中國LFP電池的壟斷地位，是因為核心專利擁有者的consortium免費給了中國的許可，條件是隻在中國銷售。

“China’s dominance in LFP battery production in part relates to a series of key LFP patents, which are managed by a consortium of universities and research institutions. This consortium came to an agreement with Chinese battery makers a decade ago under which the manufacturers would not be charged a licensing fee providing that the LFP batteries were used only in Chinese markets.”

可能他們當時認為，大錢在NCA裏，不在LFP裏。LFP專利反正有效期也不長了。正如我說，主要是中國賭對了市場。

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