Lithium Investing: Capital Continues To Flow Into Lithium Assets As Demand Rises
“All of the barriers for consumers and businesses to embrace these new technologies have crumbled - this market is on the verge of a major transition and related positive developments are well beyond the point of no return.
These barriers have been removed much more quickly than the lithium supply chain has been able to mobilize, which is partly why the supply chain is not able to produce enough material and components to meet current consumer demand. Based on the rapid uptake in the consumer segment of the market and my knowledge of supply chain, it is my opinion that the industry will remain unbalanced over the next years.”
https://seekingalpha.com/article/41...al-continues-flow-lithium-assets-demand-rises
A well-written article that touches on lithium demand for residential energy storage. It’s so easy to get blinkered and focus on EVs, but residential energy storage is probably going to leap-frog the EV theme over the next 2-3 years, because adoption is easier for consumers.
ie. It’s easy to add a wall-mounted battery for $5-8k and consumers get an immediate benefit. They can buy energy during off-peak times and store it for later use. They can install or connect solar panels and store more energy without needing to sell excess energy back to the grid (and pay tax on it).
Unlike the EV theme, the residential energy storage theme already has much of the supply chain built in. People have been running solar panels for decades. Mass adoption will be fast and will likely be government sponsored.
Don’t underestimate the lithium supply shortage that is about to ensue.
All personal opinion, pure speculation, not advice, dyor etc
