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I hope so. I think about 95% of LFP cells are made in China right now. Good for them (at least on this one issue), but I think we really need more supply dive

by elihu 5y ago

I hope so. I think about 95% of LFP cells are made in China right now. Good for them (at least on this one issue), but I think we really need more supply diversity, and maybe more non-China companies will start pumping out LFP cells with less licensing issues. It doesn't make much sense for one country to have a monopoly on this one thing that's likely going to be critical to transportation, energy infrastructure, and the world economy in general in the near-term (at least until something better/cheaper than LFP comes along).

consumer451 5y ago
> I think about 95% of LFP cells are made in China right now. This is due to the patent licensing being ignored by the rights holders, but only for products sold in China. That was the deal they made. That licensing advantage gave Chinese manufacturers a 10 year head start on LFP at scale. Honestly, it seems like if US hawks had their minds on the future then this would have been a major national security priority - like oil has been for the last century.
- dTal 5y ago
  It's clear that "national security" was always a euphemism for "the financial interests of certain rich capitalists who not coincidentally spend considerable sums on political lobbying".