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09:30
Jul 01
Im Seong-gyun Director 815 Money Talk (815머니톡)
Recycling mandates favor NCM over LFP.
Battery recycling mandates being adopted in US states will increase the end-of-life cost of LFP batteries because they mainly contain low-value lithium, while NCM batteries contain nickel, cobalt and lithium with much higher recycling value. The added recycling costs will shift relative system-level cost advantages away from LFP and toward ternary batteries, benefiting the Korean NCM cathode supply chain.
247540.KS 1ST
MED

About 247540.KS Analyst Coverage

Buzzberg tracks 247540.KS across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Im Seong-gyun.