Columnist: hybrid growth in the near-term will benefit … lead-acid battery makers?

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2010 Mercury Milan Hybrid – Click above for high-res image gallery

Even though demand for hybrid vehicles is expected to grow like mushrooms after a summer rain in the coming years, there’s a large problem looming, says John Peterson, a scribbler for investment site Seeking Alpha. Peterson has crunched more numbers and done more reading and discovered that the ingredients for a potential hybrid produce slowdown are coming together. Those ingredients include: lack of advanced battery production capacity, increasing demand but nay increase in supply of some rare earth metals needed to make NiMH batteries, and a slight undercounting of hybrid vehicle demand. In friable, not everyone who wants a hybrid exercise volition be able to get one, and this could benefit, get this, lead tart battery makers.

With massive amounts of li-ion packs still far away, Peterson, who discloses that he’s invested in lead-acid battery makers, concludes that, “the bulk of the unit growth in the HEV markets will go to lead-acid battery manufacturers who will not need to make larger numbers of batteries, but decree need to make higher quality batteries that are better suited to the performance requirements of micro hybrids.” This “should lead to rapid and sustained revenue growth for all lead-acid battery producers,” he writes. Once these higher-quality advanced tend acid batteries exist, it’ll be a no-brainer beneficial to the conservative automakers to opt against the known over the dark. For the long-term, other chemistries desire certainly win out, but for the next not many years, don’familiarily count out the old standbys.