The Dawn of EV, page-1602

Strange, I DIDN''T allude to or even bring up that subject at all?

I simply stated that EV manufacturers have been attempting to bring down the prices of EVs in order to get more bums on seats. One rather big way they can do that is by reducing the cost of the battery. Hence why so much research and development has gone the way of materials such as Manganese.

3/4 years is a stretch imo. I'm confident Stellantis for one will be implienting such a t battery hence they've signed an Offtake with E25 beginning 2025. Not certain as to which battery manufacturer they're alligned to? As for the other EOMs E25 are in discussions with at present, feel it will be Manganese in some way, shape or form....

The below excerpt states it rather well. Link is below. Good read.

On what metals Hoffman believes are or will be critical in the future, he said “all sorts of metals are going to be needed. Lots of copper –not in the EV but in infrastructure,” adding, “we’re going to see a lot of aluminum; we’re going to see a lot of nickel — I wrote an article in 2018 saying nickel would be the lynchpin for batteries and it is — manganese (is) the single most critical mineral for batteries right now,” he said.

“How many companies outside of China make manganese commercially for a battery right now? Which is the hottest metal for batteries? How many? None, not one,” Hoffman said, adding “and there’s where the opportunity is — unbelievable.”

https://www.benzinga.com/amp/content/31265433