Evolving Battery Chemistries
The future of electric vehicle batteries is shaping up to feature three main categories of cathodes: LFP, high nickel ternary chemistries, and a new middle market option rich in manganese. While graphite will continue to dominate anodes for the next decade, the emergence of manganese-rich cathodes could lead to a more cost-effective and widely adopted chemistry in the automotive sector. The conversation hints at a stable landscape for battery technologies, with no immediate shift towards lithium metal or solid-state solutions on the horizon.In this clip
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