Stephen Wood with some good points.
Makes the incoming announcement from PLS about beyond P1000 that much more important. Large scale low cost producers will come out of this looking rosey.
Not related to the MOM interview, but the Midstream pilot is critical, IMO, with LFP getting a large % of the cell chemistry. Maybe the Ganfeng MOU with a JV should be looking at something other than Hydroxide, unless High Nickel cathode advancements make it a compelling competitor to the now favored LFP.
Good News & Bad News, page-43405
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