Ford's New Iron Phosphate Batteries Are Already Obsolete

Alex Koyfman

Posted July 28, 2022

Dear Reader,

Last week, Ford Motor Company (NYSE: F) announced that starting next year, it would be installing next-generation lithium iron phosphate (LFP) batteries into hundreds of thousands of its electrified F-150 Lightnings and Mustang Mach-E SUVs.

This was major news, as LFPs address a number of concerns that have plagued traditional lithium-ion (LI) rechargeables for years.

ford lightening

LFPs are cheaper to produce and safer to use than standard LI batteries, contain no nickel or cobalt — which also solves some of the supply chain issues with those two metals — and also allow for more 100% charge cycles without risking cell degradation.

The one drawback is decreased range due to lower energy density, but that is viewed as somewhat of a secondary issue by prospective first-time EV buyers when stacked with purchase price and maintenance cost concerns.

The news was met with some enthusiasm from the market, as Ford shares rallied more than 10% over the course of the last week, with most of the gains coming immediately following that announcement.

As a student of the market, that tells me one thing: EV investors are looking for any excuse at all to throw more money behind the global revolution to replace internal combustion engines (ICE).

It also makes me wonder what will happen when the mainstream media finally let the public in on what has to be the best-kept secret perhaps in the entire tech industry: The next generation of disruptive batteries has already arrived.

I'm not talking about incremental improvements in performance… I'm talking about a completely different ballpark altogether.

Lithium Is on Its Way Out

I'm talking about batteries that last three times as many charge cycles and have 50% higher energy density, and are therefore capable of propelling vehicles upward of 800 miles on a single charge.

I'm talking about batteries that charge 70x faster than anything that features the word "lithium," and contains no hostile-power-sourced raw materials to speak of (the Chinese virtually own the lithium exploration market).

There is a new battery already rolling off the assembly lines that uses a futuristic material called graphene as the key building block in its cathodes.

graphene

This nanostructure was only recently discovered and boasts some eyebrow-raising properties. For one, it's 200 times stronger than steel. It's also extremely conductive of both electricity and heat, which makes it an ideal starting point for a battery cathode.

Up until just a few years ago, it was also far too expensive to produce in any significant quantity.

However, since a small Australian battery company came up with a way to produce graphene using nothing but natural gas and electricity and then mated the graphene cathode with aluminum, all of what I just described above has become a reality of mass-produced consumer technology.

 

Graphene batteries promise a 0%-to-100% charge time that's actually shorter than the time it takes to pump a tank full of gas, which will be a game-changer for EV adoption rates all by itself.

Did You Just Say 0% to 100% Charged in Less than a Minute?

And at the moment, there is one company that owns the patents to this technology, and it is already turning out smaller versions of the battery for the consumer tech sector.

Soon enough, it will move on to the automotive battery, and things will never be the same.

Remember how Ford's stock went up 10% just on news of the adoption of lithium iron phosphate batteries?

Well, the company making these batteries in its Brisbane production facility today is less than 1% the size of Ford by market cap.

What do you think will happen to its stock when news that Tesla (NASDAQ: TSLA) or Rivian (NASDAQ: RIVN) or perhaps even Ford itself has adopted the new technology?

We're not looking at a 10% gain event any longer, folks… More like a 10x gain virtually overnight.

When I first noticed this company, last year, I immediately brought it to the attention of my readers. Since then, it's doubled in value, even under the pressure of this current bear market.

When the bull market returns and the headlines finally start making waves through the mainstream media, we could be looking at the next global battery giant.

But never mind my opinion. To get all the facts on the only true graphene battery play trading publicly today, take a quick look at this video.

At the very least, you'll walk away with actionable knowledge on what could be the next big thing in tech.

Just don't wait too long, or you might miss another 100% gain.

Fortune favors the bold,

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Alex Koyfman

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His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to Energy and Capital. To learn more about Alex, click here.

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