Mapping vehicle value chains?
…It is fascinating that one of these themes in vehicle value chains overlaps with our thesis into power grid bottlenecks and advanced conductors. If one thing stands out to us…
Lithium ion battery volumes by chemistry and use?
…in our global power grid capex model. In turn, these forecasts impact the demand for battery materials such as lithium, graphite, nickel, cobalt and fluorinated polymers. Cathode chemistry has shifted…
Groq: AI inference breakthrough?
…are on page 8. For our outlook on AI in the energy transition, please see the video below, which summarizes some of the findings across our research in 2024. https://thundersaidenergy.com/2024/06/05/ai-and-power-grid-bottlenecks-key-conclusions/…