Autoline After Hours April 23, 2020

bwilson4web

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LIVE April 23@ 3:00 PM EST, Autoline After Hours

Bob Galyen, Galyen Energy LLC; Anton Wahlman, SeekingAlpha.com;
Gary Vasilash, AD&P; John McElroy, Autoline.tv
  • Bob Galyen was a former executive for CATL, a huge Chinese battery maker. He also holds patents for filling lead acid batteries and an active battery network.
  • Anton Whalman is a notorious, Tesla, SHORT advocate.
Bob Galyen sounds interesting but I really have no interest in Whalman.

Bob Wilson
 
LIVE April 23@ 3:00 PM EST, Autoline After Hours

Bob Galyen, Galyen Energy LLC; Anton Wahlman, SeekingAlpha.com;
Gary Vasilash, AD&P; John McElroy, Autoline.tv
  • Bob Galyen was a former executive for CATL, a huge Chinese battery maker. He also holds patents for filling lead acid batteries and an active battery network.
  • Anton Whalman is a notorious, Tesla, SHORT advocate.
UPDATE:

  • 3-5 years expected cost equity with ICE vehicles - Bob G.
  • $/kWh is 'rubber' due to a lot of externals including currency rates - Bob G.
  • energy density is the key to range - Bob G.
  • LiFePO{4} compared to NMC - Bob G.
  • historical 68-72% packing density now over 90% - Bob G.
  • cylindrical, prismatic, pouch are design philosophy - Bob G.
  • Five golden rules chart:
    1. Safety (Anton W. loves to send flaming Tesla images)
    2. Performance (packing density)
    3. Life
    4. Cost
    5. Environment
  • Only one known battery electrocution, guy plugged in fuse block and touched terminals ... in China - Bob G.
  • Performance to merge in traffic and energy to get to hospital with wife in labor - Bob G.
  • Scale of battery manufacturing and effects on efficiency:
    • automation is > 99%, human hands don't touch ordinary cells - Bob G.
    • quality requires human inspection, a much smaller sampling - Bob G.
  • Centralize or multiple plants? - Anton W.
    • China requires fire egress every 60 m, the USA allows longer distances. - Bob G.
    • Too big, humans can not evacuate fast enough. - Bob G.
    • Physical separation between buildings. - Bob G.
  • Single site vs distributed across country:
    • One site delivery of raw materials to multiple buildings. - Bob G.
    • Minimize explosion as well as fire risks by a complex of buildings. - Bob G.
    • Localization plan: 45% comes local city; 65% from provence; 95% from country, and; 5% imported. - Bob G.
  • Advantages of Gigawatt sized plants versus distributed plants? - Anton W.
  • GM had 7 battery plants in N. America to support local plants. - Bob G.
    • Centralization is important to allocate efficient engineering support teams. - Bob G.
    • Colocate the module/pack assembly with the vehicle manufacture but decentralize the cells. - Bob G.
  • Module specs: light enough for human to carry, ~50 lbs, yet not electrocute himself, ~60 VDC. - Bob G.
  • Dr. Data Quiz @32:00 ... (I won't spoil it, watch the video.) - Gary V.
  • How did American wind up at CATL. Ran into Dr. Robin Zong(sp?) of ATL and had dinner. Next day took a cell apart in front of 20 engineers. Robin asked him to come to China ... 7 1/2 years. The government supported CATL 100%, not with money but policy. Premier Lee(sp?) said, "Bob, we lose 1.7 million people per year due to respiratory failure. We don't want to lose any more. ..." - Bob G.
  • Worked with Paul MacCready of human powered flight fame, on the predecessor to the EV1. On the 30 mph loop, drove 183 mi in 6 hours, lead-acid batteries. - Bob G.
  • Built a truck, 11 years old, 27 plates per cell. The density of the current controlled the life. - Bob G.
  • 2011 year Volt, no detected battery degradation with 20-50 miles range. - Anton W.
  • Depth of discharge is key to battery life. - Bob G.
  • People take better care of the EVs than Toyota expected with 1.6x plug-in. - Bob G.
  • Bolt had ~65% operational, SOC range (Anton W.) But it still had the gasoline engine backup (Bob G.)
  • Discussion of four electric airplanes and practical use for regional flying. - Bob G.
  • Also discussed electric ships. - Bob G.
  • China electric construction equipment needed for Himalayan tunnel. Petroleum fueled vehicles are a hazard. - Bob G.
  • (NaatBatt.org, a for fee, $1,000/yr, professional society. - Bob W.) - Bob G.
  • What about the long time it takes to go from idea to actual battery? - Anton W.
    • It took 42 years from the bench top to production batteries. (58:17 in video) - Bob G.
    • Solid-state batteries, are still in the early phase, decades to go. - Bob G
  • There are 24 SAE committees writing papers/standards. - Bob G.
  • Battery recycling in China has enough volume for recycling. The USA does not have enough volume. - Bob G.
  • In China the early EV busses are the feedstock for recycling. - Bob G.
  • Multiple layers of management in the battery pack and vehicle ... it is a system beyond just parts. - Bob G.
  • China had a social problem of people dying from pollution. We really need public policy. - Bob G.
  • The "NaatBatt.org" team is key to a successful policy. - Bob G.
  • What unique EV feature sells them? Gary V.
    • Service. - Bob G.
    • Much lower cost of ownership in the USA. - Bob G.
  • Torque, railroads are getting back into the game after "Green Goats" ... then six different reasons for fires. - Bob G.
  • It is subsidizes, incentives that drive EV sales. - Anton W.
  • TIGRESS, hydronium chemistry, H{3}O+ for sanitation without injury to skin. - Bob G.
Please understand this is a first pass, a draft of what I saw in the video. I liked it but you may want to speed it up in YouTube playback.

Bob Wilson
 
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