Posco Future and LFP cathode business ramp up, supplying 190,000 tons over 6 years to domestic battery makers
New LFP cathode supply ramps for domestic battery manufacturers, increasing availability of battery materials.
Source →The trace
How it reaches your house.
Starting from POSCO Future M Co., Ltd. (formerly POSCO Chemical), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Cathode active material (NMC/LFP/NCA) →supply upCathode active material is a critical input to lithium-ion batteries, so a ramp in LFP cathode supply directly increases battery material availability.
96% confidenceBattery-Grade Phosphoric Acid (LFP Cathode Precursor) →Stands to benefitHubei Xingfa Chemicals Group600141.SS
A ramp in LFP cathode output should pull through more battery-grade phosphoric acid demand, benefiting Hubei Xingfa as an 18% supplier with limited substitutability.
69% confidenceBattery-Grade Phosphoric Acid (LFP Cathode Precursor) →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Lithium-ion batteries
Companies you may own
600141.SSOCP GroupGuizhou Chanhen Chemical CorporationWengfu Group
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