LFP & prismatic battery cells at core of Tesla’s China strategy

In an interesting development for the lithium ion battery industry, Reuters publicly revealed the use of lithium iron phosphate (LFP) cathode cells in Tesla vehicles made in China.

There were a number of different reactions on the back of the commonly mistaken trend that LFP was on the way out and nickel cobalt manganese (NCM) — especially the 811 chemistry — was here to take its market share.

The reality is more nuanced, especially in China.

What Tesla’s LFP . . .

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