worldwide - not just CN-US.
25% tariff MEX+CAN but oil only 10%, while CN +10% so now mostly at 35%. For Europe plans atm only on Al,steel,drugs, semiconductors and likely Cu as in 2018.
Who next: BRICS, EU, Malaysia, ...
https://t.co/9w1YB1dFay

[Battronics @BattronicsAG]

Finally the hot needle for the AI bubble is there.
DeepSeek trained for an amazing low 5.5Mio budget, better in tests and even offered for free.
Meta already freaks out cause if somebody offers it for free and is better, what happens to investors that bet on high future profit

[MaaSive Twin EU @MaaSiveTwinEU]

🚨Attention!
The Maasive Twin project has begun! 🎉
We are introducing MAnufacturing as a service And Supply chain predictIVE Twin for critical raw materials.
Read the press release now!
➡ Kick-off meeting by @BattronicsAG . https://t.co/54WyiodCXU

[Battronics @BattronicsAG]

Suddenly ASSB seem to become real as 1st incumbent plans SoP - Samsung SDI. Before it was ~15y of many startups and 32y of Solid State Electrolyte being 2nd most patented battery component but now Samsung seems to feel to be "safe" to make SoP at scale.
https://t.co/xcNzSoL5DV

[Battronics @BattronicsAG]

@FrankWunderli13 @YingShirleyMeng @nanozchen Hi Frank, they probably meant PO4 and not P (phosphate and not phosphorus). Then it fits as 31+64 g/mol

[Battronics @BattronicsAG]

@KangXu_Echem Dear Dr. Xu, it was a pleasure reading your nice articles on electrolytes. Brilliant work.

[Battronics @BattronicsAG]

EU might release on 14.3 these leaked rules
- 10% of critical minerals of EU consumption mined in Europe + 15% from recycling
- subsidies incr. to 100 &300M in regions >80%/<80% EU_GDP
- invest max 300 Bn! in third countries to counteract China belt
https://t.co/k32OIebcnO

[Battronics @BattronicsAG]

@ndrewwang @FrankWunderli13 @IntercalationSt Also DEC is low donor number so no high molarity can be achieved and if then added to EC:EMC e.g. in 1:1:1 solv ratio you need ca. 3.6-3.9M LiPF6 in DEC. AN has high donor number that's why usually used in LiPF6 solution process.

[Battronics @BattronicsAG]

@ndrewwang @FrankWunderli13 @IntercalationSt It was really only demand/supply mismatch. Drying is little cost if Tboil+Hvap low (AN 82°C or DEC 129°C ~400J/g) so mainly only ATEX savings. Also leaving salt in solvent is standard e.g. CoSO4*7H2O and LiOH*H2O etc. [1] https://t.co/JJsyWHCOvh [2] https://t.co/BJBiXgDjWn

[Battronics @BattronicsAG]

LIB cells become bigger and bigger. EVE Energy now revealed 560Ah cells for ESS applications. I think at some point in future we need a forklifter to carry a single cell in 10-15 years from now *joke of course 🤣 🤣🤣

#batteries #energystorage
https://t.co/j2K3f0Hfdd

[Battronics @BattronicsAG]

LG ES will also introduce Cell-to-pack for its high-Ni pouch cells in 2025. While NMC811 prismatic CTP was developed in 2019 (Nio/CATL), an application to pouch was thought to be difficult to manage pressure homogeneity in pouch modules.
https://t.co/5XRAVu5Fex

[Battronics @BattronicsAG]

1st action was Tesla considering moving battery manuf. capacity from Berlin to US.
More to follow soon.
[Source: Electra PR, Christoph] #batteries #electricvehicles

[Battronics @BattronicsAG]

2nd action due of US infl. red. act: LG ES signs 3y supply contract from NAFTA's first CoSO4 refinery Electra Battery Materials: 2023 1000tpa, 24/25 3000 tpa CoSO4 supply. But Co(OH)2 interm. source not disclosed to qualify for US subsidies.
https://t.co/0pxYA7mZSs

[Battronics @BattronicsAG]

Same happened to CATL Erfurt which was planned for max. 100GWh, now 14 GWh realized with delay of ca 8 months only. Farasis Bitterfeld, 14 GWh planned, then delayed, then stopped. Let's see when Tesla releases next of this standard cascade for western media reporting.

[Battronics @BattronicsAG]

Tesla Berlin gigafactory is not stopped but will be delayed is today's update. This is the best PR strategy.
Usually, the way is: first report delays or slower building, then report downsizing, then stay with small size production.
https://t.co/4GDR56K3Sn

[Battronics @BattronicsAG]

Side note: CATL's new 40GWh US plant is already on hold but due to last weeks visit of Nancy Pilosi.

[Battronics @BattronicsAG]

Policy can change business & market shares significantly. The new US inflation reduction act will incentivize EV's with $7'500 for US made+minimum of critical materials sources outside China (2023 only >40%, 2028 > 80%, 2030 100%).
#batteries
https://t.co/JjlH8mMSIp

[Battronics @BattronicsAG]

This gives massive headwinds for CN companies which have >90% of value chain in CN but also urges Koreans to change their supply chain as it is also largely depending on China especially on pCAM, AAM, LiPF6, LiOH, CoSO4 and many more.