BMW starts series production of Gen6 EV batteries in Shenyang
BMW has begun series production of Gen6 batteries in Shenyang, its third site, using cells it says have over 20% higher energy density. The line it describes starts at cell inspection, so cell origin is not stated.
Reality
- Evidence40
- Adoption35
- Hype gap+20
- Incentives60
- Confidence50
Ambrosia Energy has begun work on a 150,000-square-foot, 10 GWh battery factory near Austin to supply its solar plants for data centers. CEO Ben Longmier says the company can stay profitable selling continuous power at $100 per megawatt-hour.
Perspective Coverage
3 publishers
- Builder
- Builder 42%
- Operator
- Operator 25%
- Investor
- Investor 33%
Reality
- Evidence30
- Adoption8
- Hype gap+45
- Incentives
- Not scored
- Confidence55
EnerVenue opens a 250 MWh-a-year line for nickel-hydrogen cells rated at 30,000 cycles
EnerVenue has started volume production of its water-based nickel-hydrogen cell, rated for 30,000 cycles, on a line sized for 250 MWh a year. Buyers can now inspect a factory, but they still need a price and warranty terms to weigh it against lithium-ion.
Reality
- Evidence30
- Adoption
- Not scored
- Hype gap+45
- Incentives80
- Confidence40
buildOne report1 publisher GM and LG idled 1,330 Lordstown battery jobs in the months after the EV credit repeal
Removing a per-car subsidy left a finished battery plant in Ohio making cells nobody was buying, and the fastest cost its owners could cut was people. The capital had been committed years before the policy changed.
Reality
- Evidence45
- Adoption70
- Hype gap+12
- Incentives60
- Confidence52
Novelis moves battery enclosure corrosion protection onto the coil before stamping
Novelis says a water-based coating applied to aluminum coil survives the press, so enclosure and bus bar makers may be able to drop lubrication and e-coat stages. Whether that pencils out is a sum each buyer has to do on its own line.
Reality
- Evidence30
- Adoption18
- Hype gap+20
- Incentives75
- Confidence50
HiTHIUM designs its 785Ah sodium cell to run on the lithium lines it already has
HiTHIUM's new 4MWh sodium-ion system promises 20,000 cycles and a 30-year design life, with first deliveries in 2027. Those two numbers only expire on the same day if the cell runs 1.83 cycles daily.
Reality
- Evidence24
- Adoption8
- Hype gap+40
- Incentives82
- Confidence55
DOE pays half of Elevated Materials' $100 million lithium-film plant
Elevated Materials plans to take its ultra-thin lithium films and prelithiated materials to gigawatt-hour-scale output, with the Department of Energy covering half the cost of the plant that would make them.
Reality
- Evidence34
- Adoption28
- Hype gap+32
- Incentives72
- Confidence42
Samsung SDI buys out GM's JV stake and re-aims New Carlisle at grid storage
The 49.99 percent purchase leaves Samsung SDI sole owner of an Indiana plant that will start on storage cells, with prismatic EV cells reduced to a co-development agreement.
Reality
- Evidence34
- Adoption16
- Hype gap+38
- Incentives72
- Confidence42