With the news that Tesla will be using lithium iron phosphate (LFP) cathode cells in standard range Model 3 electric vehicles in China, questions have been raised: what does the future of the cathode market look like?
Tesla’s dominant battery cells are cylindrical and NCA (nickel, cobalt, aluminium) cathode chemistry, which it produces at the Gigafactory 1 in Nevada in partnership with Panasonic.
What also went under the radar in this discussion is that Tesla is moving to
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