note Renault has preferenced NMC for various reasons but cites better performance in cold climates
https://www.benchmarkminerals.com/membership/renault-backs-ncm-cathodes-as-it-establishes-french-battery-cell-pipeline/
Elon kind of talked up LFP a bit on the last investor call, but ultimately their customers will decide what chemistries they prioritise
what he said about home storage and even grid scale going to LFP (or other chemistries) makes total sense
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