Factorial Inc.: Mitsui Kinzoku partners with Factorial to scale all-solid-state battery manufacturing
A manufacturing partnership aims to expand all-solid-state battery production capacity, potentially increasing future battery supply.
Source →The trace
How it reaches your house.
Starting from Murata Manufacturing, 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
BASF SE (Battery Materials / Catalysts) →Prices riseCathode active material (NMC/LFP/NCA)
If all-solid-state battery manufacturing scales, BASF’s battery-material output would likely rise, pulling more cathode active material through its supply chain and putting moderate upward pressure on that input market.
37% confidencePOSCO Future M Co., Ltd. (formerly POSCO Chemical) →Shortage riskSynthetic graphite (anode grade)
If POSCO Future M scales battery-materials output under the Factorial partnership, demand for its anode-grade synthetic graphite input tightens, and the effect is amplified by only 5% market share, low substitutability, and a 36-month replacement lead time.
33% confidenceHop 2
Cathode active material (NMC/LFP/NCA) →
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.