Posted on 07/31/2020 7:05:26 AM PDT by SunkenCiv
Tesla Inc (NASDAQ: TSLA) already has some of the most energy-dense electric vehicle batteries available, with the company's Model S able to travel over 400 miles on a single charge.
Now it looks like Tesla's vehicles will be able to travel even farther, as a report from Reuters details Panasonic's (OTC: PCRFY) lans for future improvements.
Over the next five years, Panasonic is planning to increase energy density by 20%, while also having cobalt-free batteries available in the next two to three years, according to Reuters. The 2170 cells that will be receiving these improvements are currently found in Tesla's mass-produced Model 3 and Model Y vehicles.
Removing cobalt from Tesla batteries has long been a goal for CEO Elon Musk.
(Excerpt) Read more at benzinga.com ...
Cue up Montrose, "Bad Motor Scooter".
With the West’s Maoists having shut down every coal fired...every gas fired...every oil fired...and every nuclear powered power plant where are we gonna get the juice to recharge 200 million huge batteries...at least once a day...in addition to the juice we need today to charge 500,000?
Over the next five years, Panasonic is planning to increase energy density by 20%, while also having cobalt-free batteries available in the next two to three years, according to Reuters.
...
I don’t think Tesla will wait 5 years. Tesla will make their own improved batteries sooner. We’ll know more on battery day, which is 09/22/20.
if Tesla actually goes non-cobalt....that’s a game changer. cost will plummet and range will skyrocket.
as much as i hate to admit it, I’m a believer in Tesla for now. yah, i’ve dug in deeply to the numbers, and I understand them. but some of their successes are undeniable, and if this problem is solvable, then they will solve it. and if they do, then it’s game over.
at the same time, hydrogen is getting a big push from Rivian. we live in interesting and very competitive times.
Competitive in what sense? The race for government subsidies and crony regulations?
some rationalization of the grid with sensors and blockchain would help on that front, wouldn’t it? (and not just at night)
if the greens would just allow natural gas (oh the horrors!) to be a bridge fuel....we would actually get to the electric power needed quickly.
the other sad thing is that if biden (or whoever they replace him with) were to win, and they do that stupid $2 trillion plan, then the actual innovation in this space will discontinue as people flock to the government tit.
no, there are numerous EV makers out there now that are heavily backed and have tons of money and talent, and some even have old world (Detroit) strategic alliances:
Note that Rivian keeps poaching Tesla talent, and there’s a bunch of lawsuits.
I’m not at all denying the role of subsidies (especially the accounting subsidies buried in the tax code) and regulatory framework like California.
but there are other things at work, also....including the acquiescence of tens of millions of Californians in ridiculously high electricity bills. and tens of millions of millennials who make lots of purchases based on (pardon the vomit) the environment/carbon footprint.
I don’t like the way the culture is turning and how capital (human and financial) is flowing. but it’s happening, and it’s real :( and some of the laws of capitalism/human innovation have kicked in
Thanks, that's interesting about Rivian. The Daimler-Benz hydrogen powered SUV (alt vehicles need to be larger, typically, to hold the storage with sufficient capacity to give the vehicle any kind of range) was tested in Europe, where apparently there is some modest infrastructure for hydrogen vehicle fueling.
I'm sure you're right. Doubting that Musk can deliver has an ugly track record (speaking firsthand here).
Smart post. Battery technology doesn’t follow Moores Law, but it has it’s own trajectory, otherwise our phones would have to be stuffed with fresh D cells every day. And the cost of converting sunlight directly into electrons continues to fall, so we don’t have to wait millions of years for it to be in a form we can use.
Hydrogen, yes. Also compressed air and hydraulic hybrids - two technologies with great potential.
Everyone found guilty of cryptoracism and other hate crimes going back to when they were born will be forced to turn large wheels to generate the juice. Speaking of juice, they'll be fed a vegan diet.
not the environmentalists I know...can’t be carbon at all. must be renewables.
sadly, i think there’s enough natural gas easily available in the world now without even one more frack to do what needs to be done. just need some infrastructure investment and upgrade. seems to me anyways :)
Creating electric demand will also fracture the greenie coalition, and keep the electricity flowing.
Very good point. Of course, if the greenies (basically leftists) pursued objectives based on facts instead of prefab agendas, this wouldn't be a problem.
Transformers are designed to cool down at night. The power grid can't handle electrical cars on a major level.
right. it would be interesting if some of the market leaders ended up being old world, like Daimler-Benz?
all that said....i actually think in about 3 years, I’m going to buy a Cybertruck. Lol. Yah, I said it. And yes some of that storage space will hold firearms. If it’s captured on camera, so be it.
Oh, it'll be methane-driven. How can we tell? Because of the shift from the harmful CO2 to the harm caused by methane. :^) SJBT used to pay okay, but the natural gas price has been ever-falling in response to the ever-increasing supply. And we've not yet tapped seafloor hydrates and clathrates.
Those cameras had better be bulletproof. Wait, did I say that out loud? ;^)
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