I find it surprising that this company isn't close to fully valued on its phosphate fertiliser project considering the big upside potential from the green ammonia and yellow phosphorus projects. 11% month on month growth in LFP in China. Unbelievable growth.
https://www.fastmarkets.com/insights/lfp-batteries-extend-dominance-over-ncm-batteries-chinaChina’s preference for lithium iron phosphate (LFP) batteries continued to grow in June, with the country’s output of such batteries rising by 11.64% month on month to 42.2 gigawatt hours (GWh), according to data from China Automotive Battery Innovation Alliance (CABIA)
July 19, 2023
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