The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Jaffe: Treating battery cells as outsourced commodities was a critical OEM mistake
“And that's what we've learned in the last 10 years of the development of the electric vehicle, is that the car is the battery. And it's not just the battery pack. The car is the battery cell. The car is the battery chemistry. And for the car company to just sl…”
Jaffe: The real prize of solid-state batteries is enabling lithium metal anodes
“The real prize with solid state is getting to a lithium metal batteries... You get the most energy dense possible anode you could possibly get With a lithium metal anode.”
Jaffe: Fast charging is a nice-to-have rather than essential for EV owners
“Fast charging is something that a new is going to appeal to a new buyer that's never owned an electric vehicle before, but once they get used to it, they realize this is a nice to have, not a requirement.”
Jaffe: Embedded equipment suppliers dictate battery factory success for years
“The equipment suppliers are embedded in that factory for between one and two years, and the factory owner is married to those people. They become the most critical people in the success of the company. And if you're not paying a hundred, just like in marriage,…”
Jaffe: Battery pack manufacturing will naturally co-locate with module production
“Once, if you've made the module here, you're going to make the pack here. You're not going to ship it to another continent to make the pack, and then ship it back here to put in the car.”
Jaffe: Chemical factories and mines take at least five years to build
“You don't build a chemical factory in two years, in three years. You are lucky to do it in five years. You're lucky to build a mine in five years.”
Jaffe: Battery factories take two years to build and three to optimize
“You can build a battery factory relatively quickly, I would say a two-year timeline to building it once the decision is made, the capital is raised, and the EPCs have been chosen. It then, however, takes three years from the completion of that factory to get u…”
Jaffe: Battery manufacturing requires 18 perfectly choreographed mini-factories
“If you can imagine the complexity of battery manufacturing, it is not one factory. It is 18 mini factories doing separate things to build, to end up with a battery, all of which have to be choreographed and perfectly timed with each other to make it work and t…”
Jaffe: Automotive battery cell validation takes five years from finalized design
“Really you're talking about a five-year timeline from the moment that the battery is completely designed and the design of the battery is finished to the moment that they produce the first car rolling off the assembly line with the battery in it is five years.”