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Lazaro Gamio / Axios

In an unusual statement, Toyota says it is nearing a breakthrough in a type of lithium-ion battery system that has vexed researchers for decades, and that it will unveil a family of electric cars with a jump in currently available range in the early 2020s.

Why it matters: Given the high stakes and risk of embarrassment if something goes wrong, Japanese companies virtually never flag a big tech breakthrough before it is actually produced and delivered to the market. Hence, Toyota's comparatively specific announcement suggests it is reasonably confident that it really has mastered a new battery technology, said Venkat Viswanathan, a professor at Carnegie Mellon University.

Toyota says its battery is solid state, which is what has piqued the interest of the battery community:

  • If Toyota really has figured out solid state, that would allow the company sometime in the future to make a second big breakthrough — to swap in an anode made of ultra-energetic lithium metal, a substance that researchers have tried without success to get safely into lithium-ion batteries since the early 1990s.
  • The trouble with lithium metal is its volatility — it can catch fire on contact with liquid electrolyte or even the air.
  • But solid state eliminates that problem because it has no liquid.

In a statement to Axios, Toyota said it will commercialize "sulfide system all-solid batteries" that it hopes will have increased durability and improve the range of electric vehicles in which they are installed.

Toyota declined to say whether it's using a lithium metal anode. But solid state is extremely expensive to manufacture, costing hundreds of dollars per square meter, versus the $10 price needed if battery costs are to drop low enough for electric cars to challenge combustion head to head.

Hence, Viswanathan told Axios, even if Toyota's first-generation pure electrics do not start with lithium metal anodes, the company clearly is establishing a pathway to get there. "You need more energy density to bring down the cost," he said.

An electric car with a lithium metal anode would go about 20% further than current technology, or almost 300 miles on a charge, he said. As a comparison, the new Chevy Bolt goes 238 miles without recharging.

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Photo: Chris Kleponis/CNP/Bloomberg via Getty Images

President Biden told congressional leadership in a letter Saturday that this week's airstrike against facilities in Syria linked to Iranian-backed militia groups was consistent with the U.S. right to self-defense.

Why it matters: Some Democrats, including Sens. Tim Kaine (D-Va.) and Chris Murphy (D-Conn.) and Rep. Ro Khanna (D-Calif.), have criticized the Biden administration for the strike and demanded a briefing.

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The Food and Drug Administration on Saturday issued an emergency use authorization for Johnson & Johnson's one-shot coronavirus vaccine.

Why it matters: The authorization of a third coronavirus vaccine in the U.S. will help speed up the vaccine rollout across the country, especially since the J&J shot only requires one dose as opposed to Moderna and Pfizer-BioNTech's two-shot vaccines.

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Illustration: Annelise Capossela/Axios