@bumblingninny , regarding the 500 cycles (Silicon anode project) the annual report mentioned they achieved 290 cycles in December 2021. So I think their target of 500 cycles would mean that they would start again with a tweaked design and have another crack until they hit the 500cycles that still retained 80% capacity. I have no idea why this is the current commercial target if the energy density is 10 times, but I’m guessing they have that figured out.
I guess what Im trying to say is my take is it’s not just an amount of cycles that has to pass, I think they also have to crack the tech of being able to do it.
AnteoX on the other hand has been shown to work with new binders currently coming to market and that’s what the global battery manufacturer is testing.
That’s where I think the first energy deals will come from, and I’d agree it may be soon.
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