By Caspar Rawles
Back in 2017 two South Korean battery heavyweights, LG Chem and SK Innovation, made bold claims they would be able to introduce NCM 811 cathode far sooner than many in the industry expected, both outlining plans for commercial production in H2 2018.
In Q3 2018, both companies changed the timescales for these plans, pushing their anticipated introduction of the technology into 2019. LG Chem intend to release NCM 811 technology in cylindrical cells but only for use in energy storage systems (ESS) such as home storage and electric buses.
Benchmark sees this as a small . . .