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James Frith Profile picture
James Frith
@JamesTFrith
Investor @VoltaEnergyTech. Lithium battery expert. Tweets about prices, technology, supply chains and startups. Formerly @BloombergNEF. All views are my own.
Aug 27, 2021 • 8 tweets • 4 min read
Now that @elonmusk has confirmed @Tesla will be using #LFP in some US Model 3's the normal Q's around patents and licensing have arisen.

This is a thread on the 3 key patents and why #China can produce low cost LFP

#battchat

1/8 Patent 1 - The first LFP structural patent was filed by Nobel prize winner John Goodenough in 1996, granted in 2003 and expired in 2017.

The patent described the performance of the material and its use in batteries.

patents.google.com/patent/US65146…
Jul 8, 2021 • 8 tweets • 5 min read
Great to see the Korean Government supporting its battery manufacturers and industry by committing $35b

bloomberg.com/news/articles/…

The trend amongst governments (Europe, U.S., U.K., China, Japan, Korea) in approaching the battery development is similar.

Thread below

#battchat 1) Industry-University-Research Solidarity and Cooperation (from the Korean plan)

To stay ahead in the battery industry governments are recognizing the importance of investing in early stage research on next-gen tech, but more importantly having industry and academia collaborate
Apr 21, 2021 • 6 tweets • 3 min read
Last week @BloombergNEF published its first outlook for Solid-state adoption, featured in the @climate article bloom.bg/2Pal36L.

Here is a quick thread on some of the key points:

1/6 #battchat 1. We expect solid-state cells to be adopted in premium EVs first because they will be higher cost than liquid based cells.

2. We expect they could be cheaper by 2033, after this point adoption in non-premium segments accelerates.
Jan 13, 2021 • 7 tweets • 4 min read
Solid-state battery adoption will happen this decade, and cells could be cheaper than liquid based cells.

$85.6/kWh - Liquid based NMC (622)

$69.3/kWh - Solid electrolyte, NMC (622), lithium metal

$51.7/kWh - Solid electrolyte, next gen. cathode, Li metal

Thread
#battchat At the end of 2020, @BloombergNEF adapted its BattMan model to integrate solid-state cells.

At scale with developed supply chains, solid-state cells could be manufactured for 80% of the cost of liquid cells - with the same cathode.

When optimised they could be 40% cheaper...