On the Catalyst with Shayle Kann podcast this week:
If there were a holy grail of electric vehicle batteries, it would be lightweight, long-range and fast-charging. It would last a million miles and cost less than anything produced today.
So in the booming EV market, what kind of battery will check all those boxes? Who will invent it? And do we really need all those features in one battery in the first place?
In this episode, Shayle talks to Sam Jaffe, vice president of battery storage solutions at E-Source. They trace the history of the two major competing lithium-ion chemistries: lithium iron (or ferrous) phosphate (LFP) and nickel manganese cobalt (NMC).
Sam and Shayle also discuss the factors that shaped this competition, including China, Tesla and access to capital. They discuss new partnerships between battery manufacturers and automakers, including LG and GM, Samsung SDI and Stellantis, and ACC and Mercedes.
Plus, they cover questions such as:
Who decides which chemistries to develop: automakers or battery manufacturers?
Will a small number of chemistries dominate, or will there be a rapid diversification in battery chemistries to meet different needs?
Is fast-charging a nice-to-have or need-to-have?
Plus, Sam explains why he is no longer bearish on vehicle-to-grid charging.
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