bigmoose wrote:BTW, this is opinion, my opinion... I think these modules hitting the grey market shows the desperate financial state of A123. First they dumped loose cells, now they are dumping the modules. All off shore and in China, so (again IMHO) they are free of all legal obligations to ensure these are only sold to "qualified" individuals by US law.
I also think there is some mix of quality in the cells. If I had to guess I would think the cells sold months ago with cut tabs might be the poorest. They were dumped first (perhaps) and neutered by a company that was more healthy. Then they dumped production stockpiles that were aging. These cells may not have had all the QA done on them. So they may have undetected problems. Now I would bet that cells that made it into modules are darn good cells.
Just to follow-up further with what your interesting speculation is (see above) I found out from a news release what was the cause of the defect:
"The cause of the defects described today was faulty calibration of one of four welding machines in the Michigan plant that caused misalignment of a component in some cells, Vieau (he is the President of AONE) said today. The flaw could cause an electrical short, which could result in premature failure of the battery or decrease performance and reduce battery life, he said."
This probably means, IMO, imo,
that there will be a small percentage of these cells we are getting that WILL HAVE this defect. Using the NASA test for each cell we should be able to weed these out. I'm getting greedy now!
IF, yes, IF, we can harvest the good cells out of any defective module or good 7s3p, THEN we should get SUPER PRICING for these modules... AND, make good batteries by finding the 1%-10% that are defective, IMO, imo,
of cells that are bad.
Here's the bottom line... A123 can not afford to find & replace the defective cells in the modules or batteries, so they are just going to dump all the gold & bits of coal en masse & be done with it. How big is this dump going to be? "Replacing the batteries and systems shipped globally from A123’s plant in Livonia, Michigan, will cost about $55 million and will be funded during the next several quarters, the company estimated. "
I think this is a golden opportunity to mine this gold... do I have "lithium fever"
Btw, at least some or all of these modules were likely destined for a super expensive e-vehicle: $107,000 Fisker Karma model. A123 said 5 customers were affected. I think these cells should be high quality except for the ones affected by the faulty laser alignment, imo, IMO.