Li-sulpher versus Li-Iron Phosphate

Hello, I am a new excited investor in LIS.

Came across this today from Cathy Woods ARK newsletter - nothing much to find on the internet about the pros and cons of Sulpher versus iron phosphate. Has anyone got any comments?

"Lithium Iron Phosphate Batteries Will Drive Electric Vehicle Costs Down

Thanks to Wright’s Law, ARK has been able to forecast the rate at which electric vehicle batteries - both nickel-rich lithium-ion (NMC) and lithium iron phosphate (LFP) - should decline in cost during the next five to ten years. Despite a cumulative unit production total that is five years behind, LFP batteries already are less expensive than those with more nickel-rich chemistries. If LFP battery production were to ramp at the same pace NMC batteries did from 2016 to 2021, according to Wright’s Law and as shown below, the LFP battery cost would decline nearly 37%, from roughly $65/kWh to $41/kWh.

While the 28% learning rate associated with LFP batteries is consistent with other lithium-ion battery chemistries, the interesting difference is its low base. In other words, from a lower base each cumulative doubling in LFP production could be faster and easier than that for the higher NMC production level. The tradeoff for lower costs, however, will be less range than otherwise would be the case.

In its third-quarter earnings report, Tesla noted that, despite the hit to range, its standard range vehicles would shift to an LFP battery chemistry. ARK believes that Tesla is positioned uniquely for LFP chemistry because of its industry-leading drivetrain efficiency. Superior efficiency suggests that, unlike its competition, Tesla will offer acceptable range at lower prices with LFP batteries."