Good point. There is a performance slide in the many that Uwe went through showing this which I think he even calls out as a new addition.
in the competing chemistry world - LFP, Sodium Ion the capacity differences are marginal ie from memory Sodium is up around 200, LFP 250-280 with NCA at the 320 mark. So an operational battery at 450 is a big jump, at 600 we are talking double. Not insignificant. In fact, disruptive could be used.
He did mention there is a lot of content, but in this space I think it's important - covering competing tech ie CVD/MOCVD (Sila), Mechanical DPMG (Novonix) vs HPA wet coating.
Will definitely watch again.
VIDEO: Altech Chemicals (ASX:ATC) reveals positive PFS for Silumina Anodes project, page-29
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