Soo....the ability to pruduce silcon - and assume nano silicon as this is probably key (and a carbon coated composite...which HPQ has stated that they can do if I recall) is key but also the ability for it to be low cost (or lower cost). HPQ seeks to be the lowest cost provider in this regard. Anywho, all of this bodes well for HPQ. I am eager to see the vaildation of this in the QRR pilot plants tests that are forthcomming.
I also like that they are discussing things other than just EV batteries for cars...grid storage, aviation, etc. Very exciting times for HPQ and those invested in HPQ and the like (PYR).