A recent report from S&P Global Commodity Insights argues that, thanks to leaping lithium prices, LFP may be losing its cost advantage.
, used in vehicles that require high energy density, while LFP and other cobalt-free chemistries such as LNMO will move into the mainstream.argues that, thanks to leaping lithium prices, LFP may be losing its cost advantage.prices for all the key battery materials
Furthermore, the lack of lithium is likely to last. Research from S&P indicates that, assuming all the lithium projects currently in the pipeline come online on schedule, there could still be a shortfall of some 220,000 metric tons — or about 12% of projected demand — by 2030. LFP now offers “a smaller discount than you would expect” versus NCM, “and once you throw in performance factors it is a more difficult decision that it would have been,” one cobalt hydroxide seller told S&P. “You might want to give away some performance for cost, but it isn’t much cheaper these days.”
Some are as bullish on LFP as ever. Tim Poor, the President of Advanced Cell Engineering, a Florida-based firm that’s working on LFP and LM:FP chemistries, points out that cost isn’t the only selling point. “Safety is a key contributor as well, as LFP batteries don’t carry the same risk of causing a fire as does NMC technology,” he told me. LFP may also be catching up in terms of energy density. “Today’s LFP has [specific energy] of about 160 Wh/kg compared to the 260 Wh/kg of NMC,” says Poor.
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