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No. 1483Existing businessEnergy and environment

EV battery thermal protection materials

Source

The idea

Lightweight, fire-resistant insulation is a mobility application of the same platform.

Why this is interesting

  • The note names lightweight, fire-resistant insulation for vehicle batteries as another application. Vehicle makers qualify suppliers slowly and require consistent quality, so this may be a later market than industrial insulation.
  • The source is Speciale Invest’s note on why it invested in Dashamlabs, so the company is an example of the approach. Its list of applications describes where the company expects to sell, not demand confirmed with buyers.

Possible starting points

01

Battery pack maker partnership

Work through a battery pack maker rather than the vehicle manufacturer to shorten qualification.

02

Smaller vehicle segments

Find out whether makers of battery packs for two- and three-wheelers need thermal protection they cannot source locally.

Questions to answer

  1. Which safety tests and certifications must the material pass for vehicle use?
  2. Can supply be qualified at the volumes a pack maker would need?