HPQ Silicon Inc V.HPQ

silicon demand to surge by over 100× by 2031.

[Oden6570]

3. Transitioning to higher silicon anodes

Another grail when it comes to EV batteries is the energy density that they can deliver to propel longer range EVs. And in this domain as well, the outlook is positive as new materials such as silicon are making an appearance on the market. Silicon and silicon oxides boast a capacity 10x greater than graphite. Furthermore, silicon could play an important role in minimizing any loss in energy density that comes from using LFP over NMC or NCA. Their use as an additive to graphite anodes is consequently likely to spread. Some battery manufacturers have already indicated they could use silicon-graphite anodes in combination with an LFP cathode. As for ACC, we are investigating the use of silicon in our NMC cathodes.

The advent of high silicon content anodes, combined with a greater number of automotive manufacturers adopting batteries that use silicon as an additive, and the underlying growth in BEVs means IDTechEx forecast silicon demand to surge by over 100× by 2031. 

The use of silicon in anodes as an additive to graphite or in a silicon dominant fashion is set to surge over the next 10 years.

Battery trends 2022: an industry view on the development of the electric vehicles market (infographic) | Automotive Cells Company (acc-emotion.com)

[tankumo]

Do you own HPQ too?  You think this is a good price to get in? Thanks.

[Oden6570]

Yes HPQ is one of 3 venture companies I have positions in DM and TLT the others. And yes the current sp is at or near the 52 week low so price is attractive currently IMHO.

[tankumo]

Thanks. In energy play I am looking at TCF now, but will wait for pullback.

[snizelthewizel1]

Tue Feb 22. HPQ $0.38 CND. 52 week low. With Big B in the driver seat, Scary as Heck There is another 20% downside on this thing before a guy should even think about getting in. Big B' needs a pair of sunglasses It's all in the eyes Catch ya on the way down