DRich

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.

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.

PHEVs and EVs: Plugging into a Lump of Coal

Atta-Boy John!!!

How PHEVs and EVs Will Sabotage America's Drive for Energy Independence

Peace, Don. No offense, but reading these comments is frustrating to me sometimes. Seems that some want to nitpick & browbeat John's presentation of the data he so generously has shared. I don't mind debate of another fact based or 'researchable' point of view, but some want to wander off the narrow focus of the subject in order to......I don't know what. Maybe the ego stroking of being 'righter' than the author. The subject at hand is complex & multifaceted in itself. We all know it doesn't exist in vacuum. The perception of world that energy storage to exists in is IMHO not for here. After all someone has to be on the other side of the trade in order for profit to be made.

How PHEVs and EVs Will Sabotage America's Drive for Energy Independence

Don,
It's not to John to justify or reinforce any reason you might entertain to get involved with this kind of investment (or any other) based on his views of socio-economic fundamentals. That is entirely up to you. He has laid out a rather exhaustive, fact based argument that anyone can accept or reject. I thank him for providing the research/data that he has. Doesn't matter if I agree.

Auto Batteries: Short Term Revenue Growth Favors Lead-Acid by 6 to 1

J.Petersen, I think I've read every article and most links you've provided over the last year. I was an uniformed fan of battery tech, but you've helped a lot. Thanks.
I'm starting to branch out of the storage manufacturing, that I've chosen to invest in, and am now moving into the the search for the build-out firms. The motive industries have certainly gotten a large amount of pixels and ire from your postings, but I'm really not interested (from my investment POV). I'm much more interested in the resurrection of USA industrial base, which to me is energy, and the resources, i.e. the mining, needed to do this. I'm a big fan of the VAT that is Cap&Trade carbon credits since it's been demonstrated to work with SO2 and NOx in the past (and been profitable) that I'm building toward this next wave.

Auto Batteries: Short Term Revenue Growth Favors Lead-Acid by 6 to 1

Just curious, but who besides the motive industries is the largest consumer of lead acid batteries? I'm trying to build a basket of cleantech using existing off-the-shelf technology.