Your comment that Lithium prices will continue to go higher.
I am no battery technology expert, but it's pretty clear that lithium, due to its tight supplly, is not the way of the future. There are quite a few companies advancing alternatives, such as Sodium for example, which is in plentiful supply. My (limited) understanding is that sodium batteries last longer than lithium, take less time to charge and will be cheaper. As against that, they not likely to be in general supply much before late 2023 or perhaps 2024, so that still gives BNR plenty of time.
I'd be interested to hear other opinions, from those in the know, on the ongoing demand, or otherwise, for Lithium batteries beyond 2022.
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