Media

[cosors]

What other players have filled that spot?
I've struggled to find other companies selling additives in mass. I went looking after reading this comment on HC:

https://hotcrapper.com.au/threads/a...ject-status.8508726/page-103?post_id=78652516

It's kind of a catch 22. Either other players have moved in to fill that spot, or they haven't and that's because there's something fundamentally challenging that's so far prevented it from happening?

I encourage anyone who's well researched on this to share their 2c, if you would like to help me out.

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That aside, I really want to see a concrete offtake/supply agreement to be put at ease and know these customers mean business.
We've been hearing "We have very high customer interest and demand continues to grow" for multiple years now. If that can't be converted into sales then it loses all meaning.

Maybe search here for Sila or Group14 (silicon coated).

Solid state (post at HC) is something that has been talked about solidly for many years, there have been countless announcements of breakthroughs. I'll believe it when I see it. I'm probably one of the least knowledgeable of us on the subject, but we only need to skim what's written here to get an idea. As far as I know, the increase in volume is the crucial problem. And I seem to remember that roller wear is enormous and therefore production costs are very high.
But that is only half knowledge, but practically worth as much as the sensational announcements of great breakthroughs.
CATL wanted to deliver go into production last year at the latest. The world has heard nothing more since then, except for Sodium as the next story.
What about Quantumscape?

Oh, I forgot, it's not that I have no idea, it's that I know what I'm talking about, having worked in the industry for many years. I almost forgot about that. My Quantumscape shirt is still lying around somewhere

I'm only joking. Please don't take this seriously.
I think it's a lot simpler than most people think. In the end, the price decides what is possible in which product.
I'm curious to see whether solid state, if it ever becomes commercially available, will be able to recoup the billions in research money that have been burnt so far, or whether it will only be for the premier league and show what is possible when costs don't play a role.

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I think the packaging and casing/housing of the cells alone, with the thousands of charging cycles and thus increase in volume, is a challenge which, apart from the breakthroughs in chemistry, is reported little or nothing at all. Why not?

 

[blondeaussie]

What other players have filled that spot?
I've struggled to find other companies selling additives in mass. I went looking after reading this comment on HC:

https://hotcrapper.com.au/threads/a...ject-status.8508726/page-103?post_id=78652516

It's kind of a catch 22. Either other players have moved in to fill that spot, or they haven't and that's because there's something fundamentally challenging that's so far prevented it from happening?

I encourage anyone who's well researched on this to share their 2c, if you would like to help me out.

_____________

That aside, I really want to see a concrete offtake/supply agreement to be put at ease and know these customers mean business.
We've been hearing "We have very high customer interest and demand continues to grow" for multiple years now. If that can't be converted into sales then it loses all meaning

Tim, yes we have a concrete batching plant onsite, but I think they should maintain the focus on graphite mining and anode production. I'm sure once our plant is built it could be utilised to help others build in the Lulea Industrial Park.