Giga Factories and Battery Companies

[TradingCharts]

Alex Grant
Decarbonizing Minerals and Metals
1d • Edited •


Former clients and #lithium friends have asked me why I've been so quiet recently...

After a couple years of consulting for an incredible portfolio of clients including Livent, Tesla, Northvolt, Our Next Energy (ONE), and so many other rock star builders, a new technology development project took me over that I could not resist.

Specifically, a project with Jacob Brown who became an insta-best friend when he moved to San Francisco 3 years ago to build the cathode pilot for Tesla's cell program. Our journeys were weirdly similar: both making our ways out of Anglosphere mining colonies (him from Australia, me from Canada) to work on carbon conversion in "real countries" (him at University of Cambridge in the UK, me at Northwestern University in the US), and then both ending up in the battery material supply chain after realizing carbon just ain't it. Last year we rotated out of lithium and batteries at the peak of a lithium battery hype boom to solve an unexamined, severe critical mineral problem with radical environmental and national security implications.

More details soon. And no, it has nothing to do with #boron! Sorry.

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