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AAH #732 – LG Pulls the Ripcord on Battery Investment

February 27, 2025 by sean

Listen to “AAH #732 – LG Pulls the Ripcord on Battery Investment” on Spreaker.

LIVE Thursdays at 3 PM ET!

TOPICS:
– What’s the future of EV batteries? LFP? Solid-State? Sodium-Ion?
– Peter Rawlinson out as Lucid CEO
– Tesla sales plummet in the EU
– Ramcharger, are EREVs the answer?
– China’s car market is not growing

PANEL:
Bob Lee, President, Chief Strategy Officer, North America, LG Energy Solution
Mike Anderson, batterytechonline.com
Gary Vasilash, shinymetalboxes.net
John McElroy, Autoline.tv

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AAH

Filed Under: Autoline After Hours, More to See Tagged With: battery cell, battery manufacturing, battery production, China car market, electric vehicle battery, electric vehicle battery pack, Elon Musk, EREV, EV battery, EV battery pack, LG battery, LG Energy Solution, Lucid, Lucid Gravity, Lucid Motors, Peter Rawlinson, Ram, Ramcharger, Tesla

Reader Interactions

Comments

  1. Cedric John Carter says

    February 27, 2025 at 7:11 pm

    LFPs versus vanadium flow through batteries for static storage

  2. Dave Silva says

    February 28, 2025 at 5:20 pm

    The key attributes for a battery making partner is BOTH a) rapid manufacturing method optimization and improvement and b) R/D in battery chemistry improvement (for energy density and manufacturability). LG have themself VERY stretched trying to put us SO MANY new manufacturing facilities. LG has to make sure they invest VERY HEAVILY in the future. Today’s NMCs will be behind the times in 3 years max.
    A battery maker needs to be nimble and future-focussed.
    Much of what LG’s pres talked about were things that matter to today and productivity in the immediate future.

  3. Dave Silva says

    February 28, 2025 at 5:39 pm

    Battery swapping – it takes 5 min for the person that is 1st in line at the station. It’s 20-25 for the person 4th in line.

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