Cell Costs
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Text on page 39
Cell Costs
LMFP & Na-Ion
LMFP & Na-Ion
LMFP cost advantage increases with lithium price. Na-ion cost structure is anode-heavy.
The LMFP-LFP cost difference is more profound in a high lithium price scenario It is also more cost effective to use solid-phase rather than a liquid-phase production route
Na-ion is not yet cost-competitive with Li-ion due to the immature supply chain for hard carbon. This drives up cost of the anode
Short term = 2023 - 2024 | Medium term = 2025 - 2028 | Long term = 2029+
Source: CRU Group [1], [2]
Extracted from the PDF; charts and images may read imperfectly.
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