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A comment on Toyota is quietly pushing Congress to slow the shift to electric vehicles. Parent comment

Re:Toyota is quietly pushing Congress to slow the shift to e... by xedeon on Monday July 26, 2021 @02:32PM (#27963312)
Most people don't realize this. Even Panasonic, which is the most experienced and produce most of the Li-ion batteries today is still struggling to expand their GWh capacity.
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Re:Toyota is quietly pushing Congress to slow the shift to e... by jeffbee on Monday July 26, 2021 @02:40PM (#27963426)
The global lithium-ion battery market is expanding at a CAGR > 25%. Hardly a struggle.
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Re:Toyota is quietly pushing Congress to slow the shift to e... by xedeon on Monday July 26, 2021 @03:08PM (#27963866)
Not all li-ion batteries are the same. They have to be a certain chemistry and form factor.

With cylindrical (18650) being the most common that Panasonic manufactures. Because they can be produced quickly, hence the lower cost per kWh. They are also a Tier 1 lithium-ion battery producer. Meaning they produce the highest-quality lithium-ion batteries, for automotive use.

Samsung and LG Chem are also Tier 1. But Panasonic is certainly more mature and have more experience (but more conservative like Toyota). Which I already mentioned earlier.

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Re:Toyota is quietly pushing Congress to slow the shift to e... by gibolt on Monday July 26, 2021 @05:33PM (#27965780)
That is the fastest they can go, while EV vehicle demand growth exceeds that CAGR. When the 3 industry titans can only together drive ~15-20% annual growth, it is most definitely a struggle.
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