Component
LFP cathode
Lithium iron phosphate cathode powder for domestic cell plants. No commercial US plant is running; announced lines are still aimed at about 2028, so supply stays imported.
Criticality
Critical
Unit cost
$14K
Quality
75 / 100
US saturation
0.0
Made in US
0 tonnes
Current demand
220,000 tonnes
US exports
0 tonnes
Opportunity score
74.6
Domestic vs international supply
Planned US investment, next 5 years
$3.5B
Expected extra output: 63,000 tonnes per year