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TimTaga t1_j01h66r wrote

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NoMalarkyZone t1_j01i6cf wrote

I would bet on CATL, I think the Chinese will basically prop that up no matter what and I won't be surprised if they win the battery wars.

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TimTaga t1_j01ixet wrote

I dunno, you could be right but at a glance their battery specs are way behind gmg, in power density, charging speed, materials cost, recyclability, heat dissipation, cycles/lifespan, fire safety. Almost every metric.

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NoMalarkyZone t1_j01k56m wrote

Thats why I don't necessarily pick a company. I toss the money in an ETF style China fund thats heavy in CATL, but represents a lot of Chinese energy storage / production sector.

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Rogaar t1_j05bj86 wrote

Yeah that's one at the top of my list. They are in a great position as they make graphene themselves so then taking it to the next level of manufacturing something with it, instead of just selling it, gives them an advantage over other battery manufacturers who have to source and buy the graphene.

And they are also a local company in my state. All the more reason to support them if it helps the local economy.

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