TLG - Media, page-5466

question: is TLG going to have enough time in the market to make it big?

historically, ive been very bullish about TLGs future prospects, i like their vertically integrated business model, cheap energy and high quality graphite deposits. however, i am starting to worry that the time for graphitic anode is now and by the time TLG reaches commercial scale sometime after 2024, its window of opportunity will have passed. experts believe li-ion batteries must break 100$kWh to be cost effective (which is what i believe TLG is targeting). anything below this is believed to be impossible with current commodity prices. Si anode seems to me to have even less time, considering the impending arrival of SSE by around 2030 will likely render competition unviable and the fact that commercial scale Si anode is still some years away.

to add to this, the miriade or research being done surrounding other potential battery compositions also threatens to reduce the dominance of Li-ion in the battery market. from my understanding, these new technologies, along with SSE, will mean the end of graphite as a battery anode.

why should i believe their is still time for graphite? i fear it may be leapfrogged by other, more efficient technology quicker than previously expected.