Good article in AFR today about the schism between GS and Macquarie. GS seem to be placing a lot of faith in brine and ledipolite - both have big issues. The other interesting thing is they are only talking EVs which is a big mistake. Check out Teslas latest activity with VPP - virtual power plants. Stationary storage is going to be huge and LFP is the perfect tech for it
Good News & Bad News, page-19910
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