“It is a huge deal,” mentioned Michigan governor Gretchen Whitmer in a press convention unveiling plans for the manufacturing unit. Increasing battery choices will permit Ford to “construct extra EVs quicker, and in the end make them extra inexpensive,” mentioned Invoice Ford, Ford’s govt chair.
Also referred to as lithium ferrous phosphate (LFP) batteries, the sort 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 present. Whereas the know-how has grown in recognition in China, Ford’s manufacturing unit, developed in partnership with the Chinese language battery big CATL, marks a milestone within the West. By reducing prices whereas additionally boosting charging velocity and lengthening lifetime, LFP batteries may assist develop EV choices for drivers.
Lithium-ion batteries all include lithium, which helps retailer cost in part of the battery referred to 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 most typical type of cathode utilized in automobiles at present incorporates 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 partially as a result of they’ve excessive power density, that means the batteries can be smaller and lighter than others that may retailer the identical quantity of power.
Whereas these two was the default selections for cathodes in EV batteries, lithium iron phosphate, an older chemistry, has seen a comeback previously few years, largely pushed by large progress in China.
These iron-containing batteries are usually about 20% cheaper than different lithium-ion batteries with the identical capability at present. That is partly as a result of LFP doesn’t include cobalt or nickel, costly metals which have seen large worth swings in recent times. Battery makers are additionally working to scale back cobalt content material as a result of mining the metallic has been tied to significantly 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 present for some fashions, together with its Mannequin 3. Ford beforehand introduced that it might 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 turn 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.
