I must admit that the battery markets is doing my head in. So many permutations of the NMC constituents from different manufacturers it is hard to grasp which general battery standard will be applied. Now people are saying manganese will be a significant part of EV battery material. I understand supply concerns are driving this especially with the issues in the Congo but at least Ni will remain a significant player in this industry.
https://smallcaps.com.au/basf-new-manganese-lithium-ion-battery-blueprint-fast-track-ev-adoption/
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