Thanks, Ben!!

The @acee.princeton.edu collaboration with KAIST to integrate global trade and supply chain impacts into energy transition models is a major step toward actionable climate policy. @weipengclimate.bsky.social leads the newly announced Net-Zero Korea study from the Princeton side.

Sorry I meant the trends in China (LFP-heavy) is very different from US or EU (nickel-heavy). I think LFP tend to be more popular in price-sensitive markets, which may explain the current picture. But it still remains to be seen how China/India may develop their EV strategy in the long run

I guess you meant while NMC remains dominant for now (60%), BYD & other Chinese firms are heavily invested in LFP? This is a good point. We did consider LFP as a sensitivity (fig 6) exactly because how NMC vs. LFP shares evolve in the future is important but uncertain.

www.iea.org/reports/glob...

This one is great! Thanks for adding me :)

thanks for doing this and I’d love to be added!