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The Limiting Factor describes how battery design improvements, assymetric lamination and adding silicon doping can increase the energy density of Tesla 4680 batteries by about 20% over the next two years. Tesla is not competitive with the best high lithium nickel batteries in the world. If Panasonic and other competitors cannot implement the improvements at the same pace then Tesla could pull ahead on energy density.
The major economic impact is making a lot of 4680 batteries. Tesla needs to scale to hundreds of gigawatt hours per year in batteries produced.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
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