Pasting up from another post/forum:
Purevap QRR and NSiR will imho dominate
As another poster posted very exciting as EV batteries are definitely headed towards Si Anodes. StoreDot sounds like potential customer but seems far away before they can scale 2024 + and we don't know their carbon footprint.
As Bernard stated, all sorts of claims at lab scale but commercializing at low cost has not been achieved by anyone to date to make it viable. Bernard also recently stated they are 5 years ahead of anyone IF they had a Pyrogenesis which they do not.
I'm extremely bullish PUREVAP NANO NSiR is going to be also spectacular 67% increased production rate recently now with fumed silica yet another multi billion dollar business line.
Also 2N+ purity is more than enough for EV batteries via NSiR. Fumed Silica market is massive...much bigger than most realize.
Purevap NSiR reactor to produce @ $10-20/kg graphite pricing for the EV battery market but could very well get a premium as the capacity, density etc is significantly increased. No one to date can achieve this price pt.
Plus Purevap QRR reactor gives an obscene advantage as cheap quartz feedstock can be transformed into 2-4N silicon in one step....this alone puts us leaps and bounds ahead of anyone trying. QRR is gunning for low boron 4-5N purity Si which would be mind boggling incredible to do this in 1 step from cheap quartz feedstock.
Plus don't forget other applications like silicon nano-powders medicinal delivery etc. could go for way higher prices. Those sub 100nm could really have lot of high value $$$ applications.
Pyrogenesis tech and engineering has already proven they can scale. PYR CEO stated numerous times they are highly confident they will scale Purevap :)
Purevap Nano NSiR reactor is really in the right space at the right time. Pyrogenesis tech and engineering is seriously over the top. As Bernard stated his goal is not to be a supplier BUT THE SUPPLIER of silicon nano-powders and nanowires
