Donut Lab Battery Could be a Game Changer ... if it is real

It looks like there will be no winner out of the Iran War. The most likely outcome is that both sides will step back without there being a comprehensive outcome. That means the friction is something that will continue on indefinitely, for years. The only way things will change is if internal forces in Iran cause a regime change, but do not be holding your breath.

So, we will have continued uncertainty for at least two weeks. The aim now is to minimise economic disruption going forward. We can live with tension and markets will become familiar with this scenario, but any serious escalation from this point will cause another wave of selling that no-one wants.

The article in The Australian last week covering the DonutLab battery was a real eye opener that, if accurate, could dramatically shift the goal posts on energy storage. It was stated that the Donut;
- could charge in only five minutes,
- have a 50 year life (100,000 cycles),
- cost only 10% of conventional EV batteries,
- are safe i.e. non-flammable and
- weights 50% less than lithium batteries. 

 WeeklyComm11April2026.pdf