Great article from Anthony Milewski of Cobalt 27.
Take aways-
1. ....the global automobile and battery industries have already chosen their winner – the lithium-ion battery power by the NMC chemistry.
(Includes CTM Copper, Nickel & Cobalt. 80% of car companies use NMC - Tesla uses NCA battery technology.
2. “From discovery of a new material to inclusion into a chemistry to wide spread commercial use can take between 10 and 20 years” - so all the hype we hear about exciting new breakthrough technologies in new batteries, will take that long. Therefore go with what the market is already doing.
3. Following on from point 2 is this:
Mike Albrecht, P.E.
Mining and Minerals Consultant
https://www.linkedin.com/pulse/battery-cycle-setting-record-straight-anthony-milewski?articleId=6479066479873654784#comments-6479066479873654784&trk=prof-post
Ann: Soils Program Expands IOCG Target Pipeline at Salobo West, page-130
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Excellent overlooked factor. Regardless of what research is doing, the existing battery system will be with us for at least two mine life cycles. If you want to bet on future battery systems, look at exploration companies. if you want to bet on the next 10-20 years, look at juniors.