Mistaowen
Posted - 10 hours ago
$ASPN like 90% of the market is green today and this continues to make a new low
WizzBlizz
Posted - 14 hours ago
$ASPN I'm more of a believer that this material should will used for all residential new home construction or remodel in the future simply because it's the best. When I build a house, it's going to be aerogel insulated.
WizzBlizz
Posted - 14 hours ago
$ASPN the Warren buffet in me is nibbling into this. Could keep going lower, but that's why you just nibble at first.
Real_Phil
Posted - 14 hours ago
@Salisburysam I'm not a battery expert so I could be wrong, but it would seem that a thermal barrier between cells would not be difficult for LG Chem. Also, LG's Nexula product looks like it's competing with the industrial thermal blankets as well. I find it interesting that LG hired Dr.Je Kyun Lee. If you research him you will find he previously worked with $ASPN and is on many of their first patents.
Mistaowen
Posted - 15 hours ago
$ASPN $TMDX $NU brutal 3-4 month drawdowns on excellent long term holds
Etrading
Posted - 16 hours ago
Who is laughing my 79K share $rxrx alert now at $6 !! Yeah I deleted my tweet so MM can stop manipulate it .. Don’t bet against me 🐑 $prme $aspn $ceix add next on radar !! $spy
Real_Phil
Posted - 17 hours ago
$ASPN LG has a new Aerogel product that sounds like Aspen products. https://www.lgchem.com/product-detail/aerogel-nexula
Glizzy_Gladiator
Posted - 1 day ago
$ASPN can’t wait to load before earnings
Etrading
Posted - 1 day ago
Already nice profit from $rxrx !! Now some of move and add more $aspn !! $NVDA and $TSLA already enough pump for the day !! $spy
imintuit2
Posted - 1 day ago
@StocktwitsTester $ASPN Check out this video. Its AMAZING!....https://www.msn.com/en-us/news/offbeat/flamethrower-vs-aerogel/vi-AA1vl24L?ocid=winp2fptaskbar&cvid=0f9abdb7547c43b1fa3f6e08a510ba42&ei=14
Greenpa
Posted - 2 days ago
$ASPN https://www.local3news.com/regional-national/the-retreat-from-the-world-s-largest-auto-market-has-begun/article_7fa5b032-730c-5a32-b4d6-e134f572a92f.html
Regardless of Trump policies on EVs, US autos are stuck with having to becoming competitive to survive. As batteries decline in price (happening rapidly now), EVs will become the better value in more than just China. GM and Ford adjust or face becoming a relic of history.
Salisburysam
Posted - 3 days ago
$ASPN I’m sorry it’s long. If you don’t have the time to read it. Just buy it…
Aspen Aerogels has the potential to thrive in a “best of both worlds” scenario, balancing the state-level push for EV adoption with federal-level support for onshoring critical battery materials. This doesn’t include the obvious opportunities outside of the US or opportunities found within their Energy Industrial works…
Here’s how:
1. Why Aspen Aerogels Could See the Best of Both Worlds
a) State-Level EV Policies Drive EV Market Growth • California’s Zero-Emission Vehicle (ZEV) Mandates: • California’s mandate that 100% of new car sales must be EVs by 2035 sets the tone for national and international markets. • These mandates ripple outward, as 17 other states typically follow California’s emissions standards, ensuring robust demand for EVs even if federal policies are rolled back. • EPA Support: • If the EPA continues defending strict emissions standards, automakers will face ongoing pressure to innovate and scale EV production, maintaining demand for advanced battery solutions like Aspen’s LFP materials.
b) Federal Onshoring Agenda Incentivizes Domestic Supply Chain Development • Trump’s Focus on Onshoring: • Policies aimed at strengthening U.S. energy independence and battery supply chains directly benefit Aspen Aerogels. Their aerogel-based LFP cathode technology provides a domestic alternative to foreign-sourced nickel and cobalt. • By reducing reliance on China-dominated nickel and cobalt markets, Aspen Aerogels aligns with national interests, securing potential support through grants, subsidies, or tax incentives. • DOE Loan Signals Confidence: • Aspen Aerogels’ $7.3M DOE grant to scale their aerogel-based LFP cathode materials, combined with their $670M DOE loan for thermal barrier production, shows confidence in Aspen’s ability to meet U.S. battery innovation and manufacturing goals.
2. Technical Benefits of Aspen Aerogels’ LFP Cathode Technology
Aspen’s development of LFP cathode materials using aerogel technology offers technical and economic benefits for both U.S. manufacturing and OEMs (automakers). Here’s why:
a) Advantages of Aerogel-Based LFP Cathodes 1. High Conductivity and Faster Charging: • Traditional LFP cathodes have lower conductivity than nickel- or cobalt-based cathodes, limiting their energy density and charging speed. • Aspen’s aerogel technology solves this by creating a conductive, lightweight, and porous structure that enhances electron and ion transport. This enables 5-10 minute full charges, compared to standard LFP batteries that require ~60 minutes. 2. Improved Energy Density: • LFP batteries historically lag behind nickel- and cobalt-based batteries in energy density (kWh/kg), meaning lower vehicle range. • Aspen’s innovation increases the surface area for reactions within the cathode, boosting energy density while maintaining the intrinsic safety and thermal stability of LFP chemistries. 3. Safety and Thermal Management: • LFP batteries are inherently more stable and less prone to thermal runaway compared to NMC (nickel-manganese-cobalt) chemistries. • Aspen’s aerogel materials enhance heat dissipation within the cathode structure, further increasing safety—a key selling point for EV OEMs. 4. Sustainability and Scalability: • Aspen’s materials are designed for scalable production using domestically available carbon sources, bypassing the geopolitical risks associated with nickel and cobalt. • This supports sustainable supply chains, aligning with automakers’ ESG (Environmental, Social, Governance) goals.
b) Benefits to U.S. Manufacturing 1. Reduced Foreign Dependence: • The aerogel-based LFP cathode eliminates the need for nickel and cobalt, two materials dominated by China and the Democratic Republic of Congo. • By leveraging Aspen’s technology, the U.S. strengthens its domestic energy independence while fostering job creation in battery material manufacturing. 2. Lower Production Costs: • LFP is cheaper to produce than nickel or cobalt chemistries. Aspen’s innovation preserves LFP’s cost advantage while enhancing its performance, making EVs more affordable for consumers. 3. Alignment with Federal Goals: • Aspen’s cathodes align with the federal government’s goal of reshoring battery materials and establishing a robust U.S. battery manufacturing ecosystem, reducing vulnerabilities in global supply chains.
c) Benefits to OEMs 1. Cost Savings: • By switching to advanced LFP technology, OEMs can significantly reduce battery costs, the most expensive component in an EV. • Lower costs enable OEMs to develop mass-market EVs, expanding their reach to middle-income buyers. 2. Improved Charging Infrastructure Synergy: • Fast-charging LFP batteries (5-10 minutes) reduce strain on public charging networks, enabling OEMs to market EVs as convenient and consumer-friendly. • This helps combat “range anxiety” and positions LFP-powered EVs as competitive with internal combustion engine (ICE) vehicles in terms of refueling time. 3. Regulatory Compliance: • OEMs benefit from a technology that helps them meet California’s ZEV mandates and global emissions regulations while ensuring cost-competitive production.
3. How This Creates a “Best of Both Worlds” Scenario • State-Level Policies Drive EV Demand: • Despite federal rollbacks, California and the EPA will ensure strong demand for EVs, maintaining a sizable market for Aspen Aerogels’ advanced LFP cathode technology. • Automakers will continue investing in EVs to comply with regulations in key markets, particularly in Europe, China, and the U.S. • Federal Onshoring Supports U.S. Battery Innovation: • Onshoring policies provide funding and incentives for Aspen to scale production domestically. This aligns with both Republican and Democrat goals of reducing reliance on foreign materials and bolstering U.S. manufacturing. • Global Markets as a Backstop: • International EV markets, particularly in Europe and China, are growing rapidly. Aspen’s LFP technology, with its cost and safety advantages, positions the company to capitalize on these trends even if U.S. EV growth slows.
Conclusion
Aspen Aerogels sits at the crossroads of state-driven EV growth and federal-level onshoring incentives. Their aerogel-based LFP cathodes offer clear benefits to the U.S. economy, battery supply chains, and OEMs by delivering: • Fast charging (5-10 minutes). • Enhanced safety and thermal stability. • Supply chain independence (no nickel/cobalt reliance). • Cost-effective and scalable production.
This dual advantage positions Aspen Aerogels to thrive, even amid a divided policy landscape, by addressing both regulatory and economic priorities for automakers, consumers, and governments alike.
Etrading
Posted - 4 days ago
Look at the $vktx after $38 dump yesterday ? MM Algo is mafia to screw retail for small cap !! They make you think what you have is garbage and after you sell they pump .. They did same with sofi and $pltr Now they do with $rxrx and $aspn BUY THE DIPS $spy
Etrading
Posted - 4 days ago
US November core PCE +2.8% y/y vs +2.9% expected Market breath … Dump recovering Buy the dips $spy $qqq $tlt $rxrx $aspn
Etrading
Posted - 4 days ago
Low volume dump in PM PANIC everywhere … OPEC today and today and next week is BUY OPORTUNTY As we know market always recover sooner or later $spy $tsla $nvda $rxrx $aspn
steve04240
Posted - 5 days ago
$ASPN ok thats far enough!
Salisburysam
Posted - 5 days ago
$ASPN another DOE loan closes… now would be a great time to announce $F 😜
https://electrek.co/2024/12/19/ford-doe-loan-3-ev-battery-factories/
AceBeck
Posted - 5 days ago
$ASPN Can't believe we touched 11. inst investors down almost 50% in no time. What a shit show
Etrading
Posted - 5 days ago
$NUKK did well all week ; waiting for $grrr pull back .. always buy dip that why keep adding $aspn and $rxrx our time will come $spy
Etrading
Posted - 5 days ago
$rxrx now 79,400 share !! Just like $sofi 80K I had when it was $6.19 $aspn 22,500 Out from $tsla and NVDA now will re enter later again $spy
Salisburysam
Posted - 5 days ago
$ASPN Don, Ricardo, time for an open market buy… give us something to work with. I added more today
Etrading
Posted - 5 days ago
Huge $NVDA call buy !! Someone wants to get paid and hold the price up Same buyers in $prme now Loaded more $aspn and $rxrx now $tsla day trade both side
Etrading
Posted - 5 days ago
Buying more $rxrx and $aspn just like I did $pltr and $sofi dips like no one wanted $spy
Etrading
Posted - 5 days ago
Told you V recover after fake dump yesterday for MAG7 ; however our small can needs more time for recover $nvda recover faster and $tsla follows with other mag5 i loaded alot $rxrx $aspn yesterday and plan to add more at fake morning dump at open $spy
Etrading
Posted - 6 days ago
I won’t be Surprised V recover tomorrow !! $spy $tsla $nvda $rxrx $aspn
Etrading
Posted - 6 days ago
$NVDA had 4,000 share and was alerting keep sell this and $tsla at $478-480s but bought $aspn $rxrx little earlier ; now way better prices $spy
Etrading
Posted - 6 days ago
$tsla PM dip buy worked very well !! $aspn add working too ; added more $rxrx and prme $NVDA sold half !! Nice profit $spy
Etrading
Posted - 1 week ago
$NUKK what a pop today !! i have a same feeling with $rxrx and $aspn will pump bought them $tsla $spy
