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What Chemistries Will Supplement Tesla's Needs Over the Next 10 Years?
I think over the next few years, we're going to see Tesla and everybody else, the more advanced manufacturers, starting to move towards high nickel chemistries. I do expect lithium iron manganese phosphate to become more dominant. And then a longer term, I think sodium ions are going to play a big role if they can solve all the problems related to sodium ion.