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Gerry Langeler's avatar

Hi Ed,

Fabulous technology explanation, but with one glaring omission.

At the very end, you mention GDI and Nexeon (fine firms and worthy of mention). But you bypassed the leader in silicon anode production and commercial traction, Group14 Technologies and their product SCC55.

In September, they commissioned the first EV-scale plant in the world for this stuff in Korea (JV with SK) at 2,000 metric tons/yr., 10 GWh. https://www.prnewswire.com/news-releases/group14-delivers-its-advanced-silicon-battery-material-to-over-100-customers-worldwide-from-an-ev-scale-factory-302249774.html

They are tracking to bring two more same-size plants live in Moses Lake, WA in 2025. https://www.youtube.com/watch?v=9RlH5-_P29A

And your worry about "swelling" has been solved.

Battery companies using SCC55 are showing cycle life above 1,000 while retaining 80% or better capacity.

Molicel is at 1,400 with their P50B https://www.molicel.com/inr-21700-p50b/ It can already be found lifting heavy loads in the North Sea. https://flyingbasket.com/blog/news-1/skylift-delivered-over-5-tons-of-wind-turbine-equipment-offshore-using-flyingbasket-heavy-lift-drones-25. And if you have 800,000 Euros to spare, how about the fastest car in the world? https://www.youtube.com/watch?v=WB3AHI40BFE

Sionic just announced their 100% silicon anode battery with 1,200 cycles. https://spectrum.ieee.org/silicon-anode-battery-2670396855

InoBat also is now visible with their high performance battery: https://www.inobat.eu/newsroom/tests-confirm-inobats-31ah-battery-offers-a-groundbreaking-solution-for-the-high-performance-mobility-markets/

And the two big dominos in consumer electronics may be close to falling via TDK's announcement, as well: https://www.firstpost.com/tech/iphone-battery-supplier-tdk-rolls-out-new-silicon-anode-batteries-to-keep-up-with-ai-devices-evs-13850273.html

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mela's avatar

Thanks for explaining this well enough for a chemistry-challenged person to see it clearly. (And to enjoy it all the way to the end of the article.) You're literally enlarging my known world.

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