Battery Cell Design Nightmare 2024

[vcor]

With the IRS rebates, it has tossed a hand grenade into the battery cell design equation. It was always hard to design an optimal battery, as you have to trade off charging time, longevity, reliability, manufacturability, and cost. Now you also have to consider where you are sourcing various components to have the cell qualify for the IRS rebate. So you may have to use less optimal chemicals or metals, that cause reduced charging times, or other less desirable effects. It's got to be a nightmare for the cell designers and I expect we will see many more cell variations as sources come online or are impossible to obtain in North America.

The plus for the Cybertuck AWD/Cyberbeast and a few other expensive models is cost eliminates the need to worry about the IRS rebate considerations for now. At the same time, I'm sure Tesla wants a standard cell design they can use in multiple products. At least Tesla is one of the fastest companies to adapt to changing requirements.

 

[ewoodrick]

Only the CyberBeast is ineligible for the tax credit. Both the AWD (assuming that you don't add anything) and RWD are.

I'm not as sure as you seem to be that the battery composition is that impacted by the IRS rebate. It's mostly battery manufacturing. And except for Tesla, most of the batteries are made overseas, hence the issue.

The biggest move toward different composition is sustainability of manufacturing. If a rare mineral in some remote country becomes unavailable, you really don't want that situation to occur. Tesla has moved to buy the entire chain, while other manufacturers are shelving plans for new factories.

 

[drtimhill]

With the IRS rebates, it has tossed a hand grenade into the battery cell design equation. It was always hard to design an optimal battery, as you have to trade off charging time, longevity, reliability, manufacturability, and cost. Now you also have to consider where you are sourcing various components to have the cell qualify for the IRS rebate. So you may have to use less optimal chemicals or metals, that cause reduced charging times, or other less desirable effects. It's got to be a nightmare for the cell designers and I expect we will see many more cell variations as sources come online or are impossible to obtain in North America.

The plus for the Cybertuck AWD/Cyberbeast and a few other expensive models is cost eliminates the need to worry about the IRS rebate considerations for now. At the same time, I'm sure Tesla wants a standard cell design they can use in multiple products. At least Tesla is one of the fastest companies to adapt to changing requirements.

Yeah I agree .. it's absurd that they did this .. how NOT to drive an industry forward!

 

[ItsNotAboutTheMoney]

Yeah I agree .. it's absurd that they did this .. how NOT to drive an industry forward!

Not absurd at all. Access to resources is a huge problem so it makes sense to focus help on companies who're using secure resources friendly and democratic nations.

There is an unfortunate problem that currently we're stuck between a rock and a hard place of wanting to decarbonize, but a lot of the associated resources and manufacturing are in or controlled by China. So we need take measures to support charge that breaks all dependency on China.

 

[drtimhill]

Not absurd at all. Access to resources is a huge problem so it makes sense to focus help on companies who're using secure resources friendly and democratic nations.

There is an unfortunate problem that currently we're stuck between a rock and a hard place of wanting to decarbonize, but a lot of the associated resources and manufacturing are in or controlled by China. So we need take measures to support charge that breaks all dependency on China.

Come now. The VAST majority of manufactured goods come from China these days, and I would hazard a guess that most of them are NOT made in carbon friendly ways. Targeting EV rare minerals is the proverbial drop in the ocean, and is FAR more related to domestic US politics than climate concerns.

 

[scottf200]

Not absurd at all. Access to resources is a huge problem so it makes sense to focus help on companies who're using secure resources friendly and democratic nations.

There is an unfortunate problem that currently we're stuck between a rock and a hard place of wanting to decarbonize, but a lot of the associated resources and manufacturing are in or controlled by China. So we need take measures to support charge that breaks all dependency on China.

Come now. The VAST majority of manufactured goods come from China these days, and I would hazard a guess that most of them are NOT made in carbon friendly ways. Targeting EV rare minerals is the proverbial drop in the ocean, and is FAR more related to domestic US politics than climate concerns.

(B)illions of dollars being invested locally since 2021 -- good for all those local economies and the USA in general.

Title: Inflation Reduction Act: Mapping the manufacturing law’s impact 1 year later

Inflation Reduction Act: Mapping the manufacturing law’s impact 1 year later

Spurring more than $86 billion in project investment, here are four takeaways on how the IRA has changed the industry and which states are benefiting most.

www.manufacturingdive.com