Tesla Model Y electric cars built in China will soon start using a new battery chemistry from LG Chem, according to South Korean newspaper(via ).
LG will supply NCMA (nickel, cobalt, manganese, aluminum) cathode material to Tesla for Chinese Model Y production beginning in July, the report said. This reportedly marks LG’s first commercial production of the NCMA cathode material.
That material is 90% nickel, with reduced cobalt content, according to the report. Aluminum was used in place of some of the cobalt, a material that has become controversial due to issues related to mining and supply availability.
LG will also supply an NCMA battery, as part of the joint-venture Ultium Cells LLC—and in a large pouch format.
Tesla Model Y
GM arch rival Ford also plans to use battery cathodes with nearly 90% nickel content, but it, which is building a large battery factory in Commerce, Georgia. SK’s “Nickel 9” chemistry includes 5% cobalt and 5% manganese, but no aluminum.
Tesla has already substituted LFP batteries for China-made Model 3 sedans. It has also indicated that its
While Tesla renewed its commitment with longtime battery supplierlast year, it seems LG might get more of the automaker’s business in the future.
A March report suggested LG was also—the kind used in current Tesla EVs—in the United States, indicating the two firms’ collaboration might not be limited to Chinese-market vehicles.