HPQ Silicon Inc V.HPQ

The demand for silicon anodes is going to be huge

[Purpledriller]

Great post by @cargo The demand for silicon anodes is going to be huge. I did not realize the price of silicon anodes based on the link below is going for US$60-80/kg. The price of graphite anode material is mentioned at around US$8/kg. $8 is a very low price for graphite IMO it should/will be much higher, but I will still use that as a starting point for $HPQ to reach price parity with graphite:) A EV battery with a graphite anode contains about 70kg of graphite making it bulky and heavy something the EV industry is trying to get away from. The screen shot below is a oldie but goodie. So if a battery maker decides to go with a 100% silicon anode they will need around 27kg of silicon per battery produced which will make it less bulky and weight much less (another advantage over graphite) For $HPQ to reach price parity with graphite (US$8/kg) the would have to price their silicon anode material at just under US$20/kg. That number is IMO very doable for $HPQ to achieve. When you start running the numbers based on the screen shot above (27kg of silicon per battery with a 100% silicon anode) you get some mind boggling numbers and shows the crazy potential game changing/disruptive technology can have on the industry:) https://www.bloomberg.com/news/articles/2023-07-04/porsche-taycan-ev-battery-parts-maker-daejoo-sees-growing-silicon-anode-market