China - preference is for LFP battery technology for which lithium carbonate is the preferred pre-cursor chemical.
Western world - preference is for ternary battery technology for which lithium hydroxide is the preferred pre-cursor chemical, (nearly all downstream ex-China refineries that are fed by spodumene concentrate that are being built or are in planning are for lithium hydroxide).
It it wise that everyone outside China piles onto the same downstream pathway?
Who should we take more notice of when it comes to pulling the right lever for emerging ev battery trends?
Is it playing into China’s hands by going this way?
https://www.goldendragoncapital.com/lfp-cathode-material-market-research-report
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