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βœ“ LFP continues monthly double digit growth while NMC growth stalls.

βœ“ Little slowdown in runaway battery raw material prices                                                                                      βœ“ Supply Chain buckles; Prices Soar 

βœ“ Early investment in raw materials have largely insulated the top tier battery manufactures (CATL)                                                                                   

βœ“   Mostly tier 2 manufactures (3C) affected.

October 2021 China EV Battery news