LG Chem Looks To Clinch Battery Contract For Next-Gen LEAF

http://insideevs.com/lg-chem-looks-clinch-battery-contract-next-gen-nissan-leaf/" onclick="window.open(this.href);return false;

LG Chem is hoping to clinch a contract to supply next-generation batteries to Nissan Motor, the world’s largest manufacturer of electric vehicles.

…adding this Japanese carmaker to its customer list will enable it to boost production, become more cost competitive and gain the upper hand in the battle to set the standard for next-generation batteries.

No details have been revealed about when LG Chem might begin to supply Nissan with batteries and in what volume.

Click to expand...

If Nissan uses LG Chem for LEAF 2, does that mean they have to use TMS ?

"Egg-selent, Smithers..."

With Toshiba recently announcing that they'll be providing batteries for Proterra buses, it sure looks like things are heating up (or not) in the battery world!

One week ago we were all talking about how Nissan is going to release a 150 mile EV, and their bet on no TMS has paid off, and they have perfected their chemistry to withstand heat degradation.

.. and a week later it is a completely different story. Now again TMS has become king. And Tesla is only car EV manufacturer who will be manufacturing their own batteries.

Batteries in EV's will someday be like tires are for ICE vehicles. Take your pick.

mkjayakumar said:

.. and a week later it is a completely different story. Now again TMS has become king. And Tesla is only car EV manufacturer who will be manufacturing their own batteries.

Click to expand...

Will they really be Tesla batteries? I thought they would still be Panasonic batteries.

mkjayakumar said:

.. and a week later it is a completely different story. Now again TMS has become king. And Tesla is only car EV manufacturer who will be manufacturing their own batteries.

Click to expand...

Hmmm .... not so fast.

We are just getting a glimpse of Nissan's inside fights. What actually happens is unknown and to assume everything being leaked to the press is correct is foolish.

Insideevs has now published a series of articles proclaiming that Nissan is
leaving AESC behind
and is moving to LG

we shall see.

If Insideevs is wrong about this, why are they so motivated to push it?

ydnas7 said:

Insideevs has now published a series of articles proclaiming that Nissan is
leaving AESC behind
and is moving to LG

we shall see.

If Insideevs is wrong about this, why are they so motivated to push it?

Click to expand...

This is not insideevs publishing articles. They are reporting whatever other news organizations are putting out.

Ghosn has been quoted as saying they are going to open up procurement - and he doesn't like procurement monopoly - even internal ones. So that part seems to be correct.

evnow said:

ydnas7 said:

Insideevs has now published a series of articles proclaiming that Nissan is
leaving AESC behind
and is moving to LG

we shall see.

If Insideevs is wrong about this, why are they so motivated to push it?

Click to expand...

This is not insideevs publishing articles. They are reporting whatever other news organizations are putting out.

Ghosn has been quoted as saying they are going to open up procurement - and he doesn't like procurement monopoly - even internal ones. So that part seems to be correct.

Click to expand...

The quantity of articles and the confidence of conjecture of Insideevs goes beyond what would be normal for this, remember when Hitachi announced they were to be supplying li ion for Nissan future electric vehicles, that didn't get 5-6 articles in a few days on insideevs and it was verified from the company itself.

Yes Nissan is absolutely happy to use multiple advanced battery vendors
Nissan AESC liion for 24kWh EV and full hybrids
Hitachi liion for light hybrids
PEVE for NiMh microhybrids
and Renault uses LG for Zoe, SM3 and uses Nissan AESC for Kangoo

If LG makes a suitable cell, sure Nissan would seriously consider using it, but that is different to saying that Nissan's plant will stop making AESC cells, that didn't happen when Hitachi came onboard, that didn't happen when PEVE came onboard, and it didn't happen when LG came onboard for Renault.

Simply stated
AESC Nissan production of cells for Nissan increased after the supply of LG cells for ZOE than before.
think about it.

ydnas7 said:

evnow said:

ydnas7 said:

Insideevs has now published a series of articles proclaiming that Nissan is
leaving AESC behind and is moving to LG

If Insideevs is wrong about this, why are they so motivated to push it?

Click to expand...

This is not insideevs publishing articles. They are reporting whatever other news organizations are putting out.

Click to expand...

The quantity of articles and the confidence of conjecture of Insideevs goes beyond what would be normal for this

Click to expand...

InsideEVs coverage of this is overblown - and so is your recollection of their reporting.

There were 4 articles that I can see that were published this week - not 5-6. In chronological order:

Nissan Expected To Exit Lithium-Ion Battery Business – Will Turn to LG Chem - Eric Loveday
LG Chem: Will Be “Number One Player” For Batteries As Industry Moves Out Of Their Way - Jay Cole
In Race To Beat Renault Zoe, Nissan Rushed LEAF Into Production In 2010 Without Critical Battery Redesign - Eric Loveday
LG Chem Looks To Clinch Battery Contract For Next-Gen Nissan LEAF - Eric Loveday

Note that every single one of those articles is basically based on a single Reuters article.

Notice the tone of each article and it's author. You will notice that Jay Cole's article posts a very different picture and sets a very different tone than Eric Loveday's. Eric Loveday writes a lot of click-bait headlines designed to drum up page views. Look at the number of comments on each article - it's clear that they wrung out the story to generate page hits. He did the same thing on Autoblog Green before leaving there and joining InsideEVs. He does very little reporting, makes lots of factual errors (look at the title of the first article) lots of conjecture and tends to write in a tone that suggests that the editorial staff is behind his writing (see how often he uses "we"), when it's clear it's just a carryover from the writing style over on Autoblog. Take every article written by Loveday with a large grain of salt. Even better - just click through to the referenced source article, instead, and avoid all the spin.

The last one is from Nikkei but rest are based on a single article.

I expect some more stories - that one article covered so many aspects.