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The main raw material bottleneck for LFP expansion is expected...

  1. Aussie Mate
    562 Posts.
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    19/07/24
    16:49
    Post #: 74832957
    The main raw material bottleneck for LFP expansion is expected to be in battery-suitable PPA, which is derived from mined phosphorus rock, with Benchmark predicting 0.8 million tonne deficit in the chemical worldwide by 2030.
    https://hotcopper.com.au/data/attachments/6323/6323559-573528d1daefa680a1735c4d4c1d1285.jpg
    https://hotcopper.com.au/data/attachments/6323/6323562-cce1dcca46242480d9d1c036958d36ad.jpg
    https://hotcopper.com.au/data/attachments/6323/6323565-d7c596b03095135da4070944819ffb9f.jpg
    AEV Price at posting: 0.4¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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