As previously mentioned, I am interested to learn what Tesla is doing in the batter technology field. Hence, I watched the video of the Battery Day presentation. Following is the video, as shown in full on Tesla's own Youtube channel.
I only watched the middle segment from 1:07:00 to 2:39:00, which has the battery talk that I was most interested in. The beginning segment was the quarterly report, and the end segment was Q&A, and I might watch these later.
Musk and a senior VP talked about how much battery storage would be needed to electrify all the vehicles and also residential usage. And they discussed their effort to speed up the battery production, not just to make the batteries less expensive, but also to reduce the capital cost of building the manufacturing plants themselves. They then proceeded to describe a few steps that they identified as being very helpful in the above endeavor.
Tesla is not embarking on any drastically different chemistry, such as lithium ceramic, lithium titanate, or pure metal lithium cell, etc... Instead, they are tweaking some mechanical design of the cell and the composition of the cell anode and the cathode. Perhaps most importantly, they are developing some new and innovative manufacturing steps. This sounds good, relative to counting on an earth-shaking breakthrough with a completely new battery chemistry like some other developers are working with.
They then proceeded to show how much performance and cost improvements that they expected out of each area. I am not an expert in these fields to question their projection, but one thing sticked out that simply could not be missed. Just with the mechanical design of the cell, by going from the 2170 cell size in the Tesla 3 to a larger 4680 cell size, they expected improvements of
"5X energy, 6X power, 16% range". See video at 1:55:37.
Whoa! A 5x improvement in energy is HUGE. That is really earthshaking. How could that be, just by repackaging the same anode/cathode/electrolyte differently? And why a 5X energy improvement only provides a 16% range increase? It does not compute.
OK, so what exactly is this 5x energy increase? Is it 5x the old energy density (energy per weight), or is it volumetric (energy per volume)?
After pondering it a bit, I came to the conclusion that they had to mean that the new cell would hold 5x the energy of the old smaller cell.
For a quick check, the volume of a cylinder of 46 mm diameter and 80 mm height is 5.5x the volume of a cylinder of 21mm x 70 mm. Ah hah!
So, the new cell actually has less volumetric energy density than the old cell (nothing is said about the weight). It however has better power, due to less electrical internal resistance from the new tabless design that nobody has done in manufacturing. In fact, a larger cell using the old tab design would need to have its internal resistance reduced to 1/5 that of the old smaller cell, and that would not be possible with the cell tabs.
I did not follow the announcement Tesla made when going from the small 1865 cell size in the Tesla S/X to the larger 2170 cell size in the Tesla 3, so went looking for some info. I saw a similar development like the above. The 2170 cell does not provide a huge boost in energy density, but they did something to allow a 2x increase in current for a 1.5x increase in cell size. Lower resistance is always good, because it reduces power loss. Less heating means more power for acceleration, and faster supercharging.
To compare the traditional cell mechanical construction with tabs, see the video at 1:50:00. To see Tesla's new tabless design with lower internal electrical resistance, look at 1:53:30.
I think more important than the higher power factor is the claim that the tabless design will allow the production machinery to run at a much higher speed, and crank out more cells per hour. Yes, I care more about reduced cost of the cell than the stupendous acceleration. The world can always use cheaper batteries. It does not need more hotrodders.
PS. By the way, none of the other EV makers uses the cylindrical metallic cell form factor. They all use pouch-style construction, or prismatic cells. I don't know enough about the intricacies of the design of battery assemblies for EVs, but an interested person can read on the Web about the pluses and minuses of each approach.