Is the Future LFP, NCM or a "Good Enough" Battery?
25 Jun 2025
Main Stage
Cells are the cheapest they have ever been so what is stopping the US and Europe from producing the affordable EVs? Explore why "good enough" technologies like Lithium Iron Phosphate (LFP) may dominate the battery market, the history of technological adoption, and the implications for the future of EVs, commodities, and investment strategies.
' What chemistry will work specifically for North America?
' Exploring how and why simpler, cheaper solutions like LFP are outperforming more complex, costly chemistries like NCM, drawing parallels to historical tech battles like VHS vs. Betamax or AC vs. DC electricity.
' The Long Tail of Technology: Examining how old and new technologies often coexist, and why Internal Combustion Engine (ICE) vehicles will persist alongside EVs through 2030 and beyond.
' Reframing Investment Strategies: How the "good enough" paradigm impacts the demand for critical EV commodities (like lithium and graphite) and the need for realistic projections in energy storage and EV adoption timelines.
' What chemistry will work specifically for North America?
' Exploring how and why simpler, cheaper solutions like LFP are outperforming more complex, costly chemistries like NCM, drawing parallels to historical tech battles like VHS vs. Betamax or AC vs. DC electricity.
' The Long Tail of Technology: Examining how old and new technologies often coexist, and why Internal Combustion Engine (ICE) vehicles will persist alongside EVs through 2030 and beyond.
' Reframing Investment Strategies: How the "good enough" paradigm impacts the demand for critical EV commodities (like lithium and graphite) and the need for realistic projections in energy storage and EV adoption timelines.