I think that silicon will definitely replace graphite but will take a few years given its adoption in an elite mercedes model sees a 2025 production date
The question is what the impact will be on NVX?
I
https://thedriven.io/2022/05/19/mercedes-electric-g-series-turns-to-silicon-battery-tech-from-ex-tesla-engineers/
Sila Nanotechnologies is replacing the graphite anode that forms a lot of the bulk and about 15% of the weight of today's lithium-ion batteries with a form of silicon that it claims will give battery cells a 20 to 40% increase in energy density while also charging faster. That change would be roughly analogous to a Ford F-150 getting 25 MPG this year but 35 MPG next model year, an unheard of jump. Mercedes looks like the first customer to offer the Sila tech as an elite option in the new electric EQG in 2025.
This is exciting on a totally different issue as production would be very soon
https://www.newscientist.com/article/2341398-car-batteries-with-tiny-heaters-could-charge-in-just-11-minutes/
It means cheaper lithium batteries and therefore cheaper cars and will attract more buyers with the quick charge for long km
There is an interesting article you can get to from here on seaweed use which would take longer to adopt.
I think that silicon will definitely replace graphite but will...
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