
Battery Power
Decouple
00:00
Nickel, Cobalt, and the Lithium Shift
This chapter examines the critical role of nickel and cobalt in lithium-ion batteries for electric vehicles, detailing the transition from NMC to LFP batteries. It highlights the complexities of lithium supply, the impact of demand fluctuations, and strategic investments by Chinese companies amidst market uncertainties.
Transcript
Play full episode