6D·

Lithium is not dead - it's just sleeping.

Everyone is talking about AI, robotics and the future of energy.

But hardly anyone understands that none of this can exist without lithium.

No batteries without lithium.

No robotics without batteries.

Without energy, no progress.

I don't see 2025 as the end -

but as the the beginning of the next raw material phase.

Lithium is unpopular today because prices have fallen.

But this is exactly the moment when future wealth is being built up.

$ALB (+8,64%)

remains the backbone of the western battery industry for me.

Solid balance sheet, positive cash flow, no hype - just substance.

5 Comentários

TradingHase@TradingHase

"No batteries without lithium" is a very short-term way of thinking. Battery technology is developing rapidly and the direction is clear - less rare and expensive raw materials. So I would be careful with such conclusions 😉

•

Wif@salvo89ari

@TradingHase Sure, battery development is running at a rapid pace.
But research ≠ industrial reality.
There are usually 10-15 years between laboratory results and mass production - including supply chain, safety tests and approvals.

Lithium remains the industrial backbone during this time.
For me, 2025 is not the end, but the beginning of the next raw material phase.
Cycles don't kill technology - they purify it.

••

TradingHase@TradingHase

@salvo89ari At BYD, solid-state batteries are already in the starting blocks. The official planned launch date is 2030, but test vehicles of the Seal are already on the road and may be included in the 2027 models.

•

TotallyLost@TotallyLost

So we are actively working on finding an alternative.

Sodium-iron, solid-state, calcium and salt batteries can quickly make expensive lithium superfluous.

When would you pull the ripcord?

••

Wif@salvo89ari

@TotallyLost That's right, alternatives such as sodium, calcium or solid-state systems are promising - but not yet industrially scalable.

I pull the ripcord when a new material is demonstrably cheaper, more stable and can be used globally.

Until then, lithium will remain the backbone of Western battery production:
no speculation, no hype - just substance and infrastructure.

•