Comment by contrap127on Mar 03, 2025 2:30pm

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Post# 36477003
RE:RE:Gotion & VW Partnership - Gotion & 6K LFP Offtake Agreement
RE:RE:Gotion & VW Partnership - Gotion & 6K LFP Offtake AgreementNano One Materials cannot work with everyone. That's clear! Gotion is not PowerCo, so not VW and not IONWAY either.
https://www.youtube.com/watch?v=CfVZSj_5Q6s
VW works with many to ensure its battery supply, including CATL, Gotion's competitor.
https://cnevpost.com/2025/02/21/catl-vw-sign-mou/
But what technology does VW itself use in Salzgiga/Salzgitter?
6k Energy deserves its success. Nano One Materials will be able to assert itself in other ways!
>> Rio Tinto & Worley & Nano One Materials and also Sumitomo & Nano One Materials are strong enough globally on their own to put Nano One Materials in a good to very good position. Then there are BASF, Umicore, Euro Manganese (Wildcat Discovery Technologies) and a few others. <<
The business models of 6k Energy and Nano One Materials are also completely different: in-house production vs. licensing of plant design
Will 6k Energy still work with ONE? Or will they be replaced by Nano One Materials in the area of mixed battery technology? Who knows, who knows?
It's great that the time now seems to have come for the LFP manufacturers to sign long-term contracts, Nano One Materials will soon be next!
Very sure!