https://roskill.com/news/batteries-...-of-high-nickel-cathode-materials-to-lg-chem/
NCM 811 or NCMA with Aluminium batteries is what LG Chem will be making for VW Tesla.
This is AJMs market.
They are more tricky to produce
These batteries need a high grade consistant quality Li.
Obviously AJM spod fits the bill as we continue to ship to Gangfeng who supplies to LG Chem.
Shanshan have a deal with LGChem in cathode production.
Honda, Toyota are not going down this road and will not be using long range batteries.
AJM Price at posting:
5.8¢ Sentiment: Buy Disclosure: Held
