$1bn US battery plant plan shows race to reduce reliance on China. Start-up Lyten is committing more than $1bn to build the world’s first large-scale factory to produce lithium sulphur batteries, an emerging technology that could help break US dependence on China for crucial metals.
Source: mafco
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Sometimes it easy to forget how fast technology changes. Changes in searches for radical chemistry ideas with AI may make Chinese silicon solar technology more exposed to obsolescence risk I believe.