To re-post my recent comment on this subject from another thread:
That was what got so many people (including myself) excited about EEStor's claims; the claims that they were gonna make supercapacitors with the energy density of li-ion batteries. On paper, supercapacitors are so much better than batteries for storing electrical power! They charge and discharge instantly, without significant heat loss; they don't use chemical reactions to store power, so are pretty immune to temperature changes; and they can be put thru charge/discharge cycles tens of thousands of times without significant loss of capacity.
Yeah, on paper they look great! Sadly, in practical terms, the energy density is hopelessly low, and they don't retain stored power for days, or even for many hours. EEStor's claims turned out to be utterly and completely false. We can realistically hope that with use of graphene or carbon nanotubes, the surface area might be increased to the point that the energy density of future supercapacitors will be competitive with li-ion batteries. But the "leakage" of the power, just from sitting on the shelf for a few hours... that might prove a far harder problem to solve.
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This new claim for breakthrough supercapacitors is described as having about two orders of magnitude improvement for energy density over existing supercapacitors. Yeah, this
does seem highly reminiscent of EEStor's claims.
On the hopeful side: This tech appears to have multiple people involved with the development; it's not a one-man operation like Dick Weir and EEStor's "EESU", for which the claims ultimately proved to have no foundation at all.
On the doubtful side: One thing that always kept me somewhat skeptical of EEStor's claims is that they never were willing to do a public demo of their tech. That was a significant red flag for me from the start, a red flag which only grew bigger as time went along.
So one troubling thing I see in the press release that Martin linked to is the statement "...and they are ready to demonstrate their results." This despite various claims further down in the press release; for example, that the supercapacitors have been used to "run demonstration devices". If the so-called "demonstrations" have only been what the team claims to have demonstrated internally in lab tests, without any public demonstration, then we're right back at yet another claim for a "magic supercapacitor" tech which has not been publicly demonstrated, just like EEStor.
So while the press release here reads like a very strong claim for a truly revolutionary breakthrough, I'm going to maintain a healthy scientific skepticism, just as I did with EEStor's claims. And I will continue to do so until the devices have been tested by a technically qualified, truly independent third party laboratory or team. That's what the more hard-headed skeptical members of the (now defunct) TheEEStory forum persistantly demanded from EEStor, and when we finally got that, after several years of claims without actual proof, those tests showed pretty clearly that none of EEStor's extraordinary claims were true.
I don't know what it will mean to Mr Musk's enormous battery factory though. Perhaps he can easily turn it over to an enormous supercapacitor factory very easily.
Nope. Tesla's Gigafactory One is set up with a large-scale Panasonic factory inside to make lithium ion battery cells. Altering the chemistry to make a different type of cell might not be too big a disruption, and possibly not all that expensive as compared to the total cost of constructing Gigafactory One.
But supercapacitors are a very different ball game, and so far as I know, Panasonic has no expertise in making those. It seems to me that if Tesla were to switch to using supercapacitors rather than batteries for powering their cars, then they would have to find a new partner for building the "battery" packs. While I am confident in Tesla's expertise in being able to adapt to the new technology -- Tesla is still a young and small enough company to react much quicker to tech breakthroughs than are larger "legacy" auto makers -- at the same time, let's be realistic: The change from batteries to supercapacitors would take years and cost billions, even for Tesla. It would also cause Tesla's stock price to take a severe beating, because with the massive investment in Gigafactory One, Tesla has "bet" quite a lot -- in terms of capital investment and tangible assets -- on current battery tech. With a sharp drop in stock price, Tesla would suddenly find it much harder to borrow more money on advantageous terms; money it would need, to the tune of billions of dollars, to pay for the switch from powering their cars with battery packs to powering them with capacitor packs.
Would this be enough to drive Tesla into financial ruin? I'm not a "financial guy", so I don't think I have an informed opinion on that. But I'm pretty sure that, coupled with Tesla's increasingly deep debt, it would at least put the company on financially shaky ground.
However, on the plus side, I think Dominick has an excellent point: Even if this "magic supercapactitor" tech does prove to be commercially viable -- and as noted above, I think that's a big "if" -- it will almost certainly take some years before it is mass produced at a price which will make it competitive with li-ion batteries. Given several years to adapt, it seems reasonable to believe that Tesla can come out the other side, and with a better "battery", stronger than ever in terms of Tesla's cars competing with gasmobiles. Keep in mind that if Tesla is caught flat-footed by a revolutionary new electrical energy storage tech, then every other EV maker will be, too. So a breakthru tech like the one described here wouldn't put Tesla behind in the race, altho we can bet money that the dedicated Tesla bashers and short-sellers would rush like a horde of lemmings to claim precisely that!

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