Lack of focus on one item at a time is a major cause for the failure of Western companies. China and Korea took years to master the process. Western companies can not do it over a night. Cell recycling is an area where Western companies should focus tpo have a lead as that area is still at nascent stage IMO. Then with mastering of the recycling process, Western companies can have a good lead over Asian companies.
Indeed, western companies can't do it overnight. They have to learn the process.
Regarding battery recycling, the Asian companies (Korean and Chinese) are also leading in the field. For a simple reason, they have cell scrap and some end of life batteries (especially in China) to recycle. They already have pyro and hydro plants to process black mass. The biggest battery recyclers are Chinese: Brunp (own by CATL) and GEM.
100% agreed. Most of new battery manufacturing including start-up and JV underestimated the difficulties of cell manufacturing. Series production is a start of real game of battery company. They will experience the critical quality issues and difficulties to achiving profitable yield and OEE.
Achieving 100% silicon for the anode is very challenging. The market is currently at 5-10% for a reason. Silicon expands and causes instability that jeopardize performance and lifespan. I believe that the product is not yet ready for mass market. It will take time.
Interesting summary; thanks from a new reader
Glad you found it interesting, Peter! Welcome, and thanks for reading!
Lack of focus on one item at a time is a major cause for the failure of Western companies. China and Korea took years to master the process. Western companies can not do it over a night. Cell recycling is an area where Western companies should focus tpo have a lead as that area is still at nascent stage IMO. Then with mastering of the recycling process, Western companies can have a good lead over Asian companies.
Indeed, western companies can't do it overnight. They have to learn the process.
Regarding battery recycling, the Asian companies (Korean and Chinese) are also leading in the field. For a simple reason, they have cell scrap and some end of life batteries (especially in China) to recycle. They already have pyro and hydro plants to process black mass. The biggest battery recyclers are Chinese: Brunp (own by CATL) and GEM.
100% agreed. Most of new battery manufacturing including start-up and JV underestimated the difficulties of cell manufacturing. Series production is a start of real game of battery company. They will experience the critical quality issues and difficulties to achiving profitable yield and OEE.
Exactly. That's the real game. Ramp up is critical. The level of scrap need to be low as possible (less than 10%).
What's your take on Enovix
Achieving 100% silicon for the anode is very challenging. The market is currently at 5-10% for a reason. Silicon expands and causes instability that jeopardize performance and lifespan. I believe that the product is not yet ready for mass market. It will take time.