I don’t think it’s necessarily cheaper the silicon end product used in anodes. It’s very energy intensive getting it to the appropriate state - there is also the issues around swelling of silicon. It’s the energy density where the advantage is, but there other techs that are looking to enhance density of graphite based anodes, many of which incorporate the use of HPA. The demand for anodes will just be massive and many are gearing up now so I do t see how graphite is. It going to play a major role for decades to come.
I don’t think it’s necessarily cheaper the silicon end product...
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