New Energy Vehicles (NEVs) in China

H

henrik

Senior Member
Registered Member
supersnoop said:
Quebec government sounding like state propaganda department
EVERYTHING IS FINE AND WILL BE GOING FORWARD ACCORDING TO PLAN
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No tech, no customers, what will they be building and for who?



The interesting thing is that LFP is winning from reasons that were missed by many. Companies were so concentrated on the chemistry, so the physical/mechanical/industrial side were totally overlooked.

SSB is still quite a ways away, so the Indonesian mines will still be useful.
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Canada should have partnered with CATL rather than Northvolt.
 
tankphobia

tankphobia

Senior Member
Registered Member
tphuang said:
I do have questions whether they can actually ship the # of vehicles that they to sell. However, Brazil factory should be operational next year. Which means they will be shipping knock down kits and won't require RoRo ships to their biggest oversea market.
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I feel like much of the raw materials can be sourced locally and is not some secret technology, other than the battery and some of the sensor/electronics, is shipping whole kits really necessary? BYD is huge on vertical intergration domestically and part of that should include local manufacturing of components for oversea factories. Is there other overseas BYD factory with available stats to compare domestic vs imported components?
 
tphuang

tphuang

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tankphobia said:
I feel like much of the raw materials can be sourced locally and is not some secret technology, other than the battery and some of the sensor/electronics, is shipping whole kits really necessary? BYD is huge on vertical intergration domestically and part of that should include local manufacturing of components for oversea factories. Is there other overseas BYD factory with available stats to compare domestic vs imported components?
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probably in the beginning. They are going to source more components locally as time goes on.
The real estate they got in Bahia is pretty big IIRC.
 
Wrought

Wrought

Junior Member
Registered Member
gelgoog said:
LFP batteries are getting close to the densities NCM batteries used to have. That is enough for most applications. I think it will be LFP on the low end and solid-state on the high end. NCM will be dead.

Even if it still had the highest density, which it won't, NCM is much more unsafe and that means I think it will be banned eventually.

China spent a lot of money getting those nickel and cobalt mining facilities in Indonesia, but it turns out they won't even be all that necessary in the long term.
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Nickel and cobalt have plenty of industrial uses other than batteries. It won't go to waste, though it might not be as profitable as they hoped for.
 
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