@dantestrading I’m interested to hear your general opinion on Novonix, Nano One Materials, and Mitra Chem and the role they’ll play in the supply chain moving forward. Lots of great keynotes this year. Looking forward to hearing your insights from the conference. Have fun.
@TheMiss80676684 It’s possible that Posco is the undisclosed Asian cathode producer that Nano One entered into a JDA with in August 2020…though that JDA was focused on LNMO initially
@mosersolutions@sdmoores Not at all. Nano One has many irons in the fire. JM was one of several joint development partners. Although disappointing (and shocking), the impact to Nano One will be minimal. Their story and strategy is much bigger than the one partnership with JM.
@LimitingThe@MontroseSkye I just re-listened to the podcast. Out of curiosity, what is said that indicates they are talking about poly? My interpretation is they are talking about single crystal hence the m&m analogy ‘smaller m&m’s’. Just trying to figure out what I’m missing here. Thanks!
@MontroseSkye@LimitingThe From PR ‘Nano One’s patented One-Pot process combines all input components-lithium,metals, additives and coatings-in a single reaction to produce a precursor that, when dried and fired,forms quickly into a single crystal cathode material simultaneously with its protective coating
@backstroke_ @Thematicafunds@LithiumIonBull@DKurac@enn_nafnlaus@MorganStanley @NanoOne_NNO Agreed. Very tough to navigate. The industry is moving quickly. Pg 8 of this aritcle explains their ‘one pot process.’ https://t.co/ity5FYvh48 do a google search for $nno One Pot Process you’ll find some video, articles, interviews that explains their manufacturing advantages.
Congratulations to Dr. Heather Denroche from @UBC who has been awarded a $285,000 (USD) postdoctoral fellowship grant by JDRF to examine islet amyloid polypeptide (IAPP) – a hormone produced by pancreatic beta cells and released in response to high glucose. #T1DResearch