ADO 8.70% 2.1¢ anteotech ltd

This is an opinionAnteo have stated on numerous occasions they...

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  1. 1,505 Posts.
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    This is an opinion


    Anteo have stated on numerous occasions they are using cheap unrefined silicon to get the results they are obtaining with Anteo X binder additive..

    https://hotcopper.com.au/data/attachments/5294/5294475-9c11eacedb154861bc9cc0fe50838702.jpg



    They have today given some examples of costs per KWh for the various methods to utilise silicon in the anode.

    Silicon in a carbon shell such as Silanano are using

    Silicon structured in graphite like Talga and others are doing

    Silicon nanowires like Enovix and Amprius are utilising.

    All of the above are getting great labscale and small commercial scale results BUT at what cost….

    Then Tesla with raw basic silicon which is cheap, abundant and much easier to integrate at scale…. It does however have a major issue with expansion, that needs to be overcome with use of advanced binders and polymer coatings.
    https://hotcopper.com.au/data/attachments/5294/5294471-bb02332ec5ecdb5dd23e9002238a0bd6.jpg



    Then I remembered this slide at battery day a few years back and it really piqued my interest at the time….after todays presentation from Anteo and knowing what Anteo X is all about…let’s just say my interest is now very much engaged…


    https://hotcopper.com.au/data/attachments/5294/5294486-ac15c81d27ff66f23237ae3a3be598ec.jpg


    The new Anteo X promo video also shows the integration into existing manufacturing processes along
    with how the binder creates a 3D network to stop cracking and destruction of the silicon on cycling. Looks a lot like what Tesla are trying to do…

    https://hotcopper.com.au/data/attachments/5294/5294536-2bca66d7f7e9dcdac77426177dfd0b29.jpg

    GLTA
    Last edited by jandb85: 23/05/23
 
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