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Comment by ggreer

3 hours ago

My point was about cylindrical cells with higher energy chemistries like NMC and NCA. Rivian uses cylindrical cells for their non-LFP batteries. Lucid uses 2170 cells. As far as I can tell, those three (Tesla, Rivian, Lucid) are the only US car manufacturers who have not had battery recalls due to fire risk.

GM, Hyundai, and Nissan all used pouch cells with higher energy density chemistries, and had recalls due to battery fire risks. Ford also recalled tens of thousands of their plug in hybrids due to battery fire risks, though they haven't found a solution yet beyond limiting the max charge of the battery. These batteries are also NMC pouch cells.

I'm sure it's physically possible to make safe, reliable pouch or prismatic cells using higher energy chemistries, but so far it has been risky for those who have tried.