https://youtu.be/B0-Y51BRFTY?si=hI4uAPeVQ2-TdYze
Very informative episode from Rockstock with rho motion’s Iola Hughs and Rodney Hooper.
Around halfway the discussion of LFP ( and LMFP) is gold. Why? Well LFP is cheap n lower carbon footprint safe etc but doesn’t have the power density of NMC/ NCA chemistries but add silicon , and you increase that density for minimal cost.
The trend in LFP is undeniable in EV’s and BESS.Great info from rho motion.
There’s very obvious huge advantages for ‘certain’ well established players.
Ann: Vittangi Anode Project FEED study delivers strong results, page-32
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