Benchmark Minerals have put out a discussion panel on supply chain issues re iron phosphate re LFP batteries. While the focus is on LFP, there are lots of references to LMFP during the presentation. There's also overlap between some of the issues noted and those applicable to HPMSM.
https://source.benchmarkminerals.com/video/watch/the-phosphate-debate-are-lfp-supply-chains-positioned-to-meet-ev-ambitions
The phosphate debate: Are LFP supply chains positioned to meet EV ambitions? | Benchmark Source (benchmarkminerals.com)
One of the slides near the start is presented below. The LMFP densities being achieved and expected are good. They see LFP (or LMFP) being around 45% of the battery (ex China?) market.
The Dawn of EV, page-1749
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