chickensevil
Active Member
This, this is why even Tesla wants real competition. Because it means the demise of ICE sooner and more people will be willing to jump to EVs.
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Gigafactory Financial Modeling
- Thread starter jhm
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This, this is why even Tesla wants real competition. Because it means the demise of ICE sooner and more people will be willing to jump to EVs.
I didn't want to go too off topic with discussion on LG. But since it seems to be dominating the thread I'll contribute my 2 cents.
Realistically speaking, there is reason to believe the NMC is cheaper than NCA. With multiple sources pointing to this:
https://www.eiseverywhere.com/file_uploads/eb9b04cd75ee9da4619308dfffd78760_O-8.01RenardFabrice.pdf
Can the world Quartz
So effectively, while NCA is currently at $60 per kwh, NMC can be as low as $45 per kwh in material costs.
It also shows that NMC and NCA are capable of reaching about 558wh/kg which would be double the energy density of even current Tesla batteries by weight.
Though some reports point higher theoretical maximums:
http://www.springer.com/cda/content/document/cda_downloaddocument/9781461457909-c1.pdf?SGWID=0-0-45-1364122-p174671190
NCA: 680 - 760wh/kg
NMC: 610 - 650wh/kg
I do think Tesla's advantage will be in the economies of scale. Though considering that NMC seems to have failed to work with silicon anode could probably play against it. Other advantages of NCA is longer battery life which might play a role in not only resale value but also allow Tesla to make more money back when they reuse the older cells as grid storage.
Realistically speaking, there is reason to believe the NMC is cheaper than NCA. With multiple sources pointing to this:
https://www.eiseverywhere.com/file_uploads/eb9b04cd75ee9da4619308dfffd78760_O-8.01RenardFabrice.pdf
Can the world Quartz
So effectively, while NCA is currently at $60 per kwh, NMC can be as low as $45 per kwh in material costs.
It also shows that NMC and NCA are capable of reaching about 558wh/kg which would be double the energy density of even current Tesla batteries by weight.
Though some reports point higher theoretical maximums:
http://www.springer.com/cda/content/document/cda_downloaddocument/9781461457909-c1.pdf?SGWID=0-0-45-1364122-p174671190
NCA: 680 - 760wh/kg
NMC: 610 - 650wh/kg
I do think Tesla's advantage will be in the economies of scale. Though considering that NMC seems to have failed to work with silicon anode could probably play against it. Other advantages of NCA is longer battery life which might play a role in not only resale value but also allow Tesla to make more money back when they reuse the older cells as grid storage.
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