General Discussion Topics, page-114587

CATL's new fast charging 4c LFP battery due for mass production by the end of this year effectively removes any disadvantages LFP batteries had against hydroxide NMC batteries ( mainly energy density hence range) and adds more advantages.
Its claimed to add 400kms in 10 minutes, can be charged to 100% each time without any penalties, has a longer life , doesn't require nickel or Cobalt, considerably reduces fire risk and cheaper to produce. Those are compelling advantages.

The issue of course is CATL the World's largest battery maker is a Chinese company, which becomes a problem with the IRA in North America. Tesla is trying to get around the issue by making batteries under license in the US and using local Spodumene or Carbonate ( I wonder where that could come from)

The bottom line is China are a long way ahead when it comes to battery technology at scale in the LFP space and untill the US or free trade affiliated countries can catch up hydroxide and NMC batteries is the go to technology. Things change so fast in this space anything can happen but Carbonate looks to be the best bet longer term IMO but making any long-term funding commitments in a sector that can change so quickly must give beancounters nightmares.

Cheers Whisky