There is an interesting article in the Fin Review today regarding the emergence of LFP battery technology. It's now very prevalent in China EV manufacturing particularly in cheaper cars. They suggest it will be stabilise at about 30% of the EV battery market. No wonder the Chinese cornerstone investor wants to guarantee supply. This project will get built but funding fears need to be addressed so we can get back to a reasonable SP. Good value at these levels though.
Lithium iron phosphate (LFP)
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