Chart: Global Shifts In EV Battery Chemistry (+ Electric Car Sales Grow 66%) | CleanTechnica
As you can see in the chart (below), NCA batteries grew strong as Tesla scaled up ~5 years ago, but since then, NMC batteries have seen faster growth. NMC batteries are used in most electric cars, while Tesla has continued to prioritize NCA thanks to certain performance and energy density benefits. LiFePo batteries also saw relatively strong growth in recent years, but it should have a weaker ending to the year due to changes in Chinese EV policy. It will be interesting to see what the second half of 2018 looks like.
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