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.

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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!