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Identifying the pinch points in the LFP supply chain

Posted on - 09 Feb 2022

Category - Features

The magnitude of the growth in adoption of LFP batteries in 2021 caught many in the industry by surprise. But certainly now LFP batteries are accepted as a core mass market battery chemistry. Even despite that, when one asks about the supply chain, most people assume that, because the raw materials for LFP are based on iron and phosphate, two very common materials, there will be no problem. But since most industry participants suggested there would be no problem with other battery raw materials, we felt it behoved us to check out the supply chain in more detail. And -...

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Cathode China ESG EU Iron Sulphate LFP Lithium Carbonate Lithium Iron Phosphate North America Phosphate rock Phosphoric Acid Sulphuric Acid US