(After trading hours diversion from the stock hysteria )
So, any thoughts on what the technical issues with the 4680's are?
Energy density (volumetric): Ther's physically more space for more "jellyroll"... are they having to make the anode or cathode thicker? Are they the same thickness but not performing as well due to cathode efficiency? If either of these is the case, is t a byproduct of the fractured silicon anode? The dry cathode process is producing a subpar component?
Charging curve: Is solely this related to the lesser energy dense cells? Or is it a cooling issue due to the increased volume-to-surface area ratio? Or the thickness of the cell isn't allowing adequate heat to transfer out to the can/cooling ribbon?
Cost (how do we know what this is?): Is this a factor of lower production volume, or number that need scrapping because of production problems (as with the dry electrode process)?
If there's a place that this has been covered, any pointers welcome...
There was a media report recently that they do buy cathode material (IIRC) from a China supplier (was discussed here). That suggests they have problems with the DBE process for the cathode..