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Supply Chain: Recycling & Secondary Markets

…s | Second Life Second-Life Market Is Growing, Although It Is Challenged by Very Low Cost of New LFP Batteries ● Moment Energyʼs Luna becomes first repurposed BESS to achieve all key safety ● LG Energy Solution has built and is operating an SL BESS in Ochang, SK milestones …

Software / AI

… the physics of LFP chemistry and the economics of large-format cells. of decomposition gases - offer a time window of 5 to 20 minutes before fire occurs. …

History

…2015 INDUSTRY CATL split from ATL to focus fully on EV BYD's LFP battery plant obtained ISO/TS Wanxiang acquired bankrupt A123 Systems Backed by supportive policies and Tesla's batteries; helped it invest early in larg…

History

… Tesla used Chinaʼs 2018 policy opening to build Gigafactory BYD launched LFP Blade Cell with a cell-to-pack design that become the world's largest EV battery manufacturer by Shanghai and worked with local suppliers like CATL to become s…

History

…gy iteration: Semi-solid/solid-state, LMFP/Mn-rich chemistries, and SIB commercialize more quickly; LFP and NCM remain dominant for EVs, while LFP leads in stationary storage. Frontier Apps Beyond EVs: Surging demand from AI Hardware, Humanoid Robots, and Low-altitude Mobility (eVT…

History

… Immature Ready Core NiMH/ Lead-acid Early LFP & LFP Power High-nickel NCM811 Storage-specific LFP CTC/CTP Systems Industrial Recycling Recycled Technologies Small Li-ion 3C NCM111 Power …

Policy Landscape

…a's implementation of Suspended the MIIT mandates carbon update adding LFP and LFMP mandatory CCC China High-Quality Development export controls on key implementation of the declarations for batteries 2 battery prepara…

Policy Landscape

…anies are in a concerted effort with their peers to get on board with anti-involution efforts, e.g. LFP CAM producers, while others remain in hyper-competitive segments of the supply chain. Source: Content & analysis provided by CRU Group Distinguished Partner). For more information, visit cru…

Talent & Ecosystem Maturity

… leveraging mineral wealth and green energy. By 2025, effective capacity reached 1.7 TWh, driven by LFP dominance and vertical integration. Supported by "Double Carbon" policies, the industry now moves high-energy production …

Supply Chain

…hina's battery materials segment is marked by rapid consolidation and technology-driven divergence. LFP cathodes dominate shipments, given their dominant position in domestic EVs and ESS, while ternary materials continue to lose share. Anodes and separators are highly concentrated, …

Supply Chain

CHINA Supply Chain | Midstream Chinaʼs Industry for Cathode Materials I - LFP DOMESTIC MARKET SHARE TOP 5 2025 H1 CHINESE SHARE OF GLOBAL MARKET CAPACITY EXPANSION 10K TONS Core Competiti…

Supply Chain

CHINA Supply Chain | Midstream Chinaʼs LFP Cathode Producers Still Face Poor Margins amid Overcapacity Compared to battery and lithium producers, whose margins are widely dispersed, almost all LFP producers are struggling to break even, even…

Supply Chain

…ompanies have achieved breakthroughs in Although the NCM cathode market is being squeezed by LFP, it still holds an important position in the high-end EV battery high-nickel and high-voltage mid-nickel technology. These sector. Innovations and added value continue to increase under the tren…

Supply Chain

… China's cathode material industry has formed the world's most complete product system. In H1 2025, LFP accounted for 77% of diversified product matrix including LFP, NCM, LCO, and total cathode material shipments, with NCM making up about 20%. This diversified portfolio allows Chinese companies…

Supply Chain

…L production scale. and BYD have the largest global production scale, while leading in LFP, Blade Battery, and CTP technologies. CATL leads with 38% market share, with BYD following at 28%, together accounting for 66% of the market. The top five Chinese enterprises are also activ…

Supply Chain

…ry enterprises have become the world's largest energy storage battery manufacturers. 2024 global LFP battery technology, with obvious cost advantages. energy storage battery capacity was approximately 500 GWh, with Chinese enterprises accounting for over 90% capacity. CATL, Leading enterp…

Supply Chain

… Industry Overview Chinese EV battery enterprises lead globally in LFP, Blade Chinese power battery enterprises have become the world's largest power battery manufacturers. 2024 global EV battery Battery, CTP technology. Leading enterprises like CATL and capacity…

Supply Chain

…ct in Indonesia; ● Key Projects: Chinese suppliers for Saudi Arabia's Red Gotionʼs LFP plant in Vietnam for VinFast; Huayou's material Sea & Bisha giga-storage projects; Gotion & CNGR JVs in South Korea. building a battery hub in Morocco for EU/US markets.…

Technology Innovation

CHINA Technology Innovation | LFP Cathode Technology 4th Generation LFP Has Far-reaching Impacts LFP cathode continues to improve in hands of Chinese innovators. It is now in its 4th generation and constitutes a technological bre…

Technology Innovation

…gh aluminum doping. Market & Application Forms a "duopoly" with lithium iron phosphate LFP, but their market shares Cost-Effectiveness: After subsidy phase-outs, LFP made a strong comeback in Diversification fluctuate. NCM focuses on high-end passenger vehicles and long-r…