E70: Nano One

My guests are Nano One's CEO, Dan Blondal and CTO, Dr. Stephen Campbell.  

We discuss Nano One's recent announcement of a potential game changing process for manufacturing 811 NMC.   We cover the resurgence of LFP and developments by BYD and CATL that could enable LFP to compete with high nickel cathodes in EVs.  We do a deep dive into cathode technology and debunk some commonly held misconceptions.  

Nano One's new cathode materials aim to make rechargeable lithium batteries safer and longer lasting. Their process technology can add value to any type of cathode and enables the use of lithium carbonate as the feedstock for high nickel cathodes.

After listening you will understand much more about cathodes and why producing 811 NMC has been such a challenge. You will also understand why the lithium chemicals market is likely to be balanced between carbonate and hydroxide well into the future despite all the forecasts to the contrary.