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 […]
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 […]
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 […]
One of our most popular articles lately has been one we published in August 2015 titled “Don’t Invest in Lithium Mining Companies“. The reason this article has become quite popular lately can be attributed to the below graph from Google Trends that shows people’s interest in lithium mining based on their searches: As you can see […]
Energy storage is a hot topic among investors these days. From electric cars to solar energy storage, some of today’s most disruptive technologies are being held back by archaic battery technologies. Take basic lithium-ion batteries for example, which haven’t changed dramatically since Sony first introduced them to consumers in 1991. The technology itself isn’t going […]
In a previous article, we took a look at the 3 companies that produce 90% of the world’s lithium. In that article, we noted that there is actually a lithium ETF called the “Global X Lithium ETF” which trades under the ticker LIT. This ETF just hasn’t performed that well over time as seen in the […]
We recently wrote an article titled “Don’t Invest in Lithium Mining Companies” and a number of our lovely readers commented that some lithium junior mining companies are of interest because “Tesla (NASDAQ:TSLA) needs lots of lithium for their gigafactory”. This is a fair conclusion to arrive at, but not too probable given what we know. Are […]
The investing premise is quite simple. Lithium batteries are here to stay with Tesla working alongside Panasonic to build the “Gigafactory” which will be the biggest lithium battery factory in the world. We’ve looked at many promising startups in the lithium battery space that are looking to improve upon existing technology such as Nexeon or […]
Energy storage has been a hot topic lately. While there are many forms of energy storage, the one we might be most familiar with is lithium-ion battery technology. All those smartphones you see around wouldn’t be here were it not for lithium-ion batteries. Perhaps the most visible user of lithium-ion batteries these days is Tesla […]