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GM Ventures has invested $10 million in materials science company Forge Nano, which makes Atomic Armor, an innovative EV battery technology.

GM and Forge Nano

Capital investment into Forge Nano now exceeds $100 million; GM joins Volkswagen, LG, Hanwha, and Mitsui Kinzoku as shareholders.

GM and Forge Nano have also signed a strategic partnership agreement to use Forge Nano’s proprietary Atomic Layer Deposition (ALD) technology, Atomic Armor, to develop thin-film coatings to enhance GM’s cathode active materials. Forge Nano will build prototype lithium-ion battery cells at its Colorado headquarters to improve GM’s EV battery performance and lifespan.

Atomic Armor is a surface coating that, when applied to an EV battery, prevents corrosion, strengthens properties, and improves performance. It results in a 20% increase in range and gives the EV battery the ability to fast charge in 10 minutes.

Forge Nano says it plans to use the money to continue to expand its battery material coating business, which includes in-house active material coating services, external equipment sales, and production of Atomic Armor-powered battery cells. It will also expand its footprint in semiconductors.

Forge Battery

Forge Battery is Forge Nano’s manufacturing business, which I visited at the end of September on a press trip arranged by the Economic Development Partnership of North Carolina to the state’s Battery Belt.

Forge Battery is currently fitting out a 277,000-square-foot space (pictured above) that it’s leased in Morrisville, North Carolina, where it will manufacture ALD-enabled, high-performance (307 Wh/kg) NMC/Si-G 21700 Li-ion cells. (Forge Battery also has a newly constructed gigafactory in Raleigh, where it’s begun to produce and ship 300 Wh/kg Atomic Armor-powered lithium-ion prototype cells.)

Forge Battery told us its target market includes heavy trucking, offroad vehicles, motorcycles, and defense.

The Morrisville site will have a 1 GWh per year production capability underway in 2026 and will grow to 3 GWh per year by 2029 once it gets the power it needs from utility Duke Energy. Forge Battery’s supply chain will initially be 90% US-sourced, with the goal of a 100% US supply chain by project completion. (The 10% isn’t yet made in the US; that’s sourced from South Korea.)

The US Department of Energy recently awarded Forge Battery $100 million as part of the Bipartisan Infrastructure Law, and it will use that money to expand its production capacity to 3 GWh/year. When we visited the vast space, which will be made even larger with the new funding, preparations were underway for a press conference the next day where Governor Roy Cooper (D-NC) and US Department of Energy Secretary Jennifer Granholm were going to announce the funding officially.

That event had to be canceled due to Hurricane Helene’s impending arrival. We all left early, and at the time, none of us knew how devastating the damage would be to the western part of the state.

Read more: Forge Battery says its 21700 EV batteries fast charge in 10 minutes

Electrek’s Take

When people ask what the Biden administration has been up to over the last few years, Forge Battery is a great example of the mind-blowing domestic clean energy and EV growth the federal government (and the state of North Carolina) is supporting. It’s mind-boggling to think that all of this has happened in just a few short years. Good policy gets real-world results, and it was great to see it in person.

Forge Nano and Forge Battery are creating better-performing EV batteries. These should encourage more people to adopt EVs. They’re also creating direct and indirect jobs in North Carolina and elsewhere. And most importantly, the product they build encourages people to stop burning fossil fuels that warm the earth with emissions and create ever more intense hurricanes like Helene that devastate communities and lives.

If you are in a position to help, the state’s North Carolina Disaster Relief Fund is accepting donations to support the communities most impacted.

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Europe’s wind power hits 20%, but 3 challenges stall progress

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Europe’s wind power hits 20%, but 3 challenges stall progress

Wind energy powered 20% of all electricity consumed in Europe (19% in the EU) in 2024, and the EU has set a goal to grow this share to 34% by 2030 and more than 50% by 2050.

To stay on track, the EU needs to install 30 GW of new wind farms annually, but it only managed 13 GW in 2024 – 11.4 GW onshore and 1.4 GW offshore. This is what’s holding the EU back from achieving its wind growth goals.

Three big problems holding Europe’s wind power back

Europe’s wind power growth is stalling for three key reasons:

Permitting delays. Many governments haven’t implemented the EU’s new permitting rules, making it harder for projects to move forward.

Grid connection bottlenecks. Over 500 GW(!) of potential wind capacity is stuck in grid connection queues.

Slow electrification. Europe’s economy isn’t electrifying fast enough to drive demand for more renewable energy.

Brussels-based trade association WindEurope CEO Giles Dickson summed it up: “The EU must urgently tackle all three problems. More wind means cheaper power, which means increased competitiveness.”

Permitting: Germany sets the standard

Permitting remains a massive roadblock, despite new EU rules aimed at streamlining the process. In fact, the situation worsened in 2024 in many countries. The bright spot? Germany. By embracing the EU’s permitting rules — with measures like binding deadlines and treating wind energy as a public interest priority — Germany approved a record 15 GW of new onshore wind in 2024. That’s seven times more than five years ago.

If other governments follow Germany’s lead, Europe could unlock the full potential of wind energy and bolster energy security.

Grid connections: a growing crisis

Access to the electricity grid is now the biggest obstacle to deploying wind energy. And it’s not just about long queues — Europe’s grid infrastructure isn’t expanding fast enough to keep up with demand. A glaring example is Germany’s 900-megawatt (MW) Borkum Riffgrund 3 offshore wind farm. The turbines are ready to go, but the grid connection won’t be in place until 2026.

This issue isn’t isolated. Governments need to accelerate grid expansion if they’re serious about meeting renewable energy targets.

Electrification: falling behind

Wind energy’s growth is also tied to how quickly Europe electrifies its economy. Right now, electricity accounts for just 23% of the EU’s total energy consumption. That needs to jump to 61% by 2050 to align with climate goals. However, electrification efforts in key sectors like transportation, heating, and industry are moving too slowly.

European Commission president Ursula von der Leyen has tasked Energy Commissioner Dan Jørgensen with crafting an Electrification Action Plan. That can’t come soon enough.

More wind farms awarded, but challenges persist

On a positive note, governments across Europe awarded a record 37 GW of new wind capacity (29 GW in the EU) in 2024. But without faster permitting, better grid connections, and increased electrification, these awards won’t translate into the clean energy-producing wind farms Europe desperately needs.

Investments and corporate interest

Investments in wind energy totaled €31 billion in 2024, financing 19 GW of new capacity. While onshore wind investments remained strong at €24 billion, offshore wind funding saw a dip. Final investment decisions for offshore projects remain challenging due to slow permitting and grid delays.

Corporate consumers continue to show strong interest in wind energy. Half of all electricity contracted under Power Purchase Agreements (PPAs) in 2024 was wind. Dedicated wind PPAs were 4 GW out of a total of 12 GW of renewable PPAs. 

Read more: Renewables could meet almost half of global electricity demand by 2030 – IEA


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Podcast: New Tesla Model Y unveil, Mazda 6e, Aptera solar car production-intent, more

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Podcast: New Tesla Model Y unveil, Mazda 6e, Aptera solar car production-intent, more

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss the official unveiling of the new Tesla Model Y, Mazda 6e, Aptera solar car production-intent, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:

We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET):

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BYD’s new Han L EV just leaked in China and it’s a monster

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BYD's new Han L EV just leaked in China and it's a monster

The Chinese EV leader is launching a new flagship electric sedan. BYD’s new Han L EV leaked in China on Friday, revealing a potential Tesla Model S Plaid challenger.

What we know about the BYD Han L EV so far

We knew it was coming soon after BYD teased the Han L on social media a few days ago. Now, we are learning more about what to expect.

BYD’s new electric sedan appeared in China’s latest Ministry of Industry and Information Tech (MIIT) filing, a catalog of new vehicles that will soon be sold.

The filing revealed four versions, including two EV and two PHEV models. The Han L EV will be available in single- and dual-motor configurations. With a peak power of 580 kW (777 hp), the single-motor model packs more power than expected.

BYD’s dual-motor Han L gains an additional 230 kW (308 hp) front-mounted motor. As CnEVPost pointed out, the vehicle’s back has a “2.7S” badge, which suggests a 0 to 100 km/h (0 to 62 mph) sprint time of just 2.7 seconds.

BYD-Han-L-EV
BYD Han L EV (Source: China MIIT)

To put that into perspective, the Tesla Model S Plaid can accelerate from 0 to 100 km in 2.1 seconds. In China, the Model S Plaid starts at RBM 814,900, or over $110,000. Speaking of Tesla, the EV leader just unveiled its highly anticipated Model Y “Juniper” refresh in China on Thursday. It starts at RMB 263,500 ($36,000).

BYD already sells the Han EV in China, starting at around RMB 200,000. However, the single front motor, with a peak power of 180 kW, is much less potent than the “L” model. The Han EV can accelerate from 0 to 100 km/h in 7.9 seconds.

BYD-Han-L-EV
BYD Han L EV (Source: China MIIT)

At 5,050 mm long, 1,960 mm wide, and 1,505 mm tall with a wheelbase of 2,970 mm, BYD’s new Han L is roughly the size of the Model Y (4,970 mm long, 1,964 mm wide, 1,445 mm tall, wheelbase of 2,960 mm).

Other than that it will use a lithium iron phosphate (LFP) pack from BYD’s FinDreams unit, no other battery specs were revealed. Check back soon for the full rundown.

Source: CnEVPost, China MIIT

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