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Ford F150 Electric to receive new battery chemistry that is unique to Ford

Billyk24

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Jolteon

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Evolution within Ford's electric offering shortly before they even release their first of new EV models. Link: https://fordauthority.com/2020/10/ford-f-150-electric-battery-chemistry-will-be-unique-to-model/
The actual quote is: "The EV pickup will utilize a battery chemistry that is unique to that model and will be different from what is used in the Ford Mustang Mach-E and Ford Transit EV"

Not that the chemistry is unique to Ford, just that it's not the same chemistry as Mustang Mach-E and Transit.

But we knew that already, Ford weighed in on the SKI vs LG intellectual property dispute in SKI's favor asking that they be allowed to continue with their battery plant in Georgia, because SKI's cells are essential to launching the F-150 EV on time.

So all this says - to me - is that F-150 EV uses SKI, which Ford already admitted in the US International Trade Commission case between LG and SKI, and that the Mach-E and Transit do not (which we knew Mach-E was LG).
 
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Billyk24

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The actual quote is: "The EV pickup will utilize a battery chemistry that is unique to that model and will be different from what is used in the Ford Mustang Mach-E and Ford Transit EV"

Not that the chemistry is unique to Ford, just that it's not the same chemistry as Mustang Mach-E and Transit.

But we knew that already, Ford weighed in on the SKI vs LG intellectual property dispute in SKI's favor asking that they be allowed to continue with their battery plant in Georgia, because SKI's cells are essential to launching the F-150 EV on time.

So all this says - to me - is that F-150 EV uses SKI, which Ford already admitted in the US International Trade Commission case between LG and SKI, and that the Mach-E and Transit do not (which we knew Mach-E was LG).
Maybe there is more to the story than just a different supplier.( Link- https://electricrevs.com/2019/05/31/report-sk-innovation-to-begin-making-nmc-811-cells-in-q3-2019/)

Lithium-ion cells are made using various different chemistries or mixtures of metals in the cathode (positive) side of the cell while the negative or anode side typically consists of graphite. The primary lithium-ion cell cathode chemistries used in the latest generation of electric vehicles are typically referred to as NCA (Nickel, Cobalt, Aluminum) which are used by Tesla or NMC (Nickel, Manganese, Cobalt) as used by most other electric car makers. NMC is also sometimes referred to as NCM. Some Chinese car and bus makers use a lithium-ion cathode chemistry based on iron phosphate that is less energy dense.


NMC cells can be made with different ratios among its three metallic elements. Many recently introduced EV models, such as the Chevrolet Bolt EV and the Hyundai Kona Electric are believed to use cells made with NMC 622 meaning a ratio of 60% Nickel, 20% Manganese, and 20% Cobalt. NMC 811 would use increased Nickel to replace some of the Cobalt and Manganese.

Cobalt is much more expensive than Nickel or Manganese and is primarily sourced from a small number of mines. The cost of Cobalt on the open market is volatile.

During Monday’s press conference, SK Innovation CEO Kim Jun disclosed company plans to complete the development of an even more advanced generation of NMC by the end of this year that would use 90 percent Nickel and only 5 percent each of Manganese and Cobalt with commercial production aimed at 2022. According to Business Korea, this even newer chemistry should allow for “a battery cathode which is at least 670 Wh/L.”

Will the Ford F150 have the ANMC 955 cells while the Mach E has 811 or the past 622 cells. Meaning the battery pack in the upcoming F150 will be more energy dense then the so to be released Mach E? If so, then does teh 2023 Mach E switch to the 955 cells for improved energy density and range? Who knows?
 

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Maybe there is more to the story than just a different supplier.( Link- https://electricrevs.com/2019/05/31/report-sk-innovation-to-begin-making-nmc-811-cells-in-q3-2019/)

Lithium-ion cells are made using various different chemistries or mixtures of metals in the cathode (positive) side of the cell while the negative or anode side typically consists of graphite. The primary lithium-ion cell cathode chemistries used in the latest generation of electric vehicles are typically referred to as NCA (Nickel, Cobalt, Aluminum) which are used by Tesla or NMC (Nickel, Manganese, Cobalt) as used by most other electric car makers. NMC is also sometimes referred to as NCM. Some Chinese car and bus makers use a lithium-ion cathode chemistry based on iron phosphate that is less energy dense.


NMC cells can be made with different ratios among its three metallic elements. Many recently introduced EV models, such as the Chevrolet Bolt EV and the Hyundai Kona Electric are believed to use cells made with NMC 622 meaning a ratio of 60% Nickel, 20% Manganese, and 20% Cobalt. NMC 811 would use increased Nickel to replace some of the Cobalt and Manganese.

Cobalt is much more expensive than Nickel or Manganese and is primarily sourced from a small number of mines. The cost of Cobalt on the open market is volatile.

During Monday’s press conference, SK Innovation CEO Kim Jun disclosed company plans to complete the development of an even more advanced generation of NMC by the end of this year that would use 90 percent Nickel and only 5 percent each of Manganese and Cobalt with commercial production aimed at 2022. According to Business Korea, this even newer chemistry should allow for “a battery cathode which is at least 670 Wh/L.”

Will the Ford F150 have the ANMC 955 cells while the Mach E has 811 or the past 622 cells. Meaning the battery pack in the upcoming F150 will be more energy dense then the so to be released Mach E? If so, then does teh 2023 Mach E switch to the 955 cells for improved energy density and range? Who knows?
I don't think we can read that much into it.

All he said was a "different" chemistry. That's guaranteed by the different supplier.
 



 









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