Jan 10 2025 10 mins 6
In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate).
This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers.
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00:00 The new China trade restrictions on LFP
01:51 How much of a lead do China have in the LFP and battery space?
02:49 How important is this battery technology?
05:10 Implications for Nano One
07:42 Scaling Nano One's technology to meet demand
09:45 LFP is coming!
This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register
00:00 The new China trade restrictions on LFP
01:51 How much of a lead do China have in the LFP and battery space?
02:49 How important is this battery technology?
05:10 Implications for Nano One
07:42 Scaling Nano One's technology to meet demand
09:45 LFP is coming!
