Interesting article in the AFR this week about how the dominant battery chemistries don't use nickel or cobat and that the new chemistries are using Manganese to increase the charging cycles. A topic to keep an eye on.
Feels like Nickel and Cobalt are clearly out of favour and Manganese could end up being part of the next round of leading battery chemistries.
I know we're talking our own book here, but this is the second or third time i've seen this mentioned recently.
EMN Price at posting:
8.6¢ Sentiment: Buy Disclosure: Held
