Investing in lithium batteries is an easy-to-understand thesis. Electric cars use lithium batteries, so you’re investing in the Chevrons and Exxons of tomorrow by investing in companies that produce batteries. That’s a good theory, but it’s not so easily executed on. Do you invest in the raw materials like lithium? We’ve always advised against that, […]
Investing in batteries is an easily understood thesis. Electric cars use batteries, and today you see loads of them driving around. Tesla doesn’t just use their own batteries, they also buy them from other manufacturers such as Panasonic and LG Chem. Then, there are all the drones you see flying around, the smartphones in everyone’s […]
We’ve talked before about how the Jack and Jill retail investor types gravitate towards easy-to-understand stories. Jack watching Saturday morning cartoons in his underwear sees a Tesla commercial, followed by an iRobot commercial, and tells Jill they ought to invest some of their self-directed 401K into battery stocks. Jack logs into his brokerage account, plugs […]
Drones are now delivering goods and counting inventory in warehouses. Svelte electric vehicles are plying our roadways, powered by green electricity that comes from sophisticated solar microgrids. All this progress is made possible by the lithium ion battery. Intuitively, it may make sense to invest in lithium batteries, but there’s one problem. It’s the same […]
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 […]
Trying to stay on top of disruptive technologies isn’t easy. Sometimes, things sneak up on us. Last month, a firm called Sila Nanotechnologies landed $70 million in funding for their lithium battery technology. That’s when we realized that a lot of funding has been going into the lithium battery technology space in 2018. It’s a […]
If making money off “the next big thing” was that simple, everyone would be doing it. Take solar as an example. It’s treated retail investors poorly, despite some phenomenal growth numbers. Then there’s lithium. When we first looked at this investment thesis, we dismissed it because the three major lithium producers only saw a fraction of […]
In the past, we’ve seen a lot of interest from readers in battery technologies, mainly lithium batteries of the type used in electric cars or drones along with large scale energy storage solutions for use by utility companies. It’s mainly advances in lithium batteries that people are most interested in because they promise to increase the […]
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 […]