Ann: EMN Corporate Presentation February 2022, page-9

The above quotes pulled from a Livent earnings call :https://www.********/earnings/call-transcripts/2022/02/18/livent-corp-lthm-q4-2021-earnings-call-transcript/

In the last months I've been increasingly worried about how much LFP was going to eat EMN's lunch, given Elon's use of LFP in model 3 and 4680s going forward. Managanese was supposedly going to be for the volume segment.. And I think that uneasiness has played into the sustained share price drop.

Still a dark horse and if they can properly address their power consumption (100% renewable- how?) for power-hungry processes (electrowinning) then more inclined to sit and watch and wait as a LTH