Article Summary
- Johnson Matthey’s announcement that they intended to leave the battery materials space has caused a huge overreaction in Nano One’s share price.
- North America and Europe offer an incredibly attractive prospect for Nano One’s LFP development program, as the One-Pot process will enable supply chain independence.
- Nano One’s plan to focus on North America and Europe for LFP development meant that it also left Pulead, though with lots of translatable experience.
- Nano One expects to announce its first commercial deal in the first quarter of next year.
