Good luck competing with $56/kWh...even with tariffsThe Electric: China’s Iron-Based Batteries Are Even Cheaper Than We Thought
https://www.theinformation.com/articles/the-electric-chinas-iron-based-batteries-are-even-cheaper-than-we-thought
North American LFP producers will not be able to compete with China based on price alone anytime soon. Even with massive massive tariffs, $56/kWh is just impossible to compete with.
So who do you think the rest of the world (aside from the West) will buy their EVs and BESS from? China (which they can afford) or North America?
Think India, Russia, Middle East, Africa, etc. These people are the global market and trust me, they do not care about ESG which is all that One Pot can offer. One Pot cannot compete on price at these levels.