yup had technical difficulties had to shoot this on my phone! really sorry! i tried to make it as good as possible. always working towards improving quality
I am currently getting my Ph.D. In chemistry studying Li-Ion batteries, so I might be able to help. Academia is constantly in a flux of collaboration, so I am not surprised by graduate students and Post-Docs jumping back and forth between Meng and Dahn’s research groups which then go on to get jobs at companies like Tesla, because of the reputations of both their former research groups. It is very likely that Maxwell also partnered with UCSD for a 3rd party validation of their battery technologies. This would have been the direct tie to Meng and her research, probably with many of her graduate students doing the testing that Maxwell required (therefore giving them inside knowledge of current industry technologies and likely ease of getting a job in the future) You are probably right about Tesla not moving away from cylindrical cells for the production of their batteries. Currently, in academia the standard for real-life batteries is the pouch cell. It is easier for labs to produce due to lower-cost equipment need for the production on a lab scale. Most chemistries should easily be translated between types of cells, so that shouldn’t be a problem. I will try to come back and answer some more of your questions tonight when I have time but feel free to reach out and I can try to answer any more questions you may have.
Dustin Abele : Please. I don’t want to seem hypercritical, but before you submit your thesis, please ensure you have a competent editor weed out the little things like do/due. Good information, nevertheless. Thank you.
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I'm happy to know i'm investing in the company with the brightest and most forward thinking group of engineers and pioneers on Earth. Thanks Elon and Tesla team!
I didn't put much stock in your initial speculations about a Tesla-Goodenough glass battery connection, but this was actually a very good piece of journalistic investigation of possible links. I'm still not convinced that Goodenough's invention is a part of Tesla's battery plans, but it was interesting none the less.
Yes, Maxwell's CEO mentioning Goodenough's research being looked at, can mean a lot of things, from actually being worked at to just being reviewed, which would be shocking if not. Without a stronger link this doesn't mean anything.
Knowing Tesla, they'll have multiple steps planned out for technology improvements. If Goodenough's battery tech isn't part of this update, it may be down the line. Something as novel as a glass electrolyte may take a fair bit of time for them to bring to production
This is what investigative journalism is about, not the & - #^ business insider and cbnc etc feed us Edit 1) 133 up votes wow how about instead of up votes people buy me tesla shares hehe
It's pretty good, but when is he going to interview David Einhorn so we can get his perspective? Just kidding. Awesome work Gali. This is some of the best investigative journalism I have seen in a long time.
Gali did you hear, the info you got about Tesla battery packs being delivered in Australia was correct. The Hornesdale battery bank is about to become 50% bigger! Your source was legit.
Thank you... I'll take the credit for that one. After seeing the pics and video, I alerted Gali who picked it up with enthusiasm. Expect another Gali report shortly...
It's your willingness to do due diligence, cross-checking everything, is what makes it worthwhile for us to follow your work. We appreciate that it can be exhausting but all that hard work is paying off so don't get too discouraged like you were on Twitter earlier on today. Go Gali 🙆🙆🙆
Don't forget HIBAR is also in this soup... I'll wager that Gali's correct (in general) and that all these researchers are on the cusp of a technology that greatly improves energy density, longeivity, safety and reliability... and HIBAR is looking at how to put all of this together in a production line... Once again, Gali TRUMPS (pardon the use of that word) the industry analysts with clever and inciteful research. Thanks Gali... your content is extremely valuable.
Hibar is the biggest clue that solid state batteries are not in Tesla's near term plans, since Hibar's forte is dispensing liquid electrolyte. Solid state is most likely in their intermediate and certainly long term plans.
@@michelangelobuonarroti916 I would imagine that an innovator like Hibar is not standing still in this game. You can be sure that they are watching ALL developments in the science behind battery development and are hard at work looking at ways to transition their considerable expertise and experience in production tooling to address the emerging technologies. Tesla would not acquire a company that "stands still" - so the acquisition itself speaks volumes about Hibar's ethos and strategic philosophy.
If true, Tesla is collecting talent like crazy. Jeff Dahn, John Goodenough, Maxwell, Shirley Meng, not to mention Tech emeritus JB Straubel. It feels a bit like Bell Labs in the ~50’s and 60’s when every-other scientist in the building was winning a Nobel prize. They invented the transistor, the photovoltaic cell (which led to solar panels), and the UNIX operating system.
Dude this may be my favorite video you’ve done to date, definitely from the research you’ve put into its perspective. I don’t know if the friend you’re referring to is the great guy over at 12 wings productions, but I’m excited to see how the two of you continue the narrative as the facts develop. Is it still anyone’s guess when battery investor day will be held? I thought for some reason first half of 2020, but I could have just thought I heard that. Enjoy the truck reveal brother, have fun, I hope you run into a lot of the Tesla RU-vid tribe 👊🏾🙏🏽🙌🏾
I think you solved the caper: it was Jeff Dahn, with the candlestick, in the parlor in Nova Scotia, who engineered the new electrolyte and cathode to kill the cobalt battery.
@@jonathanweimane6926 No reason to think dollar will crash but if you believe that then owning anything but dollars, be it gold or stocks or real estate, makes sense.
Gali you rock! While everybody else is consumed with the release of the pickup you are figuring out what is really the most important thing to Tesla and the entire renewable energy revolution. Great job.
The Mach E uses LG batteries (they need a 98 KWH battery to product the same range as a Model 3 with a 75 KWH battery). The reveal shows the desperation of Ford - they won't match the specs of the Model Y but they are trying to make it seem like they will (including OTA updates). Tesla's lead on battery tech is their competitive advantage.
Impeccable investigation work. Greatly appreciate your Insight. By the way, I just closed out my Tesla position, up 40% it makes me happy to realize my gains but sad to be out of the company I wholeheartedly believe in. Can't wait for another opportunity to get back in. -M3 Owner
If your strategy was to collect your profits and then buy back in later then you should have just stayed in. Unless you are going to do something crucial/meaningful with that money then you shouldn't sell
Enforcing the rule of law isn't really exciting, but I'm glad it's being done. Research can also be tedious and slow, with frequent setbacks, but I'm glad that is being done, too.
@@michelangelobuonarroti916 But the hearings had no connection to law, rules or otherwise, it has been 100% political, just as the Russiagate hoax was. It is, in fact, the opposite of law and rules.
It's clearly a model 3. The bump on the back of the pack does not exist in the S. The S/X pack has 16 modules, and the 3 has 4 modules. A quick search for "model 3 drivetrain" gives almost the exact same visualization.
Have you tried emailing these people directly. Nothing to lose doing that and everything to gain. You never know what clue or direct answer they may give you.
I think Tesla is crazy about NDAs. There's a guy who was working on a project with electric car conversions, published everything, all open source, all about providing information and insight into repurposed electric motors from smart cars, and then suddenly nothing was ever said again. Turns out he got a job with Tesla, and he won't say anything more about the original project, nor will he say anything about the work he does at Tesla or what Tesla is up to... Could be he's just too busy, could be he's not allowed to talk about anything related to his work. I suspect it's both.
Wow! one of your best episodes. Since i rate battery development and production (+ ~ fsd ) high, this got me really excited watching it. Continue your good work. All the best, greetings from Norway :)
There are a few items of batteries that are important: 1 depth of discharge (rate of discharge or charge may occur) 2 charge capacity (often measured as W*hr) 3 reliability (often measured as number of charges over life) Typically time, temperature (external and internal) and charge numbers and rate are the variables in play. My speculation: 1 New electrode chemistries will provide Higher density charge capability likely will increase rage by at least 1.5 to 2x. 2 solid electrodes will decrease charge time, as rate capability will increase 3 Likely, maxwell super capacitors will function with fast rate and internal temperature dissipation for high energy burst (acceleration) helping significantly with battery life. I am curious to see how decrease / removal in dendrites will keep capacity over time.
Maybe you can get a interview with Shirley, she might prefer that you ask her directly about her work and solid state batteries. It would be a cool video too.
Great content as always Gali! Love the investigative reporting. Frankly, I've never been more excited about Tesla's future. However I did sell some stock this morning. Due to the recent run-up, my portfolio has become too concentrated for my risk tolerance and medium term goals. I am working on building my cash position for a 20% down payment on a first home :)
Sila Nanothechnology ( electrode production ) & Redwood ( recycling ) should be included in your next article. The real sleepers are Eagle Mining ( nickel ) & Silver Peak ( lithium ) both within trucking distance from the Reno gigafactory.
Fascinating study. I think it is important to realize based on your excellent investigation and logic applied to the problem, that the current Li Ion battery is not the end game in battery design. Tesla is, to your point, making huge efforts in this area. The reduction in cost of the batteries is the current limiting factor that will enable exponential sales growth. Higher energy density can be used for both improved performance, or for reduced vehicle cost with existing performance characteristics. Great video, state of the art stuff here.
Reducing the Roadster weight by 1000-2000 lbs would certainly change everything but the body would need more downforce to get enough traction to prevent it from taking off and flying.
Good research Gali. You might want to be aware of the position of names on a research paper. The first name is the key person doing the research and writing the paper...Names at the end are generally acting in a supervisory role. Ensuring that accepted procedures and standards have been followed. They may not have been actively involved in the actual research, but might be providing administrative oversight.
Hey Chris... I agree. The one thing holding back E-Aero is battery energy density. I'm fascinated by the work being done in E-Aero, and there are numerous small aircraft that are actually flying around as we speak - but this will only have meaningful impact once it can be applied to large passenger long-range aircraft.
Not only that, cars can be significantly lighter and still get more range. If they manage to make them for a comparable price per volume, in quite some markets combustion engines won't be competitive anymore.
Awesome Job!!!! I can't compliment you enough! This is the kind of journalistic content I long for when I go click to watch an EV video. Too often Nicki, Alex, and even Zack & Jesse are just repeating the same old news. Often articles that I've already read. This one is great stuff. You did the work first hand (research) and, while I know it's a fair bit of speculation, you revealed insights that add up to something. I wish I could point you to an article I read a couple months ago about how the DBE works. Or to say, how the manufacturing works. What's different about it. I think having a clear understanding of that would help you in your assessment. I think the article was on seeking-alpha. When I went back to find it later I couldn't. After reading that article I came away thinking that DBE could be implemented a lot quicker that I had previously thought. I was previously skeptical about any Goodenough-Tesla connection, or even a connection to his technology. But from what you've uncovered perhaps there is something. I'm very much looking forward to the battery and powertrain day. As a vested Tesla investor I'm very interested in what they will have to say. Unlike autonomy day, it could possibly rock the automotive world. (Not to say autonomy shouldn't have, just that people didn't get it. I think they'll get batteries.)
This is it. Cutting edge investigation. Like many others i don't have much of value to add but agree the shift is from Cleverlry to Shirley Meng and Maxwell is where the new ground breaking announcements
Gali, the big question for me is whether Tesla will do 2 versions of "new" cell production in near term - volume for 3 and Y that uses Dahn's electrolyte improvements / Maxwell dry electrode, and a solid state version (the million mile battery) that goes into the Semi, Roadster and S Plaid (lower volume due to production challenges). Maybe the Dahn electrolyte version will be licensed to LG Chem and CATL to allow Model Y volume without the Panasonic bottleneck. Meanwhile the solid state million mile version will be done by Tesla / Maxwell / Hibar in house.
As a retired UC system research person this all makes good sense. I just wonder what it is Goodenough has accomplished in his research and how quickly it can be implemented into a commercially viable product. Interesting indeed.
One thing to remember is that Dahn's group is all about testing and validation. As far as I know, they don't come up with new types of cells. They just test them and report which ones do well in various circumstances. Meng and Goodenough are researching the recipe of the batteries. It is really great to see these connections that are all in Tesla's circle. As Elon said, if you were looking to produce a new type of cell, you would contact the largest manufacturer of that type of cell, to test it and validate it and it appears they have. Tesla will have a lead on all others unless LG, Samsung or CATL come up with something better.
Perhaps Goodenough asked for some backup and testing of his findings/hypotheses. He wants stuff to be applicable to mass production, after all. When Maxwell became too integral, it became wise to acquire them. Someone has to do the heavy lifting and they can do much more than just lab work.
Wow!! I'm not all that concerned with video or sound quality as long as I can understand what is being said without distraction. Great work in finding connection and possible direction of Tesla battery development. I think this sounds like Tesla should license their current generation battery technology or sell the current battery with the skateboard. If this end up where I think it will, Tesla WILL have 600+mile roadster and long range Semi without problem. gonna have think long and hard about buying several more blocks of Tesla stock. Great Job Galileo and please keep me informed as I do not have the time to do this kind of research.
As I understand it (materials chemist) The main issue with solid state electrolytes is that they must remain in good contact with the cathode and anode with repeated cycling. The problem is essentially getting two materials that are constantly shrinking and growing to stick together. Dry battery electrodes may not solve this problem any better than existing electrodes.
I just watched a video (it's in Russian so i won't provide the link) where a guy who dissassembles EVs and reuses its batteries said that pouch cells in some of the competitors of Tesla surpassed tesla batteries in energy capacity in 2017-2018. He said Tesla either will have to switch to pouch cells or somehow change the battery chemistry completely.
I think that is unlikely in the short term. Highly advanced battery tech would give them a great competitive advantage. And they will likely need all the output to supply their own cars and energy systems. With batteries costing significantly less, I can see home and industrial scale storage systems selling like hotcakes.
Great research broadcast. Really starting to pull some threads together. Thank goodness for google. 10 secs of typing vs 10 full time research assistants! Only thing I can think of adding is that glass is typically flat and brittle. This factor, if relevant, would imply rectangular pouch battery architecture. To me pouches seem intuatively a more versatile configuration, simpler to manufacture. Keep it up. Cheers.
Bummer you missed the news about Nikola Motors claiming to have a greatly improved battery for 2020 too, including 500Wh capability, would have been cool to hear your thoughts on that. The battery wars are heating up and even though Nikola as a company makes my skin crawl and Tesla is surely gonna trump their tech I'm glad there is visible movement in the industry now.
All the competition - while agressively competitive - is excellent for our transition to sustainable energy and transport, and while I agree with your sentiments on Nikola as a company, this sort of rivalry is what drives progress and innovation.
@@brunosmith6925 It's often a double-edged sword. Limiting innovations by sitting on patents or deliberately buying patents or the companies that own them to only hide them away is often a result of aggressive competition. There are many aspects of business competition that stifle progress.
Nikola has been front-running every thing Tesla does. It's a tactic. They are saying "Don't ruin your appetite on Tesla's buffet, we have a more delicious offering soon." They have yet to even demo a working product. I am beginning to suspect they were invented to pull interest away from Tesla's Semi and will disappear once Tesla's delivers.
@@egoequus6263 I agree with you, it all seems a lot like a scheme just to collect investment money. Nikola is a shady business, they have been patent trolling Tesla, all kinds of malarkey from that company.
Gali this is the best video ever!! Good job man .. all these other RU-vidrs just give us the info that CNBC gives us! You have a unique channel! Keep it up!
Ever since Elon announced there will be an battery & power train investor day, I have been on pins and needles waiting for it. I am more excited about this than any other Tesla reveal. Tesla already has the best battery but this could be a quantum leap.
Does anyone think that Tesla will wait to do the Battery and Powertrain Investor day when they are just about to produce and include a new tech into current production?
Yes. One issue with announcing early is that a lot of people might hold off buying current products for the next gen battery tech. Their sales would likely tank during that gap from announcement to production.
What's your view on the timing of the cybertruck release? This new solid state battery could be linked to the reduced costs of the truck build and also will probably fit in the time frame ?
You sound just like me talking to my 80 year old father about what going down in the super dynamic fast paced changes in the ev industry . He is super excited about the amazing shift . 👍🏻
Great detective work! I think that's too many connections for it all to be just coincidental. I really hope the glass battery happens asap, but I'd certainly be happy with a better lithium battery. Either way I can't wait for battery investor day. 2020 is going to be a crazy year, so much going on!
I am still looking at the garnet 'glass' from Braga and Goodenough. Seems to have a capacitive charge effect. My feeling is that you need about ten seconds of capacitance (whatever ~5kwh is for ten seconds) to blow the minds of most 'gearheads' in accel/decel. This and solid state already blows my mind. I think that the single crystal garnet needs to be flat and not rolled.
Heck i have that without any subscribers; the secret is not having to go to work and having tons of folders to keep the unread notifications/mails in. I will admit that not getting them out of my inbox does cause anxiety. :)
Gali, you're the man. this is some serious digging. incredible research... even if your speculation turns out to be wrong I'm super impressed... thing is you're probably right about a lot of this
Small point: I'm pretty sure that model at 4:40 is of a Model 3, not a Model S. The tear downs of the M3 look exactly like that. The MS is much smaller bricks that go across the car two at a time. Very different layout.
Great research finding all the connections. It is pretty obvious there is a breakthrough related to power density but what specifically. Regarding the audio, you mentioned you had to use the mic in the phone and are not using the boom-mounted mic to your right side. If that one function, it would do well hanging just above your head outside the frame and forward towards the camera a few inches past the plane on your face would reduce the reverberant field sound that destroys intelligibility. I gave me a headache concentrating on your voice content. By getting the mic direct signal much stronger than the reverberant field the signal to noise ratio would improve a lot. You do not need an expensive mic, any $1 electret element mic close to the source will eliminate the problem better than spending a lot on a hyper-cardioid mic or so-called Shotgun mic. A cheap Omni-directional mic close to the source will always sound better than a $5000 mic mounted 10 feet away. A cheap wireless mic can be had for less than $20 could eliminate a cable but since you are not moving position much, the overhead boom mic or a clip-on omnidirectional mic on your collar wired into your recorder would be the cheapest and more effective than the so-called video mics that companies like Rode have convinced non-audio types that they are good enough mounted on the flash shoe. Waste of money. They use the same less than $1 Panasonic Omni-directional electret element in a fancy case. If you need any suggestions let me know. As a recording engineer and large recording studio owner for 25 years and the studio recording top hits and nearly 200 gold and platinum albums, a bit of advice could make a big difference with very little spent, if anything. I suspect some did not continue watching because of the discomfort in filtering out the room sound from the incident voice wave. Your content is so good that it would be a shame not to hear it.
A battery breakthrough is needed before electric cars become mainstream as demonstrated by this video. In 1900, electric cars actually outsold gasoline cars. However, electric cars eventually completely disappeared. There have been many attempts to resurrect electric cars including the Henney Killowatt in 1959. Wikipedia has an excellent article on this history.
Sila Nanotechnogy has just received new funding of $45 million, bringing total funding to $340 million .( Including BMW , Daimler Canada Pension Plan Investment Board ) . Former GE CEO Jeff Immelt on board. They have just acquired 50+ patents .'Gene Berdichevsky & Kurt Kelty, former tesla directors of battery technology, are now co-founder & VP automotive director. Bill Mulligan, formerly VP SunPower, is now COO.
