News
University of Michigan uses recycled Kevlar fiber to solve lithium-sulfur battery life cycle issues
The University of Michigan Chemical Sciences and Engineering team, led by Professor Nicholas Kotov, has developed a “new biologically inspired battery membrane” with recycled Kevlar fibers that could quintuple electric vehicle ranges and have a lifespan of 1,000 cycles.
The Ann Arbor, Michigan research facility is one of the best in the world, and Kotov, whose research focuses on the development of biomimetic nanocomposites, the self-assembly of nanoparticles, and chiral nanostructures, has worked to change the narrative on lithium-sulfur cells. “There are a number of reports claiming several hundred cycles for lithium-sulfur batteries, but it is achieved at the expense of other parameters—capacity, charging rate, resilience, and safety,” Kotov said in a press release from the University. “The challenge nowadays is to make a battery that increases the cycling rate from the former 10 cycles to hundreds of cycles and satisfies multiple other requirements including cost.”
Lithium-sulfur batteries can enable five times the capacity of standard lithium-ion cells, which are used in electric vehicles. However, as Professor Kotov mentioned in his quote, the lifespan is significantly decreased due to chemical reactions between molecules. The most common reason for reduced life cycles in lithium-sulfur batteries is dendrites, which are appendages that are designed to receive communications from other cells. These can pierce the membrane of cells, reducing the life span and thus the life cycle of a battery cell.
Another problem is polysulfides, or small molecules of lithium and sulfur, can form and flow to the lithium. They bond and cause blockages, reducing the effectiveness of the membrane. “The membrane is needed to allow lithium ions to flow from the lithium to the sulfur and back—and to block the lithium and sulfur particles, known as lithium polysulfides.”
However, Kevlar, the same material used in bulletproof vests, can stop dendrites from penetrating the membrane using dense aramid fibers found in the material. The cells that Kotov and his team developed use recycled Kevlar fibers. The Kevlar “can enable lithium-sulfur batteries to overcome their Achilles heel of cycle life,” caused by the two previously mentioned reactions between molecules.
An example of the Kevlar system is shown in the images below, as the typical Celgard membrane on the left allows lithium polysulfides to flow through. The Kevlar membrane (right) blocked the polysulfides from traveling through.
“Just half an hour on, the Celgard membrane (left) leaks lithium polysulfides. However, the U-M membrane (right) completely blocks the lithium polysulfides 96 hours later. Image credit: Ahmet Emre, Kotov Lab.” Credit: University of Michigan
“Achieving record levels for multiple parameters for multiple materials properties is what is needed now for car batteries,” Kotov stated. Kotov added that the design of the lithium-sulfur batteries is “nearly perfect” due to its capacity and efficiency reaching theoretical limits. It can also behave more resiliently than lithium-ion cells in warm and cold weather climates, which both have effects on range and efficiency. However, fast charging could reduce the number of lifespans, Kotov added.
Lithium-sulfur batteries could be a good alternative as sulfur is more readily available and abundant than cobalt, which is controversial due to its mining practices. However, automakers like Tesla are reducing cobalt in their batteries vying for other metals, like nickel, instead. Sulfur’s low lifespan and instability, as it changes in size by 78 percent during charging, reduced the possibility of automakers using it in the past, The Independent reported.
The research was funded by the National Science Foundation and the Department of Defense.
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Investor's Corner
Tesla stock tumbles after earnings, one of its sharpest single-day declines
Tesla stock (NASDAQ: TSLA) endured one of its sharpest single-day declines in years on July 23, tumbling approximately 14.5 percent and closing near $320 after opening the session around $374. The drop erased more than $140 billion in market value amid heavy trading volume and left the shares at multi-week lows.
The sell-off followed the company’s second-quarter 2026 results, released the previous evening. Tesla reported record revenue of $28.2 billion, up 26 percent year over year, driven by a Q2-record 480,126 vehicle deliveries. Energy storage deployments also rose strongly.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Yet profitability disappointed sharply. Operating income fell 57 percent to $398 million, compressing the operating margin to just 1.4 percent. Non-GAAP earnings per share came in at $0.33, well below the roughly $0.53 analysts had expected. Free cash flow turned negative by $1.1 billion as capital expenditures surged 142 percent to $5.8 billion, largely tied to accelerated spending on artificial intelligence, robotics, and autonomous systems.
The losses on capex were expected, as Tesla said it would be spending heavily in 2026.
Investors also reacted to lingering uncertainty surrounding key product timelines. During the Earnings Call, management reiterated ambitions for Robotaxi deployment and the Optimus humanoid robot, but offered limited new concrete milestones, renewing questions about execution pace that have long accompanied Tesla’s ambitious roadmap.
The magnitude of the decline places it among Tesla’s more severe one-day percentage losses since its 2010 initial public offering. Historically, the two largest single-day drops (split-adjusted) remain September 8, 2020, when shares fell 21.1 percent amid broader market volatility and valuation concerns, and January 13, 2012, with a 19.3 percent plunge during the company’s early growth struggles.
Other notable declines include an 18.6 percent drop on March 16, 2020, at the onset of pandemic-related market turmoil. Thursday’s move ranks roughly ninth on the all-time list but stands out as the steepest in more than a year.
Despite the short-term pain, Tesla’s long-term trajectory has repeatedly recovered from such volatility. The latest results underscore both the strength of its core automotive and energy businesses and the near-term costs of heavy investment in next-generation technologies.
Elon Musk
Elon Musk is not happy about this Tesla Full Self-Driving approval delay
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
Investor's Corner
Google’s massive stake in SpaceX will shock you
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.