While we're waiting for the virus to play out (and hoping for a speedy solution for the people of China and the world affected by this!), I had a couple of questions possibly worth pondering...
1) Coronavirus
What might the possible be impact here? Battery production may fall due to factory closures, and EV car sales may fall - impact obvious. But if Chinese graphite mines also shut down as part of this unfortunate event in China, could that be a potential upside to offshore mines as well?
2) Storedot tech
Sorry if this has been discussed, had a quick look back and didn't see anything. Is there any threat from this tech?
https:// www.forbes.com/sites/neilwinton/2020/02/13/is-a-major-hurdle-for-electric-car-use-about-to-be-jumped-with-truly-rapid-charging/#51d5c62f8f55. It sounds like a great solution to the charge time barrier, but it utilises silicon not graphite as part of this. Has there been any discussion of the threat this poses, or otherwise?
Keen to know people's thoughts.
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