Show notes
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeMaterials in lithium-ion battery cathodes have continuously evolved since the 1990s, but anodes have stubbornly remained graphite. Now, finally, there’s some innovation on that side: silicon anodes, which engineers have struggled to master for a decade, are finally coming into wide commercialization. They enable up to five times the energy density of graphite anodes, charge many times faster, and are poised to revolutionize the battery market. In this episode, I talk with Rick Costantino, co-founder and CTO of Group14, which is selling a silicon-carbon composite material for anodes. They’re already selling to dozens of large battery manufacturers and expect silicon anodes to completely take over the market by 2030.Chapters:00:00 – Introduction and the graphite anode problem01:54 – Why silicon, and why it kept failing06:26 – From pharma to batteries: Rick's path09:24 – How SCC55 works: silicon in a carbon scaffold14:38 – The payoff: energy density and charge speed18:59 – A drop-in material, and scaling in South Korea21:11 – Where the batteries go: phones, EVs, drones24:29 – Cost versus graphite26:20 – Cycle life, calendar life, and safety31:26 – Supply chain and the silane bottleneck36:26 – Pairing with LFP, DOE support, and phones40:30 – Bringing the cost down, and competitors43:27 – The five-year outlook
