Christopher Kapsch's questions to ALTM leadership • Q4 2023
Question
Asked for the company's visibility on the destocking activity in China and inquired about the evolution of their commercial strategy, particularly whether customer demand for flexibility between hydroxide and carbonate indicates growing momentum for LFP batteries.
Answer
The company has limited visibility into the China destocking situation but notes it doesn't heavily impact their core customer base. The commercial strategy is evolving to meet customer needs, and the demand for carbonate flexibility is indeed driven by the significant adoption of LFP battery technology by OEMs seeking to produce lower-cost EVs.