Component
Iron phosphate
Iron phosphate precursor for LFP cathodes.
Criticality
High
Unit cost
$2.5K
Quality
65 / 100
US completeness
22.1
Made in US
40,000 tonnes
Current demand
180,000 tonnes
US exports
3,200 tonnes
Opportunity score
77.3
Domestic vs international supply
Planned US investment, next 5 years
$700M
Expected extra output: 70,000 tonnes per year