Archives for March, 2018

Lithium Silicon Batteries – Graphite Investors Beware

This week BMW Group announced a partnership with Sila Nanotechnologies to develop and manufacture the next generation of lithium-ion batteries. The objective is to lower the cost of the electric vehicle battery pack by improving the energy density. To do this the current graphite graphite anode is replaced by silicon.…

Is Silver Undervalued Relative to Gold

For hundreds of years, up until about 1900, the gold silver ratio was around 16:1, as shown in the chart below. Since then it has fluctuated widely, from about 20:1 to 100:1. At the time of writing it is 80. There is a school of thought that this ratio does…