Can Cathode Materials Outside China Really Compete on Cost?

Epsilon Advanced Materials founder Vikram Handa discusses the economics of building a competitive battery materials supply chain outside China. We cover why LFP cathode manufacturing may be more of a CapEx game than an Opex game, the case for integrating US lithium refining with LFP production, and why hard carbon could become a key bottleneck for sodium-ion batteries. Follow Epsilon:LinkedIn (Vikram Handa) - https://www.linkedin.com/in/vikram-handa/LinkedIn (Company) - https://www.linkedin.com/company/epsilonadvancedmaterials/X/Twitter (Company) - https://x.com/EpsilonGraphite ___ Chapters (00:00) Epsilon’s Battery Materials Expansion(02:28) Why Epsilon Chose LFP(04:19) Scaling LFP Production In India(08:39) Matching Chinese LFP Performance(10:18) Gen Four LFP Without China(14:42) Customer Qualification And Demand(18:44) De-Risking The LFP Supply Chain(21:57) India’s Cost Advantage Explained(24:45) Integrating Lithium And Cathode Production(29:03) Where LFP Technology Hits Its Ceiling(32:02) Sodium-Ion Demand Drives Hard Carbon(35:50) Hard Carbon Scalability Is Critical(38:13) Can Battery Midstream Scale Outside China? Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13Ben: https://x.com/benjihammond _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein