DRich

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

By "expensive", I mean margin expansion. Maybe I'm looking at it wrong, but I just can't see it.

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

Marketquant, I've been studying Toxco and it's recycle process for about a year now. I'm convinced that it works, but only to a certain point. It's first a very expensive process that doesn't appear to return any more than 80% back to a remanufacturing ready state for raw material. Good, though I'm not convinced that it will ever compete with mining. Even scaled up over a decade of ever increasing supply, I don't see it as economically viable to ROI what investment bankers would view as good risk/reward. Just my opinion.

I believe that other technologies will emerge soon. That's my hope. I would think that a better structured product life cycle chain will develop over the next decade. I'd be happy to trade it as does unfold, even as I don't fully believe it to be the end all for motive, grid, or any other purpose. It would still be big. I'd be more inclined (and have begun) to invest long term in the build-out of CNG infrastructure for HEV's. To me, the infrastructure of Li storage & CNG are about even right now. Both have good opportunities with about equivalent risk of fail to become mainstream. With my limited money I'm going to stick with investing in cheap existing technology and trade the emerging unproven ones.

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

Marketquant: At present there are no "slaughterhouses" that can turn a profit (or even exist outside a lab). I've been looking and can only find processes looking to start-up at a minimum of 5 years out. Not an investible scenario, but fun to keep watch for over the horizon. Quite a quandary.

Lithium Ion Batteries and GEVs: False Gods for the New Millennium

John, please clarify the line item "Vehicles enabled per year" data. I'm pretty sure that you took existing/short term projection of battery manufacture and distributed it over the number of vehicles each requires. I can see it now & before it boils down to a pissing contest, I'd just like "The Master"'s take.

This should stir a hornet's nest & be a very entertaining comment section.

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

John,
I'm more & more convinced, as time goes by, that NG is being overlooked for the simple reason that to build-out the infrastructure would cost non-governmental capital outlays and require hiring Americans to install it. We are valued customers but not thought so highly as employees.

A123 vs. BYD and Other Irrational Battery Investments

User 481086,
Welcome to the discussion. As your questions point to, you've got a lot of reading to do. If this storage "thing" has peeked your interest, the following web address you'll find fascinating. It's the archive of Mr. Peterson's work.

seekingalpha.com/autho...

It's a lot to take in, but it's the best source of intelligent discussion out there. IMHO. By all means read the comment sections too.

A123 Systems IPO Meets with Great Success

Don,
I know you have to defend your turf, but you rise to the bait too quickly.