LFP battery switch drives supply chain changes

摘要

A shift back towards using lithium iron phosphate (LFP) chemistry in electric vehicle (EV) and energy storage batteries is prompting changes in production along the supply chain. LFP was the initial cathode chemistry used in lithium-ion batteries for EVs in China. But consumer reluctance to buy vehicles requiring frequent recharging prompted manufac- turers to switch to using higher-density lithium nickel-cobalt- manganese (NCM) chemistries that can travel further on a single charge. N^Nicole Willing