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Power Businesses The Almighty Buck

Tesla Acquires Ultracapacitor Manufacturer For Over $200 Million, Reaches Deal With Electrify America To Deploy Powerpacks At Over 100 Charging Stations (electrek.co) 124

Thelasko shares a report from Electrek: Tesla hasn't been known for making many acquisitions, but we've now learned that it has reached an agreement to acquire ultracapacitor and battery component manufacturer Maxwell based in California. The all-stock transaction worth over $200 million was announced by Maxwell this morning and we reached out to Tesla to confirm the news. [...] Tesla's acquisition of Maxwell might have little to do with ultracapacitors. The automaker might be more interested with Maxwell's dry electrode technology that they have been hyping recently. Maxwell claims that its electrode enables an energy density of over 300 Wh/kg in current demonstration cells and they see a path to over 500 Wh/kg. This would represent a significant improvement over current battery cells used by Tesla and enable longer range or lighter weight, but that's not even the most attractive benefit of Maxwell's dry electrode. They claim that it should simplify the manufacturing process and result in a "10 to 20% cost reduction versus state-of-the-art wet electrodes" while "extending battery Life up to a factor of 2." Many companies have been making similar claims about batteries. Tesla, specifically Elon and JB, have often complained that they couldn't verify those claims. If Tesla is willing to pay $200 million for Maxwell, I have to assume that they verified the claims and they believe the technology is applicable to their batteries. On a semi-related note, Tesla has also reached a deal with Electrify America to deploy Powerpacks at over 100 charging stations operated by the latter. "Demand charges, a higher rate that an electric utility charges when a user's electricity needs spike, are resulting in incredible costs for charging station operators," reports Electrek. "The use of energy storage at charging stations in order to shave the peak usage is a solution to those demand charges."

"[Electrify America] announced today that they will deploy Tesla Powerpack systems consisting of 'a 210 kW battery system with roughly 350 kWh of capacity' at over 100 charging stations," the report says. "The system will be designed to be modular in order to increase the capacity if needed."
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Tesla Acquires Ultracapacitor Manufacturer For Over $200 Million, Reaches Deal With Electrify America To Deploy Powerpacks At Ov

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  • Electrify America (Score:5, Interesting)

    by Rei ( 128717 ) on Monday February 04, 2019 @07:39PM (#58071098) Homepage

    The Electrify America deal is actually rather amusing, as it's Volkswagen behind that ;)

    Dry electrode manufacturing isn't important because of some theoretical battery property improvements which may or may not be realized at commercial scale. It's important to reduce manufacturing hardware depreciation costs and operating expenses for battery electrode creation - e.g. greater throughput with less hardware and lower energy consumption.

    The ongoing task of reducing cell costs is part capex/opex, and part raw materials costs. Tesla isn't working on the latter themselves, but there's a lot of interesting work going on on that front (for example, producing nickel sulfate from laterite, which historically has only been good for ferronickel and the like - that could tank nickel sulfate prices).

    • The Electrify America deal is actually rather amusing, as it's Volkswagen behind that ;)

      It would be amusing if the company did it on its own accord rather than doing it as part of it's "fine" for dieselgate.

  • by Ungrounded Lightning ( 62228 ) on Monday February 04, 2019 @08:03PM (#58071188) Journal

    Tesla Powerpack systems consisting of 'a 210 kW battery system with roughly 350 kWh of capacity' at over 100 charging stations

    So the Powerpack system can be charged/discharged at an average of 0.6 C (Full to empty or vice versa in 1 hour 40 minutes.) Not too shabby.

    Also means it's not going to lose much per cycle, either. Losing 10% would have it dissipating 21 kW as waste heat, so expect it to be far better than that.

  • by SuperKendall ( 25149 ) on Monday February 04, 2019 @09:38PM (#58071478)

    If you look at the Electrify America charging map [electrifyamerica.com] you can see they have a pretty good spread of stations across the U.S. - just zoom out.

    The map may take a little while to get you a correct total, just wait a few seconds or zoom in and out a little at the top level, it'll eventually settle into the right numbers.

  • I guess that 2.5B for Solar City was petty change.

  • by stooo ( 2202012 ) on Tuesday February 05, 2019 @02:58AM (#58072152) Homepage

    Tesla Buys Maxwell !
    Student surpasses the teacher, eh ?

    https://en.wikipedia.org/wiki/... [wikipedia.org]
    https://en.wikipedia.org/wiki/... [wikipedia.org]

  • I don't see why Tesla really needs ultracaps, at least, not to the point of buying the company. OTOH, Tesla stock is massively overvalued due to speculation based on the Musk reality distortion field. So it makes sense to use an all-stock transition: leverage that overvalued stock to buy things. What would actually make far more sense, would be to issue more stock, to suck in actual money, to build out their manufacturing capacity. That empty plot of dirt in China isn't going to build itself.

    Just to be clea

    • But their ability to execute the boring, day-to-day stuff like running a manufacturing plant? Pretty awful.

      That might have been an accurate statement 2 years ago, although even then it may have been a stretch. I'm guessing you haven't looked at their production/sales figures recently.

    • by shilly ( 142940 )

      Bit of a weird descriptor you're using there. Running an auto manufacturing plant might be boring and day-to-day -- to you, if not to many others -- but it's also notoriously difficult, and has been a major barrier to entry for the auto industry for decades, particularly in Western markets. Tesla's current capability to manufacture autos is like the proverbial bear that dances -- the wonder isn't how well it does so, but that it does so at all. The rate they've gone up the learning curve has been impressive

    • by Socguy ( 933973 )
      According to the article, the author speculated that the ultracaps were not what Tesla was really after. Rather, it was the dry electrode technology they're probably after because it will drive down manufacturing costs while increasing cell performance and longevity...

The truth of a proposition has nothing to do with its credibility. And vice versa.

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