Graphite

5 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Mar 7, 2024 by Gene Berdachevsky · across every show →

Everything said about Graphite, oldest first

Mar 7, 2024 positive

Assertion Supported

Silicon atoms hold 24 times more lithium than carbon atoms in batteries

“The thermodynamic limit of graphite, which is made entirely out of carbon atoms, is you need six carbon atoms to store a single atom of lithium. Whereas with silicon, you can take a single atom of silicon and store four lithium atoms. So that means instead of …”

Gene Berdachevsky Mar 7, 2024 ▶ 15:31 Supercharging Lithium-Ion Batteries with Gene Berdichevsky of Sila Nanotechnologies

Mar 7, 2024 negative

Assertion Supported

Berdichevsky: Graphite in lithium-ion batteries has hit its thermodynamic limits

“There is, and it's a thermodynamic limitation. So it is the laws of the universe, it is what God gave us, and there is no getting around it. And we are at that limit in every lithium-ion battery today.”

Gene Berdachevsky Mar 7, 2024 ▶ 11:40 Supercharging Lithium-Ion Batteries with Gene Berdichevsky of Sila Nanotechnologies

Mar 7, 2024 bullish

Prediction Open · timeframe Mar 2044

Berdichevsky: Silicon should replace graphite across all batteries in 20 years

“So I think there'll, there'll be a place for graphite, but I would say in 20 years, silicon should be able to replace it in every nook and cranny.”

Gene Berdachevsky Mar 7, 2024 ▶ 36:26 Supercharging Lithium-Ion Batteries with Gene Berdichevsky of Sila Nanotechnologies

Mar 7, 2024 neutral

Assertion Supported

Berdichevsky: China mines, processes, or refines 95 percent of battery graphite

“Yeah, something like 95% is mined or processed or refined in China. So some of it gets extracted, let's say, in Australia, but then it gets shipped to China to process. So that's right.”

Gene Berdachevsky Mar 7, 2024 ▶ 11:07 Supercharging Lithium-Ion Batteries with Gene Berdichevsky of Sila Nanotechnologies

Mar 7, 2024 positive

Assertion Partly supported

Berdichevsky: Silicon anode technology requires dramatically less mining and labor

“And to your point, they require dramatically less mining. They require really much less labor. These technologies are much more efficient.”

Gene Berdachevsky Mar 7, 2024 ▶ 34:41 Supercharging Lithium-Ion Batteries with Gene Berdichevsky of Sila Nanotechnologies

Graphite

Everything said about Graphite, oldest first

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