Component
Separator film
Microporous polyethylene separator between cathode and anode.
Criticality
High
Unit cost
$9K
Quality
70 / 100
US completeness
5.0
Made in US
2,000 tonnes
Current demand
40,000 tonnes
US exports
160 tonnes
Opportunity score
91.0
Domestic vs international supply
Planned US investment, next 5 years
$1.1B
Expected extra output: 31,000 tonnes per year