It seems everyone is chasing Elon Musk’s dream of electric vehicles in every garage, even as investors bet against the success of Tesla (TSLA) through short selling its stock. A big part of Musk’s strategy seems predicated on taking control of key parts of his supply chain, with energy storage obviously playing an outsized role. […]
We’ve recently begun the rather interesting exercise of going through and summarizing the more than 1,600 articles published on Nanalyze since we began waxing poetic almost seven years ago. We were surprised to see that when it comes to grid-scale storage, flow batteries just never really achieved the traction investors were looking for, with more […]
Back in 1969, the Apollo lunar module used 29 volt, 400 amp hour batteries during its historic moon landing. The cells responsible for the safe landing and subsequent return of the crew were 60 kg beasts with plenty of built-in redundancy to ensure the success of the mission. Today, you can order a battery pack with similar […]
We learned last month that we have about a dozen years or so left before this big blue ball goes up in flames. While we are stridently apolitical at Nanalyze, we also strongly believe in the power of science and technology to understand and tackle humanity’s biggest challenges (and to create a bit of wealth along […]
Elon Musk has dedicated a huge chunk of resources (not to mention a large area of the Nevada desert) to lithium-ion batteries, but even he thinks supercapacitors are the future of energy storage technology. Supercapacitors – also called supercaps or ultracapacitors – are similar to batteries in that they store energy through electrical charge and […]
If you stop and think about it for a second, advances in lithium batteries have powered a fair number of emerging technologies in this decade. Electric cars, drones, smartphones, these are all becoming prolific because of improvements in lithium battery technologies. When it comes to portable batteries, short of some entirely new battery technology being […]
Investing in emerging technologies can often involve “picks and shovels” plays that are indirect ways to profit from the adoption of a certain technology. Take electric cars as an example. One investing thesis has been that Elon Musk’s gigafactory that builds lithium batteries to power electric cars is going to need a isht load of lithium. The […]
Fuel cells have shown some promise at various points in time but they haven’t really taken off yet. All the while, pure-play stocks for hydrogen fuel cells just keep sinking lower and lower. A few years ago we identified 10 fuel cell stocks, of which 4 are traded on U.S. exchanges. We took these 4 fuel cell […]
While everyone is running around like mad looking for cartoon creatures, their cell phone batteries are starting to take a toll. If we can’t develop cell phones with sufficient battery life that will allow us to run around capturing mythical cartoon creatures for hours on end, then what is this world coming to? The “Pokémon Go […]