Thursday, May 11, 2017

Re: [Electric Boats] Math Check on AGM vs. Lithium Ion Prices and Energy Densities

 

When is soon?
So you think a 10kwh lithium battery that I can buy, will cost $1,540.00 soon? (40% x $1100)

Cause right now here are the current actual retail prices:

Tesla 14kwh Power Wall: $393/kwh
Torqueedo Power 26-104: $968/kwh
ElectrIQ Power 10Kwh: $1300/kwh
GBS 48V 100Ah Li-Ion Battery Pack: $670/kwh

Lead Acid Batteries: around $200/kwh

Tesla has the best price right now for lithium, so you think retail prices will drop by 60% of tesla's price, soon?
I would say that price $1540 for 10Kwh, is not going to happen for at least 2-3 years. I could be wrong, and I hope I am : )




On Thu, May 11, 2017 at 8:21 AM, Hannu Venermo gcode.fi@gmail.com [electricboats] <electricboats@yahoogroups.com> wrote:
 

Yes, ... and no.
Battery production costs will soon be about 112$ / or so, so 10 kWH ==
1100 $. At 26 kg mass, more or less.

Retail costs, typically, from major ( chinese / import) manufacturers
are == 20-40% plus manufacturing costs.
Straubel of tesla said it well, few months ago.
ANYTHING made in scale approaches materials costs (with some delta for
margin).

This applies today to tanks, trains, cars, aeroplane parts, etc.
Today, I could make or have made, anything, for 6-8€/kg.
The cost of mass-producted good in metals is 6-8 €/kg in qty (anything
non-nuclear with major worth).

The exact same things has happened to auto parts like transmissions.
A modern auto has 3 expensive parts.
Engine. 3000 $.
Transmission. 3000 $.
Everything else. 3000 $.
All cost about 3000$ at basic models, and scale up from there.
Yes, they all have approx. equivalent costs, and a total basic sedan ==
9000$ from suppliers.

I used to sell CNC machines to the people making the parts, all data is
correct with caveats.
For example, solar cells costs dropped 200 times, or 99.5%, in 16 years.

Today, they cost 0.39 - 0.40$/W to make, retail for == 0.50$/W.
All data available on the stock exchanges and 10Qs from listed companies.

The exact same thing happened to servo drives (electronics), RAM, HDD,
PCs, motherboards for PCs all electronics.
A new (basic) PC MB today can be had for 10$, retail.

Unless You use unicorn-horns etc. to make something, anything can be
made very profitably for 4-8x materials costs, if the PO is big enough
to cover the machinery.
And the QTY is quite small, in truth.
Steel/CI == 1-3€/kg, alu 3-6/kg.

A battery pack / tesla car or similar, for example, without cells, is
about 3-500$ in qty 50k.
Including conduits, pumps, everything.
Its is less than 100 kg of very basic mechanical manufacturing.

A caterpillar dozer, china, is about 6-8€/kg.
A servo drive, ac brushless, as good as a japanese fanuc, is ==150$.
The japanese one is 2500$.
I have used these for years.

On 11/05/2017 19:17, Kev captainyoung@gmail.com [electricboats] wrote:
> I think you are way off on weight and cost. I know you are talking
> about the cells alone, but the actual retail cost will be much more
> then what you are calculating. These new lithium batteries will still
> be the best choice, but I don't want anyone thinking they will be
> gettting 10kwh batteries for $1100, at least not for several more years.
>
> Powerwall 2
> Weighs 122kg
> 14kwh
> $5500
>
> $393/kwh

--
-hanermo (cnc designs)


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Posted by: Kev <captainyoung@gmail.com>
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