JB Straubel: Transforming the Lithium-ion Battery Supply Chain
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- Опубліковано 20 бер 2023
- JB Straubel, Founder and CEO of Redwood Materials, gave the Conradin von Gugelberg Memorial keynote at Stanford GSB's Climate, Business & Innovation Summit on March 8, 2023.
At Redwood, JB is transforming the lithium-ion battery supply chain by offering large-scale sources of domestic anode and cathode materials produced from recycled batteries, creating a fully closed loop that will drive down the costs and environmental footprint of electric vehicles. Prior to founding Redwood, JB Co-founded Tesla and spent 15 years as Chief Technology Officer. At Tesla, JB built one of the best engineering teams in the world, and among many topics, led cell design, supply chain and led the first Gigafactory concept through the production ramp of the Model 3. JB had a direct role in both R&D, team building and operational expansion from prototype cars through to mass production and GWh-scale. JB holds a Bachelor of Science in Energy Systems Engineering and a Master of Science in Energy Engineering from Stanford University.
The annual Conradin von Gugelberg Memorial honors a member of the MBA Class of ’87, and was founded by his peers to foster environmental responsibility among business students. The annual Climate, Business and Innovation Summit brings GSB students, alumni, and the wider Stanford community together to explore the challenges and opportunities presented by climate change.
JB is absolutely brilliant! I hope Redwood changes the world as we know it! Hope all the reconditioned batteries end up in a Tesla! Lol
Many go to GF Nevada, but others have contracts.
I think Tesla should eventually acquire Redwood.
JB Straubel is a redwood tree of engineering prowess set to play a critical role in scaling renewable energy and a sustainable future, and this presentation documents it. Thank you so much Stanford for bringing this story to the public here on UA-cam. ❤
And he's returning to the Tesla board (at least) no doubt with ideas ready to input?.
👍👍
JB's point about public awareness for battery is so important. In our household, we've long had a dedicated container for dead batteries. Once full, it's taken to the nearest large supermarket when we go to do the grocery shopping and emptied into the appropriate receptacle. Here in the UK, many DIY & discount stores, supermarkets, and even garden centres, among others, will have a battery recycling point within the store. They seem quite popular, but I'd imagine that they only capture a tiny fraction of the available materials for recycling.
There simply isn't enough of a public awareness engagement programme to encourage recycling across the board of a whole range of items.
Great update! Heartfelt thanks to all involved.
Wow Redwood MAterials has come a long way since I last saw them. Keep going Jeff and stay doing what you love as an entrepreneur.
Great guy, really impressive!
In our society we need this kind of entrepreneurship to drive technology.
When I worked in China, I saw how they did it: They required us to provide and proof a recycling concept for Li-Ion batteries when we homologated our first BEV in China in 2012!
They had a plan, the US entrepreneurs!
Great Presentation.
Incredible work, the government should strongly promote closed loop economy
Every high school student should have the opportunity to listen to this amazing man and the vision of what could be when others say you can't. A great lesson in life.
Really good talk JB :)
JB is a 🐐
That is a really great slide at 9:13
x2
Starts at 14:18
Actually (unusually) starts at 00:00
There's a LOT of interesting background (at least to me) in the preamble.
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But "you do you"
Only thing is, why do we still use Cobalt? LiFePO4 battery tech is much cheaper, although less energy-dense. But the advantage is LiFePO4 is discharge rate and 0-100 cycling (vs 20-80 for Li-ion). Thus, despite being less energy-dense, you get equivalent usable energy from LiFePO4 in same form factor/weight as Li-ion (ie, entire battery is usable vs ~60% for Li-ion). Right there, you lower battery costs around 15-20% (and why Tesla now uses them).
As someone who likes to cook, I am always wont to liken the addition of greenhouse gas emissions to the atmosphere to that of a recipe. For any given recipe, when requiring a good outcome, the list of ingredients must be included in the right proportions. Failure to do so results in a less than optimal result, often that of a complete failure.
Earth's atmosphere is a recipe, muck around with it like humanity unfathomably insists on doing, despite knowing better, then don't expect a yummy workable result.
Porsche Taycan has a 2 speed gearbox. Strange JB didn't know that...
29:10 Porsche Taycan lol
I really hope JB comes back to Tesla if Elon ever steps away. He’s a great guy
I'd rather hope Redwood is successful enough so he never even would consider going back.
He didn’t leave because of Elon. They are still close friends. He can be another “Elon” leading the recycling side of things with Redwood Material. I think the two companies will be huge assets to each other.
He IS coming back! (To the Board)
Stock boost!
Telsa needs someone who has retained his senility, unlike Elon.
@@ashleycanfield6854 nope Tesla needs someone who can transition the world to sustainable energy, and Elon isn’t far the best man for the job.
maybe a deposit scheme could aid in collecting old batteries. deposit paid at point of sale then refunded when they are turned in at end of life?
In the UK (and Europe) any Electronic retailer is obliged to accept a device for recycling if you take it to them. Doesn't matter if you purchased it from them.
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What happens after that? I'm not sure, but there are at least regulations in place.
Does anyone know if the new sodium ion batteries starting to come out now will completely do away with lithium and nickel and copper?
Sodium ion can compliment lithium ion batteries by being used in smaller lower range and cheaper cars and helping with energy storage. With LFP doing medium range cars and doing energy storage with sodium ion.
High nickel cathode batteries will still be used for high range cars/trucks, performance cars and hopefully eventually short range aircraft.
I don't think it will be a winner take all, we need a large toolbox to solve renewables and it's great we're getting more and more technologies to help with the transition.
@@andrewvicendese9008
Sodium Ion.....
Probably not for "Smaller" or "cheap" due to the lower physical volume available in the vehicle to accommodate the pack.
Sodium Ion cells are (at the moment) larger and heavier due to their volumetric/ gravimetric density.
As such, the "Space vs Range" compromise would be "difficult".
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Applications? (imo)
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Storage (Container sized)
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Public transport (larger vehicles with a known daily range, no critical weight restriction and overnight charging)
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We also have the "newer" chemistry CATL cell emerging which is allegedly 15 per cent more energy dense than LiFePo4 cells, and costs less than Nickel and Cobalt-based alternatives.
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It's an improved version of the LiFePo4 chemistry with a mix of magnesium, Zinc, and Aluminium replacing some or all of the Iron. So the MP3 is still a Lithium Phosphate battery, but with a gravimetric density of ±210 Wh/kg.
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This may be a "sweet spot" for "normal performance" vehicles?
Elon should focus on SpaceX and offer the Tesla CEO position to JB. We need more JBs in the world.
Did you hear him say he had wanted to get away from the business side and return to the entrepreneurial aspect?
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However, it seems that short of a huge "anti" campaign by the "negative" investment community, JB will be back on the Tesla board of directors in May.
(👍👍)
@@rogerstarkey5390 Elon has also been focused on Twitter in the past few months so I'm sure JB would be able to hold a CEO position at Tesla and still be an active entrepreneur.
Tesla has a highly capable leadership team that runs almost on autopilot, as shown at the last investor day. JB wouldn't stand in their way and would avoid Elon's mistakes like S/X steering wheel, removing radar, AI-based wiper sensor, overestimating FSD, overestimating deadlines, and so on.
He would bring an apolitical stance, credibility and stability back to the Tesla brand to raise investor confidence. IMO due to his past at Tesla, I believe he would bring the best of Elon, but not the worst.
@@That80sAstronaut He would also avoid removing Ultrasonic Sensors.
Tesla Vision Park Assist is a joke.
@@pauld3327 Precisely! Elon is too lost in ideology, claims we’re just input error (his words). IMO, he’s lost all respect for customers and, in his mind, we’re just means to achieve his goals. As long as the car is safe enough, he’ll give us the bare minimum to keep production costs low.
The wisest thing that should be on every wise individual's list is to invest in different stream of income and don't depend on the government to bring in money especially now the pandemic is hitting the economy
you are definitely right , waiting on the government is a big waste
Investments are the stepping Stones to success especially if you been guided by a professional
Investing is good but investing in the right thing is the actual key to success . Who is your pro ?
There are so many investment out there but if profits must be considered then not all investments are good to go into.
That's correct the right choice of investment has always been a big problem for me because picking up the wrong investment will possibly leave a big scar in the future...Have you made any profit whatsoever working with this pro ?
Redwood video at end didnt show a Tesla. JB & Elon? ? ! ?
That question answered since your post?
(JB for the TSLA board?)
1
Common sense is definitely not common.
Jb is a guy who invent Tesla
It was actually a happy collection of coincidental meetings.
Right place, right time.
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What are the chances of *two* individuals with similar outlook, drive, determination, coming together?
(And one having the ⚾⚾ to put a huge amount of $$ (essentially everything) on the line, numerous times?)
I love Redwood, but some of the numbers just don't make sense to me. How could there possibly be 100GWh of recyclable materials in the world by 2025 (assuming Redwood somehow corners 100% of this), if world li-ion battery production was only 20GWh in 2015?
And that's assuming batteries only last 10 years on average, which seems unrealistic. Batteries going into EVs and BESS today might still be in primary use 20 years or more from now, and even at EOL they may enter into secondary use as repurposed batteries.
Hopefully he goes back to Tesla so we can get a CEO who cares about his employees for a change. I know he’ll never come back so long as Elon is there though.
Proved wrong ONE DAY later.
That's probably a record?
That didn’t age well did it.
How do you know this?😂😂😂
Isn’t lithium ion obsolete technology? What year is this from?
lithium is essential for electric cars in 2023
Any where iron phosphate is, it can be replaced with nickel.
@@olinafan4459 2023 produced car and home batteries have lithium iron phosphate technology which has 4-5x the charge cycles over the obsolete lithium ion batteries
@@Nrustica Lithium iron phosphate, (LFP), is just another type of lithium ion chemistry. LFP does have better cycle life but it has worse energy density that other lithium chemistries such as NMC and NCA. They both have more than enough cycle life to be used in vehicles and they have much better energy density than LFP. Only shorter range less expensive EV's are using LFP now.
If lithium ion is obsolete technology, what is the latest technology to you?
Cringe city
terrible opening/intro, almost lost me, SKIP TO 14:16
Please, J.B. --- DON'T channel Al do-as-I-say-not-as-I-do Gore.
You'll lose credibility really fast.
Al belongs in prison, not on any stage.
Say what you will, but he was right about ManBearPig.
All I know about Al Gore is his documentary "An Inconvenient Truth" and beside a few minor details (e.g. an error in attribution), the facts it presented were correct. I don't know the reference to hypocrisy that you allude to but climate change action does not have to be austere to be net positive for the world, so I don't understand the point of that criticism.
@@Muskar2
Probably "political persuasion" based?
The OP (Silverstake) should note the message in the preamble regarding "the big picture" rather than navel gazing on a single (confirmation Biased??) point?
And here we go again with the most overused word of the century, Transform! Stanford, you really need a skilled description writer not this con man.
And your credentials would be.....?
Sounds like a bunch of lies to me. Yeah right used to need 1000 degrees but they was WRONG! They only needed a degree and a half. Hmmmmm. Something doesn’t ring true.
He can be the next CEO, merge redwood and Tesla and move forward to infinity