RE:RE:NOU took a bet with the reverse splitSynthetic graphite: when the crude production going down, where you have the coke to make synthetic graphite?
Silicon anode: The expansion of graphite anode is 17% and it can cycle 1,500 times, the silicon anode expansion is 380%, even mixed with 90+% of graphite using by Panasonic, the guaranteed cycles is 500, you can neither replace graphite nor use as anode for many type of cells
Solid battery: the old story is Molicel which failed in 1989, the latest is the recent Mercedes recall on the solid battery installed on the buses, with 190km solid battery versus 170 km traditional battery, and put so much risk on it, there is still a long way to go.