Nobody is anywhere near commercialising an all silicone anode that's anywhere near affordable enough, safe enough and reliable enough. Silicone will be no more than 5-10% of the anode til at least 2030 in mainstream batteries (i.e. 95% of batteries made). If we see an average of <20% silicone in BESS and EV anodes by 2035 I'll be blown away. The incentive just isn't there.
Graphite is here to stay for the short, medium and long term.
Nobody is anywhere near commercialising an all silicone anode...
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