> Tesla will be saving $800 in LFP battery costs within 6 months and another $800 within about 18 months.
Do they have a model using LiFePOs now?
Do they have a model using LiFePOs now?
To the main parent, the runway for further EV drivetrain cost reductions is at least a decade more. The LFP and sodium ion production roadmaps have almost 200 wh/kg sodium ion and 230 wh/kg LFP on it, so that is reasonably a five year likelihood.
10-20 year is solid state, sulfur techs, and other chemistries poised to double or triple density of the cells.
The first curve shows the really low commercial vehicle demand on batteries. This will not be the case, commercial vehicles from busses to worksite vehicles to town delivery vans are going to goddamn explode in demand, once all the business owners realize the TCO of EV drivetrains is so low.
I've been pretty disappointed in electric companies, perhaps they are pricing in grid adaptation, but wind and solar should be relentlessly driving down the cost of electricity and something is up with that.
The dual headed dragon of economies of scale/density in batteries combined with the price drop in electricity for wind/solar is something that ICEs simply cannot win against.
Which is why I chuckle at every mainstream media article about EV sales fluctuations or anti-EV stories, or the inevitable "I can't charge because Apartment/Parking Garage/City". People, this is an economic tsunami coming, and it has already started. All those infrastructure problems will be solved.
The "I rent" is the most mystifying thing, indicative of local governments not getting ahead of this. What should be cheaper to wire up, a suburban development sprawled over 10 square miles, or 100 cars in a one block radius? Governments need to be incentivizing apartment charging pronto.