How China's CATL Makes an EV Battery

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Asianometry

Asianometry

2 жыл бұрын

Contemporary Amperex Technologies or CATL is China's leading EV battery supplier. As of this writing, it is the only Chinese EV battery company that has begun to export its products abroad.
It is interesting to consider that one of China's most valuable companies makes, of all things, batteries. When we think about high value add, technically complicated things, we think about iPhones or other tech. Not exactly batteries.
But as it turns out, batteries are surprisingly complicated to make. In this video, we are going to look at how CATL manufactures one of their EV batteries.
Links:
- The Asianometry Newsletter: asianometry.com
- Patreon: / asianometry
- The Podcast: anchor.fm/asianometry

Пікірлер: 154
@Asianometry
@Asianometry 2 жыл бұрын
Like, subscribe, and all that jazz. Check out other videos in the Energy playlist: kzfaq.info/sun/PLKtxx9TnH76Tx1hDbCjyMiQZITz9Xq_Fw
@StephenMortimer
@StephenMortimer 2 жыл бұрын
you really do deserve Patreon support for this original work
@mememaster147
@mememaster147 2 жыл бұрын
7:07 -winded- wound
@Conservator.
@Conservator. 2 жыл бұрын
@Asianometry Hi Jon, Thank you for yet another very interesting and informative video. During the video, I was wondering how CATL has funded and is funding it’s expansion. Do you have any idea? All I can find is a US$9bn share placement by private investors and prior to that a few rounds without names or numbers except the Honda investment that you mentioned in the Video.
@mhousser
@mhousser 2 жыл бұрын
Of the couple dozen channels that I watch regularly, yours has (fascinatingly enough) the best content-quality-to-production-value ratio. I can't think of another slideshow video channel that I would follow so closely. Conclusion: very high quality narratives, and you are great at what you do. =)
@neloxcampo8140
@neloxcampo8140 2 жыл бұрын
checkout the B1M channel its about civil engineering & architecture and infrastructure projects globally.
@renatoberaldo2335
@renatoberaldo2335 2 жыл бұрын
And how about the others ??
@ganondorf1129
@ganondorf1129 2 жыл бұрын
what is a quality-production value ratio exactly?
@mhousser
@mhousser 2 жыл бұрын
@@ganondorf1129 A highly technical term that I made up to confuse people 2 days ago! What I meant was: the ratio of content quality (narrative, content, script) to production value (extremely low - basically a powerpoint presentation). That's the ratio that I am calling high. Don't ask me what unit this ratio is measured in!
@STONEDay
@STONEDay 2 жыл бұрын
Bruh. Low quality video. Manufacturing steps complete omitted from the narration. Plus false claims.
@isaeljosafatmartinezclavel5283
@isaeljosafatmartinezclavel5283 7 ай бұрын
amazing work bro. I recently discovered the true power that CATL has overt all the EV industry and this video help me a lot to clarify some points.
@JoeCiliberto
@JoeCiliberto 2 жыл бұрын
At CATL, no one likes hanging out with the guys who work in the Cathode manufacturing side of the Lab, anyone know why?
@MicrophonicFool
@MicrophonicFool 2 жыл бұрын
I applaud your ability to research topics that must be extremely difficult to get reliable sources from companies and indeed governments/countries not willing to share.
@STONEDay
@STONEDay 2 жыл бұрын
Battery companies publish in depth information about their manufacturing processes. Such as the multiple reasons why cells need to be aged. Which was not mentioned in this video. Other things were omitted or not mentioned. Also, some of the English terminology used is incorrect.
@MicrophonicFool
@MicrophonicFool 2 жыл бұрын
@@STONEDay I can't wait to experience your video or paper on the topic. I like mushrooms too bro
@mikew1200
@mikew1200 Жыл бұрын
Excellent video, thanks for posting!
@nareshpaldewar6621
@nareshpaldewar6621 4 ай бұрын
Nice video, good coverage.
@muralip2252
@muralip2252 Жыл бұрын
Excellent video and presentation.
@rodrigobraun3749
@rodrigobraun3749 2 жыл бұрын
Fascinating content. Thanks for sharing. Not only showing the fabrication process, but also the strategy behind.
@ursodermatt8809
@ursodermatt8809 2 жыл бұрын
what fabrication process?
@yeungscs
@yeungscs 2 жыл бұрын
always enjoy your content!
@hudeathunk
@hudeathunk Жыл бұрын
Great presentation! Thank you.
@Moellz
@Moellz 2 жыл бұрын
Would you mind making a video that's taking a look at the Lithium mining industry? Ecological issues shouldn't be excluded from your awesome analysis.
@etbadaboum
@etbadaboum 2 жыл бұрын
Another interesting Chinese battery company is SVOLT which wants to become even larger than CATL! Please do a video on them. Thanks.
@fatseal3076
@fatseal3076 3 ай бұрын
They showed me this video at a volvo factory in sweden, you have gotten far
@jayliu645
@jayliu645 2 жыл бұрын
Great video, Thanks.
@jrherita
@jrherita 2 жыл бұрын
Excellent work as always! Appreciate the detail and perspective across the industry.
@nguyenthiphuongthao242
@nguyenthiphuongthao242 6 ай бұрын
thanks for sharing valuable content
@lebogangnkhuna9956
@lebogangnkhuna9956 2 жыл бұрын
Thank you, for this video. Is there a group, where we can learn & share about companies. Their supply chain and share about industries in Asia to look for investing. Any suggestions? I LOVE YOU VIDEOS, THANKS.
@ellayang7474
@ellayang7474 Жыл бұрын
very nice video, our company produces automatic formation, capacity grading, OCV, DCR testing, and logistic conveyor lines, is there any cooperation opportunity?
@hg2.
@hg2. 2 ай бұрын
Well done. Thanks.
@robertoguerra5375
@robertoguerra5375 2 жыл бұрын
Thank you for the video :D When gas prices are $10 per gallon, the _average_ people will park their ICE car and take a mortgage for an EV… but also, the electric bill will be $2 per kWh
@larryteslaspacexboringlawr739
@larryteslaspacexboringlawr739 2 жыл бұрын
thank you and posted to reddit
@proto_hexagon5649
@proto_hexagon5649 2 жыл бұрын
7:16 from this version the staked is the better option for energy density. Because the second one haz to much pasive material(dont hold energy is just insulator) the 3rd one dont create potential energy in the same material(cathod or anode) in the inside bending. I dont know about manufacturing but instead of this 3 option exist one better wich is ROLL. Can be as tesla a perfect circle or an elipse option that is fast and can be made in diferent size just adjusting the range of elipse(easy scalability and for diferent consumer) after the roll in elipse formate is made squize it and done.
@proto_hexagon5649
@proto_hexagon5649 2 жыл бұрын
7:24 like that. But after they add tabs. that reduce fastcharge. JUST let the anode touch in left side(aluminium) and the cathod touch in right side(cooper) so you can fast charge and discharge. Tesla make this on new 4680 circle roll but puch/elpise roll already have it. So dont complicate it adding tabs. You will have positive on left and negative on right. that can be easy format for swaping. Imagine have bus insert the negative in already fixed hole and complete the circuit with one pice of bar when close the case.
@JoeCiliberto
@JoeCiliberto 2 жыл бұрын
Good stuff thanks, One note, on T10:44, you have telling graph explaining the relationships between EV OEMs and Battery suppliers. Would we want to add a new set of matrices with Indian, American (with Tesla also a battery supplier) , and other countries who are OEMs and battery suppliers? Your commentary during this was a very important underpinning of how this chart is formed; that is, through shared interests such as investment and equity. The second, and a recurring issue for me is at T 2:44, the picture of the town. It brings to mind my home town, where the industrial sector, sea, Rail, and highway, and residential created (or did in my home town's case), a perfect environment for improved quality of lives and establishment of the home town culture. O course we didn't have high rises like we see all over East Asia, but factory homes of various sizes reflecting employment status. Thanks again for your work. I contribute to your channel via Patreon for a simple reason. I want to understand why my country doesn't do enough to increase (and yes you can argue it is in fact decreasing), its industrial capacity, and secondly how can we correct this. Nothing against East and Central Asia nations, or even China herself. I grew up here, and left for 20 years, 17 of it is East Asia, as I watched the now dead term Asian Tigers grown. I live here again, and coming home around 2000, I was dumbstruck by how my gutted hometown looked; hence, my avocation.
@dr.andersonsghost4315
@dr.andersonsghost4315 9 ай бұрын
Battery supplier from India? You make me laugh.
@JoeCiliberto
@JoeCiliberto 9 ай бұрын
@@dr.andersonsghost4315 How's that Doc?
@MrBruintjebeer
@MrBruintjebeer 2 жыл бұрын
Ultra sonic welding, man.
@nexusyang4832
@nexusyang4832 2 жыл бұрын
Yeah how does that work exactly??
@MrBruintjebeer
@MrBruintjebeer 2 жыл бұрын
@@nexusyang4832 Secret chinese technology nobody knows about. In fact they are 20 lightyears ahead on the west, and the west doesnt even know.
@andrewradford3953
@andrewradford3953 2 жыл бұрын
Fairly common, and useful for joining dissimilar metals.
@sreekrishnanmuralitharan520
@sreekrishnanmuralitharan520 2 жыл бұрын
Please do a video on analog ICs /semiconductors especially on towerjazz semiconductor company
@trolololguy5457
@trolololguy5457 2 жыл бұрын
Great infomative videos u make but can u increase the volume of ur videos they do sound quite soft
@Cross-xm2fr
@Cross-xm2fr 2 жыл бұрын
Do a video about Tesla dry battery electrode
@ronaritkumpuy5992
@ronaritkumpuy5992 Жыл бұрын
thanks jon
@ricnyc2759
@ricnyc2759 2 жыл бұрын
I didn't know batteries had to be aged like whiskey and cognac. Very interesting!
@STONEDay
@STONEDay 2 жыл бұрын
It's sad that this video did not cover the multiple reasons why the cells need to be aged.
@rugbeaters1
@rugbeaters1 2 жыл бұрын
Just curious why you have BMW as a possible competition for CATL
@jeppewerring
@jeppewerring 2 жыл бұрын
Yeah that surprised me. Maybe because BMW has its own cell chemistry design that CATL only manufactures, or possibly because they are now collaborating with Samsung SDI on designing a new cell form-factor and has a big contract with Northvolt.
@user-gd2qx3jc7g
@user-gd2qx3jc7g 2 жыл бұрын
Hello, we can produce high quality flash graphene , in a large quantity up to 1 tonne per day. Do you have any practice in graphene usage?
@jackwood3520
@jackwood3520 2 жыл бұрын
can flash graphene be used to make battery?
@andrewlim7751
@andrewlim7751 2 жыл бұрын
The Chinese are venturing and investing heavily into graphene for next gen semiconductors.
@jameshoffman552
@jameshoffman552 2 жыл бұрын
Cell manufacturing processes description does not apply to Tesla’s 4680 cells using tabless electrodes, and dry cathode/anode process (no drying toxic solvents)
@najibyarzerachic
@najibyarzerachic 2 жыл бұрын
He talks about CATL s manufacturing process not Tesla's
@TsLeng
@TsLeng 2 жыл бұрын
Tesla does not make any cells anyway. 4680 is just a form factor. Tesla buys Chinese cells... Lol
@boycottnok1466
@boycottnok1466 2 жыл бұрын
Tesla can't make batteries, 4680 is Panasonic's technology. Tesla has 0 knowledge in battery chemistry compared to panasonic.
@kriskross6990
@kriskross6990 2 жыл бұрын
Microvast also export its products abroad ⚡️
@mezzer34
@mezzer34 2 жыл бұрын
Asianometry makes these videos just to prove they are better at pronouncing difficult words than us..
@zsqduke
@zsqduke 2 жыл бұрын
Meh he pronounced those words poorly
@cklam8722
@cklam8722 2 жыл бұрын
Very informative report on CATL. Thank you.
@yiminyu7131
@yiminyu7131 2 жыл бұрын
How is this content free
@solidfuel0
@solidfuel0 2 жыл бұрын
What about EVE lfp batteries?
@youseflatif796
@youseflatif796 7 ай бұрын
CATL produces LFP batteries also.
@cristianmorar5558
@cristianmorar5558 2 жыл бұрын
Information at it's best
@MrGommorach
@MrGommorach 2 жыл бұрын
Great video as always! I have one suggestion: it'd be helpful to display a map with the location when referring to certain cities or places, instead of only photos of said place.
@petercrossley1069
@petercrossley1069 2 жыл бұрын
Not “winded” but “wound”.
@marnig9185
@marnig9185 Жыл бұрын
CATL get rid of the Pack in his New Qirin Batterie System and produce 250wh/kg in Germany. Thanks as always;)
@DailyBeatings
@DailyBeatings 2 жыл бұрын
LG Chem produced a bunch of barbecues for GM, so I'm not sure how much competition they're going to be in the future.
@Rex-ww4cw
@Rex-ww4cw Жыл бұрын
A year later, BYD had surpassed LG Chem for the 2nd spot behind CATL.
@ryanshin3128
@ryanshin3128 10 ай бұрын
When it comes to Ion battery, LG Energysolution is at least 4yr ahead of CATL.
@DailyBeatings
@DailyBeatings 10 ай бұрын
@@ryanshin3128 CATL is the leader in LFP batteries with reduced weight, better efficiency, and higher energy density versus anything else on the market. In additional CATL just released their sodium-ion battery, which is a first for a car battery manufacturer. LG Chem ended up paying 1.9 billion to GM and 900 million to Hyundai for their "advanced technology". If you're going to lie at least make it believable...🤣😂🤣😂
@ryanshin3128
@ryanshin3128 10 ай бұрын
I guess you dont know what is ION battery. LFP battery is not ion battery. LFP battery is more suitable for ESS industry. If LFP is so great, why Tesla now eagerly wants to make 4680 battery begging Samsung SDI to make it. Why CATL cant make 4680 Ion battery so far if they are the best? Also, LFP battery is not reusable while ion battert is reusable after car is dumped. Europe and USA wants ION battery. Not LFP battery. You can check the LFP market share in Europe. Please check actual data. Not your wish. If you cant belive, plz check this again after 1 yr later
@DailyBeatings
@DailyBeatings 10 ай бұрын
@@ryanshin3128 ChatGPT - "What is an LFP battery? "A LFP battery, or Lithium Iron Phosphate battery, is a type of rechargeable lithium-ion battery that uses lithium iron phosphate (LiFePO4) as the cathode material. LFP batteries are known for their high energy density, long cycle life, and excellent thermal stability." Thank you for playing, please try again...🤣😂🤣😂
@Markcain268
@Markcain268 2 жыл бұрын
I've always wanted a battery operated car, said no one over 12, ever 😂
@mattmmilli8287
@mattmmilli8287 2 жыл бұрын
Actually just about every person I know dreams of getting a Tesla someday and two friends already have !
@Urgelt
@Urgelt 2 жыл бұрын
Some added points of interest: 1. Tesla is buying CATL's LFP cells in the prismatic form-factor for its Gigafactory in Shanghai. These cells are used in the lowest-range/cheapest models. This is a departure from Tesla's preference for cylindrical cells. A good question to ask is, for how long will Tesla keep prismatic cells in its supply chain? In principle, cylindrical cells should lend themselves to cheaper high-volume manufacturing. The principle advantage of the prismatic form-factor is flexibility in shape, useful for conformal cells in electronics applications. Auto packs don't need conformal cells, so paying a premium for prismatic cells makes little sense unless some other motivating factor is involved. For Tesla, there is such a motivating factor - they want more cells than they can currently get. So accepting prismatic cells is probably only temporary for Tesla. It could be a fairly lengthy 'temporary,' though. Tesla's aggressive production ramp will strain their ability to meet needs for cells for years to come. 2. For Tesla's 4680 cell, they are using a dry-coating process that does away with the drying step you explained. It reduces the production line footprint, reduces capital costs, and per-cell costs. Going forward, manufacturers who don't use dry-coating tech in cell manufacturing will be at a pricing disadvantage. 3. Not every manufacturer is wedded to cell-module-pack engineering. Tesla is planning to abandon that approach in factor of cell-to-pack, no modules whatsoever. They also plan to bond 4680 cylindrical cells with a polymer to create a structural pack, which eliminates the need for trays and reduces the need for other structural body components, reducing automotive production cost and reducing vehicle weight. We should see these innovations first at Gigafactory-Austin in 2022. Note; structural packs are only possible with the cylindrical cell form-factor. Battery manufacturing is. at present, an exceedingly unstable business. Innovations are popping up at a rapid clip, raising the risk that fresh capital expenditures will become stranded before their costs can be recouped. Automakers are shifting their preferences, too - VW recently shifted their orders from pouch to prismatic, and they may shift again to cylindrical if Tesla demonstrates insurmountable advantages for cylindrical cell manufacturing, as they have promised to do. The road ahead for CATL and for other battery manufacturers is likely to be bumpy.
@evboy4287
@evboy4287 2 жыл бұрын
It's difficult to deduct which format is best based on a company's statement. Each will say theirs the best when in fact everything is a trade off. Also, we can expect lots of innovation with new form factors in the coming years. E.g., there are startups now starting 3D printed LFPs which might not scale but still has benefits for some applications. When it comes to overall cost effectiveness my money would be on both BYD battery and CATL
@Urgelt
@Urgelt 2 жыл бұрын
@@evboy4287 "Never bet against Elon." He says cylindrical cells will be easier to scale, and cheaper. You can take that to the bank. He says cell-to-structural-pack using cylindrical cells (impossible with pouch or prismatic cells) will reduce vehicle weight, improve rigidity and improve handling. You can take that to the bank, too. He controls important IP. Since he wants more batteries - as many as he can get, regardless of source, so long as the price isn't ridiculous - he's likely to allow that IP to be used by other cell manufacturers. I see this, and Tesla's insatiable demand for cells, as driving cell manufacturers away from wet-coating electrodes and towards cylindrical cells, to gain capital investment reductions, production efficiencies and lower cell costs that Musk believes will result. Of course there will always be smart guys who will bet against Elon and take a different path. They *think* they're smart. Place your bet... but don't say I didn't warn you. "Don't bet against Elon."
@najibyarzerachic
@najibyarzerachic 2 жыл бұрын
Three words cost cost cost. Yes Tesla is trying to bring costs down with the tables batteries. But it is just a prototype at this point. Other battery makers such as BYD have succeeded to being the cost down with designs other than cylinders such as the BYD blade battery. All battery manufacturers will be in the game for many years to come as there's dearth of battery cells in the market hence Tesla delaying its semi and rosters for years. Cost wide catl might actually stay ahead of the 0avk as the main coast driver at this point is raw materials esp lithium (carbonates and hydroxide) and CATL can negotiate it with it's sodium ion batteries.
@dznuts123
@dznuts123 2 жыл бұрын
Innovation doesn’t translate well into mass production. Some products just never leave their labs.
@Urgelt
@Urgelt 2 жыл бұрын
​@@najibyarzerachic Sodium ion is still in lab bench mode. No commercial production. 4680 has a production line going already. They're still tweaking the line, but it's producing GWhs of cells already. Reject rates are a little high still, but better than 80% and improving. In 2022, the line design will be copied at GF-Austin first, then GF-Berlin. The planned production ramp will knock the socks off of anyone who knows the history of this market sector. The Blade is just another prismatic cell. Nothing special. Wet-coated electrodes, expensive and time-consuming drying, no possibility of using it in cell-to-structural-pack designs. CATL can sell prismatic cells to Tesla only because Tesla will take practically anything it can get its hands on, not because it's the best developmental path forward. Prismatic cells might be useful in aviation, eventually. Conformal cells fitted to the skin of an aircraft make a lot of sense. There's no inherent reason to prefer prismatic cells for automotive packs, though.
@bont1059
@bont1059 2 жыл бұрын
good
@michaelplotkin7383
@michaelplotkin7383 2 жыл бұрын
Thank you. Great videos.
@RobertoCarvalho-0
@RobertoCarvalho-0 2 жыл бұрын
I love your videos, congrats. If i could just ask you one thing, is that I wish the volume of your voice match's the average youtube video. For me at least when i come here, I need to increase significantly the volume, and then return back down when I browser other things. Either way i will keep watching :)
@Ratgibbon
@Ratgibbon Жыл бұрын
They're planning to open their 2nd European factory in my home country, Hungary near the city of Debrecen. Needless to say, the locals aren't too happy and it's a very heated and controversial topic at the moment.
@aqrs269
@aqrs269 Жыл бұрын
But aren't BMW and Mercedes already in that area? Why the itch?
@Ratgibbon
@Ratgibbon Жыл бұрын
@@aqrs269 Environmental concerns plus the fact that it's a Chinese company doesn't sit well with many.
@aqrs269
@aqrs269 Жыл бұрын
@@Ratgibbon Well, I'm based in Berlin. The GigaFactoryBerlin couses some environmental concers aswell. Companies move to countries and areas with low corporate-tax and incentives from the EU.
@thelastpetrolbender2744
@thelastpetrolbender2744 10 ай бұрын
If local don't like big industry that provide jobs and tax money which boost economy, go tell the Chinese to boost the economy somewhere else
@mindaugasstankus5943
@mindaugasstankus5943 2 жыл бұрын
It's hard to make batteries or just trudge patents mine fields.
@ricnyc2759
@ricnyc2759 2 жыл бұрын
Is it "Kaytle" or "see-ay-tee-el"?
@EdwardTilley
@EdwardTilley 2 жыл бұрын
Great video and excellent analysis and detail!
@addanametocontinue
@addanametocontinue 2 жыл бұрын
2:30 Lost opportunity to say "the factories will produce batteries and battery accessories"
@harrykekgmail
@harrykekgmail 2 жыл бұрын
I feel informed after watching the video and will appreciate my phone battery even more !!!
@yuanruichen2564
@yuanruichen2564 2 жыл бұрын
china is also pretty strong in optical fibers and photovoltaics production
@gregr2784
@gregr2784 Жыл бұрын
I would rather see Panasonic in my EV . Made in Japan = Relability and quality.
@thelastpetrolbender2744
@thelastpetrolbender2744 10 ай бұрын
Or it will blow up like Fukushima, Taketa airbags etc.
@abdulrasaqoseni6843
@abdulrasaqoseni6843 9 ай бұрын
lithium available
@chenyikuan_official
@chenyikuan_official 2 жыл бұрын
Please be civil in the comments!
@bababooeymonkey6549
@bababooeymonkey6549 2 жыл бұрын
fu
@netherwind2008
@netherwind2008 Жыл бұрын
Catl does not own tianqi share.
@1978rayking
@1978rayking Жыл бұрын
New electrolyte prevents EV batteries from fire & increases range
@zodiacfml
@zodiacfml 2 жыл бұрын
10:43 outdated by almost 2 years. Tesla and CATL has a business
@Erik-rp1hi
@Erik-rp1hi 2 жыл бұрын
Like China requires, they will need to build a factory in the US if they want to sell here. It is a two way street.
@icecube3645
@icecube3645 2 жыл бұрын
Nope. That is not possible.
@cobaltblue2756
@cobaltblue2756 2 жыл бұрын
Byd already has
@culdeus9559
@culdeus9559 2 жыл бұрын
16 cell modules are very common. 18 and 22 are next gen.
@fournierfinishing-woodfloo5460
@fournierfinishing-woodfloo5460 4 ай бұрын
FALSE! Microvast also exports it's batteries all over the world!
@mogeking56
@mogeking56 2 жыл бұрын
EV Battery Maker’s Sales Pitch to the West: We’re Not Chinese: But do you taste 👅 like Chinese and do you scream 🙀 like Chinese when eaten that’s what we want to know 🤤
@jackwood3520
@jackwood3520 2 жыл бұрын
West companies: we are not stupid, they have told me where they from. but so what? we need their high quality reasonable price batteries, then you guys can buy our car cheaper and save money, without then, maybe few people can afford EVs, rember how much is a tesla model S?around 100thousand dollars only have 60kwh battery. you understand?
@moynulhasan7454
@moynulhasan7454 2 жыл бұрын
I want to be Your Facebook friend.
@dickiewongtk
@dickiewongtk Жыл бұрын
「using child labour」
@biggerandbetterthings7222
@biggerandbetterthings7222 2 жыл бұрын
CCP Lemon Batteries FTW !
@AndyFletcherX31
@AndyFletcherX31 2 жыл бұрын
Congratulations on your insightful comment /s
@biggerandbetterthings7222
@biggerandbetterthings7222 2 жыл бұрын
@@AndyFletcherX31 np, i also take meth as payment.
@rondg2
@rondg2 2 жыл бұрын
remember the exploding samsung phones? the ones w/ samsung batteries exploded. while the ones w/ the amperex cells didn't
@biggerandbetterthings7222
@biggerandbetterthings7222 2 жыл бұрын
@@rondg2 Have fun Recycling Tofu Batteries!
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