Lithium Bottlenecks — Real Risk For EV Adoption Or Overhyped?

Credit to Author: Zachary Shahan| Date: Fri, 23 Sep 2022 12:00:42 +0000

The following is a wonderful article by Charles Morris that communicates several important points superbly. It presents a bit of a different take on lithium than we’ve typically been presenting, while still referencing a comment from a battery exec that emphasizing a key point we’ve been communicating for years. That key point is that while […]

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BloombergNEF: Lithium-Ion Battery Cell Densities Have Almost Tripled Since 2010

Credit to Author: Kyle Field| Date: Wed, 19 Feb 2020 14:35:12 +0000

BloombergNEF’s Colin McKerracher took to the stage at the BNEF Summit in San Francisco last week where he made a case for electric vehicles reaching the “end of the beginning.” The case for electric vehicles moving into the mainstream or out of the early adopter stage of growth has been fueled by the increase in energy density in lithium-ion batteries and the corresponding drop in cost that comes along with it

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Powering The EV Revolution — Battery Packs Now At $156/kWh, 13% Lower Than 2018, Finds BNEF

Credit to Author: Dr. Maximilian Holland| Date: Wed, 04 Dec 2019 20:40:33 +0000

Bloomberg New Energy Finance (BNEF) has released the results of its 2019 Battery Price Survey, finding that industry-weighted average battery pack prices have already fallen to $156 per kWh. This is over 13% lower than the 2018 average ($180/kWh, when adjusted for inflation), and BNEF foresees cost reductions continuing, with $100/kWh potentially being reached by 2023. Let’s dive in

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