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DennisPtoday at 12:50 AM1 replyview on HN

That seems unlikely since they can use the same factories and the raw material cost is significantly lower.


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dzhiurgistoday at 1:08 AM

It's not panacea. Only lithium vs sodium is cheaper and they can use lower grade graphite which is just slightly cheaper (overall 30% reduction). Rest is same while it's a new manufacturing process. Meanwhile 99.99% production is focused and will be continued focused LFP.

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