Monday, November 17, 2025

Factbox: Battery Rivals Drive the EV Revolution

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The Evolution of Battery Technology for Electric Vehicles

As the demand for electric vehicles (EVs) continues to grow, startups around the world are actively exploring new battery technologies that utilize materials like sodium and sulfur or other innovative chemistries. These efforts aim to reduce costs and decrease reliance on critical minerals, which have long been a point of concern in the EV industry.

China currently dominates the global battery cell production landscape, controlling 85% of the market. Additionally, it accounts for 90% of the processing of raw materials used in two lithium-ion variants that currently dominate the EV market. Despite this dominance, battery technology is evolving rapidly, though the fundamental principles remain largely unchanged. A typical battery consists of three key components: a cathode, an anode, and an electrolyte.

With carmakers evaluating long-term options, various battery types are either in use or under development. Let’s explore some of these technologies:

Lead Batteries

Lead batteries have been traditionally used in 6 or 12-volt systems to power car starters. They offer advantages such as being inexpensive and functional in extreme conditions. However, they are heavy and have low energy capacity, making them less suitable for modern EV applications.

Nickel-Cadmium (Ni-CD) and Nickel-Metal Hydride (Ni-MH)

Nickel-cadmium batteries are rechargeable and have been used in various applications. Nickel-metal hydride batteries were notably used in Toyota's first Prius model in 1997, serving as a precursor to hybrid technology.

Sodium-Nickel Chloride

This type of battery has found use in the Venturi Automobiles fleet for the French postal service. It offers advantages such as a smaller size, allowing it to be fitted into existing vehicles without requiring major modifications. However, its performance is limited, with a top speed of 100 km/h and a range of only 100 km.

Lithium-Metal Polymer (LMP)

Once used in models like the Bolloré Pininfarina BlueCar and the Parisian car-sharing service Autolib, LMP technology is now primarily used for stationary storage, buses, and trams. Its "dry" technology, based on the capacitor principle, makes it easier to produce industrially. However, it requires preheating and maintaining a specific temperature, which can be a drawback.

Lithium-Ion Batteries

Lithium-ion batteries are the most widely used today, found in phones, laptops, electric cars, and other devices. First commercialized in 1991 by Sony, they offer high energy density and versatile charging options. However, they are sensitive to external conditions like cold weather and vibrations, and their liquid nature poses risks of overheating.

Two Dominant Lithium-Ion Technologies

Two families of lithium-ion batteries dominate the EV market:

NMC (Nickel Manganese Cobalt)

NMC batteries offer high energy density but come at a higher cost, making them more suitable for larger vehicles. Cobalt, a key component, is mainly sourced from the Democratic Republic of Congo, where ethical and strategic concerns about mining practices persist.

LFP (Lithium Iron Phosphate)

LFP batteries eliminate the need for cobalt, offering a more affordable option suitable for smaller vehicles. However, their energy density is lower compared to NMC batteries.

Sodium-Ion Batteries

Sodium-ion batteries present a promising alternative by eliminating the need for lithium, nickel, and cobalt. These metals are currently in high demand, while sodium is more abundant and cheaper to extract. Sodium-ion batteries are non-flammable and can withstand up to 50,000 recharge cycles, significantly more than lithium-ion batteries. However, they currently face challenges with lower energy density and limited supply.

LNMO (Lithium Nickel Manganese Oxide)

Renault is developing LNMO technology, which aims to combine the energy density of NMC, the cost and safety of LFP, and fast recharge times of less than 15 minutes. While promising, this technology is still in the development phase.

Lithium-Sulfur Batteries

Lithium-sulfur batteries, backed by companies like Lyten, claim to offer more than twice the energy density of lithium-ion batteries. They also eliminate the need for nickel, cobalt, and manganese, providing greater independence due to the potential for local sourcing of raw materials. However, large-scale deployment is expected no earlier than 2028.

Solid-State Batteries

Solid-state batteries replace the liquid electrolyte in traditional lithium-ion batteries with a solid one, such as polymer or ceramic. This design offers higher energy density, lighter weight, and improved safety. However, they are still under development and have not yet reached large-scale production.

As the automotive industry continues to evolve, the development of new battery technologies will play a crucial role in shaping the future of electric mobility.

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