As you said, < 100$/kwh, investment can go for a toss. Toss in the sense of asset payback – Asset turnover i think.
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I have not studied Spread between raw materials for cells and final cell price $/KWH, but it seems OPM will maintain a range over a longer period of time. Any comment on this?
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Any idea on how cost incurred to set up plant goes down with fall in cell price? That will determine asset payback and desire to add more capacities. Usually longer than 7 years asset payback slows down new capex.
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Is plant fungible to other technologies like metal air, sodium based OR even different Li based compounds (likes of LiCoO2, LiMn2O4, LiFePO4, LiNiMnCoO2 etc) cathods ?
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