manufactured · input
Utility-scale lithium iron phosphate (LFP) battery systems (typically 2–4 hour discharge) used for frequency regulation, renewable firming, and peak shaving. China supplied ~75% of a 1 TWh global battery market in 2024. CATL (45% of Chinese EV battery market) and BYD are the dominant cell manufacturers. LFP cathode chemistry avoids cobalt but remains China-dependent for cell manufacturing.
4
Source countries
1
Companies
1
Goods affected
0
Claims on record
What depends on it
1 essential American goods rely on grid-scale battery storage (lfp/li-ion) somewhere upstream in their supply chain.
Where it comes from
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| CNChina | 75% |
| KRSouth Korea | 10% |
| USUnited States | 10% |
| XXOther | 5% |
Who makes it
1 company produce grid-scale battery storage (lfp/li-ion).
World's largest EV and grid storage battery maker. 45% share of Chinese EV battery market in 2024; dominant LFP grid storage manufacturer. Has US supply relationships via Ford, BMW; building factory in Michigan via LRS JV (subject to political uncertainty).
