From lithium metal to solid-state batteries: How will they be used in the energy transition?

Emilie Bodoin, founder and CEO of Pure Lithium, explains how lithium metal batteries differ from other battery chemistries in the energy transition, as well as the challenges to producing a commercially-viable and truly solid-state battery for use in electric vehicles

In this video interview, founder and CEO of Pure Lithium, Emilie Bodoin, shares her view on how lithium metal batteries differ from other battery chemistries used in the energy transition. Emilie also explains the challenges to producing a commercially-viable and truly solid-state battery for use in electric vehicles (EV).

How do lithium metal batteries differ from other batteries used for energy transition?

Lithium metal batteries differ from other batteries required for the energy transition in myriad ways. Today, we have one predominant battery technology that is lithium-ion. A lithium metal battery has up to ten times the capacity of a lithium-ion graphite anode.

What was a simple design and originally meant to power a handheld electronic device has now been pushed to its absolute maximum limitation. For example, lithium metal batteries can be made into a much larger format, you could power an EV with a hundred single cells rather than the thousands and thousands that are used in today’s lithium-ion battery cars.

Lithium metal is also a complete paradigm shift from what we have today. In our lithium-ion battery, the lithium content is in the positive electrode or the cathode. In lithium metal, you don’t want that. You only want the lithium content on one side of the cell so it’s a balanced system. To utilize the incredible capacity of lithium metal, you need to have a positive electrode material that does not contain lithium.

What are the biggest advantages of solid-state batteries?

Solid-state batteries are so far from commercialization and are filled with challenges. There are theoretical advantages, but we haven’t seen anyone bring a truly solid-state battery to a prototype level.

What are the greatest commercial challenges to solid-state batteries?

  1. Manufacturability of the solid ceramic separator
  2. Difficulty to scale
  3. Limited by design

Despite these, it’s exciting to see lithium metal come to life because it not only has a very long history in the industry, but it has also evolved to be able to help power the future.

Read more about why the EV battery chemistry debate is complicated for the industry

The sharp rise in battery raw material prices has amplified the cost difference between nickel-based CAMs and LFP, increasing interest in LFP-powered EVs. Fastmarkets’ battery manufacturing cost modeller, Muthu Krishna, recently wrote an article exploring why this has caused an increased interest in LFP-powered electric vehicles.

You can read the article here.

Visit our dedicated battery raw materials page to discover more insights on the factors at play in the industry in 2022 and beyond.

What to read next
Capital is flowing back into junior mining, but selectively. Investment is increasingly favouring development‑stage assets with clearer paths to production, supported by government funding and strategic partnerships. While demand for critical minerals underpins the cycle, early‑stage explorers continue to struggle for capital as investors prioritise discipline, ESG alignment and near‑term cash flow.
US-based Lyten is linking its battery manufacturing ambitions to the rapid expansion of data center infrastructure, while using former Northvolt assets to accelerate its scale-up, its chief marketing officer said in an interview on Thursday April 23.
From ultra-fast charging and vertical integration to global expansion and shifting consumer expectations, Stella explains how BYD is redefining what it means to be a carmaker, positioning the vehicle as a technology hub rather than simply a mode of transport.
In this episode of Fast Forward, Andrea Hotter speaks with Stella Li, executive vice president at BYD, one of the world’s fastest-growing electric vehicle and battery companies. From ultra-fast charging and vertical integration to global expansion and shifting consumer expectations, Stella explains how BYD is redefining what it means to be a carmaker.
China’s emergence over the past two decades has reshaped global trade. What began as rapid export-led expansion in the early 2000s has evolved into a far more strategic model: one centered on control of intermediate goods, deep integration into global supply chains, and the creation of structural dependencies across industries and regions, according to Mexico’s former ambassador to China, Jorge Guajardo.
The US has stepped up calls for its allies to accept higher costs for sourcing critical minerals outside China, arguing that supply chain security must take precedence over price efficiency – a stance that is reshaping expectations across metals markets but has yet to translate into durable pricing support.