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Bullboard - Stock Discussion Forum Itafos Inc V.IFOS

Alternate Symbol(s):  MBCF

Itafos Inc. is a phosphate and specialty fertilizer company. Its businesses and projects include Conda, Arraias, Farim, Santana and Araxa. Conda is a vertically integrated phosphate fertilizer business located in Idaho, United States with a production capacity of over 550 Kiloton (kt) per year of mono ammonium phosphate (MAP), merchant grade phosphoric acid (MGA) and ammonium polyphosphate (APP... see more

TSXV:IFOS - Post Discussion

Itafos Inc > LFP Battery and Phosphate Rock
View:
Post by JimToronto on Dec 19, 2021 1:43pm

LFP Battery and Phosphate Rock

“How China's Car Batteries Conquered the World”
 
“Now, global carmakers including the likes of Tesla Inc. are using a technology that China’s biggest battery manufacturers have on offer: a refined version of the decades-old lithium iron phosphate, or LFP-based, powertrains that will propel hundreds of thousands — and eventually millions — of electric cars, including those from Volkswagen AG and Hyundai Motor Co.”
 
https://www.bloomberg.com/opinion/articles/2021-12-02/how-china-s-car-batteries-conquered-the-world
 
 
“Volkswagen has now completed the increase in its stake in Chinese battery cell partner Gotion High-Tech announced last year. Volkswagen is now the largest shareholder in the Chinese battery specialist.”
 
Gotion high tech has been producing LFP battery since 2007, a major battery manufacturer in China.
 
VW controls 26.47% of Gotion.
 
https://www.electrive.com/2021/12/15/vw-is-now-majority-owner-of-gotion-high-tech/
 
 
Most Recent Battery Production Data in China: November 2021
Ternary lithium battery: 10.4GWhan increase of 42.6% compared to Nov. 2020.
 
LFP: 17.8GWhan increase of 229.2% compared to Nov. 2020.
 
 
Phosphate Rock Production in China: National Bureau of Statistics
 
November 2021: 9.46 million tons
November 2020: 7.34 million tons
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