Hi
@cosors ,
I steered the conversation off the beaten track over at BRN, so I'm moving my response here:
Looks like CATL have got the drop on us ...
20220521
https://www.takomabattery.com/catl-supplies-mercedes-benz-high-energy-density-battery/#:~:text=What is a silicon-based anode battery Silicon-based anode,higher energy density than comparable batteries currently available.
CATL supplies Mercedes-Benz high energy density battery
M
ercedes-Benz will use a new high-energy-density battery in its G-Class from 2025 that uses a silicon-based anode and has a 20-40 percent higher energy density than comparable batteries currently available. The market potential of silicon-based anodes has gradually opened up, and it has begun to appear in power tool batteries, High-end digital batteries, and power batteries.
According to reports, the battery is provided by CATL, and the anode material is from Sila Nanotechnologies (“Sila Nano”), a California-based startup founded by a former Tesla engineer.
https://www.takomabattery.com/catl-supplies-mercedes-benz-high-energy-density-battery/#:~:text=What is a silicon-based anode battery Silicon-based anode,higher energy density than comparable batteries currently available.
Mercedes-Benz transitions to full electric
On
July 22 last year, Mercedes-Benz held a strategic conference on the transformation from “electricity first” to “full electric”, and plans to achieve a full electric pattern by 2030.
Among them, in terms of battery technology route, Chief Technology Officer Sajjad Khan said that the next-generation power battery will adjust the chemical composition according to the needs of customers in different markets.
It will cooperate with battery material company SilaNano and other partners in anode technology, and increase the battery energy density to 900Wh/L through silicon-based anode technology; in the future, it will strengthen cooperation with partners to further promote high-silicon anode technology.
It now appears that SilaNano’s silicon-based anode technology has basically matured and is about to be commercialized, and Mercedes-Benz will also be equipped with power batteries using this technology.
https://group-media.mercedes-benz.c...production-site-in-Hungary.xhtml?oid=53887333
Mercedes-Benz expands battery supply partnership with CATL on its way towards going Electric-Only: New production site in Hungary
Aug 12, 2022
Stuttgart (Germany)
- Electrification ramp up accelerated: Contemporary Amperex Technology Co., Limited (CATL) plant marks the next milestone towards Mercedes-Benz’s goal of reaching production capacity of more than 200 Gigawatt hours at 8 global production sites by the end of decade
- European cells secured: Hungarian plant supports Mercedes-Benz local-for-local strategy through use of Hungary sourced CATL cells for electric vehicle production in Europe
- Partnership expanded: Mercedes-Benz and CATL join forces in Hungary with new battery-cell factory following alliance initiated in 2020. Mercedes-Benz will be the first partner to receive battery cells from the Hungarian plant with the largest initial order volume
- Sustainable production in line with Ambition 2039: CATL’s cell production in Hungary for next generation Mercedes-Benz models will be CO2 neutral, audited by third party companies
M
ercedes-Benz is taking another step to scale up development and production of next-generation high-performance battery cells and modules on its path to an all-electric future. The new CATL plant in Debrecen, Hungary will supply battery cells for European production sites in Germany and Hungary.
The new factory in Hungary expands a partnership between Mercedes-Benz and CATL which was first announced in August 2020 and marks the next milestone in a local-for-local purchasing strategy. Mercedes-Benz has chosen CATL, a global leader of new energy innovative technologies, to expand its global procurement of battery cells, as the world’s most valuable luxury automotive brand plans to build more than 200 Gigawatt Hours in battery capacity by the end of the decade.
The plant will provide battery cells for the next generation Mercedes-Benz models. The Stuttgart-based luxury car maker with the three-pointed star is thereby enforcing its "Electric Only" strategy with advanced, CO2 neutrally produced battery cells, modules and systems supplied by CATL. For the first time, the CO2 neutral battery cell production for the latest Mercedes-Benz models was audited and certified by third party companies DEKRA and SGS. In line with this strategy, the new CATL plant in Hungary will also produce battery cells for Mercedes-Benz CO2 neutrally.
“This new state-of-the art European CATL plant in Hungary is another milestone for the scale-up of our EV production together with our key partners,” said Markus Schäfer, Member of the Board of Management of Mercedes-Benz Group AG, CTO responsible for development and procurement,
“With CATL we have a technology-leader as our partner to provide us – as the first and biggest customer of the new plant’s initial capacity – with top-notch CO2 neutral battery cells for our next generation EVs in Europe, hence following our local-to-local approach in procurement. We’re proud to see our Ambition 2039 supported by CATL’s commitment to CO2 neutral production in Hungary.”
... although it's not clear where CATL will be sourcing it's graphite.
They are getting their silicon from Sila NanoTech in the US.
CATL have just deferred a decision on building a US gigafactory because of US local content requirements (something we were told by the Americans (free market fundamentalism)* was anathema back in the 80's when we had local manufacturing).
*Is it permissible to use "d!ckheads" and "economists" in the same sentence?