How soon (we) forget. Initial company A123 was a developed LFP chemistry and actual manufacturing facility in Michigan. The story goes, A123 sunk substantial monies into the manufacturing facility in the “understanding” that GM was going to use substantial amounts of A123 (LFP) batteries in their Chevrolet Volt hybrids. Chevrolet changed (its) mind and went with LG Chem, now LGES battery packs. The slide to oblivion and BK court where A123 was chopped up and Chinese company Wanxiang Group ended up with the “lion’s share” of A123’s IP for pennies on the dollar. Now (supposedly) company ABF (American Battery Factory), Kore Power and LGES have built or are building LFP battery manufacturing in Arizona for several GWh of cells per year. Now the question is “where” does their AAM and CAM supply chains come from? Yeah, battery packs going from $120/kWh to $255/kWh is a losing proposition and unwanted challenge in the years to come. It has been predicted for at least utility scale energy storage, when costs are down to around $20-$50/kWh then energy storage and dispatch will push mechanical generation out of the Peak standby market allowing more coal plants and even natural gas peaker plants to fall into the decommissioning queues.