On 9 Jul 2020 at 14:30, Bill Dube via EV wrote: > They altered their focus away from EV batteries and towards other > markets that made more sense for LiFePO4 technology.
Obviously I'm not in any position to advise them, but I wonder if it might be time for A123 to review their focus. I don't know how dependent they are on the US market, but with the US seemingly headed for both short and long term economic contraction, they might do well to look toward western Europe and Southeast Asia for growth. There the market for EVs and their batteries is ramping up quickly. EVs there are (unfortunately IMO) getting larger, with more battery space. Something of a range race is heating up, too. If A123 can solve the energy density problem (I mean in terms of volume, not mass), I suspect that they could also grab some of the warranty and spares market. For example, there are quite a few older 2012-2019 Renault Zoes running round the EU. In most countries save Norway the majority have leased batteries. Renault's contract says they'll service the batteries if they fall below 75% capacity. If A123 could supply cells that would yield the nominal original capacity (22kWh or 42kWh) and be the last service that that battery needed, Renault's bean counters might take notice. David Roden, EVDL moderator & general lackey To reach me, don't reply to this message; I won't get it. Use my offlist address here : http://evdl.org/help/index.html#supt = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = It's easier to fool people than to convince them that they've been fooled. -- Mark Twain = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = _______________________________________________ UNSUBSCRIBE: http://www.evdl.org/help/index.html#usub ARCHIVE: http://www.evdl.org/archive/index.html INFO: http://lists.evdl.org/listinfo.cgi/ev-evdl.org Please discuss EV drag racing at NEDRA (http://groups.yahoo.com/group/NEDRA)
