Tesla 4680 Battery Ramp
The Tesla 4680 production has been growting at 21% per month since product launch. By the end of 2023, the 4680 battery will start deliverying the increase in cell density and cycle time as promised in 2019.
The Tesla 4680 production has been growting at 21% per month since product launch. By the end of 2023, the 4680 battery will start deliverying the increase in cell density and cycle time as promised in 2019.
Concentrated solar CSP improvements are welcome, as many CSP plants were built 10 years ago but cheap solar panels have displaced CSP plants. Improvements are welcome.
Disruption to the car market is now inevitable with the rise of electric vehicles globally. An exponential increase in EV manufacture means few internal combustion engine cars after 2026
Improvements in battery chemistry and form factors is leading to a learning curve of 15% annually for energy density and price. Compare these new battery chemistries
The top 20 lithium ion battery manufacturers manufacture over 1TW of batteries annually and on a ramp up to produce over 3 TW per year – on the way to 250TW needed for total electrification of grid and transportation,
Electric Planes from Wright are progressing with their developement of a 150 person commercial jet flying routes of 450 km. With powerful 1MW electric motors, they now need 1,000 Wh/kg density batteries.
The graphene aluminium-ion batteries developed by GMG promises a radical improvement compared with the lihium batteries currently the workhorse for transportation and grid energy with 4 times more energy, long life, fast charging, non flamable and cheaper.
Ion air batteries for grid scale batteries target cost is $20KWh by 2030. Well funded, Form Energy is building a 12GW factory in Iowa, and has pilot and first plants under construction to be
The Inflation Reduction Act of 2022 has driven a huge investment in battery factories, hydrogen, wind and solar farms, battery storage and other emission reduction technologies.
Liquid Metals battery from Ambri are designed for grid operation. Modular in container sized units with 20 years or 5,000 cycles and no fall off in capacity
Wind is much cheaper than nuclear electricity in the UK and yet UK is considering small nuclear as well. Economic stupidity and unwillingness to face up to reality.
Robotics and large languge models (eg ChatGPT) from Korean researchers are good enough to fly airplanes. Still only in simulators – when will they really fly planes.
The IRA USA within 12 months has driven over 100GW of production capacity with announcments and operating factories. Along with China and India production pv panels are booming.
India is making investment to be the second largest solar panel PV manufacturer with a target of 110GW by 2026. Making progress with 38GW in March 2023.
Humanoid robots have a huge economic change. With costs of $15,00 and replacing humans at $50,000 per year, how will governents and society adapt to this trasformation.
Hydro has been the mainstay of renewable energy but droughts from climate change has reduced the energy produced by 250TWh – Spains electric demand.
Buses powered by Hydrogen are in the headlines – as the hydrogen industry try to muscle into the electric bus industry, With less than 0.1% of the global bus market – are they destined by by the BETA of tapes in 5 years?
Electric buses costs have fallen in price. Charging is easier and cities globally are replacing dirty stinking diesel buses with clean zero emissions battery EV buses at 30% CAGR
Germany introduced hydrogen FCEV trains from 2018 in Frankfurt and Saxony areas. LNVG as now gone to tender for over 100 all battery electric as hydrogen too expensive and H2 trains termed “misery trains”.
Heat pumps or air conditioners were invented in the early 1900’s and now are the most cost effective for heating and cooling. Replace gas heat systems with heat pumps reduces energy demand by 3 times.