General Discussions, page-20948

Hey @chuk, battery chemistry next big thing is a recurring yeah-nah in the EV space. Here's some reputable research from the National Research Council of Canada, Energy, Mining and Environment Research Centre in July 2022: https://www.mdpi.com/2313-0105/8/7/70

Note when people talk about a silicon anode, it's likely to be 30% max silicon.
If the graphite is to be replaced entirely, it is referred to as an all-silicon anode.

Graphite looks to be the dominant anode material for the foreseeable future/while the lab stuff progresses through trials and then manufacturing ramp up (remember how long it has taken Tesla to get their 4680 cell production up to speed):




So if 30% silicon anodes become a thing, perhaps the world only needs 95 * 0.7 new graphite mines and downstream anode processing.
Still not a bad possie for RNU to be in IMO!