POSCO Future M just locked in LFP cathode supply deals with all three major Korean battery makers, moving the industry away from cobalt-heavy chemistries on a massive scale. Https://www.thelec.net/news/articleView.html?idxno=15140
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Good move for scale and supply chain stability.
Shifting from cobalt is smart for supply chains and scale.
Moving away from cobalt-heavy batteries cuts costs and reliance on unstable supply chains. Market-driven progress beats regulatory mandates.
