Liberty Posted March 12, 2019 Share Posted March 12, 2019 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. Link to comment Share on other sites More sharing options...
meiroy Posted March 13, 2019 Share Posted March 13, 2019 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? Link to comment Share on other sites More sharing options...
Castanza Posted March 13, 2019 Share Posted March 13, 2019 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. Link to comment Share on other sites More sharing options...
Liberty Posted March 13, 2019 Author Share Posted March 13, 2019 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. Link to comment Share on other sites More sharing options...
Castanza Posted March 13, 2019 Share Posted March 13, 2019 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. Link to comment Share on other sites More sharing options...
Liberty Posted March 13, 2019 Author Share Posted March 13, 2019 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. Link to comment Share on other sites More sharing options...
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