LFP now dominates ESS.
But for EVs, the vast majority in EU/US is NCM/NCA. China is about 6 to 4 LFP to NCM, but China's EV market is about 2/3+ of the global EV share.
But for EVs, the vast majority in EU/US is NCM/NCA. China is about 6 to 4 LFP to NCM, but China's EV market is about 2/3+ of the global EV share.
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