Featured in Energy Storage North America 2018

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.
Lithium mining operations close to the town of Silver Peak, in the Nevada desert. Commodity cost increases to lithium could mean Li-ion cell prices increase 5-15% in 2019. | Image: Doc Searls

 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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