Don't forget Battery Storage

For those worried about a Lithium bubble demand will keep increasing through EV's lesser factored in sidekick "Home Storage". With so many houses already connected to Solar Panels I think the uptake has the ability to increase rapidly.

http://reneweconomy.com.au/2016/first-enphase-battery-storage-system-installed-in-sydney-house-23549

"And in June, the company doubled its battery production targets in Australia, in response to the level of demand, from 12,000 and 15,000 units in the next six months and the following six months, to a total of 60,000 units for the 2016/17 financial year. That equates to around 70MWh. - Thats just 1 battery maker's figures for 1 country.

http://reneweconomy.com.au/2016/lg-...adding-more-choice-for-solar-households-67287

"The South Korean company is one of a number of international and local developers which are rolling out battery storage offerings in the next few months, including Enphase, Sonnenbatterie, BYD, Redflow, Panasonic and others." - If 4 makers can hit an average of 50,000 units for fy16/17 that's 200,000 batteries just in Australia.

“There is a massive sustainability potential that is yet to be unlocked if Australia wants to be 100 per cent powered by renewable energy,” Choi says."

The there is Tesla Town:

http://reneweconomy.com.au/2016/welcome-tesla-town-new-melbourne-suburb-powerwall-every-home-18779

"Less than six months after Australia received its first shipment of Tesla Powerwalls, plans for what could be the world’s first “Tesla town” – a mini-suburb on the outskirts of the Melbourne CBD whose new-build homes will include rooftop solar and Tesla battery storage as standard design features – are being unveiled by local property group Glenvill, as the green development’s first 60 homes go on sale this week.

"The new 16.46 hectare suburb, which will be called YarraBend for its 300 metres of Yarra River frontage, will include around 2,500 new dwellings" - Thats just 1 suburb in 1 state in 1 country.

https://au.news.yahoo.com/thewest/w...to-test-battery-storage-of-solar-power/#page1 - and another

Pretty happy to stay in Lithium of the foreseeable future.

JC