isaac the terrible

Battery Investing for Beginners, Part 3

Nice Job John, thank you much.

Battery Investing for Beginners, Part 2

Sorry- "do",not "due"

Battery Investing for Beginners, Part 2

John,
I don't know if you've covered this before, but it would be interesting to know what the relative $/ Kwh/ weight is for the various technologies. Also, due you have a sense of the relative potential market for various sectors of storage- light transporation / heavy transport/ grid support?
Thanks, Isaac

Alternative Energy Storage: Lithium, Lead or Both?

John, I find your opinions about the battery industry to be very useful, especially in that they are based on some experience in the industry and real-life numbers rather than just pie in the sky speculation.
Since many companies, who are devising new powertrains and energy storage packages, are including ultracapacitiors in their plans, I offer the suggestion that you study this topic. This would roundout your expertise, and would be very helpful to those of us who are interested in investing in this sector.
My limited understanding is that UC's would be used as an adjunct to the batteries and the small motor/generator, in order to provide rapid bursts of power needed for acceleration in a more efficient manner than drawing on batteries. This may allow a smaller battery bank.
Respectfully submitted.

Energy Storage Opportunities After the Market Carnage

Thanks for the update John. Its good to have a solid perspective from someone who has practical expertise in this segment, a segment that I wholeheartedly agree is a critical one that will draw alopt of investment dollars over the next decade.
Do you any thoughts on the suppliers of raw materials to this sector, like SQM for lithuim, LYN for rare earths, or others?