New EV Battery Materials Will Beget New Dilemmas On the anode side, BNEF expects technologies that lean on silicon, lithium and hard carbon to start entering the battery market this decade, and estimates they could displace 46% of graphite demand in 2035 compared to a scenario in which the market doesn’t shift away from graphite.
Silicon-based anode materials can have an impressive specific capacity up to 4,000 milliampere-hours per gram, over 10 times higher than natural and artificial graphite. Challenges associated with silicon, such as volumetric changes during cycling, are being addressed by reducing particle size and adding conductive materials and pre-lithiation treatments.
New EV Battery Materials Will Beget New Dilemmas - Bloomberg