Blog Archive

Sunday, November 10, 2024

Solid-State Batteries Inch Nearer to Mass Production Stage: CATL, BYD, Toyota, Mercedes, and Samsung are Main Players


     Solid-state batteries are smaller, lighter, and safer. China’s Contemporary Amperex Technology Co., Limited (CATL) is readying up to manufacture solid-state lithium batteries. CATL is a world leader in lithium-ion technology. They plan to achieve small-scale production by 2027. They plan to make lithium-sulfur (Li-S) batteries with an impressive 40% increase in energy density to 500Wh/kg. Just a few weeks ago I wrote about Li-S battery technology but did not include much of CATL’s efforts. However, as I noted, charging speed and life cycle still have challenges. With the successful mitigation of the polysulfide shuttling effect, the cycle life issue should be able to be overcome. CATL’s production stage began with 1Ah samples and then moved on to 10Ah. Now they are working with 20Ah samples in order to explore actually producing the batteries. 20Ah is the pouch battery size that will go into EVs. Li Zinan wrote a great article for Late Post that explains the progress of solid-state batteries and CATL’s efforts and challenges. The quotes are from the article.

Zeng Yuqun, chairman of CATL, divided the R&D progress of solid-state batteries into nine levels, and he said at the power battery conference in September this year that CATL is currently at level 4, and the goal is to increase to level 7-8 by 2027 to achieve low-volume production of all-solid-state batteries.

CATL's planning timeline is similar to that of Toyota, LG Energy Solution, Samsung SDI, etc., and slightly faster than BYD. But Zeng Yuqun made a rare high-profile claim in September that CATL's research was "a big step ahead" of its rivals, and in English it was "second to none."






     The liquid lithium-ion batteries currently in use have limitations on energy density (about 350 Wh/kg) that are unlikely to be overcome. Solid-state lithium batteries may be an option for aircraft of some kinds, but liquid lithium won’t be. Indeed, solid-state lithium batteries will be the likely future of lithium batteries.

Solid-state batteries, that is, the liquid electrolyte (mainly lithium hexafluorophosphate) commonly used in lithium batteries is replaced with a solid-state electrolyte. The performance of solid-state electrolytes is more stable and safe, which allows the use of lithium metal with higher energy density but more dangerous chemical properties as a negative electrode (currently graphite) and a high-nickel ternary material with higher lithium content as a positive electrode, doubling the upper limit of energy density of lithium batteries to more than 700Wh/kg.”

     Thus, we can see there is the potential to double the current lithium energy density with solid-state batteries.

Wu Kai said in the middle of last year, "If Toyota says that it can produce all-solid-state batteries today, I am skeptical, and no one in the industry currently has the ability to mass-produce all-solid-state batteries." As for whether it will be mass-produced in 2027, as a technician, it is difficult for me to say accurately.”

However, in March this year, Wu Kai, chief scientist of CATL, shared CATL's all-solid-state battery R&D progress at a battery industry technology forum. Half a year later, Zeng Yuqun disclosed the timetable for "small-scale mass production of all-solid-state batteries in 2027".

     Toyota also announced that it would mass-produce solid-state batteries in 2027. However, as the Late Post article in Chinese notes: Toyota has been touting solid-state batteries since 2018 and just now has finally started talking about manufacturing, The article also points out that there are semi-solid-state batteries (like some I wrote about in my Li-S article) and full solid-state batteries, like the ones CATL plans to make. Like Toyota, CATL chose Li-S batteries as its solid-state battery since they have the “highest performance ceiling and the fastest mass production progress.” The three contenders for solid-state lithium batteries are sulfide, oxide, and polymer.

These three technical routes have corresponding basic shortcomings. The polymer electrolyte needs to be heated to 60°C to obtain sufficient conductivity, which is difficult to use under normal working conditions. low conductivity of oxide electrolytes; The conductivity of lithium ions in sulfide electrolytes is similar to that of liquids, but they are easily oxidized to produce toxic gases. In recent years, the industry has also produced new technical routes such as halides, and as far as we know, BYD is currently focusing on the research and development of halide solid-state batteries.”

     Some problems with sulfide batteries in addition to the polysulfide shuttling effect which produces dendrites that can short-circuit the battery in time, are the increased distance between electrolyte and electrodes which can make charging slow. There are two other problems to be overcome. Sulfide electrolytes can react with the water vapor in the air producing toxic gases and decreasing battery conductivity. Sulfides are also expensive. The final problem to be overcome is difficulty in manufacturing since existing lithium-ion facilities cannot be used for full solid-state batteries. The manufacturing process needs to be re-invented, which CATL is working to do. As I noted in the Li-S article, that is not a problem with semi-solid-state batteries like those about to be produced by Lyten and others. CATL uses high pressure to squeeze the electrodes closer together to mitigate the charging issue.

CATL has developed a technology of multi-layer material to wrap the cathode, which is equivalent to using a multi-layer film to limit the deformation of the electrode piece and improve the structural stability. The contact interface between the positive and negative electrodes and the solid electrolyte relies on a self-developed binder to maintain the fluidity of the ions, i.e., the conductivity.”

CATL has developed a technology of multi-layer material to wrap the cathode, which is equivalent to using a multi-layer film to limit the deformation of the electrode piece and improve the structural stability. The contact interface between the positive and negative electrodes and the solid electrolyte relies on a self-developed binder to maintain the fluidity of the ions, i.e., the conductivity.”

     Other manufacturing breakthroughs include dry electrodes and isostatic integrated molding. However, there are still engineering challenges to manufacturing to be overcome including sustained high pressure to keep the electrodes in close contact and better battery wrapping and packaging materials and processes need to be developed and refined. It is expected that CATL will make about 0.5GWh of Li-S batteries in 2027, enough for thousands of EVs but still a relatively small amount for the market.

 


Samsung’s Solid-State Battery

     Samsung is working on a solid-state battery that hopes to achieve a 600-mile EV range, 9-minute charging, and a 20-year battery life. Samsung’s solid-state battery uses oxide instead of sulfide as the cathode, which means lower performance but also lower cost.

“We built a pilot line last year to mass-produce all-solid-state batteries by 2027,” said Samsung SDI, as reported by The Elec.

Initial battery batches have been delivered to EV manufacturers for testing. Unfortunately, as will be the case with other solid-state battery producers as well, the high initial production costs will make the initial EV prices very high. Thus, it is thought that solid-state batteries will be a luxury item for a few years before mass production really takes off. I have always said that the 2030s will be the decade when EVs improve enough in performance and price to truly be competitive with ICE vehicles.

 

 

BYD’s Solid-State Battery

     BYD head scientist and engineer Lian Yubo thinks that solid-state EV batteries could be in wide use in five years. BYD is a major manufacturer of lithium-iron-phosphate (LFP) batteries, having 75% of the market share in China. Yubo thinks LFP batteries will contribute to solid-state battery development. This early rollout will likely be for high-cost luxury EVs.  

 

 

Mercedes’ and Factorial’s Solid-State Battery

     Mercedes has joined forces with long-time U.S. solid-state battery developer Factorial to co-develop their solid-state FEST (Factorial Electrolyte System Technology) for Mercedes. The new battery tech is called Solstice. They expect an 80% increase in range and high thermal stability resulting in far less fire risk. With better thermal stability there is less need for cooling, which can also reduce costs. They expect 600 miles of range, 40% less weight, and a 33% reduction in size compared to current lithium-ion batteries.

 

 

Toyota’s Solid-State Battery

     As noted, Toyota has been working on solid-state batteries for a long time. They announced in 2023 that they plan to manufacture a solid-state battery that can charge in 10 minutes and get 745 miles of range on a full charge. Toyota has been promising solid-state batteries since 2021 and delays have been common. The latest is that they plan to introduce them in 2027/2028, with mass production coming after 2030. Volkswagen, Hyundai, Nissan, and BMW plan to offer solid-state batteries potentially before that. Below is Toyota’s battery tech roadmap from January 2024.

 




 

LPSO: A New Low-Cost Electrolyte

     Another improvement announced by Chinese scientists in July does not use lithium sulfide, but a sulfide solid electrolyte called LPSO. According to a July 2024 article in Interesting Engineering:

The cost of sulfide solid electrolytes typically exceeds $195 per kilogram, far above the $50 per kilogram threshold necessary for widespread adoption. According to experts, this cost challenge arises from the elaborate synthesis process of these electrolytes, which heavily relies on costly Li2S.”

This novel electrolyte is synthesized from two inexpensive compounds, bringing the ingredient cost down to just $14.42 per kilogram, which is less than 8 percent of the cost of raw materials for other sulfide solid electrolytes, according to SCMP.”

Remarkably, LPSO retains the key benefits of the best-performing sulfide electrolytes, including compatibility with anodes that ensures performance stability. It pairs well with high-energy-density anodes such as lithium metal and silicon.”

 


Solid-State Batteries Still Have a Ways to Go Before They Are Truly Mass-Produced

     Despite the hype and breakthroughs, solid-state batteries will not be available to the average consumer anytime soon. They will begin as a battery for niche high-cost luxury or high-performance EVs. It will likely be well into the 2030s before they will be widely available to the average consumer. There are, however, some tweaks to lithium-ion technology that are considered to be semi-solid-state batteries such as lithium-silicon batteries and lithium-iron-phosphate (LFP) batteries. William Clavey writes for Top Speed that the reason solid-state battery progress has slowed comes down to cost-efficiency and reliability. The semi-solid-state choices will likely be produced in the near term as full solid-state development continues. Tesla is sticking with LFP batteries for now for their new-tech batteries due to lower cost, increased performance, and lower (but not nil) fire risk than current liquid lithium-ion batteries. Clavey also noted, referencing a meeting with silicon battery developer Group 14, that battery deployment will indeed be based on cost and reliability. That is why all vehicles still have lead-acid batteries for basic power needs aside from powering the vehicle. They are cheap and reliable.

 

 

References:

 

CATL goes all in for 500 Wh/kg solid-state EV battery mass production. Aman Tripathi. CATL goes all in for 500 Wh/kg solid-state EV battery mass production

Solid State Batteries Have Moved One Step Closer To Reality. William Clavey. Top Speed. November 7, 2024. Solid State Batteries Have Moved One Step Closer To Reality

Late ExclusiveCATL all-solid-state battery began sample verification, with a team of thousands of people. Li Zinan. Ed. Cheng Manqi. November 6, 2024. Late Post. Late ExclusiveCATL all-solid-state battery began sample verification, with a team of thousands of people

Samsung’s EV battery breakthrough: 600-mile charge in 9 mins, 20 year lifespan. Aman Tripathi. Interesting Engineering. August 1, 2024. Samsung’s 20-year-life EV battery runs 600 miles on 9-minute charge

China: Game changer solid electrolyte cuts solid-state battery price by 90%. Jijo Malayil. Interesting Engineering. July 8, 2024. China: Low-cost solid-state battery developed at 10% of current cost

Toyota confirms 750 mi range solid-state EV battery plans to catch up to Tesla, but when? Peter Johnson. Electrek. January 11, 2024. Toyota confirms solid-state EV battery plans with 750 mi range

The Advantages of Lithium-Ion Phosphate (LFP) Batteries for EVs. Eduardo Zepeda. June 4, 2024. Top Speed. The Advantages of Lithium-Ion Phosphate (LFP) Batteries for EVs

BYD exec predicts solid-state EV batteries will hit the market sooner than expected. Peter Johnson. September 27, 2024. Electrek. BYD exec says solid-state EV batteries will be here soon

Mercedes, Factorial unveil new all-solid-state battery that can extend EV range by up to 80%. Peter Johnson. September 10, 2024. Mercedes is getting new ultra-efficient all-solid-state EV batteries

No comments:

Post a Comment

     The SCORE Consortium is a group of U.S. businesses involved in the domestic extraction of critical minerals and the development of su...

Index of Posts (Linked)