Introduction:
The battery industry is quietly shifting. While Wall Street obsesses over lithium, smart investors are tracking aluminium-ion technology – projected to grow 800% by 2030 (BloombergNEF). Here’s what you need to know before the mainstream catches on.
Section 1: Why 2024 is the Tipping Point
- Government Push: EU’s “Critical Raw Materials Act” now includes aluminium as strategic
- Tech Milestones: GMG’s graphene-aluminium battery achieves 3000 cycles
- Auto Industry Shift: Porsche patents aluminium-ion design for performance EVs
Stock Watchlist (Table Format):
| Company | Ticker | 2023 Growth | What to Watch |
|---|---|---|---|
| Graphene Manufacturing Group | GMG.AX | +210% | Porsche partnership |
| Saturnose | Private | N/A | DARPA funding round |
| Altech Chemicals | ATC.AX | +85% | Silumina Anodes tech |
Section 2: The Investment Case
1. Asymmetrical Upside
- Lithium-ion market: $100B (crowded)
- Aluminium-ion market: $1.2B (exponential growth runway)
2. Sector Diversification
- EVs (40% potential use)
- Grid storage (35%)
- Aerospace (15%)
3. Risk Factors
- Commercial scaling challenges
- Lithium lobby opposition
- IP battles emerging
Section 3: How to Invest Smart
- Direct Stocks: GMG (ASX), Altech (ASX)
- ETFs: Global X Lithium (LIT) now adding Al-ion exposure
- Startups: Equity crowdfunding platforms (OurCrowd etc.)
