With markets volatility on the steroids and mode swings from total depression to the short covering, we continue to advocate our pro life choice and inevitable Energy Transition to the electrification of our transportation. With the insolvent financial system we have, basically, only two choices: try deflation with a strong dollar and run on the insolvent banks and countries or the monetary magic of the FED and ECB with all other alphabet soup in between.
We do not know what to do in the case of depression, deflation and coming stone age after riots and our Lithium darlings are already priced for the coming Ice (Internal Combustion Engine) Age to continue.
In case if the monetary magic to be unleashed again, consumers will freeze to death with rising Oil prices driven by inflation and Peak Oil. Recent "fall" in Gold, Silver, Copper and Oil provides the opportunity to argue about the lack of Inflation and necessity to save the system again. Scared investors running to the "safety" of US dollar provide such needed "interruption" in Commodity and Real Assets Bull markets and we should see the FED and ECB monetary magic in the nearest future in this case.
Hopefully, not everything is driven by the quant trading even these days and technological advance will provide necessary leap forward in the Energy Storage technology, which will make Electric cars mass market reality in the nearest future.
"Lithium drive: German Scientists Plan to Halve The Cost Of Electric Vehicles. We are monitoring here the story with DBM Energy - this German start up is talking about its wonder Lithium battery: Kolibri, which can make this announcement the very low bar to beat. Question is still whether this technology will be commercially proven and on the market in the nearest future. Recently we have found some more confirmations about its potential break through in Lithium batteries performance and cost. As with all technology once the proper funding will be put in place we can expect the rapid technological advance even without the miracles promised by companies like DBM Energy."
ZDNet:
Development boosts lithium-ion battery power by 8-fold
Summary: Researchers at Berkeley have developed a new kind of anode polymer can absorb eight times the lithium of current designs.
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