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What is the future of lithium?

During my study period, I focused on reading literary works and conducting research. Recently, when I am looking for a job, I have had more contact with practitioners in this field. I would like to share my superficial viewpoint. Not a senior, but also a new product category, and looking forward to learning with us.

Firstly, in a short period of 5 to 10 years, lithium is a relatively philosophical concept, both from my own perspective and from the perspective of the practitioners I am talking to.

At the national strategic level, we cannot expect to hand over our energy to the external environment in an environment of different ideologies. In fact, the types and allocation of domestic resources, if there are appropriate energy storage methods, can greatly alleviate this situation. This is a bit like the communication industry in the 1990s, when the transition from 2G to 3G and then to 4G was a good time to catch up. Having accumulated over a hundred years of internal combustion engine technology abroad, it is difficult for us to expect you to end this industry with more than ten years of technological accumulation due to the gap in patent layout, industrial workers, and technical talent levels. The gap between new battery storage and electric drive technologies in China is relatively small, and I guess the country's efforts and support may be based on this.

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