About this episode
Recorded on 2/29 in Tokyo. I discuss the recent LFP buzz after people learned that both BYD and Tesla plan to use a newly designed LFP battery which will have much higher energy density. I also discuss the impact of the Coronavirus on the lithium world, supply chains, etc. My early 2020 demand forecast will have to be redone based on the impact of the virus. I am celebrating the 20th anniversary of moving my family to Japan today and talk a little bit about that.
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