New information has recently been posted on X for LMFP and Sodium Ion battery chemistries. Today we'll use that information to develop roadmaps for every major battery chemistry including LMFP, two Sodium Ion chemistries, LFP, and high nickel . From there, we'll look at how the the battery market will evolve from 2023 to 2025 to 2030.

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Timeline
00:00 Introduction
01:20 BYD Slides on Sodium Ion
06:20 Sodium Ion Roadmap
10:58 Soochow Slides on LMFP
17:00 LMFP Roadmap
19:22 LFP Roadmap
24:20 High Nickel Roadmap
28:41 2023 Comparison Table & Market Analysis
29:58 2025 Comparison Table & Market Analysis
32:06 2030 Comparison Table & Market Analysis
34:31 Loose End 1 // This Assumes Everything Goes Well
34:45 Loose End 2 // Average Cost vs Tesla
35:59 Loose End 3 // Tesla’s Plans for Other Chemistries
36:49 Closing


Intro Music by Dyalla: Homer Said