Author Topic: A Behind the Scenes Take on Lithium-ion Battery Prices  (Read 483 times)

Liberty

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A Behind the Scenes Take on Lithium-ion Battery Prices
« on: March 12, 2019, 11:23:17 AM »
https://about.bnef.com/blog/behind-scenes-take-lithium-ion-battery-prices/

Interesting look at li-ion batteries.

Quote
the volume weighted average battery pack fell 85% from 2010-18, reaching an average of $176/kWh.
"Most haystacks don't even have a needle." |  I'm on Twitter  | The importance of saying 'oops'


meiroy

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Re: A Behind the Scenes Take on Lithium-ion Battery Prices
« Reply #1 on: March 13, 2019, 04:47:57 AM »

It seems that recently fuel-cell noise is rising. It was all so quiet for so long.  Is there some breakthrough or regulation coming up?

Castanza

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Re: A Behind the Scenes Take on Lithium-ion Battery Prices
« Reply #2 on: March 13, 2019, 06:09:41 AM »
And where are you putting your money?

Automakers?

Miners/Metals?

Battery manufacturers?

This "sector" seems far to broad to me and feels a lot like the "1940's aerospace" example in the Intelligent Investor.

Liberty

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Re: A Behind the Scenes Take on Lithium-ion Battery Prices
« Reply #3 on: March 13, 2019, 06:59:58 AM »
And where are you putting your money?

Automakers?

Miners/Metals?

Battery manufacturers?

This "sector" seems far to broad to me and feels a lot like the "1940's aerospace" example in the Intelligent Investor.

No interest in investing in the field. I just like the tech and am looking forward to the EV transition.
"Most haystacks don't even have a needle." |  I'm on Twitter  | The importance of saying 'oops'

Castanza

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Re: A Behind the Scenes Take on Lithium-ion Battery Prices
« Reply #4 on: March 13, 2019, 07:11:10 AM »
And where are you putting your money?

Automakers?

Miners/Metals?

Battery manufacturers?

This "sector" seems far to broad to me and feels a lot like the "1940's aerospace" example in the Intelligent Investor.

No interest in investing in the field. I just like the tech and am looking forward to the EV transition.

Just seems like an industry filled with snake oil. I can't make heads or tails about it and that's enough to keep me away.

Liberty

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Re: A Behind the Scenes Take on Lithium-ion Battery Prices
« Reply #5 on: March 13, 2019, 07:19:35 AM »
Just seems like an industry filled with snake oil. I can't make heads or tails about it and that's enough to keep me away.

That's what the "too hard" pile is for. It should be tall and used frequently.
"Most haystacks don't even have a needle." |  I'm on Twitter  | The importance of saying 'oops'