An increasing urgency in the battery sector
Industry professionals are already exploring alternative approaches.
“First graphite, then LFP, there are more joining the ban list,” says Qianran He, Investor at TDK.
“It’s a long game but we need to take the actions now, to invest in alternative innovations like sodium ion batteries or novel Li processing methods.”
Meanwhile, companies like Integrals Power are positioning themselves to address these challenges.
“Now is the time to react,” says Benham, “or else we have to forget about affordable domestic supply chains for the BEV and mass EV transition.”
So far, Integrals Power has developed a pilot plant capable of producing 20 tons of LFP cathode material annually, using raw materials sourced from Europe and North America.
This approach could help create more robust, sustainable and transparent battery supply chains.
