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lifepo4

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Everything posted by lifepo4

  1. Kidding of course, I have tremendous respect for Ted J. Miller, Ken Snyder and the group they lead at Ford, the constant concern for battery fire is draining them. Ford/SK dispute could eventually make the EV business go away completely, despite LG/SK had atrocious relation, but they are both unfairly targeted for EV battery ( The fire root cause analysis is often impossible and the fire hazard will always be there, in 5y, 20y and 60y, it will never go away), the regulator and the consumer eventually have to accept that. IF you have Ford and battery partner foot the bill for the inevitable fire hazard, the EV price has to go up significantly. Now you understand Toyota very hesitant to enter EV business, the non-issue run-away Toyota caused $5.4B loss for them, a large battery fire induced recall will wipe out the supply chain overnight ( no one can pay $400B in a recall). If Ford recall 800,000 F-150 in 2025, it can cost them 15-20 billion dollars.
  2. Yes, I am trolling, because Ford's relation with both SK and LG are at breaking point, ditto GM with LG. If you have ever developed high power Li ion battery, you know it is ABSOLUTELY impossible to avoid fire, blaming the fire on them will cause BOTH to quit in a matter of time, according to my sources with both companies. Note pouch cell has bulging issue, but prismatic has heating issue, while cylindrical cell has poor packing efficiency and more difficult BMS design, each con I cite here will make it more likely to catch fire (but I don't know which one is the worst, my personal preference is the prismatic cell). None of them are immune from fire and all of the EV fires are very violent. Someone has to force the Fed to let battery maker/automaker get some kind of immunity, or they all gonna quit the EV business in a couple of years. https://www.arpa-e.energy.gov/sites/default/files/documents/files/Ford Presentation.pdf (page 24) If you drive a F-150 lighting, make sure you always have a plan to exit (while on highway) in seconds, or you could be burnt to ashes, its fire will be a lot worst than this due to much larger battery pack
  3. As someone who worked on batteries for 15y and someone who followed the auto industry for 20y, my suggestion: either suck up the idea that EV can never be fire-free OR avoid buying a F-150 lighting. I have communications with folks at Ford ( Ted Miller's team), LG/SK and also know 2 guys at GM, EV will always be compromised in terms of "how fast can you charge it" AND "do I lose range in frigid condition". These F-150 lighting already on the road, there will be spontaneous fires, absolutely 10000% confident of that, since the battery is underneath, when you drive it and see smoke, you may not have 5 seconds to get out safely. The LFP based ones will be even worse, partly because CATL will NOT be allowed to bring the safest recipe to Michigan, partly because the iron particles will always be present, if you park inside your garage, it can burst into a huge fire at 2:50AM. Think over it!
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