Recent content by jesse boyd

That’s how they announced LFP. These guys are low key.

Fair but the lack of denial is the strongest confirmation.

Slate needs to get everything right to be successful. NMC? Yesterday’s tech. LFP will have overproduction in the U.S. and could become very competitive. Hope they’re looking hard at that to replace their “low end” 54kWh NMC with a 70kWh LFP. More range, longer life, faster charging.

These aren’t LFPs. NMC is mostly an EV play. Should see some good price declines.

Utility scale is LFP, not NMC. It’s the NMC capacity that’s in excess and should see declining prices. Good for Slate prices, doesn’t matter for utilities.