This is a discussion for potential plays based on the future demand of class I nickel and cobalt in NMC batteries for electric vehicles and energy storage. NMC batteries currently consist of a 1:1:1 ratio of nickel, manganese and cobalt oxide, however future batteries (2025) will approximately consist of 8:1:1 ratio. I will share some companies I am either interested in or have invested in and include information about the companies and reasons why I like them. Please share any companies you have interest investing in with DD and information on the company.
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