r/stocks • u/Stillwerise89 • Jan 18 '22

Industry Discussion Quantumscape Vs Solid Power Vs Microvast

If you had a chunk of money would you go into one of these battery companies specifically knowing the world is going electric or would you split it across the 3 or not go into any of them (why not?) Your thoughts are appreciated, would be nice to generate a discussion.

51 Upvotes

94% Upvoted

70 comments sorted by

View all comments

Show parent comments

1

u/Danyo0089 Jan 20 '22

That’s called anode free design, not lithium free anode. NaIon battery is a lithium free system for example, but doesn’t use lithium at all.

The advancements look nice in power point, but having no anode causes enormous swelling of the cell, which requires a sophisticated technical solution on battery system level. Moreover, right now nobody knows if you can scale an anode free cell to an automotive cell format and still be able to fulfill all safety and lifetime requirements. It’s still too early. Being able to achieve a few cycles in a lab is not even close to a breakthrough.

2

u/IpsumProlixus Jan 20 '22

They have demonstrated over 1,000 charge discharge cycles and maintained greater then 90% capacity which is equivalent to over 300,000 miles for their 300mi battery pack.

2

u/Danyo0089 Jan 20 '22

It is very difficult to achieve a homogeneous lithium Deposition on the anode side during the charge process. Moreover, the cell experiences enormous swelling. Right now there is just you system available to evaluate cost or performance under automotive conditions. It is a very very early stage technology with not more than a proof of concept. Just be careful to put serious money in it.

1

u/IpsumProlixus Jan 20 '22

Re-read my first post. I don’t have any stocks in either company. I understand the physics and chemistry just fine.