Component
LFP cathode
Lithium iron phosphate cathode powder for domestic cell plants.
Criticality
Critical
Unit cost
$14K
Quality
75 / 100
US completeness
6.9
Made in US
15,000 tonnes
Current demand
220,000 tonnes
US exports
1,200 tonnes
Opportunity score
94.5
Domestic vs international supply
Planned US investment, next 5 years
$3.5B
Expected extra output: 63,000 tonnes per year