How much are these prices a function of China dominating metal refining for a large number of metals? I don’t think the west will ever catch up unless it starts developing new efficient refining facilities of its own. I predict Hydrometallurgy will be the new hot area.
Now we need to enable the deployment of all this awesome product behind the meter and generate and store energy right where it is needed. Great share!
How much are these prices a function of China dominating metal refining for a large number of metals? I don’t think the west will ever catch up unless it starts developing new efficient refining facilities of its own. I predict Hydrometallurgy will be the new hot area.
BNEF, COGS, LFP?
Bloomberg New Energy Finance, Cost of goods sold (the direct cost involved in the production of goods), lithium ferrophosphate