You believe or you have proof?
No, no proof exist, at least not publicly available one. All parties involved are under NDA.
But hard fact - you can see price per kWh of commodity 18650 cells. That one is known (see first post).
Commodity cells use mostly LiCoO2. With LiNiMnCoO2 and to some degree LiNiCoAlO2 chemistries are on the raise.
We know for a fact that there is nothing wrong with cobalt oxide for automotive use, Tesla Roadster was using it and Roadster doing better then Leaf. And with an introduction of Model S it looks like TM think that there is nothing wrong with NCA chemistry too. So two out of three chemistries popular on electronic market are already proven to be ok for EVs.
So what is commodity cell and how it is different form automotive? Most expensive part, cathode material is virtually the same(particle size range, additives, some process tweaks still apply, but do not add to cost too much). That mean that cells produced for auto manufacturers benefit from same market trends that affect commodity li-ion cells. And anode is virtually identical for almost all cells mass produced now. Electrolyte formulations on the other hand could be very different, and greatly affect cells performance and longevity. My guess would be that automotive cells use more expensive formulations, in attempt to prolong calendar and cycle life of the cells. And there are such things as separator, case and packing/testing equipment.
Other factors that affect price is prolonged warranty, liabilities, need for more strict QC etc. They sure add to price per kWh. Plus some parts of the processes that auto producers might want to use covered by patents and thus are adding some extra fees on top.
But bottom line, if you take all of the above into account (excuse my English), the price auto-producer pay for a cell should not be even 30% higher then bottom price on commodity market. If automaker pays 2x, aka $240 per kWh, he is doing something wrong. Reason for that - auto industry have a huge leverage in terms of purchase power. Automakers could dictate terms and demand better prices. But that by itself is double edge sword, the shear amount of orders rule out majority of cell producers out there, they are too small to deal with. And even big battery producers most likely would need to expand, build new plants, expand existing ones...
Plus I specifically made a remark of 2012 contracts, it take years to expand battery production and supply chain. So cars like Volt might or might not benefit from lower 2012 prices. And sure enough I'm talking about chemistries popular on commodity market for electronics. If automaker would choose different chemistry, he would be stuck with less competitive supply chain and above calculations would not apply. Or if he simply do not care - like in case of compliance cars. But possibility of getting +-$150 per kWh is there.
I don't think
"I believe" is a proper wording. More like
"I think" or
"my educated guess would be" :smile: But no, no proof.