batteries

GreentechMedia did the work to determine “Solar Made Up 64% of New Electric Generating Capacity in the US in Q1 2016.” This first quarter is part a potential 119% growth in the solar industry in 2016 – greater than $30 billion in revenue. And these announcements are on top of many other recent solar proclamations – 1,000,000 rooftops, record low pricing, leadership in jobs count and growth, whole countries running on renewables and more. With the Earth setting record warm months, every single month, its good that solar power is becoming sexy – but can we keep up the pace long enough to win the war?

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You might remember Porter Harris from our piece on SpaceX’s battery development ‘Tesla is not Elon Musk’s only company developing high-tech battery packs‘ – and also when covering Faraday Future (FF) since Harris joined the company as ‘Chief Battery Architect’ in November 2014 – and then one more time when he suddenly left the company just before it came out of stealth mode.

Electrek has now learned that he co-founded a new startup to compete with FF and Tesla with new battery pack designs for electric vehicles, and even to compete with ‘Tesla Energy’ in stationary energy storage products.
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In a lengthy report published yesterday, the Desert Sun described the demise of a young lithium extraction startup and how Tesla tried and failed to buy it for $325 million in TSLA stock back in 2014. It offers an interesting look at Tesla’s acquisition process, something rare for the automaker. The company only made one acquisition: a tool and die company in Michigan.

The article is a long read, but a very interesting one if you have the time. Here’s a much shorter version if you just want the main takeaway points.

Last week, we reported on Tesla starting to take delivery of important quantities of battery cells from a new supplier: Samsung SDI. At the time, we contacted Tesla to know what the cells will be used for, the company declined to comment, but we speculated that it could be used for ‘Tesla Energy’ products.

Now prompted by a Reuters report yesterday citing Samsung SDI sources claiming that they are in negotiation with Tesla to supply batteries for its cars, Elon Musk has confirmed that Panasonic will be exclusively supplying cells for the Model 3, S and X.
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Much has been made about the coming SmartHome – it started with the Jetsons and their robots, however the reality has been a bit slow coming. Last week, EnergySage+WiseAir+Schneider launched an offer of $300 cash back if you install solar power and a smart thermostat. Back in February, SolarCity+Nest+Tesla introduced the “Smart Energy Home” that combines solar panels, battery storage, smart electric water heaters and the Nest Learning Thermostat. Vermont utilities are renting PowerWalls. It has become clear the home energy generation & management is on the path into powering the SmartHome.

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While Panasonic has been Tesla’s longtime partner for battery cell supply, the automaker confirmed last year that for the first time it approved a cell from another manufacturer, LG Chem, but only for a small contract for its Roadster 3.0 upgrade. Now we learn that Tesla started taking delivery of much larger quantities of battery cells from yet another supplier: Samsung SDI.
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The pilot plant of Tesla’s ‘Gigafactory 1’ is almost completed and will be officially inaugurated at a special event on July 29.  Pictures of the ambitious facility, which is located east of Reno in Nevada, have been more scarce since two journalists from Gannett’s Reno Gazette Journal (RGJ) were involved in an altercation with two Tesla safety managers on the property while they were trying to take pictures of the factory late last year.

We’ve got an update with some up close pictures when Motor Trend did a photoshoot for the Model 3 at the Gigafactory a month ago, but we are now bringing you the most recent aerial shots of the factory.
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The State of New York has approved a continuation of $485M in funding to build out SolarCity’s Gigafactory – capable of producing 10,000 modules a day. A few weeks ago, we saw the cash disbursements stopped for further review of key individuals associated with construction. These funds are needed to pay for and install the hardware inside the building to manufacture the solar modules as the majority of building construction is complete. The controversy is surrounding lobbyists and construction companies figuring out how to get a piece of a The Buffalo Billion – but really, I’m more interested in what might go on inside the largest solar manufacturing plant in North America and one of the biggest in the world.

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During the 2016 Shareholders Meeting today, Tesla CEO Elon Musk announced that the company could triple the total planned battery output of the Gigafactory to ~105 GWh of cells and ~150 GWh of battery packs – or over 3 times the current total li-ion battery production worldwide.

The new potential total capacity would be based on the current planned factory of 13 million sq-ft – with no expansion needed. Musk revealed a few other tidbits of information about the plant during the meeting.
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Tesla has been promising a special event to celebrate the opening of its battery factory in Nevada for a while now. Attending the event was even part of the prizes of Tesla’s second round of the Model S owner referral program. Now it finally has a date: July 29th. The company sent out the invitations to the top Model S referrers last night.
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German newspaper Handelsblatt, which has often produced reliable insider reports on the German auto industry, now cites insider sources saying that Volkswagen is about to present to its board of directors a plan to build a ‘multi-billion euro battery factory’.

The publication suggests that the plan is likely to be approved.

The battery cell supply chain is close to the number one priority of any automaker looking to manufacture electric vehicles in high volume. Ever since the ‘Dieselgate’ scandal, VW has been under pressure to introduce more electric vehicles to its lineup and earlier this year, it announced plans to introduce 20 new electric vehicles through the group’s brands by the end of the decade.
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The US Department of Energy (DOE) is readying the power grids for solar power to meet 100%, and greater, of local electricity demand as solar peaks mid-day. The DOE is funding a series of projects whose broad goal is to make the power grid more able to be monitored and managed while dealing with less predictable and controllable forms of electricity generation.

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In the above image in 1900, we see that there is a single car out of many horse drawn carriages in New York City. Within thirteen years it transformed into one of many cars and one horse. Technology disruptions made this happen – and the evidence from the past several decades seems to show that battery pricing, electric car design, autonomous technologies and solar power are all about to hit their thirteen year strides.

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Tesla often said that the Model 3’s $35,000 price tag was dependent on the company achieving its battery cost reduction goals at the Gigafactory. Recently, Tesla officials said that the Gigafactory should no longer be seen as a constraint in the Model 3 supply chain and that the company is confident in its capacity to start producing battery cells.

The factory was first presented as having a full annual output capacity of 35 GWh of battery cells and 50 GWh of battery packs – with the difference in cells being imported from other manufacturers, like Tesla’s Gigafactory partner Panasonic, but also other possible cells suppliers.

Now it looks like Tesla is looking to South Korea to diversify its battery cell supply chain for the Model 3.
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Legislators for the State of New York failed to move forward on a vote to deliver $485 million in funding to build out SolarCity’s Gigafactory in Buffalo. According to BuffaloNews, even though the project has been approved by the State Legislature as part of the much-heralded Buffalo Billion program, a three-person team has decided to not vote on the release of the next round of funding due to, “red flags were raised in the Legislature when the control board’s internal agenda document included vague language about future, undetermined beneficiaries.”

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Tesla recently completed another Powerpack project, this time at the College of Marin in Marin County, California. The organization claims it is the first community college in California partnering with Tesla to install the new stationary storage products on campus.
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Tesla CEO Elon Musk announced earlier this year that the company was already working on second generation Powerwall, Tesla’s home battery pack. He made the following comment during an exclusive event for Tesla owners in Paris:

“We are coming up with the version 2 of the Powerwall probably around July or August of this year, which will see further step changes in capabilities.”

Now it looks like the company is on or ahead of schedule with the updated device. A Tesla representative has confirmed some of the improvements featured in the new version and that installation will start “in the next few weeks.”
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It seems that whole cities are now going solar:

The Santa Monica City Council voted in April to approve an ordinance requiring rooftop solar systems for all new construction in the City of Santa Monica—both residential and commercial.

Santa Monica joins other California cities San Francisco, Lancaster and Sebastopol in implementing solar requirements at time of construction. The requirements will add between $3.27-3.54/sq ft in construction costs – 33-37% below current solar market prices. The energy savings will more than offset mortgage pricing increases – lowering ownership costs from day one.

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I like the idea of doing lawn work. Through all of the sweat and heat, there’s a deep sense of satisfaction once the job is completed. I think I enjoy it primarily because it’s the antithesis of my daily routine as a tech blogger.

Sadly, there are some things that make it hard to enjoy the traditional lawn care routine. The putrid smell of gasoline, the allergies, dealing with mowers that won’t start, the deafening noise, the numbing vibrations of the handle, running out of gas, etc.

The very idea of an alternative-powered lawn mower always appealed to me, but their shortcomings were too much for me to seriously consider one…until now.
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Kreisel Electric, a little Austrian startup making some waves in the battery industry, announced that it started construction of a new battery factory to manufacture up to 800 MWh of high energy density li-ion battery packs aimed at the electric vehicle industry.

It’s not a Gigafactory with a 50 GWh planned output or with battery cell production, but it’s still a significant plant with 0.8 GWh planning to come online as soon as next year in Rainbach, Austria.
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