40,000-ton lithium iron phosphate project lands in Guizhou
A new 40,000-ton LFP project adds battery-material supply capacity in China.
Source →The trace
How it reaches your house.
Starting from Grid-Scale Battery Storage (LFP Lithium Iron Phosphate), 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
Grid-Scale Battery Storage (LFP/Li-ion) →supply upChina already supplies 75% of this input, so a new LFP project in China should materially increase local availability.
92% confidenceGrid-Scale Battery Storage (LFP Lithium Iron Phosphate) →supply upChina already accounts for 73% of this input in the graph, so new Guizhou capacity most directly boosts domestic supply.
88% confidenceGrid-Scale Battery Storage (LFP/Li-ion) →Stands to benefitContemporary Amperex Technology Co. Limited300750.SZ
CATL is a 45%-share user with low substitutability and a long 36-month replacement lead time, so extra LFP capacity should improve its access to this input.
83% confidenceGrid-Scale Battery Storage (LFP Lithium Iron Phosphate) →supply upContemporary Amperex Technology Co. Limited300750.SZ
CATL's 36% share makes it the largest direct beneficiary of more LFP supply, even though substitution is possible.
81% confidenceBattery-Grade Phosphoric Acid (LFP Cathode Precursor) →Stands to benefitChina's added LFP capacity should increase pull on battery-grade phosphoric acid, helping this 15% share supplier.
76% confidenceBattery-Grade Phosphoric Acid (LFP Cathode Precursor) →Stands to benefitChina supplies 65% of this input, so additional domestic LFP capacity should boost demand for Chinese phosphoric-acid supply chains.
74% confidenceGrid-Scale Battery Storage (LFP Lithium Iron Phosphate) →supply upBYD has low substitutability and a 36-month replacement horizon on this edge, so added Chinese LFP capacity should meaningfully improve its input availability.
73% confidenceGrid-Scale Battery Storage (LFP Lithium Iron Phosphate) →supply upGotion High-Tech (Guoxuan High-Tech)
Gotion is exposed to LFP supply on this edge, but its smaller share means the benefit from the new project is more modest.
67% confidenceBattery-Grade Phosphoric Acid (LFP Cathode Precursor) →Stands to benefitHubei Xingfa Chemicals Group600141.SS
A larger LFP buildout should raise demand for battery-grade phosphoric acid, benefiting this 18% share supplier.
67% confidenceBattery-Grade Phosphoric Acid (LFP Cathode Precursor) →Stands to benefitBroader demand growth for battery-grade phosphoric acid should still benefit this 8% share supplier, though less than larger rivals.
63% confidenceBattery-Grade Phosphoric Acid (LFP Cathode Precursor) →Stands to benefitGuizhou Chanhen Chemical Corporation
A local LFP project in Guizhou should lift demand for battery-grade phosphoric acid and benefit this 12% share supplier.
61% confidenceGuizhou Chanhen Chemical Corporation →Prices riseBattery-Grade Phosphoric Acid (LFP Cathode Precursor)
A new LFP project should raise demand for battery-grade phosphoric acid, and Chanhen's 12% market share means that input market should see a moderate price-up effect despite some substitutability.
59% confidenceHop 2
Hubei Xingfa Chemicals Group →Prices riseBattery-Grade Phosphoric Acid (LFP Cathode Precursor)
A 40,000-ton LFP capacity addition should lift demand for battery-grade phosphoric acid, and Xingfa’s 18% share plus 9-month replacement lead time imply tighter pricing for this precursor.
73% confidenceContemporary Amperex Technology Co. Limited →supply upGrid-Scale Battery Storage (LFP Lithium Iron Phosphate)
A new 40,000-ton LFP project should ease the LFP supply bottleneck for CATL's 36%-share grid-scale LFP battery-storage line, supporting higher output availability.
63% confidenceOCP Group →Prices riseHop 3
Phosphate Rock (Sedimentary Apatite) →Prices risePotash and phosphate fertilizers
Phosphate rock is a critical input for potash and phosphate fertilizers, so any tightening in rock availability or higher rock prices transmits directly into fertilizer costs.
73% confidencePhosphate Rock (Sedimentary Apatite) →Stands to benefitOCP is the largest listed supplier on this phosphate-rock node, so tighter demand from the LFP-driven phosphoric-acid chain should lift its sales and pricing.
71% confidenceHop 4
OCP Group →Prices risePhosphate Rock (Sedimentary Apatite)
A larger LFP buildout raises demand for battery-grade phosphoric acid, which would pull harder on OCP's large phosphate-rock feedstock base and lift its price given long replacement times and low substitutability.
69% confidencePotash and phosphate fertilizers →Prices risePhosphate Rock (Sedimentary Apatite)
The added battery-grade phosphoric acid capacity increases demand for phosphate rock, tightening the critical feedstock for phosphate fertilizer production and pushing its cost up.
62% confidenceOCP Group →Delays
Where it lands
What you buy, and what you own.
Goods you buy
Potash and phosphate fertilizers
In the MyPRIA app, this is checked against your own holdings.