I am of the opinion that LFP or LFP manganese is going to be the...

I am of the opinion that LFP or LFP manganese is going to be the dominant tech.
and that cobalt batteries are going to lose in terms of cost and durability.

It would be ironic if USA went with cobalt and child labour.


I read somewhat that South Korea and USA are about 2 years behind China in battery tech.( if not 5 years)
China making 80% of batteries, and 95% of LFP batteries.

So I hope USA licenses, CATL tech by Ford and Gotion battery factory is also using LFP in their USA factory.
Gotion has connections with CCP but is still building a factory in the USA so why not let Ford link up with CATL
rather than Ford going broke and getting a bail out.

Anyway both need graphite.

My main concern is that if batteries are needed for 2025, if the supply chain is not in place now or very soon.
NVX has missed the bus.

I get the feeling if NVX does not make it, then USA EVs will not make it.
And I am betting that USA will never let that happen, and throw what ever it takes to make up the 2 year tech , battery tech.

I get the feeling the market is betting against NVX, which is basically betting against the USA government.
If the USA does not subsidize the supply chain, like the Chinese did initially it will never catch up.