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The Future of Car Manufacturers
In China, the big battery makers and tier two are building energy storage specific Gigafactory. LFP in terms of lithium ion, so no NMC. Outside China, I really can't think of one that just makes cells for energy storage. There's a bit of change as Chinese used to send the cells or export the cells into the containers,. Now the Chinese are sending the whole Energy Storage units (ESS) The container market is kind of changed in the US and Europe before there were all these incidents where you had walkers walking inside power packs from BYLD - but now they're doing it by themselves.