Goldman Sachs seem a little behind the curve relative to what VW announced on their Power Day presentation. While Goldman are correct that LFP batts are seeing a resurgence, studying what VW presented wrt high manganese (Mn) cathodes is very interesting, noting this cathode chemistry seems to tie in with their Solid State asperations.
If I have correctly understood VW proposed cathode chemistry, which is described as high or Lithium-Manganese rich cathodes, with lithium content at 20%, instead of ~11%. These materials show energy densities comparable or better than standard NCMs at a considerably lower price.
It appears VW is heading in the right direction, best to read Manganese-rich cathode article first, a long read, just to distract you while the BEOT bend us over....
https://cellsiders.substack.com/p/manganese-rich-cathode-chemistries?utm_campaign=post&utm_medium=web&utm_source=twitter
https://www.cnbc.com/2021/03/24/goldman-electric-cars-face-rising-battery-lithium-nickel-cobalt-costs.html
Good News & Bad News, page-23
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