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  "documentTitle": "Freyr | Results Presentation Deck | 19 slides",
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  "presentationDate": "2023-08-01 00:00:00",
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  "notes": "The slide uses stacked bar charts to visualize regional supply/demand balances for LFP batteries.",
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      "kind": "chart",
      "text": "Net LFP import need and export capacity by region: 1.6 and 1.8-degree demand scenarios",
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      "text": "LFP undersupplied globally through 2030 in a 1.6-degree scenario. In 2025, Europe, United States and Rest of World are net importers, with China as the only exporting region. From 2028 and onwards, China is also dependent on increased production to meet demand.",
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      "text": "The US becomes a net exporter of LFP in 2028 in 1.8 DG scenario. This is due to a strong uptick in expected production from the region.",
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      "text": "In the 1.8-degree demand scenario the expected Chinese and American oversupply of LFP cells will cover the global import need until 2028. In 2030 however, the import need is expected to exceed the export potential.",
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      "text": "The differences between the two graphs shows that the supply-demand balances are considerably dependent on the demand development going forward.",
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      "kind": "source-note",
      "text": "Sources: Rystad Energy research and analysis; BatteryCube",
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      "text": "Deep market short for ESS solutions is likely to persist",
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