Thank you both for your reply, however it doesn't quite address my concerns.
I understand that silicon anodes may have been already discussed in other threads, and I'm happy for you to refer me to them if they provide the answers to why Novonix would still compete against upcoming silicon anode producers. But to simply state that silicon anodes are still years away from a commercial scale doesn't sound convincing. Don't we want to have a growing market share in years to come? Aren't we aiming at a long term growth >2030?
An article that sums up the most recent news and also highlights the significant funding is the following:
https://batteryindustry.tech/battery-makers-expand-silicon-anode-production-to-substitute-the-graphite-anodes-in-lithium-ion-batteries/I don't think it is insignificant with Sila Nanotechnologies raising $590M, partnered with BMW / Daimler and aiming at a 100 Gwh plant in North America by 2024?
It would be great if anyone has comparable stats for the three technologies (Puregraphite, Puregraphite/Silicon blend, Pure silicon) such as $/t production, $/t market value, Wh/kg energy density, max charge cycles. I think this would answer a lot of my concerns and I would expect that Novonix' Puregraphite should be able to compete if not outperform the silicon anode.
(20min delay)