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The Battery Report 2022

​Co-authored By: Charlie Parker | Published on January 15, 2023

This report summarizes the most significant developments in the battery industry. Crowd-sourced from top industry and academia experts, this report seeks to provide a comprehensive and accessible overview of the latest battery research, policy, and business landscape.

- Industry: Commercial milestones in battery development and manufacturing
- Research: Academic breakthroughs in fundamental battery research
- Talent: Insights on talent growth and trends
- Policy: Government targets, incentives and regulations and their implications
- Predictions: Trends that are likely to happen in the next 12 months

Ultrasound Inspection Optimizes EV Battery Manufacturing

By: Charlie Parker | Published on November 16, 2022

- ​By collecting real-time ultrasound-based inspection data, manufacturers can implement responsive in-line corrective actions, saving time and reducing waste.

- Shorter production ramp time, lower scrap rates, and increased yield are attainable objectives through the use of better sensing technology, controls, and equipment.

The $25,000 Electric Vehicle: How OEMs Achieve Mass Market Success in the EU and USA

By: Charlie Parker | Published on June 1, 2022

- OEMs including Tesla have stated the need and plans for a $25,000 battery electric vehicle (BEV).

- A $25K BEV will need to match internal combustion engine (ICE) counterparts in features and performance while maintaining thin margins that rely on volume sales.

- Cell/pack cost reduction is the path forward with chemistry-agnostic manufacturing technologies​.

Powering the Drive to Zero: Unlocking Public and Private Capital for the UK Battery Sector

​Contributions By: Ratel Consulting | Published on May 10, 2022

- In its latest report, the CDRT looks at the opportunity to invest in the burgeoning global demand for EV batteries, which will underpin the future of road transport.

- The report finds that innovative financial solutions including de-risking mechanisms such as guarantees, along with supportive government policies, are essential to unlock the larger sums of capital needed to build battery supply chains.

- ​The CDRT report puts forward a series of solutions to overcome barriers that are holding back investment and is now working towards piloting and launching these demonstrator solutions.

Electrode Manufacturing: Comparative Analysis of Wet & Dry Production Technologies

By: Charlie Parker | Published on March 30, 2022

- Significant $/kWh cost reduction from material technology is becoming more difficult as we approach theoretical gravimetric density limits and cost floors of raw materials.

- Cost reduction technology will be led by electrode manufacturing which can account for about half of total manufacturing costs.

- The wet (solvent + drying) and dry (less/no solvent, less/no drying) electrode manufacturing technology segments will be compared for potential benefits and limitations in mass market applications​.

A Tale of Two Chemistries: Battery Manufacturer’s Strategies for Winning both NCx and LFP Markets

​By: Charlie Parker | Published on March 26, 2022

- By 2030, up to 84% of BEV sales may have non-NCx (eg. LFP) cells, a change from near 0% in EU and North American markets today. This shift is driven by the inherent advantages of LFP over NCx chemistries in terms of cost, safety, reliability, and ESG.

- The volumetric and gravimetric density for cost tradeoff has reached a point where the same envelope for cells can be used for different BEV segments. Announcements of unified BEV platforms having different chemistry options by Tesla, VW, and Stellantis for high-volume BEVs will create significant Non-NCx markets.

- ​This will incentivize cell manufacturers to offer both NCx and non-NCx products where they have traditionally preferred only one.

The Battery Report 2021

​Co-authored By: Charlie Parker | Published on January 8, 2022

This report captures the most interesting developments in the industry in 2021. It intends to serve as a comprehensive and accessible guide to battery research, industry, talent, policy, and predictions and foster conversations on the state of batteries and their trajectory for the future.

- Industry: Commercial milestones in battery development and manufacturing
- Research: Academic breakthroughs in fundamental battery research
- Talent: Insights on talent growth and trends
- Policy: Government targets, incentives and regulations and their implications
- Predictions: Trends that are likely to happen in the next 12 months

Road To Zero: Unlocking Public and Private Capital To Decarbonise Road Transport

​Contributions By: Ratel Consulting | Published on November 10, 2021

- The inaugural Coalition for the Decarbonisation of Road Transport (CDRT) report sets out the results of a focused review of the complex and wide-ranging barriers to realising road transport decarbonisation, building on existing research, international best practice, and extensive conversations with experts from across the road transport ecosystem.

- The report reveals an estimated £150bn of gross capital investment is needed by 2030 to finance the transition to zero emission vehicles for consumers, and enable UK-wide charging infrastructure, and suggests 18 potential solutions to catalyse that investment.

Thinking Outside of the Cell: How Battery Adjacent Technologies Can Catalyze Mass EV Adoption

​By: Charlie Parker | Published on November 7, 2021

- Battery Electric Vehicles (BEVs) are a growing but still niche segment in passenger vehicles because of unmet consumer demands for range, safety, and price.

- BEV OEMs are heavily invested in “Generation 4” battery technology to meet these demands, specifically solid-state batteries which may be a decade away from meaningful market penetration, and in the end may not be a panacea.

- Battery adjacent or ‘extra-cell technologies’ are available now or have shorter technology diffusion timelines that can produce results to meet consumer demands and propel mass market adoption for BEVs.

Gigascrap: The Path To Matching Li-ion Production & Recycling In Europe

​By: Charlie Parker | Published on March 27, 2021

- The European Union/European Economic Area (EU) proposed battery regulation seeks to create a closed-loop, cradle to cradle battery production ecosystem with mandatory, traceable recycling and recycled content in lithium-ion batteries.

- Production scrap from new EU factories will necessitate a rapid ramp-up in recycling capacity. A mix of incumbent recyclers and startups will deploy newly developed technology native to lithium-ion through acquisitions, licensing, and public financing.

- Second-life, early scrap age, total loss accidents, and “vestigial hybrids” will shift the majority of recycling feedstock away from OEM repair shops and towards “orphan” or “stranded’’ batteries. Point of collection diagnostic and processing which reduce hazardous shipping will provide solutions to expensive and complex logistics arising from an increasing number of collection points.

"Disruptive technology should be framed as a marketing challenge, not a technological one."
​
​- Clayton M. Christensen

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