BSX Day to Day SP discussion, page-1050

29 pages of Sponsored – Impartial - Comprehensive content.
https://s27.q4cdn.com/906368049/files/News/2021/Zacks_SCR_Research_09082021_BLSTF_Ralston.pdf
A lot of information there, bit of a mess. Needs some edits and formatting. Hope we did not spend much on it.
No mention of EcoPro BM. Hmmm

Interesting that Vinvast is in the report, but the information appears to be be out of date. RE using NCM in production at the moment.

On a side note for when the down rampers turn up...
While nickel is always going to be king for range something to be aware of is patent expiry.
https://roskill.com/news/batteries-the-true-drivers-behind-lfp-demand-new-safety-standards-costs-ip-rights-esg-simplified-battery-pack-designs/
LG Chem https://www.electrive.com/2021/09/07/lg-energy-solutions-rumoured-to-be-developing-lfp-pouch-cells/
I would not be surprised to see Vinvast entering the USA with a LFP or LFMP car when they finally get around to been able to do it.
Especially if nickel runs hard, though LFMP is a long bow as manganese supply for battery's is very constrained.