Silicon Anodes
Advanced anodes for Li-ion batteries offer 10 times higher theoretical capacity than incumbent graphite, although significant technical barriers have prevented technology developers from accessing this potential for mass-produced cells.
LUX TAKE:
Pure silicon anodes are unlikely to find success outside niche high-performance applications due to high manufacturing costs and poor cycle life. Lower-cost but lower-performance silicon composites will continue to be used in EVs, but with silicon content increasing slowly – likely no more than 2% to 3% annually.
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