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Cake day: June 12th, 2025

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  • This will be another hurdle for electrification of all types as it will make less economic sense for the average home with substantial electricity price increases while fossil fuels prices are kept artificially low. The only silver lining is it might make solar/battery storage more attractive to have less reliance on the high priced grid electricity for those that can afford the upfront investments.

    Electric vehicles will be especially hit since you already have fast chargers like GM Energy charging 0.55-0.60c/kWh which ends up being more expensive than driving a ICE vehicle getting 20-25mpg at the current prices.





  • It certainly can vary quite a bit as the graphs in the article show. Seems that cell chemistry, thermal management, and total cycles are the largest drivers of degradation. EV’s with generally smaller, more frequently cycled packs, no active thermal management, and cell chemistry not optimized for that use case will not fare well in hot climates. Something with a larger liquid cooled pack, that doesn’t experience as many cycles, will fare much better regardless of the chemistry and easily still have useful amounts of capacity after 20 years.

    As a data point, this is from an early 2016 EV with 90,000 miles, roughly 50% DCFS, and about half of its life in a temperate climate. Nearing 10 years and just under 3% degradation.