"But the move toward NCM 811 is happening, with China’s CATL (SZSE:300750) beginning mass production of high-nickel cathodes in April and SK Innovation set to start production in Q3 of this year."
https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/will-lithium-hydroxide-overtake-lithium-carbonate/
Well, I invested 2 years ago on the back of Chinese EV demand and NCM811 Battery architecture and therefore future LiOH demand.
It's not happening overnight but apparently it will happen.
re:Lithium demand surge, page-2594
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