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Everyone states Solid state batteries are 5 to 10 years away from mainstream. There are cost of production issues, charge cycle issues etc.Then you are looking at years to build Solids State factory. Then the volume production ramp.
But Tesla is planning to churn out 4860 like a bottling plant. Very high volume, low cost, high battery charge cycles. Just not as quick charging or high density. But use a current Tesla and they are fine. With the 4860 they will be even better.
From BCN perspective they still use lithium so demand is still going to rise.
Ilika Might be good Mullins but such a high market cap now, we should have got in when Graeme Purdy was made NED on the BCN board
cad, thanks for posting, I will investigate. ATB
Closer to home ILIKA ( IKA) are on the cusp of good things with stereax iot solid state batteries and their Goliath solid state battery for cars and the like .
Comau came calling this week ( part of the fiat group)
Graeme Purdy CEO is a NED on the BCN board.
Closer to home if you're in the u.k. that is.
From what little I know about this the Chinese are one of the most advanced nations in terms of battery research and knowledge. As ganfeng are funding BCN I can't imagine they'd be getting involved for a short term thing... the Chinese play for keeps and are securing a strategic supply for their lithium for the next few decades, if not longer. BCN gives them that security of supply.
From I've read using spare electricity to hydrogen and ty hen fuel cell back to electricity is possible but nowhere near as efficient as storing in some battery. Whether lithium base do or not.
Now where road transport is concerned nothing can beat lithium based batteries. Weight and volume - Energy density matters.
There’s a lot of interest in lithium sulfur batteries which have double the energy density of lithium ion @450wh/kg. Just need to improve on the cycle life...they use a lot of lithium!
I agree that hydrogen isn't a "threat" to lithium.
Cars will go lithium battery, and heavy transport (ships, trains, trucks, buses) will go hydrogen fuel cell.
It's worth a quick read of Johnson Matthey's (JMAT's) trading update out this morning. They are reporting real progress in their hydrogen fuel cell business. It's also worth researching platinum group metal (PGM) miners - PGM prices are booming due to tightened clean air regulations in ICE vehicles (this affects palladium and rhodium, in particular), and the growing realisation that "green hydrogen" technology will require far more iridium and ruthenium (and possibly platinum) than is currently produced. E.g.: the price of iridium has quadrupled in recent months.
I'd recommend taking at look at Tharisa (THS), Sylvania Platinum (SLP), Sibanye Stillwater, and possibly Anglo-American to access this market. IMO, these companies are deeply undervalued.
Now, back to watching the paint dry here. This will come good on a 2-3 year timescale, I'm sure. But it's a little dull around here right now.
So I have been doing some self-reassurance in regards to the demand for lithium carbonate in a world where solid state batteries take over the EV market.
Lithium metal (required in solid state batteries) is produced with a fusion of lithium chloride and potassium chloride.
Lithium chloride is produced through treatment of lithium carbonate and hydrochloric acid.
Bacanora plan to be able to produce both lithium carbonate and hydroxide from the plant in Mexico.
Solid state or liquid state batteries. It seems our product will be required whichever becomes dominant.
And as for the 'threat' of hydrogen... I feel there is more than enough need for infrastructure transformation with both EV batteries and hydrogen fuel cell technologies, for them to co-exist in the future.
Good luck all holders. I feel the next five years is going to be pretty exciting.