aluminum
3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Feb 20, 2025 by Adrian Yao · across every show →
Everything said about aluminum, oldest first
Feb 20, 2025 positive
Yao: Sodium-ion replaces copper with cheaper aluminum current collectors
“Where the substrate metal foil that the negative bread is attached to, usually in lithium ion, has to be copper. In sodium ion, it can be aluminum, and that's lighter, it's cheaper it has some other benefits that we can get into later, but apart from all of th…”
Aug 27, 2026 bullish
Wang: Electrochemical aluminum conversion outperforms combustion efficiency without NOx emissions
“You can really design electrochemical systems that are incredibly cost-effective and capable, and ultimately able to convert that energy from its raw thermodynamic form in aluminum out to electricity with far higher efficiency than combustion, without any of t…”
Aug 27, 2026 positive
Wang: Aluminum fuel is twice as energy-dense by volume as diesel
“In fact, is from a volume basis, about twice as energy dense as diesel on an as-converted basis. So come at the amount of electricity you're getting out per, you know, liter per gallon of fuel. And then even on a weight basis, you are a little bit better than …”