Tag Archives: Jack Rickard

Testing Tony Seba’s EV Predictions 17 (More about Batteries)

In my previous post, I suggested that we are on the cusp of putting electric vehicle (EV) range issues behind us. Two distinct technologies are overcoming the range problem: the growth of fast charging networks and the rise in the energy capacity of EV batteries. In this post, we are going to drill further down into the energy capacity issue.

In the past, the battery constraint has been size and weight. Producing a battery that can deliver 400 or 500 miles of continuous driving is relatively easy: you just make the battery ever bigger. The problem has been delivering the required energy capacity within a sensibly sized and weighted unit. The Tesla Model 3 battery comes in at 478 kg, contains 75 kilowatt hours (kWh) of energy and can propel the car 310 miles between charges according to the US Department of Energy. In the Tesla Model 3, for every 1 kg of battery we get 157 watt hours (Wh). This is called the specific energy of the battery, or the gravimetric energy density, and is measured in watts-hours per kilogram.

I mentioned that the Model 3 has a 478 kg battery. We are really talking about the battery pack here, which incorporates a number of battery modules, which in turn incorporate a number of battery cells. As is the case of many things EV, we are frequently faced with the problem of comparing apples and pairs. That is, if we want to compare specific energy figures between vehicles, we need to compare like with like: battery pack with pack, module with module or cell with cell. The building of a battery, from components, to cells, to modules, to the pack can be seen in the illustration below (source: here):

ValueChainEVBatteries

The combination of the battery elements is a complex interlocking process involving a lot of different disciplines such as chemistry, electrical engineering and mechanical engineering. And it also involves trade-offs. Securing specific energy gains in one area can result in losses in another.

BatteryProcess

For example, the Tesla Model 3 uses state-of-the-art Panasonic ‘2170’ battery cells that are likely the highest specific energy battery cells deployed in mass production cars. (Note that the 2170 number represents the dimensions of the battery cell not the battery chemistry; 21 mm is the diameter and 70 mm the length.) But the battery chemistry employed in these cells is quite difficult and requires a sophisticated cell management and heat control system to prevent thermal runaway; i.e., the battery catching fire. Obviously, the more sophisticated and complex the cell management system, the more the overall battery pack is bulked up.

Of course, by definition, battery cells have a far greater specific energy (gravimetric energy density) than the battery pack since all the battery pack parts surrounding the cells have zero specific energy. In the Tesla Model 3 tear down that I referred to in a previous post, Jack Rickard extracted the four modules that go into the Tesla Model 3 battery pack. They are slightly uneven in size. Two of the modules contain 1,058 cells and two contain 1,150 cell, so the overall battery pack has 4,416 cells in total. Jack also weighed the modules: in total they came to 362 kg. So with usable energy of 75 kWh, the modules alone have a specific energy of 75 kWh divided by 362 kg, which translates to 207 Wh/kg (Jack blogged about this tear down here). From the top of the post, remember that the specific energy of the battery pack in its entirety was 157 Wh/kg.

We can go even further down to the specific energy of the individual cells. Before we do that, here is a short video of a Tesla Model 3 ‘2170’ cell being dissected:

Surprisingly, I’ve struggled to find an official weight for each individual battery cell. From a Tesla forum conversation, I have seen a figure of  66 grams quoted, but I can’t verify this. Until I get a definitive number, however, I will run with 66 grams as it likely to be only a few grams out. So if we have 4,416 cells each weighing 66 grams, that gives us a total weight for the cells alone of 291 kg. This time, let’s divide the total energy of the battery pack, 75 kWh, by this new figure. The results is that each cell has a specific energy density of 257 Wh/kg. Compared with the theoretical maximum specific energy density of around 400 Wh/kg, you can see that there is the potential for some future efficiency gains but not transformational ones.

BatteryMooresLaw

In the Model 3, Tesla has a car that can compete with ICE rivals such as Audi, BMW and Mercedes, but for Tesla to utterly dominate all its competitors it would be helpful if we could get its driving range even higher than 310 miles between charges. How easy is it for Tesla to do that within the existing battery chemistry limitations highlighted above?

First, let’s focus on the non-cell components in the battery pack. We already established that the battery cells weigh 291 kg in total. If we take that number away from the overall battery pack weight of 478 kg, then the non-cell components weigh 187 kg. Let’s say that through mechanical and electrical engineering incremental improvements, we reduce the non-cell weight of the battery by 12% per annum for three years; in other words by roughly one third. That will free up about 65 kg out of that 187 kg.

Next we allocate that 65 kg to install more cells. So the cell weight goes from 291 kg to 356 kg. That’s a 22% increase. If we hold the specific energy of the cells constant at 257 Wh/kg, we now have a 91.5 kWh cell pack that should give us a range of 378 miles.

Turning now to the battery chemistry, we recognise that specific energy improvements are harder to achieve in this area than improvements in electrical or mechanical engineering. So for the cells, let’s assume Tesla and Panasonic improve the specific energy by 6% per annum for the next 3 years. That will result in specific energy going from 257 Wh/kg to 306 Wh/kg, an improvement of 19%. With our 19% improvement, the battery now goes from 91.5 kWh to 109 kWh and range improves from 378 miles to 450 miles between charges. At a 450-mile range, I declared in my previous post that all worries over EV range would disappear.

In a perfect world, I would like to not only get up to a 450-mile range but also shrink the battery weight and size. But for that, we probably need to wait for a jump in battery technology that delivers specific energy north of 500 Wh/kg. There are a variety of advanced batteries in the pipeline that aim to do just that as can be seen below. Nonetheless, we have yet to see any that are close to commercial production.

FutureBatteryChemistry

The conclusion of this post, nonetheless, is that even with only incremental improvements in existing technology, EV powertrains (plus their batteries) are getting very close now to matching or exceeding ICE powertrains (plus their fuel tanks) in every single area of performance. Throughout this discussion, however, I have left out one critical parameter: cost. That will be the subject of my next post.

For those of you coming to this series of posts midway, here is a link to the beginning of the series.

 

 

Testing Tony Seba’s EV Predictions 9 (And Then There Was Tesla)

Not bad! I’ve reached number nine in my series of posts on Electric Vehicles (EVs) and haven’t done a post yet concentrating on Tesla. There are two main reasons for this. First, so much has been written about Tesla, and so many opinions are publicly available on the web about Tesla, that I am not sure I can add much.

Second, this is a series of blog posts looking at the question of whether EV penetration can realistically get to 95% in 2030, which roughly equates to around 130 million vehicles. Even if Tesla becomes the most successful auto company ever–or even if it becomes the most successful auto company ever multiplied by a factor of two–it alone cannot get even close to that target of 130 million EV sales. Let us say that in 2030 Tesla has the combined market share that Volkswagen and Toyota have today (the top two in terms of global autos sales market share). That combined VW-Toyota percentage share of the market now would equate to Tesla selling about 30 million cars in 2030. Pretty bloody good (if it ever happens), but it will not get us even close to 130 million EVs. For that to happen we need the collective heft of the rest of the global auto players.

Nonetheless, in our S-curve analysis we started by looking out 5 years, since battery plant and auto lines need to be financed and designed now in order for cars to roll off out in sufficient quantity in 2023. So let’s recycle this chart again:

EVSalesto2023

 

In my post on China’s New Energy Vehicle (NEV) strategy, I surmised that it would be relatively easy for China to hit its target of having 5 million NEVs (made up almost entirely of EVs rather than fuel-cell vehicles) on the road by 2020. That would see Chinese consumers buying around two million EV vehicles that year. My next question is whether Tesla, as the current world’s largest seller of EVs, could supply a large chunk of the other 3.6 million EVs needed in 2020 to stay on Tony Seba’s S curve. My answer to that is “possibly”. Here’s how.

First, Tesla will have enough batteries. From the press release accompanying their January 2017 investor event relating to their factory in Nevada:

“Gigafactory 1 (GF1): GF1 is the world’s leading battery production facility, maintaining high efficiency and output while achieving the lowest capital investment per gigawatt hour (GWh) and the lowest production cost per kilowatt hour (kWh).

The factory will produce cells, battery packs, energy storage products and vehicle components. Phase 2 construction, currently underway, will support annualized cell production capacity of 35 GWh and battery pack production of 50 GWh. The cell capacity represents more than the 2013 total global production of lithium-ion battery cells of all other manufacturers combined and supports the production of about 500,000 cars.”

So in January 2017, battery plant capacity was already being put in place to fit out 500,000 EVs. By 2020, that number will be a lot higher.

Tesla delivered 101,312 Model S and Model X  vehicles in 2017, and Elon Musk has stated his intention to produce 10,000 of the mid-market Model 3 a week by the end of 2018. The press has been rife with stories over how Tesla has been missing its production targets in 2018 for the Model 3, but in April Elon Musk tweeted that production was now exceeding 2,000 per week, which is on top of another 2,000 Model S and Model X vehicles. He then went on to say that they should be producing 5,000 a week of the Model 3 by end June with a stretch goal of 6,000. If we take the 5,000 number add 2,000 Model S plus Model X’s and multiply by 50 we get 350,000 EV sales annualised.

So far, this entire series of blog posts have been dedicated to the supply side; in short, the question of whether the auto manufacturers have put, or will put, enough plant in place to physically build the necessary number of EVs for us to move up Tony Seba’s S curve of EV market penetration versus internal combustion engine (ICE) vehicles. I have said nothing about whether consumers will want to buy a ton of EV cars. In Tesla’s case, however, the demand side is already in the bag for a couple of years since the company has 450,000 reservation deposits for the Model 3 as reported in Tesla’s Q1 2018 results update letter released on 2 May 2018. This really is a case of “build it and they will come”. Moreover, for those who don’t believe that EVs can go mass market look at this chart contained in the same release by Tesla:

MidSizeSedanMarketShare.

Given Tesla will be on an annualised run rate of 350,000 cars by end of June, it looks entirely feasible that this figure will improve to 500,000 by year-end. Then, with the gigafactory in Nevada being scaled up again and more new models to be released over the next two years, it looks likely that Tesla alone could do a third of the 3.6 million vehicle sales needed outside of China to stay on Tony Seba’s S curve through to 2020.

The situation beyond 2020 will be the subject of a separate post, but I want to finish this post by introducing a video by Jack Rickard, an electric car expert, explaining why he thinks Tesla will continue to go from strength to strength. Rickard looks like a Hollywood caricature of an elderly battery nerd, and I will come back to one of his videos where he deconstructs a Tesla battery in a future post.

What I like about Rickard, however, is that he obviously never picked up the book “How to Give a Ted Talk” or, for that matter, any self-help book on presentation style or image branding at an airport book stand. From looking at some of his videos, I have drawn up a Jack Rickard guide to giving a presentation:

  1. Never go to the gym in an attempt to stay in shape: life is too short for such a colossal waste of time.
  2. Dress like you don’t give a shit, because you don’t give a shit.
  3. On the day of your presentation, don’t change your grooming routine since you don’t have one.
  4. When deciding on the length of your presentation, first think of the likely average attention span of your audience. Second, quadruple that number and add a bit more.
  5. Go off at random tangents at great length.
  6. Don’t talk to the camera. Look down a lot and mumble.
  7. Write down your presentation on multiple pieces of paper, then laboriously talk to each page.
  8. Fancy infographics and the like are for morons.
  9. You know your IQ is a lot higher than the vast majority of your audience: communicate that fact to them. Don’t patronise them by letting them think they are cleverer than they really are.
  10. Realise that you can get away with one through nine only because you really, really know your subject.

So here is Jack Rickard spending one hour 50 minutes explaining why Tesla is revolutionising the auto industry, why its competitors are unable to respond and why Tesla’s stock is a screaming “buy”. Enjoy:

 

 

For those of you coming to this series of posts midway, here is a link to the beginning of the series.