Make as much use of Iron Phosphate as possible, graphite is also needed there. Not all applications will demand the best possible energy density, the key here is long cycle life and price/kWh. Think of energy storage, 40-60kWh battery cars and buses where it's already widely used, that is a big market.
High Nickel cathodes are not the only batteries that exist. China is already going big into LFP direction where possible.
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