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Critical minerals are inventory
Supply chains break where inventory is thin.
“Critical” is often just another word for “no slack.”
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Battery costs and the plateau
Cost curves don’t decline forever.
Eventually you hit labor, logistics, and luck.
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Batteries are factories
A battery isn’t a component.
It’s a factory decision you carry around.
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LFP and the return of chemistry
Every decade we rediscover chemistry matters.
Then we try to turn it back into software.
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