The Stationary Pivot: Data Centers Eat the Lithium Supply
Lithium prices are defying the EV slowdown, surging toward $28,000/ton. The driver? A massive shift to stationary storage for AI data centers requiring 99.999% uptime.
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Lithium prices are defying the EV slowdown, surging toward $28,000/ton. The driver? A massive shift to stationary storage for AI data centers requiring 99.999% uptime.
As the Section 25D tax credit prepares to expire on December 31, homeowners are racing to secure 30% savings on battery storage. This analysis breaks down the math of the 'Storage Cliff' and why 2026 will be the year of the prosumer.
Lithium's reign is ending. Sodium-ion batteries are cheaper, safer, and use materials found in the ocean. Here is why the bottom of the battery market is about to crash.