VFBATTERY REPORT

Chemistry & Cell Components

Pages 115–163 (49 pages)

Battery Report 2023, page 141: Chemistry & Cell Components
Text on page 141

Chemistry & Cell Components

Lithium Sulfur | Technology

Lithium Sulfur | Technology

Pros and Cons of Lithium Sulfur (LiS) vs. Lithium Nickel Manganese Cobalt Oxide (NMC) S

Li-S Strength

Li-S Weakness

Li-S Opportunity

Li-S Threat

Cost

Safety

Specific energy

Abundance of sulfur

Cycle life

Energy density

Battery supply chain

Power

Difficult to read state of charge

Low/mid-range/entrylevel EV’s

e-Bus

e-Trucking

Cost sensitive applications

NMC Weakness

NMC Opportunity

NMC/high-voltage LNMO

Na-ion battery

Regulations on energy density and pack cycle life

Increasing material cost

- Cost - Safety - Ni/Co supply chain

- Long range/High-end EVs - Stationary storage - e-Bus, e-Bike, e-Motorcycle - Power tools/ performance sensitive applications

NMC Strength - Energy density - Low temperature performance - Power - Strong supply chain - High recycle value

NMC Threat - LFP/high-voltage LNMO - Increasing raw material cost

Extracted from the PDF; charts and images may read imperfectly.

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