Comment by contrap127on Mar 22, 2025 3:26pm
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Post# 36505200
RE:RE:RE:Pick Your Own Adventure - Nano One 2026
RE:RE:RE:Pick Your Own Adventure - Nano One 2026I'm sure you listened very carefully to Dan Blondal in the interviews when he said that every license agreement will come with corresponding upfront payments from the licensees. Or?
So what's all this nonsense here? We don't know how many licenses will be awarded in 2025? We don't know whether OnePot has already been installed in Austin, Texas. We don't know what has been tested in Salzgitter, or in Schwarzheide. What will become of the Umicore plant in Canada? What will Sumitomo do, what will Rio Tinto/Arcadium Lithium do soon? What will become of GM, Rivian, Ford, Quantumscape, Euro Manganese, Saint Gobain, MitraChem... and all the others... POSCO, LG Chem, SK Innovation, Eco ProBM....
Should I continue? Theoretically, there is a need everywhere for an environmentally friendly, cost-effective, safely scalable technology as a response to China... and at the terawatt scale... with independent battery chemistries... Who got you? Three guesses!
Holy s***, you know all this! Don't you?
It's simply ridiculous to assume Little Canada here. Candiac is a demonstration and training facility that will finance itself! The money here will be made through licenses, or much larger facilities in the form of joint ventures.
Do us a favor and leave this echo chamber of ignorance! Thank you!
Example: TESLA uses a dry process for CAM production! Ridiculous, simply ridiculous! Who knows that? You?
We simply don't know enough to make commercially sound statements here. So be surprised! Or are you missing the forest for the trees here too?