RE:RE:One vital statistic to track in 2023That is a fair question. Up until now the increases in LFP adoption was fairly inconsequential to the big picture (eg 1$ to 2%, 2% to 4%, etc.). 2023 will be the first year where doubling would significant impact, and one more year again we have a Betamax vs Vhs result (where the lower exits the market entirely).
Lithium Ion Batteries are significantly higher cost, and the EV market has shifted to the common man (I bought my new 2023 bolt for under 20k). We need to wait and see, but a significant increase in LFP adoption this year, could signal the upcoming EV surge over the next 10 years will be virtually without Lithium Ion.
So 2023 could very well show us whether JRV will EVER recover.
But like you said..... or LFP completely dominates China, but the US and others stay with higher priced Cobalt batteries.
At least until SolidState shows it's fangs,