Friedland's SPAC, page-7

"copper, nickel, cobalt, and the platinum group metals — platinum, palladium and rhodium"

These are only relevant for lithium batteries, aren't they?

While lithium batteries definitely have a market where lightweight power is required, it seems to me that grid scale and fixed location batteries might be better served by other battery technologies. Flow batteries seem to be on the rise (zinc/bromine, vanadium, iron/something) and they are much better suited to non-mobile use cases. For example, high temperatures do not degrade them, and they can sit fully charged or empty for long periods with no damage. They also can provide full capacity and do not degrade over time.

Which market is going to be bigger, mobile or non-mobile batteries?