“Mercedes and Stellantis pause EU battery factories, may switch to #LFP cells (electrek.co)Not surprising really! With most OEMs doubling down on LFP in base models, the announced gigafactory capacity in Europe was looking far too NCM heavy. The vast majority of the announced capacity is yet to start construction, so in some ways it makes sense to reassess and pivot to LFP.”
“To support LFP cell plants we will also need LFP cathode production capacity in Europe, which is currently lacking. In the absence of LFP CAM production, Europe will have to rely on imports.“
https://www.linkedin.com/posts/jordan-roberts-68b746114_electrek-activity-7204118982377816064-kghX?utm_source=share&utm_medium=member_ios
The Europeans and Americans have really painted themselves into corner.
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