The "Meh" Factor Of Lithium Titanate Batteries

So there's been a lot of chatter about @Gfilche's rumours that Apple plans to use a Toshiba lithium titanate battery in their electric vehicle, due out four years from five years ago, and now four years from today.

But what is it?
@LimitingThe gave a pretty good description, but in short, it's an old technology where instead of graphite+silicon, the anode is lithium titanate nanocrystals. These offer a very stable structure with a massive surface area for high power densities and great longevity.
They also, however, are not only very expensive, but are a fundamentally lower voltage chemistry - and lithium intercalation densities are not great either (you have a lot of titanium and oxygen relative to how much lithium you can intercalate).
To illustrate this, let's look at Toshiba's currently highest-energy-density SCiB cells: 96Wh/kg and 202Wh/l. By contrast, Tesla's 2170 cells (e.g., the last generation) are ~265Wh/kg and ~730Wh/l - a difference of 2,76x and 3,61x, respectively.
What's the appeal? Well, as mentioned, you can abuse the heck out of them. But that said, existing EV manufacturers have shown that with proper care, that's not an issue. So for titanates most people point to the fast charging.
(Indeed, the small formats can be charged *even faster* - although you make the cost and energy density problems even worse, which is why it's large format cells under discussion for the Apple EV)
But... let's say that they manage to bring costs way down. And nobody else correspondingly lowers costs. And other people's ranges remain roughly the same.

Inexperience thinks, "why not just make a vehicle while, yes, the range is short, but you get crazy charging speeds, huh?"
Let's double back to those energy density figures. For a given pack size, you can fill it with 3,61x as many Wh of Tesla 2170s (let alone Roadrunner). The titanates do 0-80% in 6 minutes, and the 2170s do 0-22% in 5 minutes.

22% * 3,61x = 80%. 2170s actually get range *faster*.
(In good conditions of course). The exact same thing applies to cycle life. 10k cycles to 10% degradation - cycle them 3,61 times as much per unit distance, and that's equivalent to 2,7k cycles on the 2170s.

And with the latter solution, you get 3,61x the range!
The reason that you don't see titanate cells in EVs everywhere, excepting a few low volume or concept EVs, isn't because they're new or nobody thought of it. It's because EV manufacturers with experience looked at what sort of stats you get out of them, and rejected them.
Could Apple and Toshiba have some great concept to improve them? Possibly.. but a lot of the limitations you're facing are just fundamental limits of the chemistry. You can certainly add improved cathodes and cell designs, but when it comes down to it, they're low voltage low Ah.
Apple has never made a vehicle before. And alongside lidar and their "monocell", they seem to be working building up a nice collection of marketing-buzz-friendly notions, like you'd use to sell a new consumer gadget.

But that does not an effective car programme make.
But I guess time will tell. I look forward to seeing the Apple car when it comes out in 2019.

I mean 2024. Or 2029. Whenever.

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More from @enn_nafnlaus

23 Nov
Time for another #BearyTale - "The Tale of The Demand Limitation"!
According to this tale, Tesla gave the game away when they started listing peak capacities in their earnings reports, which surely can be assumed to have near-zero downtime related to holidays, upgrades, supplier limitations, etc, and pretty please don't read the fine print.
Gee, then, I wonder what happens when we plot out the ratio of peak capacity to production as total capacity changes dramatically due to new lines and COVID closures.

(Averaging between EOQ rates and not counting GF3 Q3 '19, as it's listed as "preproduction" and was near-zero)
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22 Nov
A quick thread for the #ButNorway! bears: Let's just check your acceptance of a few basic facts here.

1) You do realize that Tesla's global sales have consistently grown corresponding to *new capacity growth*, right?
2) You do realize that this corresponds to *production limitation*, regardless of where they choose to allocate production (wait times) or what pricing they choose - right?

3) You do realize that a company exponentially shifts demand with linear adjustments in prices, right?
4) You do realize that the indicator of how much a company needs to boost demand, relative to their prod. capacity, is encapsulated in their auto margins, right?

5) You do realize that Tesla's margins are *growing*, and are now a huge >27% wo/credits, >22% w/credits - right?
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16 Nov
@momsbyof3 @seastar898 @Creeks2013 @oldcanadaseries Their backstory is crazy. Maye's father was a member of Technocracy, which Canada feared aimed to overthrow the government. He worked in tons of random jobs, incl. help establish chiropracty in Canada. He took his whole fam to SA and they lived like Indiana Jones, looking for a..
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@momsbyof3 @seastar898 @Creeks2013 @oldcanadaseries ... back out. She finally did divorce him, with three children from the marriage. The older two wanted nothing to do with Errol, but Errol's mother convinced a young Elon that his father would be lonely without him, so he chose to stay - which he quickly came to regret. Errol...
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Elon: <some journalists are only interested in innuendo, namecalling, and outright falsehoods about me; I'm done being nice to them>

@nickbilton : <writes article full of innuendo, name calling, and outright falsehoods, while damning Musk for not being nice to people like him>
The lack of self-awareness by @nickbilton is staggering.

Or maybe he literally is this blind to his extensive use of innuendo, name calling, and outright falsehoods? Nick, would it help if I held up a mirror to you and your work?
"vainglorious" - @elonmusk's Twitter feed is a *constant* stream of him pushing away praise of himself and heaping it on others. Here, less than 24 hours ago:




"villain" - Gee, why would Elon think negatively of you?
Read 21 tweets
11 Oct
Every now and then, the old lie, "Martin Eberhard founded Tesla, Elon Musk stole it from him!" crops up.

Facts matter, so let's break down the actual timeline.

'94: Musk does a summer internship developing advanced capacitors in hopes of being able to use them for EVs.
'94: AC Propulsion (Gage, Cocconi) release the first version of the AC-150 powertrain.

'94: Musk founds Zip2 along with Kimbal and Greg Kouri. Musk's investment was the PC.
Fall, '94: Musk moves to California to attend Stanford for postgraduate physics studies, but immediately drops out due to the internet boom and the rising success of his company Zip2.

'97: Gage starts tzero construction. Cocconi further develops the powertrain.
Read 33 tweets
9 Oct
Why does Marty keep insisting on destroying his own life? What's wrong with him? No, seriously, what medically is wrong with him?

Threats of violence the CEO of the company you're in a lawsuit with....? This goes beyond the phrase "not legally advisable"... Image
He's not just hurting himself. His TSLAQ hedge fund benefactors who saw him as some sort of weapon to use against Tesla are potentially going to pay the price for his actions. Image
Read 4 tweets

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