Nithin’s Portfolio

Current Demand and Trends

1. Data Centre
2. Renewable Energy
3. Digital Consumption Growth
4. EV

All these would pile up to battery demand, before going ahead with new industry growth.

Lithium would continue to do well in near to medium term i think or at least 2-3 years… Then Sodium might take the lead…
However here are few things to consider.

1. Battery needs Fluoro chemicals
2. Solvents
3. Electrolyte Salts
4. Graphite
5. Electrolyte additives
6. Soda Ash

Niche area : Salts, Additives, Fluorochem