I am not sure that your statement about most OEM’s wanting NMC batteries is correct.
In fact there is some evidence that LFP batteries are becoming even more popular.
If we go further down the track, solid state batteries could prove disruptive to the current battery material supply chain as well.
https://www.recurrentauto.com/research/lfp-battery-in-your-next-ev-tesla-and-others-say-yes
General Discussion Topics, page-135229
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