Novonix appear to have the answer to the 3 critical areas of the Li ion battery:
Anode - PUREGraphite
Cathode - DPMG
Electrolite - New additives
For me the most exciting patent is DPMG:
Simple process
Lower cost
No Water
No Solvents
I am no chemist, but that sounds to me like a game changer, and there is nothing out there to beat it, confirmed by Jeff Dahn saying it is a truly exciting development.
I would say that every cathode material supplier will have to be using this within 12 months.
Of course the IP can be stolen and copied by a certain country well known for such theft.
BUT the US is desperate to develop home grown production of critical materials, it is government policy. 80%+ processing in China should not be acceptable by anyone, both US and EU are onto it, and because of DPMG, there is a way of beating them on cost and environmental benefits.
I think Tesla have delayed BD, because of new developments, and will announce more than just a million mile battery.
There is so much hype (“BD will blow your minds, it certainly blows mine and I know it”), they will not just be announcing what has already been announced by CATL, I.e. the so called million mile battery, wait and see.
It all looks good to me, so buy from the bored and sell to the excited, there is a bright future for NOVONIX!
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