This could be the next gold mine for Tesla and other electric vehicles: OPINION
When people think about charging electric cars, the first thought that comes to mind is: “So you are going to put charging stations at gas stations. There will be long lines of people waiting to charge their cars, since it takes much longer to charge an electric car than to fill a car with gas. It will never work.”
The transition from internal combustion engine cars to electric vehicles is a bit like the transition our ancestors went through when society switched from horses to gasoline-powered cars. At first, people wondered how they would “feed” those cars , whether they would have decent roads to actually drive anywhere, and whether cars would be crashing into pedestrians and each other. The shift from horses to cars required a completely new paradigm.
Batteries lead the charge The engine in an EV, though it will incrementally improve over time, is less important than the battery, which is the most expensive single part of the vehicle and a highly complex one, too. The battery in an EV needs to be treated tenderly to maintain its charge and longevity. Your iPhone, for example, is optimized for duration of a charge but not for battery longevity. First of all, Apple AAPL, -2.
On the one hand, this strategy has a great appeal because if Tesla is able to produce a better battery at a lower cost, it could become a source of a competitive advantage. Today Tesla doesn’t fully control its destiny when it comes to batteries, so if BMW BMW, -1.89% decides to use Panasonic’s cells, Panasonic will gladly supply it. BMW would still have to develop its own battery management controller, though.
One of the biggest differences between the Tesla battery and the batteries used in other companies’ EVs is the metals they put in the cathode. Traditional car companies chose the NMC combination, while Tesla ended up making a less conservative choice of NCA . NCA offers long battery life, quick charging, and great performance. NMC, on the other hand, produces slightly less energy but is less volatile and withstands larger ranges and variations of temperature.
From the perspective of how much it will likely evolve over the next decade or two, EV battery technology is still in its infancy. As we transition from ICE cars to EVs, the value of the prize will explode; tens if not hundreds of billions of dollars will be poured into improving the battery. Tesla, for example, has already gone through three reformulations of its battery.
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