A Behind the Scenes Take on Lithium-ion Battery Prices

[Liberty]

https://about.bnef.com/blog/behind-scenes-take-lithium-ion-battery-prices/

 

Interesting look at li-ion batteries.

 

the volume weighted average battery pack fell 85% from 2010-18, reaching an average of $176/kWh.

[meiroy]

 

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]

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]

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.

[Castanza]

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]

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.