“This can be a massive deal,” stated Michigan governor Gretchen Whitmer in a press convention unveiling plans for the manufacturing unit. Increasing battery choices will enable Ford to “construct extra EVs quicker, and in the end make them extra inexpensive,” stated Invoice Ford, Ford’s government chair.
Also called lithium ferrous phosphate (LFP) batteries, the kind to be produced on the new plant are a lower-cost different to the nickel- and cobalt-containing batteries utilized in most electrical automobiles within the US and Europe at this time. Whereas the know-how has grown in reputation in China, Ford’s manufacturing unit, developed in partnership with the Chinese language battery big CATL, marks a milestone within the West. By slicing prices whereas additionally boosting charging velocity and increasing lifetime, LFP batteries may assist increase EV choices for drivers.
Lithium-ion batteries all include lithium, which helps retailer cost in part of the battery known as the cathode. However lithium doesn’t do that job alone: it’s joined within the cathode by a supporting solid of different supplies.
The commonest type of cathode utilized in automobiles at this time comprises nickel, manganese, and cobalt along with lithium. Some automakers, like Tesla, use one other cathode chemistry made with nickel, cobalt, and aluminum. Each these cathode varieties have risen to prominence partly as a result of they’ve excessive vitality density, that means the batteries might be smaller and lighter than others that may retailer the identical quantity of vitality.
Whereas these two was once the default selections for cathodes in EV batteries, lithium iron phosphate, an older chemistry, has seen a comeback up to now few years, largely pushed by big progress in China.
These iron-containing batteries are typically about 20% cheaper than different lithium-ion batteries with the identical capability at this time. That is partly as a result of LFP doesn’t include cobalt or nickel, costly metals which have seen big worth swings lately. Battery makers are additionally working to cut back cobalt content material as a result of mining the steel has been tied to notably dangerous working circumstances.
Making cathodes with out cobalt and nickel may assist automakers lower prices, and a few have already begun to shift battery chemistry utilized in automobiles bought within the US. Tesla imports LFP cells from China at this time for some fashions, together with its Mannequin 3. Ford beforehand introduced that it will begin utilizing the know-how in its Mach-E in 2023 and within the F-150 Lightning in 2024.
With its newly introduced manufacturing unit, Ford would develop into the primary automaker to supply LFP batteries within the US. The brand new facility, which can use know-how from CATL, may assist kick-start LFP manufacturing within the US extra broadly. “It’s a pivotal level for the North American manufacturing panorama,” says Evelina Stoikou, a battery know-how analyst at BloombergNEF, an energy-focused analysis agency.
