I watched a good presentation on battery supply on 121 Mining and the theme basically was that stationary storage will surpass EV production within 24 months and it will be predominantly LFP and that the long term plan is to have NMC in the US and the EU because once owners has got over their range anxiety and charging infrastructure has increased that the plan is for smaller batteries which will save money and weight and NMC will give better bang for your buck - the politicians might actually be looking long term for a change!
Sunrise 2023, page-592
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