“Musk has already found a workaround for the supply crunch on nickel and cobalt, with a shift to battery chemistries, such as lithium iron phosphate (LFP) batteries that contain no nickel or cobalt.”
And what chemistry has the PLS-CXL JV chosen for its mid-stream product! I’m guessing our PLS-CXL tech will be the cheapest and greenist path to LFP chemistry, globally. See link below …
PLSs will of course also enjoy Elon complaints about high Li prices too!
https://reneweconomy.com.au/elon-musk-says-lithium-supply-is-holding-back-green-energy-transition/?fbclid=IwAR1JcZ7pP0ERXolu8hQcg8dMyBz_hfWfvatmG3ZwhvwZbdQ0VgzV8rDnT_s
CALIX updates, page-100
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