Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (34) |
Author: OrmontUS   😊 😞
Number: of 4460 
Subject: Re: Farley admits reality, mostly
Date: 01/09/26 7:27 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
As I pointed out above, while Chinese technology is banned from use in US autos, there are options becoming available "globally" which address these issues:

BYD's latest EV battery tech focuses on ultra-fast charging with their "Super e-Platform" and enhanced Blade Battery systems, enabling 1MW charging for massive range additions in minutes, alongside structural innovation with Cell-to-Body (CTB) technology for increased safety and rigidity, all while continuing LFP advancements and potentially exploring solid-state batteries.

Key Technologies
Super e-Platform & Megawatt Charging:
Features 1500-volt architecture and silicon carbide chips for ultra-fast DC charging.
Allows for adding ~400 km of range in just 5 minutes, rivaling fuel fill-up times.
Deployed in new Han L and Tang L models, with expansion expected.

Blade Battery Enhancements:
Still based on safe LFP (lithium iron phosphate) chemistry, but optimized for density and speed.
Improved space utilization (over 50%) and longer lifecycle (5000+ cycles).
Extreme safety, passing rigorous tests (nail penetration, crushing, etc.) without fire.

Cell-to-Body (CTB) Technology:
Integrates Blade Batteries directly into the vehicle's structure, acting as a structural component.
Increases torsional rigidity (e.g., 40,500 N·m/° in the Seal) for better handling and safety.
Future Outlook (Solid-State):
BYD is testing solid-state batteries, potentially offering 1500 km range, but LFP remains a focus for cost-effective, high-performance options.
Impact

Addresses range anxiety with extremely fast charging.
Increases EV safety and structural integrity.
Maintains cost-effectiveness with advanced LFP designs.

Jeff
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to OrmontUS here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,454 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (34) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community