The holidays are expensive. You're paying for gifts, travel, decorations, food, and before you know it, you've blown way past what you were planning to spend. Don't start to new your off with bad money vibes. Download rocket money to stay on top of your finances. The app pulls your income, expenses, and upcoming charges into one place, so you can get the clearest picture of your money. It shows how much to set aside for bills and how much is safe to spend for the month, so you can spend with confidence. No guesswork needed.
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Welcome back to the podcast. Welcome to a bonus show. It seems like we can't go a day without a news outlet
claiming the next EV battery will have magical technology with unbelievable range and almost
instant charging. I see it all the time. And it's hard to filter out the realistic innovations from all the noise.
So I set out over the weekend to update myself on the current state of emerging battery technologies.
And, well, it ended up as a nice little podcast script so that can be today's bonus show for you.
The global EV battery landscape this year is dominated by lithium-ion technology,
which has achieved unprecedented scale, cost reductions and manufacturing concentration
that will define the industry for the short to medium term.
As the foundation for the modern EV, these batteries have reached a critical inflection point
where mass market adoption accelerates and new technologies are beckoning all the time, though.
A reminder, our bonus shows are exclusively for our Patreon supporters.
For the first seven days, only Patreon insiders get early access.
Their name on the list of legends, if you're an exec producer or above,
and the power to shape future shows.
If being in the know and recognized as a supporter sounds like you,
check out the Patreon pages, and I'm not asking you for money that you haven't got.
Or if you don't want to support the show, that's fine. Listen to the free feed.
You've got some ads in there. But after seven days, all the shows go in there.
So we don't put things behind paywalls. I hate that idea.
It's just a little bit of a weight, but these shows are never the really urgent, timely breaking news ones.
So hopefully that's okay too.
But a nice bonus for our incredible people on Patreon that pay my wages.
So where are we today? Lithium-ion batteries maintain complete dominance in the EV market.
With global production capacity reaching around three and a half thousand gigawatt hours in 2024.
But that was up from 2000 only the year before.
This rapid scaling has allowed the average battery pack costs to plummet.
To around $115 per kilowatt hour, as of 2024 data,
representing a 20% decline in a single year.
And marking the steepest price reduction in seven years.
Goldman Sachs Research projects costs that will fall further.
To $80 per kilowatt hour by 2026, approaching the critical threshold for unsubsidized cost parity,
where EVs and gasoline vehicles cost exactly the same.
In China, with some batteries, they talk about in terms of $50 per kilowatt hour.
And so that's significantly lower than what you will notice I've just mentioned.
That is the latest industry consensus though.
The Chinese will talk about their batteries in very low cost terms.
And that's probably true.
But I have to go with those big research organizations that put out their annual reports.
Now, they also tend to base it on the cost at pack level, not cell level.
So not the cost to make an individual little itzy bitzy cell.
However, they look at the cost of the battery pack,
which will include all of the ancillary and associated components.
The housing inverters and everything else that you might need to make a battery pack work.
So that's why that low figure of $50 per kilowatt hour versus
maybe our Goldman Sachs Research say, which is 80 by next year.
There's probably a discrepancy there, but that can all be explained away.
The current battery technology has reduced in price by 97% since 1991.
And really all the big advantage of the big gains have come with us 15 years or so.
And it's one of the most remarkable industrial transformations since the industrial revolution.
At least in modern history as well, nothing has changed the way that we live and work
than the lithium-ion battery and how it's got so cheap.
This achievement stems from rights law effects, where each doubling of cumulative production capacity,
historically reduced costs by around 19%.
Today's lithium-ion batteries deliver energy densities of between 200 and 300 watt hours per
kilogram while maintaining cycle lives up to 3,000 cycles, making them suitable for both
premium performance applications and mass market vehicles.
So what are the dominant chemistries of today?
Where are we in 2025? Well, two battery chemistries currently defy in the EV market,
each serving distinct segments with complementary strengths.
Nickel-manganese cobalt and some variations of that NMC hold about 50-55% of the global
market share, maintaining its position as the premium choice for long range and high performance.
These batteries achieve energy densities of 250-300 watt hours per kilogram,
enabling vehicles with ranges of well over 400 miles and supporting rapid charging.
Lithium-ion phosphate LFP chemistry has experienced remarkable growth,
capturing 37-40% of the global market so far this year, up from 25% only three years ago.
However, it's around 80% of the Chinese new car EV market in recent months.
This reflects LFP's compelling advantages in lower cost-high safety and durability as well.
LFP systems typically cost 30% less than the NMC equivalents and deliver superior thermal
stability and cycle life up to 4,000 cycles. This chemistry lowers the energy density though to
maybe 160-171 watt hours per kilogram, but a lot of work has gone in over the last few years,
again, particularly in China, to lithium-ion phosphate technology and its improving all the time,
by the way. And so, with CELTA-PAC technologies, the acceptance of it in mass-market vehicles,
where the lower cost of the vehicle easily outweighs a quicker north to 60-time,
this technology is really catching on. Nickel cobalt aluminium NCA batteries occupy a smaller
bit of the market by 15% or so of the market, but it's very important. Mostly North America,
Tesla's influence as well with their premium applications requiring very high energy density.
NCA is around 260-300 watt hours per kilogram at higher costs, though, with more complex thermal
management needs. China is a huge part of the entire story today. China's control over the global
battery supply chain has reached extraordinary levels, with Chinese manufacturers making 85% of
lithium-ion cells and controlling over 90% of the mineral processing. The country's production
capacity surged 45% in 2023 alone, and the first half of this year output is now 300 gigawatt
hours, a 47% increase on the same time over the year. China can make far more batteries at the moment
than the world even needs, and that's driving down the cost again. Represents sufficient capacity
to supply anything that we need. It's why new entrants can come into the EV market,
and, surprisingly, unlike a few years ago, find themselves with the battery supply contract.
CATL and BYD form a duopoly controlling 67% of the global market. A combined 200 gigawatt hours
of production exceeding the total output of all other nations. CATL leads with advanced technologies
like their CTP-Celter Pack 3 technology, boosting energy density by 15%, if you can get rid of all
of the stuff around a battery pack, make the cells sit closer together, and pack them more densely
than you get more energy density out of the same space. BYD's blade batteries, quite famous
actually, because it's a good marketing term, but it features improved LFP chemistry. That's 70%
of Chinese EV installations. Six Chinese companies account for well over two thirds of the global market
share. There's some remarkable progress happening, but there are some challenges. Cobalt in some batteries
is dependent on some places where there's ethical and strategic concerns about where that comes
from, and so that has accelerated the development of reduced cobalt and cobalt-free chemistries.
Also, the lithium price volatility fluctuations up to, well, between $15,000 and $35,000 per
ton throughout the last year, 18 months, I saw complicates really difficult cost forecasting,
and it's intensified interest in alternative chemistries like, well, the ones we'll get on to
in a moment. I've picked my favorite five. Geopolitical tensions have prompted massive investments in
supply chain diversification as well, the EU, US and Australia, all investing towards domestic
battery, material processing, and manufacturing. The current state reveals an industry that is
maturing, but also pivotal. Remarkable cost reductions and remarkable improvements.
The combustion engine's been around 100 plus years, and that technology gets better and more
slowly. You and I talk about electric vehicles every day, and the speed of being able to
make that technology better is so much faster than combustion technology that all of the excitement
really is around electric vehicles. So what are the ones that are showing promise then?
Number one, solid state batteries. Solid state batteries represent one of the most significant
advances in battery technology. It replaces the liquid or gel electrolytes found in conventional
lithium ion batteries with solid electrolytes. They will typically be made of ceramics or glass
or solid polymers, a fundamental change that promises to address safety, energy density,
and longevity. The advantages of solid state batteries are compelling for EV applications. They
offer dramatically improved safety profiles because the solid electrolytes are non-flammable,
eliminating the risk of a thermal runaway event. That's what can cause a fire in a liquid
electrolyte battery. Energy density improvements are substantial. Manufacturers talk,
unfortunately in terms of range on a single charge, and you know how that frustrates me because
well, I could build a 700 mile EV today in my garage. Give me enough batteries, and I'll make
it happen. So when manufacturers like Samsung talk about 750 miles on a charge, that's kind of
pointless because we need to know, yeah, but what's the size of the battery? If you're doing 750
miles on an 80 kilowatt hour pack, well now you've got my interest. Charging speeds could be
revolutionary, with some designs promising full charges in under 10 minutes. But again, charge
times depend on battery size, and there's so many variables. But hey, you tell me the average
family car, the average, what's that 7080 kilowatt hours for a family car or SUV? It's going to
do 750 miles, it's going to recharge in 10 minutes. You know, you put it in terms like that,
now I'm super interested. The solid electrolyte acts as a separator between the anode and the cathode,
preventing dengerite formation that causes traditional battery degradation, and that would extend
battery life. These solid state batteries, well we don't know how long they're last, some saying
over 20 years. Despite their promise, solid state batteries face significant hurdles that explain
why they're still in development. The primary challenge is complexity and cost. Solid electrolytes
require specialized production processes and expensive materials, making them significantly
more expensive than lithium ion alternatives for today. Ionic connectivity at room temperature
is generally lower than with liquid electrolytes, that impacts charging rates and power output.
Interface stability between the solid electrolyte and the electrodes is problematic with poor
contact creating high resistance and performance degradation during charge-discharge cycles.
The brittleness of ceramic electrolytes could be a durability concern. Vibrations and mechanical
stress could cause cracks or failure. Manufacturing scalability is a barrier requiring defect-free thin
electrolyte layers and precise electrode contact, which means advanced facilities, dryroom
environments, and it's all been worked on, but it's not ready yet. But why they're promising for
EVs? Solid state batteries are highly likely to succeed in EVs because major automakers are
investing heavily in the technology, and they're clearly communicating timelines. Stellantis,
on their parts, say they plan to debut, a solid state vehicle, sometime in 2026, we think the
Dodge Charger could have this early technology. It directly addresses the most critical of EV
limitations as well. If you ask anybody and we talk about these surveys semi-regularly on the
main EV news daily podcast, you ask newcomers, different age groups, people who are going for their
first or EV. What holds you back? And people say range anxiety, which is not a thing, by the way,
I mean you get petrol anxiety, so I just prefer the word range. Charging time and safety concerns,
their ability to work with lithium metal anodes enables the high energy densities needed for long
ranges. Safety profile is fantastic. Manufacturing challenges are significant, but can be overcome,
companies like QuantumScape and Factorial Energy are doing really demonstrating progress by putting
those batteries into test cars now and getting them on the road and getting some miles under their
belt. Number two, silicon anode lithium ion batteries. Well, silicon anode technology represents
an evolutionary improvement in conventional lithium ion batteries, replacing the graphite anode
with silicon-based materials that can store significantly more lithium ions. This modification
promises to substantially increase energy density and maintain the proven chemistry and safety
profile of lithium ion batteries. The primary advantage of silicon anodes is exceptional energy
storage capacity silicon can theoretically store 10 times more lithium ions per unit of weight than
graphite, with practical implementations up to 40% in energy density over conventional batteries.
This translates directly to longer driving ranges, but with no more weight or size. Or make the
battery smaller and more lightweight for the same range. Silicon is abundant and inexpensive,
potentially reducing battery costs as the tech matures. Some manufacturers have achieved
energy densities of 351 hours per kilogram using composite anodes, showing that the technologies
commercially viable. Also, factories around the world have been built to make cells of one type.
It's crucial that if a new technology comes along, you haven't got to build new factories
or replace all the equipment inside your existing factories. So work can be done on the lines
you've already built. That's really important, by the way. The fundamental challenge, though,
with silicon anodes, is massive volume expansion. Silicon can swell up to 300% during lithium
absorption compared to 13% for graphite. And this expansion creates a cascade of problems,
including mechanical electrode fracture, particle disconnection from the current collectors,
and continuous breakdown of the solid electrolyte interface, which consumes lithium and degrades
capacity. The volume change is also caused particle like pulverization, where the silicon itself
breaks down into smaller pieces. And when that happens, you lose electrical contact. These issues
result in shorter life cycle compared to graphite anodes limiting the practical lifespan.
Silicon anodes are highly promising, though, for EVs, because of the performance improvements
whilst building on the current lithium ion technology, companies are incorporating a little bit
of silicon into their anodes at the moment, a clear path to gradually adding a bit more,
the energy density improvements, address range anxiety, and while maintaining the safety and
reliability characteristics that have made the current technology. So widely adopted.
Recent advances in composite materials with specialized binders, and what they call
nano-structured silicon designs, are managing the expansion problems with some manufacturers targeting
commercial deployment in 2030 in their EVs. Number three, oh hey, let's take a break. And I'll
be back in a moment and we will talk sodium ion batteries and a couple more as well. Stick around
back in a moment. The holidays are expensive. You're paying for gifts, travel, decorations, food,
and before you know it, you've blown way past what you were planning to spend. Don't start the
new year off with bad money vibes. Download rocket money to stay on top of your finances.
The app pulls your income, expenses, and upcoming charges into one place, so you can get the
clearest picture of your money. It shows how much to set aside for bills and how much is safe to
spend for the month, so you can spend with confidence. No guesswork needed. Get alerts before
bills hit, track budgets, and see every subscription you're paying for. Rocket money also
finds extra ways to save you money by canceling subscriptions you're not using,
and negotiating lower bills for you. On average, rocket money users can save up to $740
a year when using all the app's premium features. Start the year off right by taking control of your
finances. Go to rocketmoney.com slash cancel to get started. That's rocketmoney.com slash cancel.
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All right, welcome back. Now our third exciting technology on the horizon is sodium ion batteries
using sodium rather than lithium as the primary ion for energy storage, offering a potentially
more sustainable and cost effective alternative. While sodium ion chemistry has been around for decades,
by the way, it's only the recent advances in cathode materials and electrolyte formulations
that have brought the technology closer to being commercially viable to stick in the cars that you
and I drive. The most significant advantage of sodium ion batteries is cost effectiveness,
driven by sodium's exceptional abundance. It's the sixth most abundant element on earth
and widely available in oceans and salt deposits. This abundance could reduce battery costs
by 30% compared to lithium ion systems. Sodium ion batteries offer improved safety,
better thermal stability, no thermal runaway. They perform exceptionally well in cold temperatures,
maintaining stable electrochemical performance. Even when lithium ion batteries start to struggle,
very suitable for cold climates and environmental benefits, with reduced mining impacts.
Since sodium extraction has a smaller ecological footprint than lithium mining as well.
Also eliminating dependence on cobalt and nickel, a huge deal. The primary limitation of
sodium ion batteries is that they're not ready for prime time on energy density. Typically 100 to
150 watt hours per kilogram. This lower density means heavier bulkier batteries for the same range,
which limits the vehicle because of weight. Cycle life generally falls short as lithium
lithium ion performance with current sodium ion batteries experiencing faster capacity degradation
over charge discharge cycles and charging speeds don't currently match the best of the best out
there at the moment. So why they're good for EVs? Well, sodium ion batteries are promising for EVs
in urban utility vehicles. Delivery fleets. Two wheelers three wheelers even where maximum energy
density is less critical than cost effectiveness. If your primary concern is how cheap can we get
this vehicle? This might be the battery for you. Big manufacturer is opening gigafactories
ready for sodium ion production by the end of this year. It's already on the road in some cases.
The technology addresses critical supply chain vulnerabilities that lithium ion systems face for
the budget-conscious EV markets and fleet applications where total cost of ownership
is the bill and end all. Well, if you're less worried about your naught to 60 times, this could
be the one for you. Number four, lithium sulfur batteries. Lithium sulfur batteries use sulfur
as the cathode material rather than metal oxides found in existing batteries, offering exceptional
theoretical energy density potential, abundant low-cost materials and a big departure from
traditional battery designs. Lightweight. Very lightweight. Good for energy storage. Hey, good for
aerospace even. Good for long range EVs. The most compelling advantage of lithium sulfur is its
theoretical energy density. When it's not in the lab, we'll see. But in theory, not just a little
bit better, but as someone is fond of saying orders of magnitude better. Lithium sulfur, in theory,
would deliver 2,500 watt hours per kilogram. Now, are you bad at it? Two and a half kilowatt hours
in something that you can just pick up with a couple of fingers. Roughly 10 times higher than what's
out there at the moment. Practical implementations are achieving up to 500 watt hours per kilogram
at the moment. Well, that's still double. Some of the good chemistries out there. The high energy
density makes them really attractive for weight critical applications. Now, electric aircraft are in
the skies right now using the technology that's out there right now. But if there was a technology
that was 10 times better, those kind of applications where a premium price can be paid, aviation even
drones. People will pay a lot of money for getting more flight time. Then, and obviously long-range
EVs, the cost advantage is significant because, well, sulfur is abundant and inexpensive, available
as an industrial byproduct of oil and gas refining. That's not going anywhere anytime soon. It
independence on expensive metals like cobalt and nickel. Safety improvements include reduced
fire risk and it's less prone to thermal runaway as well. But why aren't we there yet with it? Well,
despite the theoretical advantages, lithium sulfur batteries face significant technical challenges.
The primary issue is an extremely short cycle life. At the moment, 500 to 1,000 cycles. So,
that might not be great in a few years time when your EV battery needs replacing. But what if you were
Neo or any of the companies that do battery swapping? What if the battery in your EV is not your
battery? But the companies can keep an eye on degradation. And at some point, when the batteries
are no longer good enough to go in an EV, they enter their second and third lives. This degradation,
at the moment, results from multiple factors. The sulfur compounds are dissolving into the
electrolyte and migrating between the electrodes. It causes capacity loss and anode corrosion,
dendrite formation on the lithium metal anodes is also a problem leading to short circuits. That's
a safety concern to cathode swelling can be 80% during operation. There's mechanical stress
there as well. So lots of work to do. But lithium sulfur batteries are considered really promising
for EVs because they address the weight penalty, the limits, EV range and performance. Why are they no
two seat sports cars weighing the same as you get with a, you know, a little, I don't know, 40
co-boost engine or something in a, in a little two-seater that don't kind of custom made tube
frame sports car. You know, you can think of the likes of your aerial atoms. Why aren't they
battery powered? Well, with lithium sulfur, well, they would be. They have exceptional
gravimetric energy density and would enable not only that lightweight sports cars, maybe motor
sport electric aircraft and things like that. Recent advances include nanostructured cathodes,
polysulfide, immobilization techniques and solid state electrodes showing promise in lab settings.
There are companies out there like solidion technology. They're demonstrating it on the road
right now. Well-suited where cycle life requirements are less stringent than performance demands like
as, hey, motor sport is one of those that pushes the boundaries of technology and you really
wouldn't want the battery to be lasting forever anyway. But you would want that big performance,
that big weight advantage of the lower weight. And finally, lithium air batteries. That is the
ultimate theoretical advancement in battery technology. That uses oxygen from the ambient air
as the cathode material in combination with a lithium metal anode. This design promises energy
densities approaching that of combustion fuel gasoline that has huge amounts of stored potential
energy inside it. That would revolutionize EV range. It would enable new applications that are
currently impossible with any battery technology. The theoretical energy density of a lithium air
battery is extraordinary. Research in the minutes has up to 1,300 watt hours per kilogram,
10 times that of some of the lower end right now. Recent breakthroughs have demonstrated
the systems working, achieving four electron reactions that significantly enhance energy
capacity while maintaining rechargeability. Unlike the other battery technologies, lithium air
systems can operate using oxygen from the environment. That eliminates the need for stored cathode
materials, dramatically reducing battery weight. This could enable EVs with ranges well over a
1,000 miles on a very small battery on a single charge. It makes electric aviation
entirely viable. Safety improvements include the use of solid electrolytes in newer designs. There's
no fire risk because there's no liquid electrolytes in the entire battery. And the tech has demonstrated
remarkable stability with test cells operating for a thousand charge and discharge cycles so far.
So why are we not further ahead? Well, lithium air batteries
probably face the most formidable technical challenges that explain why they remain primarily
in the lab. Air quality presents a major complication. There is moisture. There is carbon dioxide
in the air. And that reacts strongly with lithium metal, reducing cell performance and requiring
air purification systems. Those in themselves would add weight and complexity. The electrochemical
reactions produce solid lithium peroxide. Yeah, that precipitates on the cathode in large quantities
which can cause sudden cell death. That doesn't sound good when you're mid-flight. Lithium metal
anodes are prone to dengerite formation that can create a short circuit. Again, I'm not liking this
so far. Manufacturing complexity is extreme, requiring specialized materials, air filtration
systems and precise environmental controls that make scaling at least in personal vehicles
quite challenging. More significantly, practical energy density remains far below theoretical
limits due to the weight of supporting systems, air purification and the protective components
needed. But it's worth looking at. Lithium air batteries are considered the ultimate long-term
solution for mobility. They theoretically eliminate so much of the range concerns because they enable
new vehicle categories. Major research institutions like the US Department of Energy's
Argonne National Laboratory are one of the big investors, indicating potential breakthroughs
recently in solid electrolyte design for electron chemistries. Have overcome fundamental barriers,
demonstrating that the tech is theoretically viable. Well, that's our little look at what's the real
deal and what's not. What can we believe and we read about the next great battery technology?
With a fast pace of emerging battery technologies, it's going to bring huge improvements to EVs
in the next decade, addressing every major barrier that currently limits mass adoption. By 2030,
the pathway forward will reveal a transformed landscape where longer ranges, lower costs,
better safety and ultra-fast charging become the norm. Solid state and lithium-sulfur batteries
will extend the range, eliminating the concerns over the charging network because you can,
well, take your energy with you as it were. Silicon anodes alone will boost the current
lithium ion ranges by up to 40%. And that's the current technology. I mean, a lot of this is
on the road already, either in test vehicles or in small amounts. Battery prices will plummet
and we see that even with current technology, that's going to increase the competitiveness of EVs
and then things like sodium ion technology reducing battery costs by another 30%. So it just becomes
the no-brainer. EVs are better in every way and will be significantly cheaper than the combustion
car. At that point, you've just really, really got to love your diesel. Solid state chemistries
are probably the one that's talked about the most. There's no fire risk. It's the one that's
closest to commercialization for some people, some car companies getting really close to it. There's
a lot, there's semi-solid state on the road right now. Proper solid state with its 10-minute charging
with its huge range lightweight batteries, very safe, is probably the one where we're going to see
a lot of action in the next couple of years. Especially when there's commercial trucking and commercial
vehicles out there, they're going to have one, two, three, megawatt charging. If you look at the MCS
standard, what's that 3.75 megawatts? I'll check them out to one. That's got a theoretical huge
amount of power delivery. Solid state batteries would be able to cope with that, and if at the end
that it's a working vehicle and you can justify the cost, that's often where the technology will
start and trickle down to the rest of us. Industry projections indicate EVs will be 30% of global
new car sales, very quickly, 90% by 2035, and that transformation represents more than just an
incremental improvement. The way that we move around the planet will be done with batteries.
The way we're doing it right now with incredibly these using current technology is deeply impressive,
but what's around the corner is going to change everything. And that's your podcast for all
today. Thanks for listening. Hope you enjoyed it. I'll catch you on the next one.
Okay, it's kind of embarrassing how bad I am at budgeting. Let me see your charges.
Fine. You spent over $600 on takeout last month. I can't cook. You know this.
Yes, I have had your disgusting food, but you're literally paying for a meal subscription on top of
that. Well, wait, wait, wait, that can't be right. Look, just get rocket money. It shows you all
of your expenses in one place and even track your subscriptions. And if there's a subscription you
don't want, which for you there are a lot you don't need, you can just cancel right in the app with
a few taps. So you mean I don't have to call anyone to cancel? No, no hold times or anything.
And they'll even try to get you a refund on some of the months of wasted money, which is a lot
of money for you. Okay, okay. And if you thought I was done, I'm not. The app can also help you make
a budget that works for your income. Anytime you get close to your spending limits, it alerts you.
So you know exactly where your money is going at all times. All right, I'm in. What do I have to do?
Go to rocketmoney.com slash cancel or download the app from the Apple or Google Play source.
This isn't just the game. It's a once in a generation event. The Harlem Globetrotters 100 year
tour. Celebrate 100 years of high flying dunks, 100 years of showstopping moves and 100 years of
changing the game. Bring the whole family and be part of the legacy. This game is once in a
century. Be there at Motocenter on January 24th. Go to Harlem Globetrotters.com for your tickets to
the 100 year tour. Hey, it's Mike Chase here with Brad Preble from Car Subaru in Viratin. It's
time for the 2025 Subaru share the love event. I started thinking about all the stuff we've done
this year. We did the Subaru loves to learn. We watched the cars for the Beaver Acres Elementary staff.
Thank you so much. We so appreciate all the love from Subaru. We're so excited you guys are here.
In the go pet rescue, we had a puppy fest, a puppy marathon so people could come and meet these
puppies and adopt their puppies and give them forever homes. So we brought these lovely puppies to
Car Subaru to meet potential adopters. It's all coming to a nice landing here at the end of the
year with the 2025 Subaru share the love event. The love is being shared with the Sunshine Division
and Providence Child Center. Subaru is giving 250 car Subaru throwing in another hundred bucks. So
with each lease or purchase, it's a $350 donation to both of those charities right here where we live.
And there's even some national charities that you can add your choice. The perfect time to get a
car. The 2025 Subaru share the love event at Car Subaru in Beaverton with you all the way every
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About this episode
Exploring the future of EV battery technology, this episode dives into the current dominance of lithium-ion batteries and the promising innovations on the horizon. Key advancements like solid-state, silicon anode, sodium-ion, lithium-sulfur, and lithium-air batteries are discussed, highlighting their potential to improve energy density, safety, and cost-effectiveness. The episode also addresses challenges these technologies face, such as manufacturing complexities and cycle life issues. With insights into market trends and projections, listeners gain a comprehensive understanding of how these developments could transform the EV landscape by 2030.
It seems like we can’t go a day without a news outlet claiming the next EV battery will have magical technology with unbelievable range and almost instant charging. I see it all the time and it’s hard to filter out the realistic innovations from all the noise.
So I set out over the weekend to update myself on the current state of emerging battery technologies and it ended up as a nice little podcast script, which can be today’s bonus show.
The global electric vehicle battery landscape in 2025 is currently dominated by lithium-ion technology, which has achieved unprecedented scale, cost reductions, and manufacturing concentration that will define the industry for the short to medium term future. As the foundation for modern electric cars, these batteries have reached a critical inflection point where mass-market adoption accelerates while new technologies beckon.
Just a reminder our bonus shows are exclusively for our Patreon supporters. For the first 7 days, only Patreon insiders get early access, their name on the list of legends for Executive Producers and above, and the power to shape future shows. If being in the know and recognised as a supporter sounds like you, join us now at patreon.com/evnewsdaily and become part of something special.
➤ WHERE ARE WE TODAY?
➤ CHEMISTRY WARS: NMC VERSUS LFP
➤ CHINESE MANUFACTURING DOMINANCE
➤ SUPPLY CHAIN CHALLENGES AND GEOPOLITICS
➤ FUTURE TECH 1 - SOLID-STATE BATTERIES
➤ FUTURE TECH 2 - SILICON ANODE LITHIUM-ION BATTERIES
➤ FUTURE TECH 3 - SODIUM-ION BATTERIES
➤ FUTURE TECH 4 - LITHIUM-SULFUR BATTERIES
➤ FUTURE TECH 5 - LITHIUM-AIR BATTERIES
➤ CONCLUSION