EPISODE · Jan 10, 2025 · 10 MIN
China's new trade restrictions on battery technology, with Dan Blondal of Nano One | Ep.128
from Investing, Markets & Money · host The Armchair Trader
In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate). This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 The new China trade restrictions on LFP 01:51 How much of a lead do China have in the LFP and battery space? 02:49 How important is this battery technology? 05:10 Implications for Nano One 07:42 Scaling Nano One's technology to meet demand 09:45 LFP is coming!
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China's new trade restrictions on battery technology, with Dan Blondal of Nano One | Ep.128
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