North America’s anode material demand is set to outpace supply significantly by 2030. The deficit highlights the urgent need for a massive ramp-up in investment to establish an IRA-compliant, sustainable supply chain. #battchat

China produced ~2.5 million tonnes of LFP last year. That's roughly 1.25 TWh LFP! #battchat

We have confirmation from Electrios that CATL's M3P is indeed a composite of NMC and LMFP, rather than a standalone LMFP product. Based on the cell voltage, it is most likely LMFP with 50–60% Mn content, forming an 80/20 composite of NMC to LMFP. #battchat