Checking the Electric Vehicle Battery Forecast Today, Tomorrow, and the Far Future: Mostly Sunny
A look at the chemistries, pack strategies, and battery types that will power the EVs of the near, medium, and distant future.
The trend line toward automotive electrification is pointing up and to the right, even if its slope isn’t constant. So electrical and chemical engineers are beavering away to make electric mobility as safe, convenient, and carefree as combustion driving is today. Here’s a look at the tech we expect to emerge in the months, years, and decades ahead.
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Today
Lithium-iron-phosphate will continue its meteoric rise in global market share, from 6 percent in 2020 to 30 percent in 2022. Energy density runs about 30 to 60 percent less than prevalent nickel-manganese-cobalt chemistries, but it’s safer, and abundantly available materials improve both cost and sustainability.
A promising best-of-both-worlds approach is the Our Next Energy Gemini battery, featuring novel nickel-manganese cells with great energy density but reduced cycle life, working alongside LFP cells that will happily charge to 100 percent daily. The LFP cells would be used for daily driving, while the others would pitch in during occasional long trips. Financial woes delayed production, but hopefully a strategic partnership with Foxconn will get it back on track.
A switch away from packaging cells in modules (and then packaging those modules into another case) and toward cell-to-pack assembly promises improved energy density—especially when using more space-efficient cylindrical or pouch-style batteries.
Solid-state batteries have been “coming soon” forever, but forever is finally here as China’s IM Motors L6 sedan is poised to become the first production vehicle to employ a solid-state setup, with a 130-kWh pack good for 622 miles on China’s cycle (maybe 400-plus by EPA standards). IM Motors claims it uses a patented “nano-scale electrolyte” with “high ionic conductivity and high-temperature resistance.” It also says the battery’s cathode is coated with nickel, while the anode is made from a “high-specific-energy composite silicon carbon material.” It also supports 400-kW charging that can reportedly add as much as 249 miles of range in just 12 minutes.
Companies like QuantumScape, Solid Power, and Toyota are poised for solid-state battery production in the nearer term, as well. We’re also watching the ongoing development of copper cellulose as a highly sustainable solid-state electrode material.




