> 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 so

> 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.