Wow Andy T posts damning critique of LFP prospects in NA Andy Turudic (Technology Editor Electronic Design Magazine) really digs in deep against LFP prospects for NA for both mobile and stationary applications.
Andy:
For mobility, LFP sucks for weight and power delivery as compared to NMC. For stationary, it's too expensive as compared to other battery tech.
Which is why the massive price cut - it's the death rattle that the Chinese are renowned for in each pursuit of tech.
Steve LeVine:
Andy this is old information. The BNEF report actually forecasts that LFP dominates commercial EVs--big semi trucks, etc--as well as passenger vehicles. The latest LFP out of CATL fast charges a couple of hundred miles in 10 minutes.
Andy:
Dominates in places where corruption betters common sense. In America, every ounce of battery in a semi translates to a loss of operator revenue.
This is why Tesla Semi is not shipping. They can get, er, "truckloads" of LFP that nobody wants, though.
Fast charging is irrelevant to the discussion. Power delivery can't be fixed, nor can the energy density.
LFP is artificially cheap...because it's desperate.
Steve LeVine:
(Has not yet responded)
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