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Wei Peng
weipengclimate.bsky.social
did:plc:sjdstlmz4gh7lvkge5rmm6xs
I guess you meant while NMC remains dominant for now (60%), BYD & other Chinese firms are heavily invested in LFP? This is a good point. We did consider LFP as a sensitivity (fig 6) exactly because how NMC vs. LFP shares evolve in the future is important but uncertain.
https://www.iea.org/reports/global-ev-outlook-2023/trends-in-batteries
2024-12-13T16:12:54.456Z