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vasu shanmugam's avatar

Excellent overview about tech direction change from NMC to LFP, I would see another game change happening from LFP to blend LMFP with NMC and Hybrid Na-ion batt tech in the coming years.

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Henry Sanderson's avatar

Thank you Vasu. That is interesting yes I do think the blending of chemistries could be important allowing lower temperature operation with inclusion of sodium ion cells. Thanks for your thoughts - I will do a future posts on future battery tech!

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Alexander Fernandez's avatar

This is a fantastic deep dive into the LFP battery story and BYD’s strategic role. Given how policy shifts and incremental innovation reshaped the entire global battery landscape, where do you see the next big breakthrough or market disruption happening in EV battery technology over the next five years?

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Henry Sanderson's avatar

Thank you! I really appreciate your comment thanks for reading. That is a great question and I will try to answer in a future newsletter post. For now I think sodium ion is interesting and solid-state will come and there are interesting improvements on the anode side. Chinese policy is key to watch also.

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Michael Dunne's avatar

Excellent summary. One question: Did Wang move BYD to LFP because of safety – or because of lower costs. Both maybe?

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Henry Sanderson's avatar

Thank you! According to the Soul of Engineers book, which I believe is blessed by BYD, Wang chose it in 2002 because of concerns over china relying on cobalt and nickel imports ( he seems to have been thinking along these lines very early on!) and because of safety. The Blade was the culmination of almost twenty years of work with LFP and was the breakthrough needed to increase the energy density

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