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clock Created with Sketch. 22/12/21
15:36
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Originally posted by moriwaki:
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The big picture to me is Lfp. Lfp preferably comes from brine, and if SQM and Albermarle have probs in Chile how many more brine producers are there?
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If lithium prices remain elevated for long (), I expect there will be a shift towards sodium ion for stationary storage. CATL have announced limited production this year and scaling up in 2023. Less energy dense but much cheaper and apparently can use existing lithium ion manufacturing facilities. Saves the good stuff for mobile applications.
