Component
NMC cathode
Nickel-manganese-cobalt cathode powder. Higher energy, more imported metal.
Criticality
Critical
Unit cost
$22K
Quality
88 / 100
US completeness
2.1
Made in US
4,000 tonnes
Current demand
180,000 tonnes
US exports
320 tonnes
Opportunity score
98.3
Domestic vs international supply
Planned US investment, next 5 years
$2.8B
Expected extra output: 32,000 tonnes per year