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Summary FREYR, a lithium ion based battery manufacturer, is one of the best–positioned companies to benefit from energy transition policy in the U.S. and Europe. FREYR manufactures lithium-ion based batteries using a novel process that dramatically lowers carbon footprint. ...
Summary Key points of the Inflation Reduction Act and summary of the key EV-related changes. Tesla's next gigafactory will likely be in Canada. There may be battery making, but also some battery materials conversion facility (most likely lithium, perhaps also nickel and cobalt to ...
Summary Norwegian company FREYR Battery emerges from nowhere, but with strong national support, to be a major battery manufacturer. Technology licensed from Boston lithium battery innovator 24M. Ambitious plans to manufacture hundreds of GWh of lithium batteries by 2030 at Gig...
Summary Some details of the Inflation Reduction Act package. Some details on the proposed EV subsidies and qualification rules. Comments on the package. Top 5 stocks/ETFs to benefit from the US$369 billion USA climate change victory as well as some alternative choices. Risks, ...
Summary The automakers themselves are noting a desire to go fully electric in their production within the coming decades. Our take on hydrogen for the moment is one of reasonable optimism, recognizing the benefits but at the same time not getting too excited too quickly. There...
Summary Panasonic jointly developed Giga Factory 1 and shares the factory with Tesla near Reno, Nevada. Panasonic is planning joint operations with Toyota Motor to produce EV batteries as well. The company is transitioning from a Household Durables company to an energy storage...
Summary FREYR is a future li-ion battery producer, leveraging private company 24M’s novel lithium-ion production process. The company plans to have manufactured online by 2025, with a target of 43 GWh of capacity per year. Recent news includes the formation of a Boston-...
Panasonic’s in-line results highlight its resilience through the ongoing macro and industry-wide headwinds. The guidance looks conservative as well while progress on the new 4680 cell ramp-up is promising. At ~10x fwd earnings, the market is likely underappreciating Panason...
China holds dominance along a majority of the EV supply chain, from graphite mining to materials processing to battery production. With the chip shortage projected to last at least through 2023 by a range of OEMs, any impacts to Taiwan's chip supply and related logistics could spell t...
ioneer is an Australian lithium miner with one major asset, a lithium-boron mine in Nevada. Ford and a Toyota/Panasonic JV are now announced as the major offtake partners. This article will summarize the Rhyolite Ridge project, discuss the recent developments, and I provide my tho...