Lithium ion batteries for electric vehicles: what challenges?

This data-file tabulates the greatest challenges for lithium ion batteries in electric vehicles, which have been cited in 2020’s patent literature. Specifically, the work contains a sample of 100 patents aiming to overcome these challenges, as filed by companies including Tesla, CATL, GM, GS Yuasa, LG, Nissan, Panasonic, Sanyo, Sumitomo, Toyota, et al.

Our notes and conclusions are spelled out in detail. We find the industry is clearly entering execution mode, and less focused on radical breakthroughs in energy density. CATL and Tesla’s pursuit of a “million mile battery” is substantiated, but includes trade-offs. The patent disclosures also suggest great difficulties in ever achieving a battery-powered semi-truck.

Vehicle costs: cars, SUVs, hybrids, EVs and hydrogen?

This data-file quantifies the cost per mile of vehicle ownership for different categories of vehicles. Our methodology looks across the prices of 1,200 second hand vehicles, to correlate how the re-sale value of each make and model degrades per mile that has accumulated on its odometer (chart above).

Hybrids and basic passenger cars are most economical. Trucks and SUVs are 2x more costly. EVs are another 25% more costly again, and will have lost c60% of their value after 100,000 miles. Hydrogen cars have the highest costs and will have lost over 90% of their value after 100,000 miles (chart below).

Underlying data are shown in the input tab across ten makes and models, to see how the re-sale value of each vehicle degrades with mileage. This may help you appraise what a particular second hand purchase “should” cost (example below) if you are among the many non-drivers considering a vehicle purchase as a result of the COVID crisis.

 

Tesla: where’s the IP?

This data-file compiles all of Tesla’s patents, classifies them across 1,000 patent families, and describes their innovations.

Our conclusion is that Tesla holds less patented IP than rival auto-companies. However, where it has filed patents, it is more focused on pure EV technologies, such as batteries, electric circuitry, electric propulsion and digital features (chart above).

Patent filings since 2019 have focused on big data/digital technologies, solar and improved batteries (including novel electrolyte systems using lithium fluorates, borates and other improved additives).

Copyright: Thunder Said Energy, 2022.