Battery Day and the North American Lithium-ion Supply Chain
Jim Greenberger2020-09-25T16:36:57-04:00Tesla’s Battery Day on September 22 did not disappoint. Whether you came away encouraged (as did many EV enthusiasts) or disappointed (as did the stock market), Elon and the gang provided ample content for the advanced battery community to dissect and debate for the next six months. For me, the most noteworthy content was not the technical detail of where Tesla is going with its battery technology. The move to tabless 4860 cells, more silicon, less cobalt, away from solid state technology (apparently), and the road map to a 56% reduction in battery costs were all very interesting topics, if not [...]