RE:Tesla and Silicon??? Tesla battery day was exaggerated, or to say way ahead in time,,,
Must watch; just google ;
Benchmark mineral; Tesla battery day reaction
They talk about the anode material toward the end
https://www.benchmarkminerals.com/membership/lithium-silicon-anodes-terafactory-watch-benchmarks-reaction-to-teslas-battery-day-free/
I use to worry a lot about that sillicon anode but I was way too deep to get out,,, I'm glad I didn't.
Nou are very strategic and they will stay ahead of the innovation! All they need is to get in the game before the other graphite mine! And it sure looks like they will!
There will be a huge demand for graphite in the next decade.
After once anode are mostly made of silicon the demand will be reduce but let's remember anode material are just 25% of the graphite market,,, good if Nou can make cheaper anode with sillicon and a nano material like graphene or some like that...they can keep their graphite for niche market.
remember guys Eric will join the sustainability summit Friday the 11 of December, thats no small news,,, it's pretty cool!
