Although off to a slow start in Europe and the US, lithium iron phosphate (LFP) looks certain to be the cathode technology which will dominate mass market electric vehicles going forward. It seems to balance out cost and energy density better than any other technologies currently extant. But most LFP is currently made in China and, with Western governments looking to control their own supply chains, there is considerable focus on building out large amounts of LFP cathode manufacturing capacity in the West. But how viable is it to try and replicate Chinese LFP supply chains in the West, or...
