"Those with a large percentage of expandable flake graphite will do just fine."
Good morning Semi,
I am glad you think that way, you fail to see if graphite is removed in the Anode it will need to find a home, the only other market is the Non-Anode market, Sounds like you are calling for an oversupply in the very market that your company is looking at supplying.
We have recently discussed the issues with Silicon, the main issues are expansion upto 400% increase in volume, this expansion effects the life of the battery, where they only last for a few cycles. There is plenty of battery technology out there that may replace existing batteries, it takes around 8-10 years to bring a new battery technology to market and not all of these will be a commercial success.
This is why all of the major Battery Manufacturers are only adding small amounts of silicon in their battery chemistry.
KNL Price at posting:
9.6¢ Sentiment: Buy Disclosure: Held
