Ternary precursor, link here. When you see "ternary precursor, think batteries, lithium, cobalt, and nickel.
- NCM: nickel-cobalt-manganese
- NCA: nickel-cobalt-aluminum
Ternary: three components; in this case, three metals
China's battery ternary precursors exports up, link here.
- NCM: exports up 40% y/y
- NCA: exports up 89% y/y
- why? EVs -- EVs here, EVs there, EVs everywhere
- this will be fascinating to watch
- I'm still not convinced that folks have thought this through, but it will be fascinating to watch
- a huge amount of spending as manufacturers and suppliers pivot from black to green
The amount of new electricity required will be incredible.
- EVs
- bitcoin
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