What’s Next
for Lithium Batteries – from Electric
Vehicles to Outer Space; Stocks
mentioned in this article include: (TSXV: $NBM.V; OTC: $NBMFF),
@neo_battery
(NASDAQ: $TSLA), (NASDAQ: $LCID), (NASDAQ: $RIVN)
(Nasdaq: $SLDP)
January 8,
2025 - Investorideas.com, a global investor news source covering EV and
battery stocks releases a snapshot looking at the evolution of the battery
market for EV’s and new applications including space, featuring NEO Battery
Materials Ltd. (TSXV: NBM) (OTC: NBMFF), a low-cost silicon anode materials
developer that enables longer-running, rapid-charging lithium-ion batteries.
Stocks mentioned in this article include: Tesla (NASDAQ: TSLA), Lucid Group, Inc. (NASDAQ: LCID), Rivian Automotive, Inc. (NASDAQ: RIVN) and Solid Power, Inc. (Nasdaq: SLDP)
According to research from AlliedMarketResearch.com,
“The international focus on creating sustainable energy resources via renewable
energy technology has led to increase in investments through governments and
private institutions. This surge in demand for energy storage devices has
pushed the growth of the lithium-ion battery market.”
“Li-ion battery technology continues to
evolve, with ongoing research focused on increasing energy density, cycle life,
safety, and sustainability. The adoption of Li-ion batteries has had a profound
impact on the way we use and store energy in modern society.”
NEO
Battery Materials Ltd. (TSXV: NBM) (OTC: NBMFF) just announced
the launch of an advanced high-performance silicon anode product called NBMSiDE®
P-300 with breakthrough battery capacity. Alongside its core focus on electric
vehicles and electronics, NEO is expanding its strategic downstream focus to
the space and eVTOL industries through solid-state batteries.
Disclosure: This is a paid for sponsored content
featuring NEO Battery Materials Ltd.
Read
this news, featuring NBM in full at https://www.investorideas.com/news/2025/renewable-energy/01081Lithium-Batteries-from-Electric-Vehicles-to-Outer-Space.asp
The Advent of P-300: Moving Towards
Commercialization with Graphite Anode Blends
On August
13, 2024, NEO announced coating technology
innovations that improved battery cycling performance and Coulombic efficiency1.
After passing stringent validation tests and exceeding performance thresholds,
NEO Battery is delighted to introduce the most advanced silicon anode product
called NBMSiDE® P-300.
From
the news: Using P-300 products, NEO further
achieved a technological milestone of manufacturing silicon-graphite composite
(mixed) anodes with industry-leading battery capacity results. Initial P-300
silicon-graphite anodes demonstrate a 500 mAh/g capacity by adding under 7% of
silicon. This represents a 43% higher initial capacity than traditional
graphite anodes, additionally saving 50% of materials compared to competitors’
silicon anodes.
Furthermore, P-300 exhibits good
compatibility with graphite and an uncomplicated silicon-graphite ratio control.
Hence, P-300 silicon-graphite anodes can easily achieve an 800 mAh/g capacity –
a 130% higher initial capacity than graphite anodes. These results signal that
P-300 is a strongly favourable candidate for commercial graphite anodes in
large cell formats. NBMSiDE® P-300 is now under the optimization
process for pilot production and implementation within full cell2
designs and tests.
To protect the proprietary manufacturing
know-how, NEO has submitted the related patent application to the Korean Intellectual
Property Office (KIPO). Enhanced concepts for engineering silicon particle size
through the utilization of key additives during the milling process comprise
the core content of the applied patent.
Expanding Focus to Solid-State Batteries
for Space and eVTOL Industries
Recent advancements in NBMSiDE®
P-300 reinforce that NEO’s products are highly applicable and necessary for
solid-state batteries. Solid-state batteries are recognized as the most
practical battery systems for the space and electric vertical take-off and
landing (eVTOL) industries due to thermal stability with a wide operating
temperature range, non-flammable safety, and high energy density.
Mr. Spencer Huh, President & CEO of
NEO commented, “In 2025, NEO Battery Materials is committed to diversifying the
applications of our advanced silicon anode technology to capitalize on emerging
opportunities in the rapidly growing space and eVTOL industries. These sectors
represent significant market potential, driven by increasing demand for
lightweight, high-performance, and thermally stable energy solutions. By
targeting these transformative industries, alongside our existing focus on
electric vehicles, NEO aims to position itself at the forefront of innovation,
addressing critical challenges and advancing energy storage technology to
support the next generation of transportation and aerospace applications.”
As NEO’s products are based on
metallurgical, micron-sized silicon with polymer coatings, reducing silicon
particle fracturing and adverse side reactions at the electrolyte-electrode
interface is essential to mitigate contact loss during cycling tests in
solid-state batteries. P-300’s enhanced conductivity and improved lithium-ion
diffusion would provide stable performance and high compatibility between pure
silicon anodes in solid-state batteries.
1Coulombic
Efficiency: Ratio of electrons transferred out from an electrode
material/battery during discharging to the number transferred into the material
during charging over a full charging cycle (Discharging Capacity-to-Charging
Capacity). Ex. If the current discharging capacity is 2,000 mAh/g and the
preceding charging capacity was 2,500 mAh/g, the Coulombic efficiency is 80%.
2Full
Cell: Lithium-ion battery comprises all four core materials (cathode, anode,
separator, and electrolyte). Generally, battery anode materials
proof-of-concept and optimization are initiated with half cells in which only
the anode, separator, and electrolyte are used with a lithium-metal counter
electrode that may supply an infinite number of lithium-ions. Full cells have a
limited number of lithium-ions given that commercial-level cathode materials
retain trivial amounts of lithium-ions compared to lithium-metal. Consequently,
capacity retention is heavily affected by Coulombic efficiency at every
charging cycle.
Although EV’s dominate the global market
demand for lithium-ion batteries, AlliedMarketResearch.com
notes “their application in a variety of industries has proven exceptional
promise, such as in the aerospace sector, where Airbus Defense and Space has
efficaciously examined High Altitude Pseudo-Satellite Aircraft (HAPAS)
prototypes powered by using photo voltaic power all through the day and
lithium-ion batteries at some stage in the night.”
Tesla (NASDAQ: TSLA), a leader in both EV production and sales and energy storage
leveraged its energy storage sales in recent reports. According to Rechargenews.com, ”Energy storage provided a bright spot for
Elon Musk and Tesla even as the electric vehicle pioneer came under pressure
over car sales.”
“Tesla, which is equipping some of the world’s largest battery
projects with its Megapack systems, deployed 31.4GWh of storage in 2024 and a
quarterly record 11GWh in Q4.
The annual figure more than doubled the 14.7GWh level of deployment in
2023 – itself a 125% increase on 2022 – and continued a steep upward curve for
Tesla’s energy storage operation, which CEO Musk has previously predicted would
eventually rival its EV business in scale.”
Showing the EV market still has massive growth potential, On January 3rd,
Rivian Automotive, Inc. (NASDAQ: RIVN) announced production and delivery totals for the
quarter and full-year ending December 31, 2024. The company produced 12,727
vehicles at its manufacturing facility in Normal, Illinois and delivered 14,183
vehicles during the same period.
From the news: “On a full-year 2024 basis, the company
produced 49,476 vehicles and delivered 51,579. These figures were in line with
management’s full-year 2024 guidance of 47,000 to 49,000 vehicles produced and
50,500 to 52,000 vehicles delivered. In addition, the previously discussed
shortage of a shared component on the R1 and RCV platforms is no longer a
constraint on Rivian’s production.”
Continued: “The company also announced that on February
20th, after market close, it will release its fourth quarter 2024 financial
results.”
On January 6th, Panasonic Energy Co., Ltd., a global leader in
the battery industry, and Lucid Group, Inc. (NASDAQ: LCID), maker of the world's most advanced electric vehicles, announced the highly anticipated Lucid Gravity Grand
Touring will be powered by Panasonic Energy's lithium-ion EV battery cells.
With an EPA-estimated range of up to 450 miles1 from a battery pack that is up
to 40 percent smaller than competitors', the collaborative efforts between
Panasonic and Lucid have helped deliver an SUV with a previously impossible
combination of outstanding range, performance and interior space.
From the news: Lucid Gravity is a groundbreaking new class
of SUV, conceived from the ground up without compromise. Enabled by Lucid's
revolutionary technology, Lucid Gravity provides the interior space and
practicality of a full-size SUV with up to 120 cubic feet of total usable cargo
space2, all contained inside the exterior footprint of a mid-size SUV. As a
result, it provides a sophisticated space for up to seven adults, game-changing
versatility, and an unparalleled driving experience. The Lucid Gravity Grand
Touring offers 828 horsepower, is capable of 0-60 in under 3.5 seconds, and has
an EPA-rated range of up to 450 miles.
From the news: These impressive features are enabled in part
by Panasonic Energy's latest-generation high performing 2170 cylindrical
lithium-ion battery cells, which offer an energy density of above 800Wh/L
(watt-hours per liter), an industry-leading achievement. These high-capacity
cells were realized through a closer working relationship with Lucid and are
designed to specifically meet Lucid's exceptional standards for fast-charging,
safety, longevity and performance. Lucid Gravity will be one of the first
vehicles to leverage this next-generation cell at scale.
From the news: Panasonic Energy, a global leader in
lithium-ion batteries, is renowned for its high-quality and high-reliability
battery cells.
Solid Power, Inc. (Nasdaq: SLDP), a leading developer of solid-state battery technology, announced in November its operational and financial
results for the third quarter of 2024.
From the news: Recent
Business Highlights:
·
Selected by the U.S. Department of Energy for up to $50 million award
negotiation for continuous production of sulfide-based solid electrolyte
materials for advanced all-solid-state batteries.
·
Commenced development activities in our electrolyte innovation center,
or EIC, to enhance research and development capabilities and improve pre-pilot
electrolyte manufacturing processes.
·
Achieved all milestones and fully received all payments expected in
2024 under the SK On agreements. Line installation remains on track to be
completed in mid-2025, following which validation activities are expected to
commence.
·
Continued repeated electrolyte sampling to multiple customers and
received constructive feedback, enabling electrolyte improvements.
·
Extended the BMW JDA and will continue to jointly develop cell
technologies
Continued: “The third quarter was successful on many
fronts, with the major highlight being the validation we received from the DOE
for our technology and business model, as we prepare to negotiate a grant for
this exciting project that will expand our electrolyte production
capabilities,” said John Van Scoter, President and Chief Executive Officer of
Solid Power. “The team also started working in the EIC, which is a
state-of-the-art electrolyte R&D and pre-pilot lab at SP2. We are excited
about how the EIC will support and enable our electrolyte development and our
ability to deliver electrolyte to meet our partners’ requirements.”
The battery race was pushed to unimagined levels of innovation with
the mandates for electric vehicles and is now seeing new markets and
opportunities that have now taken it to space. This is a sector for investors to
watch as sustainability becomes imperative in all sectors.
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