Large amounts of Graphite will be needed, not just for EV's.
Snowball is getting larger and larger...so many different ways batteries will be used for.
I was expcting that VRB's would be the preferred option for larger scale projects but looks like lithium-ion batteries are busy grabbing as much attention/ market share as possible.
..." With a capacity of 20 MW/80 MWh, the project can hold enough energy to power more than 2,500 households for a day, but that’s not really what Southern California Edison is using it for on its grid covering 15 million people. Instead, the system will charge using electricity from the grid during off-peak hours, when demand is low, and then deliver electricity during peak hours to help maintain the reliability and lower SCE’s dependence on natural gas peaker plants"....
Another aspect to note, the project was announced in Sep'16 and was online and operational in Dec'16
4 months to get an 80MWh operation going bodes well, looking at the modular design, a much larger capacity project should not cause any issues and should be able to be built in a similar time frame.
KNL Price at posting:
18.0¢ Sentiment: Buy Disclosure: Held
