Ghidotti ’s Post

I’m thrilled to announce the release of a new Massachusetts Institute of Technology report, Enabling Commercial Fusion: Venture & Technology Opportunities for a Growing Fusion Industry. In recent years, fusion energy has entered a new stage of development: multiple private companies, having collectively raised billions of dollars, are now actively working to build a first fusion pilot plant in the next decade. #fusionenergy has a long way to go before it (hopefully) becomes a mainstream and economical source of power ; many scientific, engineering, and economic challenges lie on the road ahead, including materials. But what is clear is that if fusion power is ever to supply a meaningful portion of the world’s energy, this industry will also need a much more robust supply chain. Where, then, are the biggest gaps and opportunities for delivering valuable goods & services to fusion power plant companies? If you happen to believe that fusion will inevitably grow into a mature industry, what should you work on now to secure an early foothold in this field? My colleagues at the Plasma Science and Fusion Center at MIT, MIT Proto Ventures, and Strong Atomics found that the answers were not so clear, so we set out to address this question. Check it out!

#Sodium-ion #Batteries: A Value Chain Taking Shape 🌐🔋 Today, we bring you back this interesting chart that demonstrates how, little by little, the value chain around sodium batteries is taking more and more shape. While there's still a need for more players to emerge (especially in the upstream phases), various companies are already beginning to work and stand out in this promising technology. Visit our website if you want to learn more about this alternative! 🌟 https://lnkd.in/d-cbNNRx

 This blog post will take an in-depth look at the inner workings of a large lithium ion battery and explore the technology behind its impressive capabilities. https://lnkd.in/dRqCjvZ6

Curious about the buzz on Lithium Batteries? Check out our latest article for an insightful read! https://www.aib.co.za/blog #lithium #lithiumbattery

CORPORATE SPONSORSHIP We are grateful for the corporate sponsorship from Kontango. See their post below on LITHIUM. Bayes Business School’s Commodity Insights Digest (CID) recently covered various issues with LITHIUM development and pricing in 3 articles from the (1) Colorado School of Mines, (2) Oxford Institute for Energy Studies, and (3) Premia Research LLC, respectively, with the links to these articles as follows: (1) https://lnkd.in/g3-inD9Y; (2) https://lnkd.in/gdtYxd8v; and (3) https://lnkd.in/gaCexdia. The CID's predecessor publication also discussed the lithium supply chain in an article available here: https://lnkd.in/grfS4QNT. Relatedly, the CID also covered issues with China’s export controls on critical minerals by FTI Consulting in an article that is available here: https://lnkd.in/gb-mqxY8 and also on critical minerals as sustainable asset market opportunities in an article by Drinker Biddle & Reath LLP that is available here: https://lnkd.in/gBGHwJ2x. Information on becoming a corporate sponsor for the prestigious Commodity Insights Digest is available here: https://lnkd.in/g2ZvuZqf. #lithium #criticalminerals

🍿 Tune in for an exclusive 1-on-1 with Christopher Williams, Lithium Analyst at Adamas Intelligence, discussing how the market performed over the first half of 2024 and what is expected in the near- to medium-term. 💡 From the EV market slowdown in North America and Europe, to tariffs, gigafactories, exploration and more – you do not want to miss this insightful and far reaching discussion. #electricvehicles #batteries #lithium https://lnkd.in/gMFXhY-i

Leadmicro, which bills itself as providing the first “mass production high-K atomic layer deposition equipment in China,” at both micron-level and nano-level, has announced a $162 million investment into a factory producing atomic layer deposition (ALD) equipment for the thin-film solar industry. Despite sporadic attempts, some of them recent, Chinese players never got far with CIGS or CdTe - so this is probably serving perovksites. Since actual perovskite production is still extremely sparse, the most substantive data available to demonstrate perovskites' imminent commercialization are these kinds of investments - into factories which make production line equipment. Pictured - a Houyi (HY) series ALD/PEALD/PECVD chain thin film deposition system.

The #lithium industry is expected to grow with new projects worldwide, driven by increasing demand from electric vehicles and its importance in #energytransition. In this webinar, we address the key developments and trends shaping the future of the global lithium market and well as insights into the industry's evolution through 2033. Watch the replay now: https://ow.ly/N1Oe50SwJue #ConnectedThinking #EV

China's investment in #LxFP battery capacity has surged, leading to a surplus of supply. Will this oversupply force a period of supply rationalisation? Our latest insight sheds light on this topic. Learn more from our Principal Analyst, Humphrey Knight: https://ow.ly/5hbx50ROy78 #Batteries #Phosphates #Cathode

Lithium possesses a unique combination of properties that render it essential across a broad spectrum of modern technological applications, that include, but aren't limited to: • Heat Capacity: Stores thermal energy efficiently. • Batteries: Powers electronics and electric vehicles. • Energy: Potential fuel source for clean fusion. The top 3 countries producing lithium are: 🇦🇺 Australia 🇨🇳 China 🇨🇱 Chile Learn more about the importance of Lithium, and who its major global producers are: https://bit.ly/4bvHIPv #commoditytrading