A new technology eschews graphite, nickel, manganese and cobalt, of which Beijing controls most of the world’s supply
An EV battery factory in China. US battery start-up Lyten is committing more than $1 billion to build the world’s first large-scale factory to produce lithium sulphur batteries, an emerging technology that could help break US dependence on China for metals crucial for the energy transition.
Celina Mikolajczak, Lyten’s chief technology officer, said its battery chemistry offers the US the opportunity to reduce China’s monopoly.Can knowing tomorrow’s news make you rich? That’s not a foregone conclusion “If we’re going to do a new cell chemistry, we don’t just sign up for more ... You’ve got to step away from that.”
European manufacturers have also struggled. Last week, its top battery maker, Northvolt, filed for bankruptcy in a big setback to the continent’s hope to compete with the dominant players in Asia. Lyten’s technology replaces the graphite traditionally found in anodes of lithium-ion batteries with lithium metal and substitutes the nickel, manganese, cobalt and lithium commonly found in cathodes with sulphur.
The main bottleneck facing lithium sulphur batteries is in its chemistry. While lithium sulphur can offer energy densities that are multitudes higher than their traditional lithium-ion counterparts, they rapidly degrade due to a chemical reaction known as the polysulfide shuttle.
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