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  1. Global EV battery oversupply could help Slate get better batteries deal

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

  2. Global EV battery oversupply could help Slate get better batteries deal

    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.
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