Some thought here on Nickel demand for EVs. In China BYD, NIO and XPeng are transitioning to LFP Battery technology that does not require any Nickel. Same goes for Tesla. Cost advantage LFP versus NCM/NCA Lithium-Nickel Battery per car right now 1.800USD - 2.500USD
Some thought here on Nickel demand for EVs. In China BYD, NIO...
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