Think I chanced on some older posts about concerns of NMC chemistry falling by the wayside. This is from Nano One Investor Presentation of Nov. 9th, 2021. Dan Blondal has been an early proponent of LFP, though their one pot process is chemistry agnostic or can work with all three. High Voltage Spinel or LMNO is their own proprietary single crystal cathode material developed. But more importantly this their own internal modeling for CAM going forward. Disclosure: own NANO and JRV.
Think I chanced on some older posts about concerns of NMC...
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