The NCM307 is BASF's bet for the future. I understand it is all patent protected. Will they crack it??
The most likely winner will be SVOLT's type High Manganese content 75% Ni - 25% Mn already in production. I understand Geely is using it. This will be in my opinion the composition that VW and Stellantis will apply for mass production vehicles....
NMC811 will be the standard for performance, which everyone is using now and likely here to stay for years.
E25 Price at posting:
$1.25 Sentiment: Buy Disclosure: Held
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