A slowdown in the growth of EV sales—and a threat from highly competitive Chinese carmakers—is roiling plans for dozens of gigafactories across the U.S. and Europe.
https://x.com/theinformation/status/1801772358887203158
The bell tolls for non-Chinese EV and battery makers too slow to iron-led batteries: Even at a rock-bottom $52/kWh for iron-led LFP EV batteries, China's battery makers are earning a tidy 17% profit after all-in costs of $44.43/kWh, BNEF says.
https://x.com/stevelevine/status/1801235249914937609
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