Goldman Sachs seem a little behind the curve relative to what VW announced on their Power Day presentation. While Goldman are correct that LFP batts are seeing a resurgence, studying what VW presented wrt high manganese (Mn) cathodes is very interesting, noting this cathode chemistry seems to tie in with their Solid State asperations.
If I have correctly understood VW proposed cathode chemistry, which is described as high or Lithium-Manganese rich cathodes, with lithium content at 20%, instead of ~11%. These materials show energy densities comparable or better than standard NCMs at a considerably lower price.
It appears VW is heading in the right direction, best to read Manganese-rich cathode article first, a long read, just to distract you while the BEOT bend us over....
https://cellsiders.substack.com/p/manganese-rich-cathode-chemistries?utm_campaign=post&utm_medium=web&utm_source=twitter
https://www.cnbc.com/2021/03/24/goldman-electric-cars-face-rising-battery-lithium-nickel-cobalt-costs.html
Good News & Bad News, page-23
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$4.00 |
Change
-0.060(1.48%) |
Mkt cap ! $12.03B | |||
| Open | High | Low | Value | Volume |
| $4.04 | $4.07 | $4.00 | $49.50M | 12.31M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 83 | 802035 | $4.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.01 | 57179 | 3 |
View Market Depth
| Last trade - 16.10pm 23/05/2024 (20 minute delay) ? |
|
|||||
|
Last
$4.01 |
Change
-0.060 ( 1.40 %) |
||||
| Open | High | Low | Volume | ||
| $4.04 | $4.07 | $4.01 | 3681862 | ||
| Last updated 15.59pm 23/05/2024 ? | |||||
| PLS (ASX) Chart |