RE:RE:RE:RE:RE:RE:PUREVAP NANO News Release highlighted and interview I don't know, what I was getting at was how would they know they could do it unless they had a sample of someone's coating to try it with. In my mind they'd have to have a sample of the coating or at least the recipe just to run through modelling to know whether or not their process would damage it
Casavantsghost wrote: Welder.. what am I missing? Is there not a difference between the “Polymer” Tesla is using vs the “Carbon” HPQ is using?
Welderkev1 wrote: Where do you think the coating comes from? The coating would have to come from the customer in order for Hpq to tailor make that customer's product. So a few weeks after Elon musk announces they're going to coat their silicon Bernard announces they can do it for them in one step.
Casavantsghost wrote: I wonder how many people grasped the enormity of this press release and it’s revelation?
The issue with silicon as a component of the anode is expansion and cracking as that byproduct.
This coating and proper sizing of the sphere IN ONE STEP may have solved that.
It will be tested by one or all of HPQ’s NDA partners.
I’m more curious to know if Tesla is using HPQ’s powders and seemingly developed their own process to coat the nano powders with a “polymer”.. or are they developing nana powders themselves and coating?
If they are developing nano powders themselves.... then how? And is their process commercially scalable without tremendous capex as has been conveyed by Bernard to achieve.
Not that Tesla doesn’t have the money to do so but if in the end they can contract out supply to a company already positioned to ramp up to 3-5 tons a year by next summer as stated by Bernard on Agoracom yesterday, then why spend the whatever billions on brick and mortar.
A logical argument for them TO spend on the brick and mortar would be for they themselves to be a user AND supplier on a massive global scale as we transition to EV’s.
There is plenty of room for two players no doubt. It will be interesting to see which coated silicon coated particle (polymer vs carbon) performs better.