How Battery Chemistry Assumptions Distort Nickel And Cobalt Demand Forecasts
June 19, 2018
By Paul Homewood
John Petersen, long term industry veteran and expert on energy storage, is making a presentation to the World Bank this week about grid scale storage.
It will be based around his recent article below:
Over the last two decades, lithium-ion battery manufacturers have aggressively pursued advanced cathode formulations that partially replace expensive cobalt with cheaper nickel.
In general, increasing the nickel content in a cathode formulation will improve energy density but reduce stability, which means there’s a trade off between cost and safety.
While some battery manufacturers are touting improved stability in nickel-rich cathode formulations, many professionals are skeptical that the technical problems can be overcome.
Since chemistry assumptions have an enormous impact on nickel and cobalt demand forecasts, investors must understand and carefully evaluate all embedded assumptions.
https://notalotofpeopleknowthat.wordpress.com/2018/06/19/how-battery-chemistry-assumptions-distort-nickel-and-cobalt-demand-forecasts/
