Cost of fuel...

garysanfran · 03-09-2022, 02:56 PM

So long as China is the largest supplier of lithium, nations that depend on electric cars will become more beholden to China.

I believe China is also the largest producer of solar panels.

Plus our medical supplies and almost every trinket you buy in the "kitchen wares" section of any market.

Becoming more dependent on China is not my idea of independence.

mswlogo · 03-09-2022, 03:33 PM

Quote:

Originally Posted by garysanfran

So long as China is the largest supplier of lithium, nations that depend on electric cars will become more beholden to China.

I believe China is also the largest producer of solar panels.

Plus our medical supplies and almost every trinket you buy in the "kitchen wares" section of any market.

Becoming more dependent on China is not my idea of independence.

Really? According to this it’s Australia and Chile that produces most Lithium.

https://www.statista.com/statistics/...ut-of-lithium/

NH.Solar · 03-09-2022, 03:35 PM

Ir used to be the most of the solar modules installed in the USA were from China, but no more. The Trump administration instituted a stiff tariff on all solar modules from China to stop market flooding and as a consequence most panels installed now are either domestically made or from Indonesia. Naturally I disagreed with Trump's decision when it was first announced, but in the long run it proved to be quite a bonus. The only Chinese modules currently exempt from some reason from the tariff are bifacials ..which we use a lot of ;-) LG used to be our go-to, but they have recently announced that they are abandoning the modules industry to focus on their home batteries.
Lithium does look like it could become more and more valuable as time goes by, and for this reason I have recently bought stock in one US LI recycling company and am waiting for the IPO on the other. Returns are only ok on the one I'm invested in but my fingers are crossed. The other already has a huge stock pile of old EV batteries, has been partially funded by both Ford, Volvo, and Tesla, and is staffed by a lot of former Tesla employees ...hmmm

03-09-2022, 02:56 PM	#1
garysanfran Senior Member Join Date: Jul 2009 Location: San Francisco/Meredith Posts: 1,594 Thanks: 691 Thanked 684 Times in 350 Posts	Lithium resources... So long as China is the largest supplier of lithium, nations that depend on electric cars will become more beholden to China. I believe China is also the largest producer of solar panels. Plus our medical supplies and almost every trinket you buy in the "kitchen wares" section of any market. Becoming more dependent on China is not my idea of independence. __________________ Gary ~~~~_/) ~~~ ~~~~~~~~

03-09-2022, 03:35 PM	#3
NH.Solar Senior Member Join Date: Jan 2017 Location: Jackson Pond, New Hampton Posts: 247 Thanks: 48 Thanked 142 Times in 79 Posts	Ir used to be the most of the solar modules installed in the USA were from China, but no more. The Trump administration instituted a stiff tariff on all solar modules from China to stop market flooding and as a consequence most panels installed now are either domestically made or from Indonesia. Naturally I disagreed with Trump's decision when it was first announced, but in the long run it proved to be quite a bonus. The only Chinese modules currently exempt from some reason from the tariff are bifacials ..which we use a lot of ;-) LG used to be our go-to, but they have recently announced that they are abandoning the modules industry to focus on their home batteries. Lithium does look like it could become more and more valuable as time goes by, and for this reason I have recently bought stock in one US LI recycling company and am waiting for the IPO on the other. Returns are only ok on the one I'm invested in but my fingers are crossed. The other already has a huge stock pile of old EV batteries, has been partially funded by both Ford, Volvo, and Tesla, and is staffed by a lot of former Tesla employees ...hmmm __________________ Peter NH Solar Last edited by NH.Solar; 03-10-2022 at 10:04 AM.

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