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  1. 690 Posts.
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    I hope these battery factories are going to use new tech and new innovation, and not NMC
    If they are not going to be LFP batteries with manganese then they will never caught CATL.
    If CATL can made batteries 40% cheaper, then no advantage making batteries in USA, unless they license the tech.
    CATL will likely produce 40% of the worlds lithium batteries, I think even the chinese think that is too much of a monopoly.


 
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