VW are focused on lower density LFP batts in China due lower distances travelled, and NCM811 elsewhere;
By 2025, VW projects it will need 150 GWh of battery production capacity on lock-down in Europe, and an additional 150 GWh in Asia. By 2030, the company says its appetite for EV battery capacity will double in both markets.
https://www.adamasintel.com/ncm-811-deployment-may-2019/
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