The other shoe has dropped on GM’s decision to take its only volume EV model out of production: a revised Bolt using the new Ultium battery is coming. General Motors CEO Mary Barra said this morning an updated Chevrolet Bolt EV will come to market “on an accelerated timeline,” with new Ultium battery cells replacing… Read more »
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Sayona Mining and Piedmont Lithium restart North American Lithium (NAL) project
Australia-based lithium producers Sayona Mining and Piedmont Lithium say they have successfully restarted production of commercial spodumene concentrate at their jointly owned NAL project in Quebec, Canada, at a cost of $80 million. The companies expect the project to be the only major source of new spodumene production in North America in the next two… Read more »
A closer look at graphite—its forms, functions and future in EV batteries
Q&A with Graphex CEO John DeMaio Reading the EV press, you might assume that lithium, cobalt and nickel are the stars of the battery show—they get a lot of coverage, as pundits debate the relative merits of NMC and LFP cathode chemistries and agonize over looming shortages. Meanwhile, over in the anode, there’s an unsung… Read more »
Adamas Intelligence says LFP cell deployment is up 237% in H1 2022
The latest biannual report on the global EV market from Adamas Intelligence highlights expanding EV sales, as well as the growing popularity of LFP battery chemistries, in the first half of 2022. In the first half of 2022, 6.23 million new passenger EVs were registered around the world—an increase of 42% compared to the same… Read more »
Cadillac’s ambitious move to an all-electric luxury brand by 2030
The car that once advertised itself as “The Standard of the World” will go all-electric. Can the US luxury brand reinvent itself for a modern era…and for China? Among cutting-edge automotive buyers—the glitterati of Los Angeles, the tech millionaires of Silicon Valley, the finance titans of Wall Street—only one Cadillac is widely recognized. It’s a… Read more »
The redesigned federal EV tax credit and other EV-related measures
Unpacking the Inflation Reduction Act The recent passage of the Inflation Reduction Act—a sweeping package of tax, health care and climate measures—was like the happy ending to one of those heartwarming “Save Christmas” stories. We may never know what Machiavellian machinations persuaded Senator Manchin to release Santa Claus, but the merry old elf is coming… Read more »
The EV raw materials crunch: How bad, how long, how to solve it?
This article originally appeared in Issue 60: April-June 2022 Subscribe now Every new technology must overcome a series of temporary constraints on its way to widespread adoption. Since modern EVs appeared a decade ago, they’ve motored past many of these bottlenecks, (or hurdles, or roadblocks—pick your preferred metaphor). Range has increased, access to charging infrastructure has expanded,… Read more »
A closer look at brushed AC motors in EVs
Everything old is new again: BMW’s fifth-generation eDrive features a wound-field synchronous AC motor Brushed DC (and AC/DC universal) motors are much maligned for a number of reasons, but one of the chief—if, perhaps, somewhat exaggerated—complaints is that the graphite brushes, and the segmented copper commutator they ride on, wear out over time, all the while producing… Read more »
Five companies produce almost all EV battery cells for the US market
Five companies (AESC, LG Chem, Panasonic, Samsung and SK Innovation) produced almost all the battery cells used in plug-in vehicles for the US market over the past decade. Total capacity produced was 75,933 MWh. Panasonic supplied 74% of all the cells, and a majority of these were installed in Tesla battery packs. A small percentage… Read more »
Lordstown announces battery supplier for Endurance pickup, plans to produce electric van in 2022
Lordstown Motors has released an update on its business plans that includes several bits of news. The Ohio-based EV builder confirmed that it has signed a multi-year battery supply agreement with LG Chem for the Endurance. The upcoming electric pickup will use 2170 cylindrical cells like the ones used in Tesla’s Model 3 and Model… Read more »
