3 ms·
There is not a single line mentioning the effect it would have on lithium (or vanadium) price and supply if this would be adopted at grid scale. Which of cours
by adev_ 3y ago
There is not a single line mentioning the effect it would have on lithium (or vanadium) price and supply if this would be adopted at grid scale.
Which of course, like common sense would say (irony), would stay perfectly flat or decreasing when it already struggle to match the supply for EV which is two order of magnitude inferior to what would be needed.
Which make me back to my point: Yes, this is oriented garbage done by people that has financial interest in what they are selling.
- nl 3y agoIt's worth noting that large scale power projects are telegraphed a lond way in advance and raw material supply can react well to that. There's likely to be a lithium oversupply: https://www.cnbc.com/2023/03/07/bank-of-america-sees-lithium-surplus-in-2023-as-demand-eases.html https://www.cnbc.com/2023/03/07/bank-of-america-sees-lithium... There's no particular shortage of Lithium in the ground - it's just matching projects to demand. I'm not familiar with vanadium. > oriented garbage done by people that has financial interest in what they are selling They sell consulting services.