Eletreck reported an improved battery cell by Jeff Dahn, a top battery scientist partnered with Tesla. He gave a presentation on the improved cell in March. The most important takeaway is this slide.

It shows the new cell can operate between 4.4-3.0v at a C rate of 2.5. After 1200 cycles, the cell degradation is about 5%.

It pushes the max voltage from 4.1 to 4.4 which yields better energy density. C rate of 2.5 means 0-100% charging in 24 minutes. Assuming supercharging from 0-80% takes about the same time as 80-100%, it indicates 12 minutes 0-80% supercharging. 1200 cycles roughly translate to 480,000 km or 300,000 mi.

This is nuts.

So far we know that Model 3 has spec like this:

$35,000

320 km / 200 mi

6s 0-100km / 60 mi

5 seats, 2 trunks

4 cents per km for energy(California supercharger rate @5km/kWh)

$~500 annual maintenance

Free software update for at least 8 years.

Better safety, lower insurance cost.

Assuming Dahn’s improved cell makes it into the wheelbase of Model 3. That adds:

12 minutes 0-80% Supercharge

5% battery degradation after 480,000km / 300,000 mi

Forget about the environment, the car design, autonomy or any other fancy features. There is no way a ICE car can achieve the same economics.

And, don’t sell your shares.

It shows the new cell can operate between 4.4-3.0v at a C rate of 2.5. After 1200 cycles, the cell degradation is about 5%.

It pushes the max voltage from 4.1 to 4.4 which yields better energy density. C rate of 2.5 means 0-100% charging in 24 minutes. Assuming supercharging from 0-80% takes about the same time as 80-100%, it indicates 12 minutes 0-80% supercharging. 1200 cycles roughly translate to 480,000 km or 300,000 mi.

This is nuts.

So far we know that Model 3 has spec like this:

$35,000

320 km / 200 mi

6s 0-100km / 60 mi

5 seats, 2 trunks

4 cents per km for energy(California supercharger rate @5km/kWh)

$~500 annual maintenance

Free software update for at least 8 years.

Better safety, lower insurance cost.

Assuming Dahn’s improved cell makes it into the wheelbase of Model 3. That adds:

12 minutes 0-80% Supercharge

5% battery degradation after 480,000km / 300,000 mi

Forget about the environment, the car design, autonomy or any other fancy features. There is no way a ICE car can achieve the same economics.

And, don’t sell your shares.

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