LG will supply Tesla with NCMA (nickel, cobalt, manganese, aluminum) positive electrode materials for production in China’s Model Y from July, the report said. This reportedly represents LG’s first commercial production of NCMA positive electrode materials.
According to the report, the material is 90% nickel and the cobalt content is reduced. Aluminum was used instead of some of the cobalt. Cobalt is a controversial material due to issues related to mining and supply availability.
LG also supplies NCMA batteries For General Motors, As part of the joint venture Ultium Cells LLC, and in the form of a large pouch.
Tesla Model Y
GM’s rival Ford will also use a battery positive with nearly 90% nickel content, Obtained from SK InnovationA large battery factory is under construction in Commerce, Georgia. SK’s “Nickel 9” chemicals contain 5% cobalt and 5% manganese, but no aluminum.
Tesla has already replaced the Chinese Model 3 sedan with an LFP battery.It also that New 4680 cell format This will be a big part of the future for companies with higher energy density products such as semi and cyber trucks. As a result, Tesla alters both the chemistry and physical size of cells.
Tesla renews its long-standing commitment with battery suppliers Panasonic Last year, LG seems to have the potential to win more automakers’ businesses in the future.
In the March report, LG also Trying to build a cell in 2170 formatThe type used in the current Tesla EV-is in the United States, indicating that the partnership between the two companies may not be limited to vehicles for the Chinese market.
https://www.greencarreports.com/news/1132468_report-tesla-will-change-battery-chemistry-for-model-y-in-china Tesla modifies battery chemistry for Chinese Model Y