I thought the risk factors to that growth were interesting.
1. Shit economy or global crisis. Yeah well, Trump could be re-elected, or another COVID. China is a wild card.
2. Recycling. This will be a slow burn. Probably no more than 2-5% of the Li battery market will be made up of recycled by 2035. I see no reason why the same companies who will process the powder can't also shift to recycling as part of their operations. Could be a few acquisitions on this front.
3. Innovation. Li+ is and probably will be the most efficient, profitable battery tech for decades. Sodium batteries will have a growing but still small share, as will Hydrogen. Even if a better chemistry comes along that is cheaper to produce it will take many years to catch up. Improvements to Li chemistry continue as well, so there's a lot of catching up to be done. Grid storage is open to the most disruption, as size/weight do not matter so much.
Imho, dyor.
CXO Price at posting:
54.5¢ Sentiment: Hold Disclosure: Held
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