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cyberaxtoday at 6:54 AM1 replyview on HN

Battery is not the issue. NMC li-ion batteries have fallen down to $100 per kWh on the _pack_ level (not cell). And LFPs are around $80.

CyberTruck battery is around 130kWh, so that's just $13k for the more pricey NMC chemistry. This is what makes the Ford fumble with the electric F-150 so comical.

Out of curiosity, I wanted to see if there are any Chinese brands selling batteries of this capacity. And there are plenty. You can buy a 200kWh, with a home delivery today. https://lithiumbattery.en.made-in-china.com/product/kEDRHjlV... Sure, it'll likely explode if you put it in a car. But it's only a matter of time before some enterprising Chinese company makes a compelling truck.

US automakers are sooooo screwed.


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AnthonyMousetoday at 7:52 AM

> NMC li-ion batteries have fallen down to $100 per kWh on the _pack_ level (not cell).

When the Cybertruck was released in 2023 it was $139, making it more like $18k. And that's just the battery, you still need to make the rest of the truck and pay all your other overhead before you get to the MSRP.

The problem is you can't sell a boring $40k truck for $60k, so instead they tried to make an "interesting" truck for $80k, but nobody wants that either. They should've just waited until they could make a boring electric truck for $40k.

> US automakers are sooooo screwed.

Ten years ago packs were $345/kWh and then electric cars have to be premium products. For under $100 they don't and then all it's going to take is for one company to start selling an electric car in the US that costs less than the equivalent gasoline car.

They'll figure it out when the demand shifts. It doesn't take that long to reconfigure factories, they do it every time they come out with a new model anyway.

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