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Domestic Lithium
Currently Electric Vehicles (EVs) are ramping up production very rapidly. Ditto Battery Energy Storage Systems (BESS), mostly used in conjunction with renewable energy production from Wind and Solar-Power. The primary chemistries used in conjunction with the batteries in both of the products is Lithium-Ion (Li-Ion) Batteries. Although other non-lithium chemistries have been proposed, Li-Ion is the state-of-the-art presently.
Although there are several viable types of Li-Ion batteries, each requiring different other elements in their cathode chemistries, all of these require lithium. The primary questions about these product’s supply chain are: (1) can we ramp up the Lithium supply rapidly enough, and (2) can we source these domestically (from the U.S.)?
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