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Battery Day and the North American Lithium-ion Supply Chain

2020-09-25T16:36:57-04:00

Tesla’s Battery Day on September 22 did not disappoint.  Whether you came away encouraged (as did many EV enthusiasts) or disappointed (as did the stock market), Elon and the gang provided ample content for the advanced battery community to dissect and debate for the next six months. For me, the most noteworthy content was not the technical detail of where Tesla is going with its battery technology.  The move to tabless 4860 cells, more silicon, less cobalt, away from solid state technology (apparently), and the road map to a 56% reduction in battery costs were all very interesting topics, if not [...]

Battery Day and the North American Lithium-ion Supply Chain2020-09-25T16:36:57-04:00

Time for a Grand Bargain?

2020-04-10T20:25:43-04:00

As the Covid-19 crisis grabs headlines in most of the United States, it is important to appreciate that for a good part of the U.S. oil patch, COVID-19 is second page news.  First page news is the collapse of worldwide oil prices.  The price of West Texas Intermediate Crude closed this week at $22.76 per barrel.  This is nothing short of a disaster for the U.S. petroleum industry and for a significant portion of the U.S. workforce that depends on its health. There are many reasons for the oil price collapse.  The petroleum market is nothing if not complex.  This [...]

Time for a Grand Bargain?2020-04-10T20:25:43-04:00
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