lithium-ion batteries
also referred to as: lithium ion batteries
6 statements across 5 episodes · 3 bullish · 1 bearish · 6 people on the record · first statement Jun 15, 2022 by Julian Spector · across every show →
Everything said about lithium-ion batteries, oldest first
Jun 15, 2022 bearish
The decade-long trajectory of falling lithium-ion battery prices has halted
“For many years over the last decade or so, there'd been this perception that lithium ion batteries, they just get cheaper over time. You would hear that again and again, this onward march of lower prices as the factories scale up, and that's a huge reason that…”
Jun 15, 2022
May 1, 2023 positive
Hazlip: Hydrogen is a viable multi-day storage alternative to batteries
“We also see power generation applications, and so using hydrogen as an energy storage medium to be able to run power generation for longer periods of time than lithium ion batteries, right? So multiple days when the wind's not blowing, the sun's not shining we…”
Dec 22, 2023 bullish
RMI: Global battery capacity will reach 9 TWh annually by 2030
“They Are estimating that there's going to be global capacity of nine terawatt hours of batteries, lithium ion batteries per year by 2030. That's a kilowatt hour for every person on the planet. And they are estimating that just those batteries will surpass the …”
Jan 23, 2024 neutral
Mulholland: China pushes LFP batteries while US relies on high-risk cobalt chemistries
“In China, there's a big push for lithium iron phosphate. In the U.S., we have, you know, sort of standard lithium ion batteries that have a lot of nickel, manganese, and cobalt in the materials, and those things are hard to source, and rising in cost, and some…”