I'm a big BSX holder but we do need to appreciate the direction the industry has moved since that data (2019).
From my readings, Tesla have moved significantly further towards LFP - so the demand for Nickel (at least from Tesla) will not be as great as it might have been with earlier NCM projections:
https://www.allaboutcircuits.com/news/a-closer-look-at-lithium-iron-phosphate-batteries-teslas-new-choice-of-battery/
Which battery type is "the best" is argued on many blogs/articles etc:
https://www.onecharge.biz/blog/lfp-lithium-batteries-live-longer-than-nmc/
My current view is that we will are heading towards a mix of the two battery types.
No need for BSX holders to be concerned though - the demand for Nickel is going to continue to grow rapidly no matter which battery type dominates.
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