Kevin Shang
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kevingshang.bsky.social
Kevin Shang
@kevingshang.bsky.social
Batteries and energy storage. China’s energy transition.

https://kevingnshang.com
Good point! That is also why battery companies use high-Ni cathodes rather than LFP to work with Niobium based anodes.
December 5, 2024 at 11:54 PM
LFP/Gr are used in Chinese e-trucks. High power and fast charging of Niobium based anodes can help e-trucks. NCM/NTO claim similar VED to LFP but lower WED.
December 5, 2024 at 11:52 PM
Anode: Niobium-based anode materials can help electrifying heavy-duty applications, such as e-trucks. I also had a great discussion with the panel on battery swapping vs using Ni-based batteries. #battchat
December 5, 2024 at 12:07 AM
Cathode: Niobium is used in coating, doping and morphology and size controlling of different kinds of cathode materials, from
high #nickel, #manganese -rich to DRX. #battchat
December 5, 2024 at 12:01 AM
Seems so…
December 2, 2024 at 11:46 PM
I think for PBA the best data of cycle life should be less/around 4000. For LFP, it may not be as high as what many Chinese manufacturers claim, but now still higher than SIB.
November 28, 2024 at 5:22 PM
doubt the current 8000 cycles of PBA.
November 28, 2024 at 10:41 AM
Battery manufacturing is not easy that is why focus is so important. NV would like to become another CATL even bigger. In add to batteries mfg, NV investing in upstream/SSB/SIB/recycling/making cathode, developing energystorage. But CATL wasn't built in a day.
November 26, 2024 at 3:13 PM
Guess their yield rate is quite low.
November 26, 2024 at 3:11 PM
The EU can definitely require whatever they want but 1) Chinese companies can decide/whether are allowed to do this 2) how to define “technological knowhow” given battery manufacturing is super complex with a lot of details 3) battery technology is evolving fast
November 20, 2024 at 10:47 AM
Promote high-quality development and ease trade tensions.
November 19, 2024 at 2:13 PM
the first gen is PBA; the second gen is layered.
November 18, 2024 at 7:42 PM
Add me in please
November 16, 2024 at 6:55 PM