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Message: Battery day

https://www.youtube.com/watch?v=VFind2iF8GI

Looks like a monster by '27, if all goes to plan.

- ESS will be likely be through TMHNA and mining.

- LFP is mainly for stationary app. Wonder if NYBEST pushed them in this direction?

- SSB cell are going to a high performance automaker, expected commercialization in '27 in a perfect world

 

there's many more details........

 

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