Replies to post #424 on Giga Factories and Battery Companies

[TradingCharts]

🚨 Europe just lost a battery champion—then immediately replaced it with one nobody saw coming.
https://www.linkedin.com/posts/lokeshbohra_energytransition-esg-batterytech-activity-7361026318064324614-Tw4f?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg
Northvolt’s bankruptcy was the shot heard round the boardroom.

But here’s what investors and CSOs missed: Lyten’s lithium-sulfur chemistry delivers 80 % lower CO2 per kWh and zero cobalt.

Overnight, they’ve inherited gigawatt-hour capacity, blue-chip contracts, and a European supply chain already compliant with the EU Battery Regulation.

📌 Strategic insight: Every OEM scrambling for Scope 3 reductions just saw a new, de-risked supplier appear.

🔍 Risk: If Lyten can’t scale sulfur cathodes fast enough, BMW and VW still have zero alternatives in the 2026–2028 window.

⚠️ Opportunity: ETS carbon prices at €75 make low-carbon cells a €200 M+ annual arbitrage for fleet operators.

✅ Ask your supply-chain team to re-score battery suppliers tomorrow—this deal just rewrote the cost-carbon curve.

hashtag#EnergyTransition hashtag#ESG hashtag#BatteryTech
source:ESG Today https://lnkd.in/dbuFcjTd


Comment from a smart man.
Vincent Pluvinage, PhD
Invention Capital Partners (Managing Partner)
1h

I do not understand this posting. Has any OEM qualified a Lyten “sulfur - lithium” cell for EV battery applications? Has anyone qualified the Northvolt production line for this new cathode chemistry? It seems very naive to count on the Northolvt factories producing cells with the Lyten sulfur technology for EV applications any time in the next few years. May be I am missing something?

Lokesh Bohra
Author
Revolutionizing ESG with Agentic AI @SustainableX | Where Sustainability Reporting Meets Cutting-Edge Innovative Tech | Global CXO's Digital Advisor | Turning challenges to Digital Gold | Founder | Automate Intelligence
(edited)
1h

Vincent Pluvinage, PhD You’re absolutely right to question this.
OEM: Lyten shipped A-samples to Stellantis and other OEMs as of May 2024, but no full qualification yet - they may be stll in early-stage, multi-year evaluation processes.

Production Timeline: Lyten’s CEO told Swedish media that lithium-sulfur at Northvolt facilities “likely won’t happen before end of decade.” They’ll restart with existing lithium-ion chemistry first.

My 2026-2028 window was overly optimistic for lithium-sulfur specifically. Lyten’s targeting automotive C-samples by 2028, with commercial deployment likely in the 2030s.

The real near-term value is acquiring proven lithium-ion manufacturing capacity and European market access, not immediate lithium-sulfur deployment.

You caught an important gap between strategic opportunity and execution reality. Thanks for the critical analysis - exactly what this industry needs.