The energy startup Sparkz is preparing to mass produce the first high-performance, low-carbon lithium ion battery made in the United States. Photo by Sparkz
BANGOR, Maine, April 13 (UPI) -- In an effort to bring down costs, General Motors, Tesla, Nissan and other automakers have pledged to start building cars with cobalt-free lithium ion batteries.
Meanwhile, a pair of energy startups, Sparkz and Texpower, are preparing to scale up production of their high-performance, cobalt-free batteries.
But with the price of nickel rapidly rising, the need for additional battery chemistry breakthroughs remains.
Old problem, new urgency
Since they first moved from research labs to market in the 1980s, lithium ion batteries have relied on cobalt cathodes. Cobalt offers tremendous energy density, but the metal is expensive.
In recent years, cobalt has accounted for roughly a quarter of the cost to make a lithium ion battery, more than the cost of all the other metals in a battery combined.
As part of a broader push to shrink the carbon footprint of the U.S. economy, the Biden Administration wants electric cars to account for 50% of the auto market by 2030.
Many of the biggest automakers are planning accordingly, but to get more Americans into electric cars, most industry leaders and policy makers agree that prices for EVs -- and the batteries that power them -- will need to come down.
In recent months, federal officials in the White House and at the Department of Energy have announced a variety of programs aimed at shoring up domestic supply chains for the kinds of materials needed to build more lithium ion batteries and electric cars.
Problems beyond cost
Most of the world's cobalt mines and processing facilities are operated by Chinese companies and located in the Democratic Republic of Congo, where mine operators have faced accusations of child labor violations and other human rights abuses.
"Eliminating cobalt makes batteries more affordable and reduces China's stranglehold on a critical mineral, while addressing significant national security and supply chain issues," Sanjiv Malhotra, founder and CEO of Sparkz, told UPI in an email.
Environmental groups have also raised concerns about the impacts of Congo's cobalt mines on soil, air and water quality.
"The motivation for battery makers and automakers is primarily driven by cost and long-term transparency," Venkat Srinivasan, director of the Argonne Collaborative Center for Energy Storage Science at Argonne National Laboratory, told UPI.
"But not far behind that is the environmental aspects and human rights, especially today when there is more focus on those issues," Srinivasan said.
From the beginning, scientists and lithium ion battery makers have known that cobalt was a problem, but it has become more pressing in recent years as the trade war between China and the United States intensified and supply chains faltered.
"But not far behind that is the environmental aspects and human rights, especially today when there is more focus on those issues," Srinivasan said.
From the beginning, scientists and lithium ion battery makers have known that cobalt was a problem, but it has become more pressing in recent years as the trade war between China and the United States intensified and supply chains faltered.
Last month, the price of cobalt reached $79,295 per ton, its highest price since June 2018.
Replacing cobalt
Over the last decade, scientists have developed a variety of technological tweaks to make up for the performance drop-off when a lithium ion battery's cathode is robbed of its cobalt.
Mostly, researchers have replaced cobalt with nickel.
"The higher nickel you go, the better the energy density," Arumugam Manthiram, an expert in energy storage and professor at the University of Texas at Austin, told UPI.
But altering the chemical composition of a battery is never easy, and even small changes can lead to changes in performance and reliability.
"Too much nickel and the cycle life will suffer," Manthiram said. "It can lead to other concerns, too, like thermo stability."
Sparkz, which expects to break ground on a new lithium ion battery production facility, or gigafactory, and deliver batteries to its first customers by the end of 2022, is the proud owner of six patents transferred from the Oak Ridge National Laboratory.
One of those patents is the recipe for a cobalt-free cathode material featuring a special mix of nickel, iron and aluminum.
The patented material can double the energy density achieved by lithium iron phosphate batteries, the only cobalt-free battery currently on the market.
"Lithium iron phosphate is commercialized and relatively cheap, but its issue is limited driving range," Manthiram said. "So if people worried about cost, they can use lithium iron phosphate."
Lithium iron phosphate has reached its performance peak, however, according to Manthiram, who helped first develop the technology a few decades ago.
"With high nickel, there is room to squeeze out a little bit more," he said.
International politics complicate nickel use
Nickel is geologically and geographically more widely distributed than cobalt, with healthy deposits in Canada, Greenland and even the United States. However, a small but significant amount of nickel is sourced from Siberia, and Russia has an outsized influence on the nickel market.
Russia's invasion of Ukraine has sent nickel prices soaring. Last month, the London Metal Exchange halted the metal's trading after its price doubled in a day.
Though most expect nickel's price to moderate in the coming weeks and months, its volatility remains a concern.
While efforts are underway, it will take time to bring more nickel mines and processing facilities online to meet the growing demand for high-nickel electric car batteries.
"If you're in the battery community, you worry about nickel," Srinivasan said.
The challenge for battery researchers is that science can never move as fast as shifts in markets, prices and consumer preferences. Nevertheless, researchers are already working on the new iterations of the lithium ion battery.
Even with demand for cobalt-free batteries at a fever pitch, Sparkz won't be selling to automakers for some time.
"The process for approval with the automakers can be three to five years," Malhotra said. "As we continue talks with automotive manufacturers, we will begin making batteries for three key markets: agricultural and off-road vehicles, material handling and stationary energy storage."
Often, battery makers must find bridge markets for their products as they work to meet the needs of car makers.
Looking for more breakthroughs
"At DOE, for the longest time, we've supported manganese-rich technologies, Srinivasan said. "For us, the thing has always been, let's diversify, let's not put too many eggs in one basket."
Sparkz CEO Malhotra said his company will continue to focus on re-engineering and scaling a domestic battery supply chain, while federal scientists find the next breakthrough.
"We should allow our extensive network of experts at our national laboratories to focus on research and development and let companies like Sparkz manufacture and scale," he said in an email.
Despite the new challenge presented by the rising nickel prices, Manthiram said going cobalt-free is the right move.
"Cobalt is a problem today, nickel will be a problem tomorrow, and lithium silicon will be a problem the day after tomorrow," Manthiram said. "But right now, cobalt needs to be removed, and that is done by nickel. And that is, in my opinion, the best way to do it."
GM signs cobalt deal with Glencore as rush
for battery metals intensifies
Abhijith Ganapavaram
Tue, April 12, 2022
(Reuters) -General Motors Co said on Tuesday it would buy cobalt from miner Glencore PLC to use in its electric vehicles (EVs), as automakers around the world scramble to stock up on the critical raw material amid supply chain disruptions.
Global automakers, ranging from EV leader Tesla Inc to Volkswagen, are splurging billions of dollars on developing vehicles for a market that could be worth $5 trillion over the next decade.
However, metals to make batteries that last longer hard to come by due to supply chain disruptions, which has led to automakers rushing to secure supplies of lithium, nickel and cobalt.
The prices of these rare metals have soared to multi-year highs.
Cobalt, a metal that makes up 0.001% of the earth's crust, ensures cathodes do not easily overheat or catch fire and helps extend the life of batteries, which automakers usually guarantee for eight to 10 years.
The cobalt, secured from Glencore's Murrin Murrin operation in Australia, will be used in GM's Ultium battery cathodes, which powers the Chevrolet Silverado EV, GMC Hummer EV and Cadillac Lyriq vehicles, the companies said in a joint statement https://bit.ly/37doJ0r.
They did not disclose the size of the deal.
GM, which has laid out plans to ramp up capacity to build one million EVs in North America by the end of 2025, also has an agreement with General Electric Co to develop a supply chain of rare earth and other materials.
It had also announced it would invest in a U.S. lithium project last year, which could become the country's largest by 2024.
Rival Ford Motor Co said on Monday it had signed a preliminary deal to buy lithium from a Lake Resources NL facility in Argentina.
(Reporting by Abhijith Ganapavaram in Bengaluru; Editing by Amy Caren Daniel)
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