New Energy Vehicles (NEVs) in China

supercat

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China is increasingly setting global standards in EV technology, such as the critical safety standard of EV doors.

China Shows the Way on DangerousMichael Brooks, executive director of the Washington-based​

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Michael Brooks, executive director of the Washington-based Center for Auto Safety, told me the rules were “fairly comprehensive” and that China was showing leadership in drawing up basic safety standards for EV doors — which neither the US or Europe was doing.
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After China banned the export from Nexperia, European automakers are scrumbling for chips like during the COVID period.

Carmakers gear up for chip battle after China curbs Nexperia exports​

Industry warns of disruption to European production following Beijing’s retaliation for Dutch government’s seizure
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tphuang

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CMP

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Li Auto mega just had a bizarre incident where it caught on fire and got engulfed in 5 seconds for seemingly no reason

I get that accidents happen but this comes at a really bad time for them. They were just starting to stabilise from negative press and this is a pretty damaging incident
It's neither bizarre nor without reason. A poorly designed or poorly manufactured battery pack can do such a thing VERY easily. It shows Li Auto's battery pack supplier was either cutting major corners or had a critical failure in their quality control process. It also suggests poor selection of battery chemistry. They most likely prioritized cost and range over safety.

I think it's funny. Due to China's massive industrial success, everyone somehow thinks modern batteries are childsplay or primitive technology. In reality, although it is much simpler than producing a chip, it is a lot more like producing a bomb. One flaw and the whole thing could in theory take out your building, assuming you parked a bad EV in your detached house's indoor garage. If I owned one, I would never park it indoors or adjacent to other EVs.

When a single chip goes bad, it doesn't take down the whole rack, cluster, or data center. When a single battery within a large battery pack goes bad, it can take out an entire level of EVs on your cargoship or an entire section of your parking lot of EVs if parked tightly together. A chain reaction of one setting off everything else.
 
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pbd456

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With the new sodium based battery, how will it impact lithium as many countries are still currently increasing their lithium deposits?
 
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CMP

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With the new sodium based battery, how will it impact lithium as many countries are still currently increasing their lithium deposits?
The easiest way to think about this:

Sodium - Best for city-only drivers. Okay for metro area drivers. Impossible for road trips unless you live in a country with a very dense charging network like China. Safest battery chemistry.

Lithium - Better for suburban drivers. Range overkill for city-only drivers. Not good for road trips unless you live in a region of a country with a decent charging network. Safety varies significantly by battery chemistry and quality control process. LFP on the safest end, LiPo and the rest I would not even touch if I were an EV buyer.

Hybrid - better than IC for city and metro area drivers.

IC - Best for rural drivers and road trips.

Hydrogen fuel cell - Best for long distance freight trucks only.

Even after Sodium mainstreams, Lithium will still have a huge chunk of market share.
 
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Proteus

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It's neither bizarre nor without reason. A poorly designed or poorly manufactured battery pack can do such a thing VERY easily. It shows Li Auto's battery pack supplier was either cutting major corners or had a critical failure in their quality control process. It also suggests poor selection of battery chemistry. They most likely prioritized cost and range over safety.

I think it's funny. Due to China's massive industrial success, everyone somehow thinks modern batteries are childsplay or primitive technology. In reality, although it is much simpler than producing a chip, it is a lot more like producing a bomb. One flaw and the whole thing could in theory take out your building, assuming you parked a bad EV in your detached house's indoor garage. If I owned one, I would never park it indoors or adjacent to other EVs.

When a single chip goes bad, it doesn't take down the whole rack, cluster, or data center. When a single battery within a large battery pack goes bad, it can take out an entire level of EVs on your cargoship or an entire section of your parking lot of EVs if parked tightly together. A chain reaction of one setting off everything else.
I think the battery pack is CATL Qilin, I don't know if Li Auto package itself has recently.
 
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