Are Car Companies Backing AWAY From EVs?
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- Опубліковано 25 тра 2024
- EVs: Video sponsored by LG Energy Solution (www.lgensol.com/en/index)
It's been a few years now since the start of the EV revolution, and one things has become clear. It's not just as simple as trading in a gas engine, for batteries and electric motors. This transition has proven to be quite a challenge for legacy car makers. Between relinquishing decades of mastery in internal combustions, and understanding battery supply chains, its becoming one of the greatest challenges the auto industry has faced. So how are companies going to survive this transition? Let's figure this out together!
Assets in the video provided by LG Energy Solution Michigan
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what we'll cover
two bit da vinci,lg,lg batteries,lg chem,lg esmi,lg energy storage,EV Makers are STRUGGLING & How We FIX It,battery manufacturing,ev batteries,who makes ev batteries,are there enough batteries for evs,evs and battery,the battery problem,battery manufacturing process,battery manufacturing plant,battery manufacturing factory,how do we build more evs,the ev problem, Why Car Companies are STRUGGLING With EVs, Are Car Companies Backing AWAY From EVs? - Наука та технологія
I think I just watched a commercial for LG.
somebody marked the entire video as sponsor segment on sponsorblock lol
Can’t imagine the health consequences of working in 1% humidity. Living in Arizona and New Mexico for a few years was a great experience, but negatively impacted my skin and sinuses.
Depends on how long their shift is in the low humidity. Also I was wondering if just people working in that environment sweating impacted that humidity level.
They need a still suit (Dune)@@daviddennis5789
try living in Alice Springs in australia for a taste of low humidity- no thanks
@@daviddennis5789 you have to wear a closed gown in those facilities, the humidity in the gown is higher than in the room. The entire factory isn't like this, just the areas where the cells are opened and assembled.
@@daviddennis5789I was thinking the humidity that they were exhaling would require some serious dehumidification if there was more than a few people in there.
You should change the title to “LG saving the EV industry” or “Touring the LG Energy factory”. I was expecting a video on the subject of the title, but felt like watchong a commercial for LG. It’s fine to make a video like this When getting a chance to visit a High tech facility, but please sell it as such to be honest to your viewers.
FYI, it took 10 years to sell one million EVs in the US, two years to reach the second million, and just over one year to hit the third.
The same could be said for highrise apartment buildings in China. In the end, if some growth is based on hype and steroidal inputs, then it can't sustain itself in the long run. As of now, battery electric vehicles are just not practical for most user and are way overpriced for their usefulness.
@@jarjarbinks3193 how is the weather in the year 2010?🤣
Only a vertically organized company like Tesla, including battery technology, can sell BEVs at scale.
I'll opt for an EV for my second car. They have a higher energy conversion ratio than cars with combustion engines do and are now cheaper, so why not?
Elon did that.
The transition into EVs is really no different than any other transition into a disruptive technology. Even if the cars are only bought by urban commuters, or short distance delivery firms then eventually completely new firms or those that switched earliest will come out on top. Insisting that sustaining innovations are the future is a fool's errand. We are already devising batteries that are much easier and cheaper to build and it is still very early in the transition. I wouldn't be surprised if none of the current car manufacturers survive unless they can heavily incorporate cutting-edge battery manufacturers into their supply chains.
Well said
There is no transition if there is no infrastructure in place to support the product. People just don't get it. There isn't enough charging stations to support a transition and the power grid will have to be entirely upgraded to support charged EVs. This is not complicated.
@@brianh2287 FYI every home is a charging station specially with solar :)
@@CarlosTorres-dq2sq No it's not. The electrical grid cannot support everyone charging their EV at home especially using solar panels. Also, the amount of materials needed for battery production and disposal will devastate the environment. This is why Japan is moving to fuel cells. Americans have been brain washed, incredible.
@@brianh2287charging stations are an insignificant cost compared to the cost to install hydrogen fueling stations or gas stations.
Actually you can say "batteries sold separately" if you build them like NIO, which is what legacy companies should do, agree on a swappable battery standard and then they can concentrate on the car as well as cure charging time issues and resale value problems.
I’m in agreement here, but I suspect it’d have to be imposed by law to make it a reality. While there are definitely logistical hurdles to overcome in a battery swap scenario, I can’t think of any that seem insurmountable. Tesla is of course the global #1 volume EV manufacturer & likely to strongly resist this as their range is a big differentiator for their business, and swap technology would allow competitors to make cars at closer to their cost. It would potentially also open up competition for battery manufacturing to a few more companies, although the barriers to entry are still going to be quite high, as clearly demonstrated in this video. Maybe a consortium of competitors agreeing on a swappable battery standard could get some momentum behind the idea, not sure because they’re already trying to play catch up, but it might give them the advantage needed to compete with Tesla.
🧂
I don't agree just because swappability means huge limitations on design. Maybe for trucks and commercial vehicles.
@@sjsomething4936 yeah I just think if EVs struggle, Tesla will agree to a standard. I just think it has a lot of advantages. One is that people won't be scared of buying a used EV. Also I think it could bring costs down since rapid charging won't be needed with rapid swaping.
@@jameshisself9324 Yes I agree but in at least one way, it makes the cars easier to build in that rapid charging is no longer necessary (swapping is super fast anyway)
I live in the Holland, Mi metro area and LG may have been ready in 2012 but they were definitely not seriously making batteries. The local humor was that LG had more people employed in security and cleaning than any manufacturing position. We were all told they were going to be a large employer but that really never came to be.
Great balanced ad for LG Energy... amazing!
Thank you for all your great videos! Would have liked a little discussion here about BYD and Tesla that manufacture some batteries in-house.
This is an advert for LG, what do you expect. :(
When the video goes so far as to out-right lie in oversimplifying the topic by not mentioning those obvious counter-examples, I wouldn't be surprised if he was contractually bound not to mention that competition. That said, it's obviously hard to make batteries in-house, and ICE car manufacturers overall haven't done anything hard and revolutionary themselves over the past few decades, so it's more technically than practically a lie.
Tesla makes all their batteries in-house.
This is exciting to see. Bought my 1st electric car in 2010. It had a range of ≈78 miles. BEV battery design & engineering have come a long way.
At what expense to the environment?
@@FreeFlyerUkno more than an ICE.
@@BearcatJamboree So why bother spending all that money?
@@FreeFlyerUk EVs lifetime emissions are by far less than ICE.
My Chevy Bolt emissions where I live: 79g/mi
Emissions with the Average US Electricity Mix: 123g/mi
Average New Gasoline Vehicle's Total Emissions: 400g/mi
My car only cost $21,900 and other EV prices are dropping. They would be even cheaper if we let Chinese models into US, as many of them are
@@BearcatJamboree Really?
Including manufacture?
With that level of cleanliness and dryness required in the factory, I’m surprised that the workers are not in full hazmat suits. Dander and sweat still happens and it aerosolizes more than you would expect.
Not only that but being in an environment that dry is hell on your health.
That's the problem. I don't want something that potentially toxic and flammable to be sitting in my garage charging overnight while I'm asleep. Neither do an increasing number of consumers.
@@karmaandkerosene2885 did you reply to the wrong comment? The factory conditions have no bearing on your garage conditions. Back to the content of your comment - I guess your garage is empty just now otherwise I've got some bad news: all cars are toxic and flammable.
Thermal runaway is no laughing matter. - rigth Sparky? @@asharak84
@@karmaandkerosene2885: Yet real world, gasoline is very polluting and toxic, car exhaust is very polluting and causes cancer, and AGW consequences continue to worsen significantly.
Also, batteries keep getting significantly better for those of us not stuck in 2010 or so.
nice to see large companies finally realizing that labor/work force needs to be met. at no extra cost to the employee.
in the past labor was expendable. now we are a valued part.
get it all while ya can.
People don't like being herded in one direction... EVs
You’re referring to the Pennsylvania Dutch, right? 😉
But being herded into buying SUVs is ok I suppose? This is such a weak argument. The industry has been directing the market for decades, not the other way around.
It's a good thing the gov isn't herding us towards gas guzzlers by subsiding oil prices.... oh wait.
@@neothaka there are no mandates forcing the market to only sell SUVs. That's the argument you're missing.
I just bought an Ioniq 5 a couple of weeks ago, so I’m doing my part! 😂
Congratulations & I hope you’re enjoying it! I decided to purchase a Bolt in 2018 after driving my brother’s for only about 20 minutes, the car sold itself. I would never go back to gasoline personally. The number of advantages is significant, and the disadvantages are being reduced every day with more investment and technology improvements.
I’m definitely hoping that they can get to a sweet spot of slightly less costly than gas vehicles as well as more range, 800km (500 miles) would be great. I’m pretty frugal so the Bolt will have to live a bit longer until some of those holes are achieved.
@@sjsomething4936 500 miles range is already here, but it would only be in the flagship luxury models. What the average consumer has to settle for is the affects of the EV auto monopolize sandbagging marketing range for profit sticker prices.
How long did you have to wait for it? I "ordered" one back in July of 2022 and in September they said at the rate they were arriving mine would show up in June... of 2025. So I cancelled and bought a Bolt which only took 6 months to get. Really would like the higher rate charging (altho Ive only charged away from home twice so not really a biggie) and the V2L, but for $30k less I am OK with it.
@@natehill8069 I’m in California, so I was able to pick up one off of the lot, my only wait being for the dealer to send someone to get the trim I wanted from a sister dealership an hour away. It was still completed in a half of a day. I considered a Bolt too, but this is really our only car (my teenage daughter has a Corolla I occasionally drive) so I really wanted the faster charging for road trips. Oh, and I do love CarPlay. Otherwise, I’d have been perfectly content with a Bolt. Great car.
Good for you!!!!!! Thank God you are saving the world. Tell me, do they burn coal, oil, or natural gas in your area to generate electricity?
It would be nice if you talk about the case of BYD. They started as a batteries company and they expanded to ALL the parts you need for an electric car (motor, electronics, software, etc.). Now they are the firts EV manufacturer in the world and they produce most of the parts of their EVs. Pretty amazing...
Exactly. The only automaker that dominates the entire development and production of batteries is BYD, so it's not true that automakers "don't make batteries". It's also not exactly true that automakers in general are struggling with EVs, since some Chinese automakers are doing really great, including BYD, the largest automaker in the world of hybrids and BEVs, that is about to take the lead from Tesla also in BEVs.
Feels like this is an ad for LG Chem (I suspect that they did provide a financial "incentive" here)
That said, it is nice to see a large corporation finally show some foresight.
EVs need to become significantly cheaper, get greater range as well as reliable rapid charging
EV makers are not having issues. Legacy auto is having problems selling their EVs.
You nailed it.
Too expensive in the future. We're already struggling producing cheaper computer parts and smartphones.
EVs are also poor ego machines
@@UrfriderPoro well, have fun paying for gas in the future bud. As there become fewer gas vehicles on the road, the cost of gas will continue to rise, since the process (and thus production cost) of producing gasoline can’t be made much more efficient.
@@sjsomething4936 Got source for that?
So far it's only few States like California that banned selling emissions by 2030.
Tesla is not only making his own batteries but has a ramp up production speed of plus 40% every quarter, and not only that, but he is ready to produce also its needed Lithium too. the problems in the EV car business belongs to all manufacturers except for Tesla, increasing production, while gaining market share too. this year is on target for a 40 to 50% production and sales increase , as it has been for the last 7 years average growth
Ya why wasnt this very known piece of information said? Biased?
@@reelenz yeah it’s almost like this isn’t a totally shameless promotion for LG. Tesla been doing this with Panasonic for years.
Tesla is dead. Tesla is not a he. He is Elon Musk
Do you even read Tesla's publications? In its letter to shareholders released Wednesday, Tesla cautioned that sales growth this year may be “notably lower” than the 2023 growth rate.
Uhh no. Panasonic makes the batteries for Tesla.
I'm wondering what it's like for people working in 1% humidity. I would think their skin and breathing passages would get excruciatingly dried out, yet no one seemed to be having any difficulty. I was hoping you would address that. I get really uncomfortable in the winter if my household humidity gets down to 25%.
Exactly what I was thinking. Lips dry out every 5 minutes???
It may be that the complete absence of dust particles cancels out the problems.
@@dirtycatmechanicAquaphor or chapstick. I bet they have to keep drinking. Your lungs are moist.
@@oldbloke135 It doesn't. Dust and humidity are completely separate issues.
Legacy automakers are clearly paying their CEOs far too much if they are unable to service such a hot market profitably.
Hyundai/Kia is about the only brand making progress in EVs with a variety of vehicle types. Tesla and everyone else has at most 3 BEV models.
@@davidmccarthy6061 Variety of models, not vehicle types.
A Kia Soul is the same vehicle type as a Hyundai Kona. It's almost the same car.
Mary Barra of GM makes 2 million a month .....
Is that why Tesla had to drop their prices 20% and still has excess stock? The public have seen through the lies about EV environmental and economic claims and are turning back to ICE.
GM and Ford are the source of all the "EV sales are tanking" stories in the media. They have realized they are failing at EVs, so they want to try and destroy demand and keep making ICE and hybrids. They would be perfectly happy to not make any EVs at all, but if that is what they are strategizing internally, they will be very sorry.
We're gonna rot the world no matter what we do 😒
We can change that.
just an LG commerical
In my old house in MN in winter, the humidity gets to single digits. 6% humidity inside commonly when outside temps are below 10F
Where I live chinese evs are all the go. They are reasonably priced and work very well.
Bad data on LG Chem. They are a distant #3 in EV batteries behind CATL and BYD, which is a car company making their own batteries.
The author is misinformed to some extent
BYD and CATL are huge all over the world but are limited to import to North America
Especially those Blade LFP and moving to Sodium ion and they are way ahead of anyone else
How do the employees breathe properly in the LG factory when the humidity is many times lower than the driest place in the world?
Well they can't.... i work in a lumber mill/wood products factory and we have drying chamber for the wood very low humidity about 8% and about 60-80 celsius it cooks your lung even with a small grasp of air and this is worse...
The humidity in Las Vegas and other places in the desert southwest US is often 5% or below. People live there just fine.
@@icy1007 You talk bullshit a five sec google search proves you wrong....Khmm las vegas, nevada desert average humidity around 35% so 7 times more then yíou pulled right out from your a$s the dryest part of the eart is the atacama desert which still have 25% average humidity the higher points has less but f@ck all lives there not even plants or cacti.... you thought you can lie your way on the internet??? 🤣😆🤡
Thank you for the tour of the LG plant in Holland, Michigan.
Art Toy, Lawrence, Michigan.
I wish that you would have addressed the canceled GM plant.
Ricky your analogy of car companies not making gas is not the same as not providing batteries. It's more like the car company not providing battery charge. If a car company didn't provide batteries it is more analogous to saying car companies not providing the vessel within which fuel is stored i.e. the fuel tank.
I love your "Batteries Not Included" frame!
Good to hear. Toyota is coming out with a solid state battery WITH TWICE the range as a lithium ion battery. But without a large recharging national infrastucture, making batteries is mute!
"Coming out" = when they figure it out, which has been years now. Cost is a mystery. Meanwhile there's LFP, sodium, and a few others.
"Mute" = moot.
@@jamesvandamme7786 moot!
The *FUD* is strong in the comments section today!
There's a battery plant being built near me and they're destroying 640 acres of farm and woodlands to do so.
Shh it's for the environment 🤣😆🤣😆
@@maszkalman3676 Yes, destroy the environment in order to save it. 1984 doublespeak.
Well done ! This is high quality exposé about the subject.
This makes youtube worth watching.
Great video bud. Thanks for sharing and explaining what lg is doing here
I'm pretty sure that recent push by legacy auto was setup to fail. Now they can say "We tried but it doesn't work because nobody wants to buy them".
Mean time, as the world moves toward EV's (including hybrids in the near term), they lose out on more and more market share, bankrupting themselves over time.
Union jobs lost. Stockholders hurt. They need to wake up.
That's Toyota's plan. "Ours sucks, so buy our hybrid instead!" Meanwhile, they're feverishly working on solid state batteries.
The Big 3 are not going to see large scale adoption until they put cars out that people can afford and have a range people are comfortable with. They keep coming out with $50k cars. The bolt did pretty well. The Equinox EV had alot of potential at wind $30k. Just going to take a few more years
This is the problem with further adoption, right here. The low hanging fruit is already gone. Now they have to convince a nation of people that drive SUVs and trucks that yes, it's worth paying $70k for a vehicle that can't go as far and is practically worthless with a real payload or trailer. The technology isn't ready for the vehicles a lot of folks want to buy.
@@Daekar3Lots of people just want to get to work without paying for gas. The cheap cars are in the works. If the big 3 are late, the Chinese will eat their lunch.
@@Daekar3 Adoption is a process and sometimes slow. Early adopters pay more but give financial resources to companies to expand their product portfolio and market. As tech and scale improves, we should see cheaper products. No different than any other industry such as electronics.
We sold our EV, just not worth the trouble !
Really? How so, if I may ask?
It's good to see a company that cares about its employees
Because they will likely have negative health effects in 1% humidity
The 1% humidity is interesting. Worth a video just about that. The second video should be on how much the grid has to expand to accommodate all the electrical demands.
In the real world, not that much, given the reality of night time charging and much lower grid strain at night.
Why keep beating the SAME very dead horse? And it's NOT as if things never change and no additional electrical generation can occur, especially as the green energy buildout continues.
It's like your ilk didn't graduate from the 3rd grade.
@@rogergeyer9851currently ev are for those that have money. Same group that bought the first VCR. When it reaches the masses (large urban areas) night time charging will be a smaller percentage as I doubt apartments and densely populated areas will have an overnight plug for everyone. All urban areas have a large population that park curbside, in open lots, and in parking garages.
The electricity generated from wind a solar will be decades in the making before we can replace the energy our economy uses in diesel and gasoline.
I vote for diesel electric hybrids. Cost per mile to transport goods and people are very affordable when used (trains) second lowest cost per ton behind cargo ships. Take that to our semi's and delivery vehicles? I understand it is cost additive verses 100% electric or 100% diesel.
@@rogergeyer9851 My local utility company was saying there needs to be an 80% increase in the grid to handle the loads. I'm guessing they did pass the third grade.
@@rogergeyer9851 your reply seems to suggest you yourself didnt graduate from the 3rd grade, there is a significant improvement that HAS to be done to the grid for a full transition. This is a known and documented problem and has nothing to do with night time charging. Your transitioning energy from fuel-based tankers to the grid. It has to be upgraded to compensate..... that's basic physics.
@@fountainvalley100 Roger needs to revisit 3rd grade LOL
A well done advert for LG, but it fails to be balanced by omitting mention of Tesla the world’s leading EV manufacturer who makes its own batteries close to producing 100 gigawatts this year. Only Legacy auto has troubles making EVs but the problem isn’t batteries. It’s a total failure of management over decades to recognize the need for progress and the Hugh friction inserted by unions.. oh yes, and hundreds of billions in debt.
Ya it’s weird he didn’t say this. Never thought this was a biased channel.
Tesla might be putting 100 GwH of batteries into their cars this year, but the VAST VAST majority of those batteries are made by their suppliers such as Panasonic, CATL, BYD, etc. Tesla itself is making just a small amount of batteries. Tesla announced that it 20 millionth 4680 cell at its factory in Texas in October. Based on that figure, rough estimates are that Tesla itself is producing around 80 MWh worth of batteries per week, which works out to an annual rate of 4 GWh worth of batteries per year. As opposed to BYD, which actually does build all of its own batteries. Compared to Tesla's production rate of 4 GWh per year, BYD produced 50 GWh of batteries just in the FIRST HALF of 2023.
Companies that include recycling batteries are likely to excel and drive the industry further forward :)
I hope they can get it figured out, and at scale, and _cleanly._ It really still seems to be in its infancy.
@@youdontknowme5969The whole EV industry is barely 10 years old. Give it some time.
I don’t know what it’s like in the US but in the UK there are not enough repair shops that can deal with EV batteries. In Norway they seems to be 5 years ahead of the UK and there are companies like Elbilmek that can repair batteries, we need more of these smaller companies and also the main car manufacturers to also provide such services. They sell cars but it seems any battery issues after a minor crash the car is written off as it’s easier for the manufacturers to want to replace rather than repair the battery, especially as someone else is paying, pushing up insurance prices.
@@johnharvey1786I think that's the reason you have so many anti-EV accounts on social media... too many mechanics don't know how to work on EVs so they would rather try to convince people to stick with ICE.
Ev Battery recycling has been happening in numbers for a few years some good ones on you tube. Also the EV battery can be added to your solar system with an expected 10year life before needing to be recycled so after my 8 year warranty and expected 10 year EV life that’s 20 years before recycling.
LG is probably the 3rd largest battery manufacturer after BYD at the moment. Hope LG develops LFP, LMFP, and Sodium Ion batteries. CATL & BYD already has these in production. Also hope Tesla scales 4680 battery production to become one of the top ten battery manufacturers by output.
LG is definitely working on LFP having seen how successful the Chinese battery makers have been at using LFP to vault into the lead of the lithium sector, so LG can try to do some catching up there. As for sodium ion, I think the Chinese have that on lock. Literally every piece of news on sodium ion battery related to possible mass production comes from major Chinese battery makers such as BYD and CATL, and crickets from the Korean/Japanese/Western battery makers.
BYD and CATL way ahead and into Blade and Sodium ION in a skate board styles for car manufacturers
but are not into North America cuz of politics
We don't fix it. The legacy auto companies fix it by producing more EVs like the Bolt and fewer like the Silverado. They produced too many pickups and large SUVs when the battery tech didn't well support these vehicles. Americans like these vehicles, but legacy auto needs to appeal to the smaller market for which EVs actually make sense at this point, as Tesla has done. This market is nowhere near saturated, so automakers can wait to build electric pickups until the technology better supports them.
It's not about how many batteries can be produced. It's about the battery size you need to give a pickup a decent range especially when pulling a trailer and the vehicle's resulting cost and charge time. Jim Farley himself made this point about the F150 Lightning, and Elon Musk reiterated the point, but ten minutes into this video, you haven't mentioned it. The problem is that these trucks are sitting on lots waiting for customers, not that they're sitting on assembly lines waiting for batteries.
You are correct. Many households have 2 cars in the US. Maybe we can start by replacing one of them with an EV.
Very well said👍. I would second that with incentivizing solar install, and getting rid of unneeded bueracracies such as power provider delaying/calling shots of installation approval, based on security and other considerations, some of which are superflous. Also, the government should reduce import duties, while supporting local solar manufacturers to make it affordable for everyone owning an EV. Also, the electrical grid should be optimized with green alternatives, such as wind, solar, geothermal and hydro power, to reduce dependance on peaker power plants, that create lucarative opportunities for battery suppliers, side stepping battery supply for EV production and mass adoption. Just some 💭
LG Chem batteries are the most recalled car batteries in the world.
It's LG Chem. They were. The real question is will they fix their reliability problems for the long term.
Tuned out as soon as he said no automaker makes their own batteries. This is an ad for LG, nothing more.
The LG pouch battery production is very similar to the (formerly) Nissan (now Invision AESC) batteries used in the Leaf, and started up full production around the same time in Tennessee. Neat.
Some things are so big and universally affect all people regardless of state or country boundaries. This is why politicians have a part in this, unfortunately. The die has been cast by the high cost of repair and complexity of gasoline engines, Automakers know this and will eventually have to reduce warranties on gas models while the electric cars will be much cheaper to keep and repair.
Real world, modern high quality brands with the best models run a LONG time with only minor annual maintenance, especially for people like me (retired) that don't drive a lot.
Time will tell, re data, not bluster.
@@rogergeyer9851When EVs reach price parity with ICE, the game will be over.
Lack of batteries is another myth. Tesla is what is killing all other manufacturers of EV's not a battery shortage. LG chem is the world's lowest quality manufacturer as evidenced by the problems companies such a GM have experienced with their batteries. Going to them for info is lame at best. Tesla has NO issues with battery supply as their sales continue to escalate annually. The simple truth is the OEM's have fallen far behind Tesla and will take years to catch up.
It’s almost like legacy manufacturers don’t want EVs to succeed.
Elon, is that you?
@@cdexter7110 … if it is don’t bet against him.
Always great content! But did you think to ask why LG exited the solar panel industry? They might exit battery tech for the same reason.
Demand. The demand for solar is soft. Demand for batteries is strong, and growing.
I've been listening to John Cadogan and MGUY from Australia for competing viewpoints.
I watch them as well. I don't think EVs have a chance of being in the majority by 2030.
Thanks, haven't been able to find much on exactly how these batteries are made. Need more videos like this. Also we need a video on just how much energy it takes to dehumidify this huge factory to 1% RH. No one wants to really dive into how much energy it takes to make these batteries. I'd like to see actual KWH input to this factory vs KWH battery capacity output.
... vs the energy used to drill oil, transport, refine, transport again, and pump gasoline to burn one time in a far less efficient internal combustion engine.
Makes me wonder if location makes a difference (i.e. does the dry air in Arizona help with de-humidifying the factory?)
@@beachcrow- yep…
Drilling for oil is equivalent to strip mines looking for battery elements & large evaporation pools evaporating fresh water from lithium deposits.
Running oil through a pipeline is pretty cheap & pretty safe, compared to shipping lithium to refining locations.
Trucking takes elements to the last mile in both cases.
Refining oil in cracking towers is similar to refining pure lithium metal.
But honestly, this is not really a true comparison.
An EV battery is merely a super expensive ICE engine plastic tank, though. The electricity that goes in the tank is more like expensive gasoline/diesel. A gasoline tank last the 200k mile life of the average ICE car, while the battery will need to be changed (I had 3 friends need to swap batteries on their hybrids recently.)
TCO on the same kind of vehicle at the same number of miles is needed to truly understand. The only people who can do that comparison are legacy auto manufacturers.
@@DavidHalko Yes, there is the mining, etc to produce an EV battery but it happens only once, not every week again and again when you fill an ICE tank. They get recycled into new batteries at end-of-life, needing no more mining. Hybrids are not the same as fully electric EVs, the hybrid battery packs don't have the thermal management needed for long life.
@@beachcrow - “mining… happens only once”
Nope. Batteries do not last the lifetimes of cars today, they are just like a radiator fluid change.
“They get recycled”
Only about 5% of the world’s lithium ion batteries are recycled today.
“Hybrid battery packs don’t have the thermal management needed for long life”
Hybrid battery packs absolutely have decent thermal management! The US DOE has been evaluating Toyota Prius Thermal Management in their packs since at least 2002, “we found that the U.S. Prius battery pack thermal management system incorporates interesting features and performs well under tested conditions.”
Honestly, the disposal rates of lithium batteries leeching into the water systems may be causing increasing autism rates among children, worldwide. This is a global environment disaster already in the making.
EVs should be sold in packages. They should come with Solar and Power Storage. This will assist with the grid issues.
There's no grid issue. And charging can be started during the night when demand is at its lowest. When AC became popular every one was saying the grid won't be able to handle it. Guess what, the companies added power stations and power lines.
I bought my solar panels six years ago. All paid for now so I charge my EV for free with no impact to the grid.
@@fparent it would relieve the additional stress from the system.
What a cool video. Love seeing innovation.
Is this a commercial for LG. Today there are about 30 battery factories either planned, under construction or operational in the country. There is one planned a couple mile from my house.
Plus, Exxon is getting in the Lithium business, they know where things are going.
There is still a massive resources issue with Lithium as well. There simply isn't enough lithium output.
When nothing ever changes, be sure and get back to us. Meanwhile in the real world, lithium prices have dropped MASSIVELY over the past year or so. Markets tend to work over time, re the price, supply, and demand signals.
I just checked multiple sources like trading economics, and lithium prices are down over 75 percent over the past year.
Plus in the real world, with battery chemistries improving and evolving, the likely future for lithium is rapidly being tempered.
That is currently true, but new sources of lithium are being developed and batteries made out of salt and aluminum instead of lithium are already almost comparable.
Legacy auto stopped innovating decades ago. Asking them to now rapidly innovate is going about as well as one would expect. Ask Kodak how it goes.
“Legacy auto stopped innovating decades ago”
I don’t think this is the case.
I just spoke to a man who turned in his Tesla to buy a Toyota Corolla Hybrid.
It is cheaper for him to fill up a tank of gas than it was to charge his Tesla… he gets north of 66 mpg… which is far above the 53 mpg city. He is a city Uber driver, so every mile is accounted for.
@@DavidHalko I invented a 100 mpg car in grad school 40 years ago. I haven’t really pursued it because I knew legacy auto was where innovation dies. It’s still simpler, cheaper and better than anything on the road. I was just in class and my instructor put up a plot and it just jumped off the plot. My final project was the idea in a paper car design, A+. I’ve pitched it to PhD car designers and they give a thumbs up. I’m a pretty creative guy but I’m one guy. NOBODY of the hundreds of thousands in the auto industry had this obvious idea I had 40 years ago or is the culture so crushing it can’t happen?
@@Ask-a-Rocket-Scientist Was your 100mpg car equipped with the super secret carburetor invented in the 1950s that used water?
@@Ask-a-Rocket-Scientist - “100 mpg car”
Sorry you did not patent the idea and go sell it. You could have been the predecessor to Elon Musk.
Honestly, the regulatory rules are a perverse incentive to sell more expensive cars with worse gas mileage.
That is why the Ford Ranger and other small pickups from Toyota and GM all disappeared from the market.
We can’t blame the industry for what government coercion did to them.
This is honestly the time for such an engine to hit the market, it would make less emissions than electric cars do. (An electric car in West Virginia causes more CO2 emissions than a hybrid does, because hybrid engines are so efficient in comparison to WV’s electrical grid supply.)
@@aceroadholder2185 lol, no. The original version didn’t have a carburetor. It burned diesel. My mentor had a sonic carburetor though. He got pissed at me when I said it would not work. Better fuel air mixing and better F-A density (water injection) is great but it won’t get you to 100 mpg.
So happy you interviewed a Trinidadian. Every engineering explanations should be narrated by a trini. It's the melodic accent of the west indies. It made my day!
As a youtube premium subscriber, I was surprised to see this advert.
Ironic that LG has the worst track record in the industry for battery recalls. Paid promotional piece here maybe?
I mean the first sentence of the description for this video is literally "sponsored by LGES"!
Full-size EVs are the wrong solution. We need to move away from car dependency, not just because of battery sourcing for EVs, but also because it hollows out our city cores, takes a huge human life and wellness toll, and makes our infra unsustainable.
Good luck fixing that in the US anywhere except large cities, given real world economics. Hopefully over time, cheap and ubiquitous robo-taxis greatly reduces the number of cars needed for society. If I can RELIABLY get one, I don't need a car in my driveway depreciating all the time, as I'm retired and only drive maybe 3000 miles a year, for example.
@@rogergeyer9851 I actually live in the US an hour from the nearest major city, so I'm aware of that particular challenge. The best thing we can do outside of cities is de-privatize our passenger rail or at least offer incentives to bring back most of the abandoned rail into working service. That's step 1, as it really enables other things like bike rentals, better bus routes, and trams.
My electric bill went up 30% this year. Same for car insurance. I couldn't imagine if I had an $800 a month car payment on top of it for an EV with limited range. I'll stick with my old cars till they die, then I'll find their - 5 year younger- counterparts to replace them with.
Interesting , Thank You .Where is the Power to Charge all these batteries going to come from?
Do you have electricity in your country? Here in the USA, no problem. It's been studied to death.
The Power Still had to be generated, the grid needs to be upgraded@@jamesvandamme7786
Jeez... feel like this was more of a 14 minute commercial for LG than a video on how EV makers are struggling to get batteries... just a bit heavy on the LG.. LG...LG.. chant..
it is
Having a sponsored video section is one thing, but just using LG PR and not mentioning any other companies that produce batteries hardly makes a good video.
I hope they paid you a lot for this...
They probably had final say on the script and most of the video used...
Pretty cool you were just in Holland, I’m an engineer at a different li-ion battery plant like 30 seconds down the road
No matter the growing pins we have to make this transition. I hit the bullet and got and EV and it’s amazing my Drives effortlessly like a hover craft SO much better in every way !
🤣🤣🤣🤣🤣🤣🤣
Thanks, Ricky! Your ability to 'keep it simple, stupid' is perfection!!
Someone probably already asked, but with metals and electronic devices spread out everywhere in a 2 acre room with a humidity level of only 1%, how is static electricity accumulation and discharge handled?
You can ship a car without batteries: Silence makes a "nano-car" that uses two of the same 5kWh removable battery packs as its scooters and home energy storage solutions. If you don't have power at your parking space, you can charge by getting a pair of spares and swapping batteries out instead of waiting.
We fix it with trains, trams, subways, buses - fixing traffic, noise pollution, land use issues, extreme microclimates, road mortalities, etc etc in the process
I thought the same thing. We're so quick to "solve" our problems with more technology but that isn't always needed (and I say this as an engineer). Better public transit in the US could greatly decrease the demand for personal vehicles across the board, meaning battery manufacturers could actually meet that demand more easily. Sadly, flashy solutions often get more attention than the simpler ones.
Nice commercial
I agree that the key issue facing legacy automakers in their shift to electric vehicles (EVs) is securing batteries. It's clear that securing a reliable battery supply is critical. The other side of this coin is the significant business challenges, particularly in maintaining profitability (or managing acceptable loss) during the transition. I would be interested in an analysis of how these traditional automakers will manage to stay afloat financially. Recent news as you mention is they are struggling and scaling back of EV production. I would think this is a business decision. What is the master business plan to stay solvent?
You are so good 👏🏻
In Europe the infrastructure for charging is the big bottleneck. Most countries in the south only have some chargers in their biggest cities. With a range of 400km an EV is almost unusable for longer travels. And this will not change in coming decades. Even countries with so called good coverage only support 10% of the total of cars currently on the road. The infrastructure just cannot keep up with the growth rate of the EV market.
Most cars are driven 70 km (40 miles) daily. So as long as there's a charging infrastructure near where people live that will take care of most travel needs.
@@fparent Well, I don't buy a car for most use but for all use. And most people tend to do the same.
My '85 Chrysler LeBaron GTS only had a range of 300 km on its best of days. Got 10 years out of that car. Range anxiety is the creation of fossil fuel industry backed social media.
@@KevinT3141 Yeah. And gas stations are around every corner. And filling up the tank takes 5 minutes. Get some brains.
@@caskraker We 'fill up' at home overnight and start every morning with a 'full tank' in our Model Y, and have one cheap service visit per year. We've driven 45,000 km in 9 months and our electric bill only went up $120 CAD a month, about 1.5 tanks worth of gas in the old SUV. We have brains, and we used them, for us it works perfectly. Other's mileage may vary...
Batteries work for small inner-city cars, but just cannot be scaled up to trucks or even tractors above a certain size. The weight of the batteries makes a 45-ton EV a total non-starter as it would take away load capacity.
Then there is the fire danger. Yes, they are ten times less likely to start a fire than an ICE vehicle, but they are just as likely to be involved in someone else's fire - or to be set on fire by joy-riders. And when they do burn, we are talking about a 2000C fire that can bring down buildings - and the fumes are deadly!
Then there is the charge time. It may be hours for a small car, but given today's battery technology, it would have to be DAYS for a truck!
When batteries are as fast to charge as tanking up Diesel and petrol/gasoline and have the same energy density, then perhaps we can move to an all-electric future.
😂 You need to visit China.
The Tesla Semi truck is working fine, drivers and their companies love them. Just need the battery supply ramped up to mass produce them.
@@beachcrow PepsiCo are particularly happy because they got 21 Semi trucks from Tesla thanks to a $31 million state grant. The whole EV industry seems to run on subsidies and hand-outs!
@@andrewgraeme8429 The fossil fuel industry gets about $20 billion/year from the US government.
We live in Michigan. GM is building a new Ultium battery plant near our house. We just renewed the license plates for our Bolt EUV. There is about $150 extra EV taxes to cover our share of road maintenance costs. We're very happy with our car.
I live 15 minutes away from Holland, MI! It would have been awesome to meet you!
I believe the reason is: EVs are more expensive than regular cars and the majority of people aren't swimming in money right now. It doesn't help that EVs right now are obviously throw-a-way products for a lot of reasons(everything out now will be worthless once solid state lands). Unless you're wealthy or extremely invested in BEV vehicles(you know who you are), the selling point is not very strong for any EV, BEV or otherwise. It doesn't help that batteries are feeling very much like new oil. It's the model of hacking into the planet at the expense of the surrounding area, paying cheap labor, and using your hold on a mineral to lever questionable political agendas forward. I mean even the Saudi's are heavily investing in the sector.
Lol, is "throwaway" the new buzzword? Current EVs aren't more throwaway than ICE cars. Just imagine the depreciation of ICE cars once no one wants them.
You are either purposely spreading or naively believing the anti-EV FUD. EVs are now available for less than the average ICE car. The $7500 rebate certainly helps. Then there's no costly annual maintenance, no gas stations, and far less expensive fuel cost. Batteries "are feel" like oil? No, they are 100% recyclable, not burned up as a one time pollutant like gasoline.
@@fparent I can buy an ice car and keep it for the next 20 years easily if I take care of it. As I said, current BEVs are very much beta. The battery platforms aren't standard, the chemistry is changing rapidly, you're kidding yourself if you think anyone is going to care about BEV built today in 5 years. Even the manufacturers know they're throw-a-way beta cars. Solid state alone will nuke the current iteration of vehicles.
@@beachcrowthey're recyclable like plastic is recyclable. Yes, it can technically be done but it's not currently commercially viable which means it won't happen. What percentage of all BEV batteries are currently recycled? The tooling doesn't even make sense because the packaging isn't even standardized. It very much sounds like you're just regurgitating talking points. Also, I said it feels like new oil because of the geo political issues oil creates. Did you only read half my statement?
@@hamsterbrigade Look up "Redwood Materials". They are shredded to recycle, not disassembled.
Dont get me wrong eletric cars can exist, but I dont know anyone who can afford one. Their biggest issue is going to be finding people who can afford to buy one. They are likely reaching market saturation.
2nd problem, charging time, 3rd problem range / dollar 4th prone to spontaneous combustion
Just not true
That used to be true, but in the last year Total Cost of Ownership (TCO) shifted to EV even without tax incentives. With tax incentives, EVs are an even better choice.
Affordable EVs like the Bolt and even the Model 3 exist, but legacy auto wants to sell pickups and large SUVs. They saturated that market quickly because early adopters realized that the vehicles don't make sense. If you really need a pickup to carry heavy loads or pull a trailer routinely, the range is too low, and the charge time is too high. If you don't really need one, a compact hatchback like the Bolt EV or EUV or the Tesla Model Y makes a lot more sense, and these vehicles actually make sense as EVs. You can fully charge overnight with an economical charger at home, and you can add a hundred miles of range on the road in half an hour or less.
I've driven a Bolt for 5000 miles or so, and I'm totally sold on it, but there's no sense in pretending that every EV model is a dream machine. Every ICEV model is not a dream machine either. Of course, if my EV battery goes belly up in the first 100k (or even 200k) miles (as opposed to losing some range), I'll change my mind, but that hasn't happened, and Bolts with 200k miles on the original battery already exist.
FYI, it took 10 years to sell one million EVs in the US, two years to reach the second million, and just over one year to hit the third. Market saturation ain't it.
An average humidity of less than 1% would be enough to strip the moisture from any person working in said room, quickly leading to dehydration or possibly death. Perhaps that humidity is the conditions inside the assembly machines.
Rickey, have you done an analysis of electrical generation capacity vs. projected EV charging requirements projecting to 2030?
The reason EV's have increased is that governments are pushing them like crazy, but once enough people got exposed to how badly lacking the tech is, the artificial demand has faded (and rightfully so).
FYI, it took 10 years to sell one million EVs in the US, two years to reach the second million, and just over one year to hit the third.
Late - 2023 - Analysts are wrong frequently, WE cannot fix bad decisions by presidents and politicians ruining the economy. Now the car lots are filled with EVs we DONT want , or cannot afford.
it took 10 years to sell one million EVs in the US, two years to reach the second million, and just over one year to hit the third. Hyundai and Kia just got their best quarter ever. Maybe the struggling manufacturers aren't making the EVs that people want.
Legacy auto took a hard right turn on EV"s last summer after UAW negotiations.
Thx had no idea the intricacies of auto batteries. Btw how do people breathe in 1% humidity?
Is it just me or arent companies like GM and Ford cutting back on their EV manufacturing?
Interesting to see how this plays out on the supply chain side of things, like battery production.
id be thrilled to see "battries not incuded" on the side of a new ev on the lot, id love to have control over what battery i use regardless of what that manufacturer can offer. so i could use the most advanced battery icould find/afford
quality material :)
that 1% humidity is for sure very healthy for the employees.
Cool video too bad you couldn't show off all the awesome machine processing that you saw.
You need an immediate follow-up video on how they constructed their building to achieve less than 1% humidity with all those people breathing out moist air. How do the workers combat dehydration?
With new lithium ores found in the US, new battery plants popping up, and manufacturers ramping up their production, there develops the problem of “can the grid handle it.” People’s electric bills will skyrocket and that’s for everyone not just EV owners.
I’ll be among that 40% buying an ICE in 2030. I live in Montana where range anxiety, steep grades and heating are obstacles to widespread EV adoption. Batteries just can’t come close to handling all of that- so far. Audi has pledged to go all electric by 2033- my current plan is to buy one of their last ICE models if it doesn’t look like they have the above issues figured out.
I think LG skipped the QA for GM Bolt.
And Hyundai Kona EV ...
And VW ID.3/4 EV...
All had LG battery recalls just like the Bolt.
EV Batteries is a brutal industry to be in, there are countless startups trying to create improvements over current Li and it will take only one break-through to render Li manufacturers obsolete.
My transition to EVs has been awesome. It's nothing short of amazing to not know or even care what gas prices are. There's no middle-man marking up a commodity. Just charge at home and leave with a "full" car every single day. We use our EV for everything we can to never spend money on fuel. There's still lots of free charging around too if you look.
Cool insight on LG and Battery - i think a major problem for transition is the second hand resale car market challenge for battery ev - there was never a time that second hand resale is a key component to a successful auto market - and the reality is that battery depletion means in 3 or 5 years the car range and performance with degradation depreciates the value substantially - thinking that this will force people to opt for buying new cars as if they are iPhones is flawed - that’s why we are seeing so many now reluctant to over pay for ev and watch heavy losses on resale - plus the battery replacement costs are gigantic - so auto makers will response to customers and market - the transition is not going to be a swap over time from all ice to battery EV - thats why other tech like hydrogen na fuel cell tech etc is going to play a role - hybrid are going to be a good chunk - and pure battery will NOT make up the entire market as there will be a spectrum of multiple solutions - Toyota suggest maybe around 30% will be pure battery ev - but people wont keep overpaying for to switch to ev and then watch massive losses because thet can’t resell the cars in 5 years - getting a functional resale market for battery EV that works is a major obstacle and challenge that needs a solution -
CATL is running at 60% capacity. Battery availability is not the issue.
Already retired, so I would need to win a lottery to buy an EV. It could happen ;-)