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.
#Lithium
3 articles
The Urban Mine: Can Dead Batteries Save the EV Revolution?
The math for 2030 lithium supply is broken. Mines take too long to build. The only bridge to the electric future might be the 'Urban Mine'—but can recycling economics actually beat digging?
Sodium-Ion: The Salt That Kills Lithium?
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.