I think they can probably win the energy storage game when scaled. I know the voltage range is a serious issue but I am guessing CATL itself might want to divert LFP/ LMFP chemistries to vehicles and use this for energy storage.
People are probably oversimplifying some costs (like 10-20$/kwh material costs) while at the same time underestimating the fact that if it can be delivered internationally at < 60$/kwh in the long run, it is a win for energy storage.
For some reasons I have never seen LFP in storage projects going below 200-300$/kwh all costs considered even though cell/pack costs claim in China have always been 50-60$/kwh
People are probably oversimplifying some costs (like 10-20$/kwh material costs) while at the same time underestimating the fact that if it can be delivered internationally at < 60$/kwh in the long run, it is a win for energy storage.
For some reasons I have never seen LFP in storage projects going below 200-300$/kwh all costs considered even though cell/pack costs claim in China have always been 50-60$/kwh