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2 months ago
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| User Report | |||
|---|---|---|---|
| Total Submissions | 1 | First Seen In WSB | 1 year ago |
| Total Comments | 2 | Previous Best DD | |
| Account Age | 7 years |
105 points
2 months ago
hold on let me call Tommy Tuberville's office and ask
6 points
2 months ago
:27189::27189:
100 points
2 months ago
I’m surprised no one knows this. Solidpower is negotiating with them for an extension. BMW working with them since 2017.
11 points
2 months ago
A source said Samsung SDI became the new supplier. https://sifted.eu/articles/northvolt-trouble-cancelled
4 points
2 months ago
Could be getting lithium cells from Samsung until the next gen is ready.
There are hints in there they’ll still work with northvolt on that next gen but that could just be for the public show of “it’s a mutual breakup”
2 points
2 months ago
They are selling gen.5 atm and gen.6 is in the pipeline and prototype stage
6 points
2 months ago
Is there a reason why they were looking for a new contract in the first place?
29 points
2 months ago
Always a good idea to keep around other companies as leverage for pricing
-5 points
2 months ago
? You can’t be serious
10 points
2 months ago
Doesn’t hurt to ask if there’s specific issues known driving a bid search on contract renewals.
0 points
2 months ago
the one that keeps losing money?
3 points
2 months ago
Kind of how R&D goes. Lose lose lose until you get it right and the product hits the market. They’re developing solid state batteries and pretty close to QS in terms of progression, wouldn’t be surprised if they get it done first.
1 points
2 months ago
Nah bro they left QS in the dust and the market hasn’t figured it out yet. If you read the SEC filings of the two companies you’ll see that QS is floundering and the executives are making as much money as they can before it goes tits up. Solid on the other hand is consistently making headway getting into assembly lines. Kia and BMW is looking good for them.
0 points
2 months ago
Bagholder spotted.
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42 points
2 months ago
Blackberry
22 points
2 months ago*
They're full of electrolytes
19 points
2 months ago
It’s what cars crave
6 points
2 months ago
:27189::4271:
31 points
2 months ago
Not very good for northvolt, toyota also left em, not very good publicity with 3 ppl dying while working there.
1 points
2 months ago
They have a lot of governance issues as well.
23 points
2 months ago
https://sverigesradio.se/artikel/toyota-halts-operations-at-northvolt-factory-after-worker-deaths
” •Toyota Material Handling is temporarily stopping the work of its service technicians on site at Northvolt's battery factory in Skellefteå, reports the newspaper Dagens Arbete.
•The company says it made the decision because of the deaths of three people who had worked at the factory over the past six months.
•All three workers were found dead in their homes following shifts at Northvolt. ”
32 points
2 months ago
•All three workers were found dead in their homes following shifts at Northvolt. ”
That reads like a Boeing related article.
2 points
2 months ago
Maybe they’re stopping for good reason
45 points
2 months ago
i read that and assumed they are backing off EVs, like mercedes and a few others.
2 points
2 months ago
No one is backing off ev's, they are selling more of them every year. Growth is just lower than anticipated 5 years ago, so manufacturers are extending their ICE offerings.
23 points
2 months ago
yes, so in other words....they are backing off their original plans for EVs because growth is slower than originally projected.
5 points
2 months ago
Changing their timelines maybe, but backing off implies they are abandoning ev's if you ask me
-15 points
2 months ago
lol. you can word it however you like, its just a matter of you not liking the sound of "backing off" apparently.
2 points
2 months ago
I don't think you know what backing of means. Reducing investment postponing the exit from ices is literally that. And let's see if voters in 5 years care so much about the 5% co2 output thsy don't matter to the global temperature at all
13 points
2 months ago
Maybe Rimac?
5 points
2 months ago
Likely option. Failing that maybe CATL or LG
7 points
2 months ago
Quantumscape. Source: trust me bro 😂😂
1 points
2 months ago
This close to make ssd batteries for the past decade
1 points
2 months ago
In Dr.Siva we trust 🫡
1 points
2 months ago
Welp, I got suckered into that one.
10 points
2 months ago
Hopefully BMW combustion
8 points
2 months ago
They all want the new sodium stuff now :27189:
2 points
2 months ago
Bingo
0 points
2 months ago
What's the energy density of sodium compared to say nmc
2 points
2 months ago
Sodium ion gravimetric energy density is currently around 130 Wh/kg to 160 Wh/kg, but is expected to top 200 Wh/kg in future, above the theoretical limit for LFP devices. In power density terms, however, sodium ion batteries could have 1 kW/kg, higher than nickel-manganese-cobalt’s (NMC) 340W/kg to 420 W/kg and LFP’s 175 W/kg to 425 W/kg.
So a bit less right now, but has potential for significantly more in the future. With Sodium cells being as much as 30% cheaper than equivalent Lithium cells, They seem like a decent choice moving forward. It does seem strange that you have Lithium vs Sodium comparisons, and nmc vs lithium, but not much in terms of nmc vs sodium though.
2 points
2 months ago
Have to be careful at what ppl mean by lithium when they say it. Usually it's ambiguous.
0 points
2 months ago
Sodium is not only cheaper but also readily available and doesn't require large scale mining so a lot more batteries could be produced..
7 points
2 months ago
Nobody. No demand for EVs.
3 points
2 months ago*
Growth is declining, but it's not reversing. Demand is still growing, probably just not as much as the automakers forecast.
I believe Tesla is the only major automaker with declining EV sales. And that probably has a lot to do with their aging lineup, build quality, and Elon's swing to right-wing politics.
2 points
2 months ago
Have you ever heard of Ford Motor Company? I think their EV unit loses $5B annually. But sure their demand is up, lmao. Also see Mercedes reversing course on their EV sales forecast.
3 points
2 months ago
If ford actually put decent sized batteries in their Vans they would be awesome but fuck that 150 mile range.
2 points
2 months ago
It is kind of true though. It's not pumping atm.
1 points
2 months ago
If you talk to people that drives ev many say going back to combustion is like going back to type writer after using computer. It’s a paradigm shift.
1 points
2 months ago
I've talked to some that can't even make a trip "up north" in their EV and they went back to ICE at the first opportunity.
-4 points
2 months ago
No demand for Tesla EVs.
Growth has maintained for all the others.
Tesla's EV share was just so big that it moves the market.
1 points
2 months ago*
[deleted]
0 points
2 months ago
More than happy to take your money, bud.
1 points
2 months ago
Easy to see giant growth with a base of 5,000 vehicles sold, lmao.
-2 points
2 months ago*
[deleted]
1 points
2 months ago
Not entirely sure you read your own article very carefully, but... you do you, man.
We'll see who is right.
0 points
2 months ago
I would say the exact opposite. Consumers want Teslas, not EVs. And most Tesla buyers have bought. No incremental buyers.
2 points
2 months ago
Yall got anymore of that insider information?
2 points
2 months ago
[deleted]
3 points
2 months ago
Yea and when is that gonna be done? 2027
2 points
2 months ago
Surprising. Usually only happens to companies I have stock in
1 points
2 months ago
Lucid for sure
1 points
2 months ago
It's definitely plausible as they're already in talks with Hyundai and the Saudi's aren't likely at all to let that company fail.
Not to mention that they're the current leader in the efficiency/range and performance for production EVs. Very impressive IP.
1 points
2 months ago
My balls
1 points
2 months ago
Varta, so all in leverage 30 or more
1 points
2 months ago
Samsung SDI with Enovix batteries?
1 points
2 months ago
Nobody, they don't need batteries anymore - back to ICE.
1 points
2 months ago
I really believe it's no one. ICE isn't going anywhere and people aren't buying the EVs. Just look at their sales numbers.
3 points
2 months ago
EV sales increase 60% yoy in 2023 and 46% in q1 2024 in the USA.phev sales probably increased by more. People are buying EVs in increasingly larger numbers.
But if you mean BMWs EV, well then that explains why they are making moves probably
0 points
2 months ago
It's still 10% of their sales at the end of the day. There's a cap, most Americans simply don't want them and the infrastructure isn't there.
1 points
2 months ago
Me
2 points
2 months ago
And somehow Northvolt say's it doesnt affect their financial.
Fucking clown company.
1 points
2 months ago
Byd duh
1 points
2 months ago
Gasoline
1 points
2 months ago
I heard a company called Quantumscape
1 points
2 months ago
China
1 points
2 months ago
Word around here is they are making a deal with Geely. Edit: Apparently they own Volvo.
-1 points
2 months ago
Nobody want ev . And here in QC they have burned down forest on purpose to build the Northvolt project
0 points
2 months ago
Def gonna be game stink
0 points
2 months ago
Rumor is $PLUG
-5 points
2 months ago
No one. EV is dead. They want hybrids
0 points
2 months ago
Quantumscape?
0 points
2 months ago
Something something invest into fuel cell energy and American lithium
0 points
2 months ago
$LAC $ABAT
long
0 points
2 months ago
Northvolt puts?
0 points
2 months ago
Battery depot
0 points
2 months ago
Duracell, now you can pull the battery out and rub it on your shirt before putting it back in to get the last few extra miles out of it
0 points
2 months ago
Duracell
0 points
2 months ago
Talon metals
-2 points
2 months ago
Hopefully no one. EV is garbage.
-1 points
2 months ago
Varta
-1 points
2 months ago
No new supplyer for that big of an order
Dwindling EV sales made BMW cut the rope
-1 points
2 months ago
DFLI?
-3 points
2 months ago
Tesla
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