Tony Seba has made another brilliant presentation on the power of disruption in energy and transportation space. His logic and set of numbers are very convincing. Elon Musk with Tesla is already leading the way and he has quite a few followers with their own lithium battery Megafactories and EVs in the making.
Lithium Technology: Tesla's $13,000 Battery Could Keep Your Home Online In A Blackout.
The Guardian reports on the coming announcement by Tesla about its lithium battery for home energy storage. Raw materials for lithium battery are already rising in price and it is even before Tesla's Gigafactory and Chinese Megafactories are coming online!
Lithium Hydroxide - A Perfect Price Storm Just Before Tesla Battery Storage Announcement.
Joe Lowry has published another very interesting article on the current supply and demand in the different sectors of the lithium market and the coming shortage for the lithium battery grade materials. If you are interested in our sector - he will be the one to follow on twitter at https://twitter.com/globallithium.
Joe has recently brought to our attention the rising powerhouses from China in lithium materials sector and, as you know, I am personally involved with International Lithium and Ganfeng Lithium from China as well.
"War On Pollution" in China produces a range of new concepts of electric cars to conquer the largest auto-market in the world. Not all of them will become the hit in the market, but the trend is apparent - EV is the future for mobility in China. Government supports this leap into the lithium based technology to close the gap with western auto-makers. Security of supply for lithium takes the centre stage in the development of strategic industry - electric cars. Tesla Gigafactory has already spiked interest to the lithium batteries and Megafactories are being built now in China by LG Chem, Foxconn, BYD and Boston Power.
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