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Message: Re: The Perfect Storm

Mar 04, 2021 09:55AM

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Thoughts on 28 May Lowry podcast with Alexi Zawadzki by RKeeb

He confirmed what Evans said regarding ultimately producing both carbonate and hydroxide, and suggested that their strategic partner might need both. I thought that he tipped his hand a bit here, because to me it sounds like their strategic partner might be a customer that would need both salts. This is a bit more focussed than Evans including oil & gas and logistics companies in the mix. Maybe someone here could speculate which companies would need both hydroxide and carbonate. Presumably any battery maker, but would any OEMs other than TSLA?

https://agoracom.com/ir/LithiumAmericas/forums/discussion/topics/761516-thoughts-on-28-may-lowry-podcast-with-alexi-zawadzki/messages/2317977#message

Their prospective partner in my opinion not only has "Arguable the best performing battery today but has been working on a solid state cell for over 10 years.  They are now hinting that something is in the works concerning a solid state cell.  The following taken from their conference call transcript.

"Our IP and patent position is increasing. Our next-generation battery development is being built upon some of our unique IP. We have an interesting technology development on a solid-state cell. A feasible solid-state battery is the Holy Grail in this energy transformation. Electrovaya, staff, we understand the complex chemistry that is needed for solid-state batteries and we are involved years ago on developing the world’s first commercial solid-state battery. For years Electrovaya’s technology was ahead of the market and now we are really gratified that the market has finally arrived and vindicated our years in creating this technology."

https://seekingalpha.com/article/4427851-electrovaya-inc-s-eflvf-ceo-sankar-das-gupta-on-q2-2021-results-earnings-call-transcript


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