Will lithium-ion supply be an issue given that everyone from smartphone makers to electric car makers are rushing to lithium-ion batteries?
The price of lithium itself hasn't dropped. People are investing in mines every day. There's a lot of investment in lithium mining. The price of lithium has been going up. But the technology to actually build and put the batteries together has been dropping [in price] dramatically. So we're starting to hit that crossing point. At some point, probably within the next 12 months, we'll see some parity start to come in, at least in a managed, monitored deployment. And depending on the size and rating, it will probably be closer on large [units] before it will on small. And that's going to set us up to look at opportunities, particularly in the large [data centers] first. Because that's where some of the larger payback is.
