Some key points from this new development.
The technology is new and if successful, could take a few years to get to a comical state. The EV transition and Tesla are not going to wait to see if this works.
Buffet is directly entering the lithium market or hopes to. Entering a market that is supposedly oversupplied at the moment targeting commercial operation in 2025. Something that is oversupplied now but won't be in 2025. He obviously believes that it won't be oversupplied for very long.
Haplo
Lithium Related Media Articles, page-581
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