I have searched this thread for the term "Maxwell". I did not come up with any posts, so here's one that speaks to the long term fundamentals of Tesla. The acquisition of Maxwell Technologies by Tesla has been a masterstroke, a coup they have undertaken right from under the noses of "big auto". I attach a paper on the Maxwell technology that says to me:
1. These dry batteries will be easier (read cheaper and faster) to make. I read from various sources the cost estimates are c. 15-20% saving.
2. The nanotechnology batteries have few/no "inert fillers" in the electrolyte matrix, meaning lighter weight, more charge/discharge efficiency and longer life.
3. This also means higher energy density from reported 248w/kg (present tesla battery tech) to minimum 300 w/kg (20% improvement) already, and potential for up to 500w/kg (100% improvement).
4. The technology seems ready to apply, meaning Tesla will soon theoretically be able to save c. 200 lb in a 75 kw/h battery (from 1050 lb to 850 lb for a model 3 long range) at 300 w/kg, and then in the future up to 470 lb saving at 500w/kg (from 1050 lb to 580 lb). Alternatively, assuming Tesla is happy with the weight of their cars, by keeping battery size what it is today, Maxwell technology would allow a Tesla Model 3 long range to go from 325 miles to a charge to around 390 miles to a charge, and a Tesla Model S from 370 miles to 440 miles per charge from the same sized battery at 300w/kg, and 650 miles (Tesla Model 3 long range) and 740 miles (Tesla Model S) at 500 w/kg (surely by then they would be reducing the battery size/weight to save costs).
These together suggest the Maxwell acquisition is the final incremental step required to unlock EVs to become even more practical and profitable - the last step required to make them the worlds most cost effective method of transport - period. And Tesla now has that key and a 3 year minimum lead in the artificial intelligence race. No one in the media has appeared to have picked up on this yet - it is surely a news conspiracy against Tesla and Musk.
As an aside, when you look up the papers in the references in the attached file, it becomes evident that researchers at the Institute of Engineering Thermodynamics, German Aerospace Center (Germany) and Universities in Missouri /Worcester and Kentucky independently discovered and verified the advantages of the Maxwell manufacturing technique, but it looks like Maxwell tech (which they developed for ultracapacitors) was also claimed for making batteries during their patenting process, so it looks like Maxwell claimed their patent rights, gathered up all of the technology in the field from Germany and elsewhere, and sold it to Tesla. Sounds like the Americans stole the key technology out from under the noses of the Nazis again......!
The modern Germans, except for some fringers, are about the most vehemently anti-Nazi people on Earth. But other than that nit, I agree with you.
I think the refresh Model S/X coming later this year will probably incorporate the Maxwell tech. The Model S refresh thread has someone who claims to be getting information from an insider in Tesla's engineering department. The guy has a fairly good track record with predictions. The latest rumor is the refresh battery pack will be about 350 pounds lighter than the current pack, which is in line with the Maxwell tech's contribution. The claim is also for more than 400 miles range for the flagship S and just shy of 400 for the X.
I think they plan to put a bit fewer cells in the new pack combined with a small, auxiliary supercapacitor bank. A small supercapacitor bank can make regen braking more efficient. Especially when cold, and when starting and stopping a lot. The regen can capture more energy at a faster rate than batteries can. It might be able to make supercharging just a tad faster by delaying taper a little bit. The Performance models can use it as a booster during launches too.
That would account for the range only going to around 400 from the current 370.
Solid state or dry electrode batteries have been what the car industry has been waiting for. I think that was one reason the car industry has been dragging its feet about going all in on li-ion batteries. Li-ion batteries are complicated and expensive to make. They require many steps to manufacture and small errors can ruin a cell, or even a whole batch. Tesla pushed the curve as far as it would go to make li-ion batteries as cheap as possible, but they are still pretty pricey.
In response to a Q&A with Elon and JB Straubel several years ago about all the announcements of battery breakthroughs, Elon said that Tesla was at or near the cutting edge all the time and were constantly investigating any new battery breakthrough. He was confident they would be on to a new breakthrough before anyone. With the Maxwell buyout, it looks like he was right. Maxwell had stumbled upon some key technologies, but didn't have the means to mass produce them.
As for what comes next. If we are going to drastically reduce fossil fuel use to a minor component of the energy picture, there is much further to go. Current worldwide production of passenger cars and light trucks is around 100 million. And there are over 1 billion cars in the world. Right now worldwide EV production is about 2 million a year and that is battery supply constrained. Battery production needs to increase 50X over current levels to be able to fully electrify the auto industry. That's 50 GigaFactories or equivalent.
The US military is the single largest user of fossil fuels in the world. The carriers and subs are nuclear, but the rest of the Navy runs on bunker sea fuel oil or diesel. The Abrams tank gets 8 gallons to the mile for fuel. An F-15 can burn more fuel in an hour than it would take to drive across the US in a typical ICE car.
A lot of support vehicles, like ones bound to a base, can be electrified. But for most of the military, there are currently no alternatives. Ships consume massive amounts of fossil fuels to cross oceans. This can be supplemented some with computer controlled sails but it would mean the ships travel a lot slower. There are some possibilities for new fuels, but they are all in the experimental stages at best.
Aircraft are an even more difficult nut to crack. Right now the best battery tech is 1/30 as energy dense as jet fuel. And jet fuel has the advantage that as you use it up the plane gets lighter which means your energy consumption at the end of a long flight is lower than at the start. Also I can't think of any way to make an electric jet engine. An electric prop engine is easy, but prop planes are limited to around 500 mph and the fastest turboprop passenger plane has a cruising speed of about 330 knotts, whereas jet liners cruise over 600 mph all the time. Propellers lose thrust as the plane goes faster, so you get into diminishing returns with a prop plane.
There are short range experimental electric planes, but long haul electric planes are a long ways off.
There are plenty of technologies to do, but Tesla will reach a point where the innovating is going to slow down. It's inevitable. Tesla wowed the world because Elon was able to see some low hanging fruit nobody else did. He did the same thing with SpaceX. With SpaceX he realized that the rocket technology in use was all 1960s tech and nobody had innovated since Apollo anywhere in the world.
Tesla has already plucked most of the low hanging fruit and everything left is much more difficult to get. There are tech advances coming, but they might not be Tesla or they might come slower. Tesla also needs to mass produce what they've got. Scaling up has a lot of challenges too. Once the Model 3 and Y are in stable production, there are other cars and light trucks to put on the market. Tesla could just stay focused in the markets they have targeted and continue to innovate there and they will continue to have an impact.