Great post. Good argument from multiple sources and informative....

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19/09/22

09:24

Post #: 63766150
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Originally posted by L: ↑

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Despite this bullish potential, key challenges continue to plague prospects for the energy transition – although some, TechMet believes, should be viewed in a more opportunistic light.

A common misconception is that there will be a technology that is even better than lithium-ion batteries which will emerge as the true winner to provide clean power and mobility solutions. TechMet believes that the chances of this are slim.

The automotive world has essentially chosen its pony and funded it to the tune of over half a trillion dollars (and counting). A completely new technology that is not part of the Li-ion battery ecosystem would have to be not just marginally better, but superior by many factors (i.e. safer, cheaper, using more abundant materials, etc.) to convince automotive OEMs that they should write off their now significant Li-ion investments.

Instead, there will likely be multiple ‘winners’ employing numerous variations on a theme around Li-ion batteries. Solid state, silicon anodes, flow batteries – these all have their place in the new world of clean energy, and all present their own investment opportunities. ......

https://www.globalminingreview.com/magazine/global-mining-review/august-2022/editorial-comment/

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..... It’s almost too late for the US and parts of Europe to catch up. Other places in the Middle East are also looking to make the transition away from their economic reliance on oil toward greener technology. Abu Dhabi recently drew in a lithium firm to build facilities at the Khalifa Industrial Zone to extract the metal and recover valuable by-products from lithium-mica and phosphate minerals. ....

https://www.washingtonpost.com/busi...c6c7e6-21a5-11ed-a72f-1e7149072fbc_story.html

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L

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Great post. Good argument from multiple sources and informative. No people bashing.

LPD Price at posting: 2.9¢ Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

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