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Thoughts? The compelling physics of Lithium for EV application is it's position in the periodic table. This is NOT a factor for home energy storage. Good old lead acid will suffice, it's weight is not going to affect the range or performance of your garage, and whether the fire risk is of lithium real or not, there is much less chance of a lead acid battery installation burning down your house and neighbourhood.
If someone got smart and developed a lithium battery array with hot-swap modules interchangeable between house and car, now that's a different matter.
https://insideevs.com/news/586463/skoda-production-meb-battery-systems/amp/
I think the cautionary message from BHPs decision is this: They have decided that they have missed the boat on Lithium mining and are too late to get involved and be a market leader. Why is this cautionary? Tick tock. Where's the DFS, when does the refinery get built, when do we start producing? Are we on the boat or not?
pasa - same thing here in the NE, Teesside re the sealife. Local fishermen reporting 5-6 feet thick carpet of dead crustaceans on the seabed around the cables to the offshore wind farm at Teesmouth. Beaches carpeted with corpses whenever there is a storm. This is being covered up.
I'm not sure the Lassonde Curve will apply - where would you put EMH on that curve now? Funding is pretty much nailed on already, so a rise due to confirmed funding isn't likely. Babis messed up stage 1 of the curve, with speculators leaving early. Are we in the engineering phase now? It would be nice to think we were on the cusp of phase 4 and a meteoric rise, but, well, tick tock.
Anything to do with this? https://www.thequint.com/tech-and-auto/tech-news/elon-musk-said-tesla-might-have-to-mine-its-own-lithium-heres-why
"Surveys to date show that up to 3% of the world's known lithium reserves may be in Cínovec, of which about two thirds are on the Czech side. This lithium would supply the local gigafactory, which would have a capacity of 20-55 GWh per year, which should be enough for up to 500,000 electric cars. The Prunérov location is suitable for the construction of this factory because it has an available technical infrastructure, such as a sufficiently large connection to the electricity network, water supply or connection to the railway."
Keeldar - I think many were expecting something more direct on fracking in the new energy policy. OK, a review of safety is indeed potentially positive, but the moratorium is still in place pending the outcome of that review. Some would have hoped that the moratorium would be dropped, or at least suspended for a few years until the UK gained some energy independence.
What the hell is all the "unsee" nonsense?
Absolutely no justification for that price drop this morning. Stinks of insider trading.