Limits to Lithium
Lithium-ion prices are jolting upwards, it’s time to take a second generation storage solution seriously. Craig Irwin of ROTH Capital Partners says his company has been a long-term skeptic on both the lithium-ion battery cost curves shared by major OEMs and price forecasts presented by industry consultants.
Public enthusiasm for lithium-ion storage solutions that should lift growth rates and enable high-level penetration for renewables has helped drive robust activity, but this technology is not without complicating factors. We understand lithium- ion cell prices are slated to increase around 5%-15% in 2019, as commodity cost increases roll through.The seismic importance here cannot be …
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