Tesla’s readying a ‘million mile’ battery that could greatly lower cost of EVs
theverge.com
theverge.com
The partnership with CATL is rumored to be for providing Lithium Iron Phosphate (LFP) cells for made in china Model 3 & Y. The million mile battery technology is rumored to be a combination of technologies that Tesla will use to manufacture batteries themselves w/o a partner. The million mile battery will probably be reserved for their higher end models in the near term while they continue to use Panasonic and CATL for some time while they ramp up production of their own cells.
The best source for info on all this that I've found is YouTube channels like Hyperchange
Yes. First, who's doing this? It sounds like Contemporary Amperex Technology Ltd in Ningde, Fujian Province, is providing the batteries. But there's no press release from them.[1] Also, their stock went down a bit today,
CATL is the world's largest lithium battery manufacturer. They produce about 40GWh of battery capacity a year, compared to Tesla's 35GWh or so. CATL has been roughly doubling production each year for the last few years. Their output is not exclusive to Tesla. They've mostly targeted China and European car manufacturers. They're building a huge battery plant, bigger than Tesla's "gigafactory", in Germany.[2]
If this is real, it's all about CATL.
[1] https://www.catlbattery.com/en/web/index.php/news/lists
[2] https://www.electrive.com/2019/02/04/catl-plans-up-100-gwh-b...
https://www.reuters.com/article/us-autos-tesla-batteries-exc...
It certainly seems like, based on the 450k mile "Tesla Taxi"'s experience, assuming no faults, they're certainly good for ~300k but that's just one data point (and of course they had a faulty battery, too).
IIRC the warranty on my Model 3 pack is for >70% retention after 8 years/100k miles, but in real world experiences, they don't seem to degrade much past the first 10k miles. We're over 30k miles and the life is basically exactly what it was at 10k.
But I don't know what the commonly-expected "pack lifetime" is. I have seen the owner surveys out to 100k-150k miles and the lifetime still looks good at that point. And of course they've been through a lot of revisions over the years.
The main thing to look at is the floor. Keep the battery from going too far below 40%. (I believe past 20% is where damage really starts to happen).
Other tips to keep the battery happy are things like driving slower, using chill mode, etc. Fast discharges damage the battery so eco driving is usually good for the battery.
AFAIK, LiPoly batteries don't really suffer from any sort of memory effect. So there is no harm in not fully discharging. The one catch is that your BMS can get out of whack if it doesn't see 10% and 90% for a while. So occasional charges up to 90% or 100% are not a bad thing to recalibrate the BMS.
[1] https://insideevs.com/news/400529/tesla-battery-costs-droppi...
https://www.electrive.com/2019/09/09/id-3-batteries-cost-vw-...
You're comparing manufacturing costs to retail prices. Presumably the battery has some kind of a markup on top of their production cost.
On top of that, you sell more cars if they cost $4000 less, right? So then you get more economies of scale, which lowers unit costs, which allows lower prices, which causes you to sell more cars, so then you get more economies of scale.
Battery tech just continues to amaze me. Right now the cheapest EVs are in the same price ballpark as mid-range gasoline cars, and range anxiety is fading fast.
I always thought that EVs would get "as good" as gas cars eventually but now I'm realizing that they may surpass them by a long shot. In the not-too-distant future an EV may cost way less, require far less maintenance, be cheaper (and greener!) per mile, be faster and safer, and have a longer usable lifespan, than a gas car. Amazing stuff.
While this sounds great I seriously doubt that this is going to happen as it is directly against interests of car manufacturers. As confirmation I like to bring Nissan Leaf example as it is on the market for a long time and is suffering from battery degradation - and guess what - despite fact that car is working fine battery replacement is not easily obtainable and not cheap, examples:
https://www.autonews.com/sales/nissan-leaf-buyers-dealers-wo...
https://www.reddit.com/r/leaf/comments/9l0pjo/first_gen_leaf...
However Tesla does certainty have some strategy vertical integration and they are doing interesting things. They know that batteries is the competitive advantage and they are pushing that very hard.
The used car batteries seem likely to transition into stationary uses like grid power, where density matters less.
If you look at the videos of the Model Y breakdown you can see that they did a lot of stuff that is slightly more expansive but should improve lifetime.
They want to be able run these vehicles into the ground making profit for them, specially after coming of leases.