China to oversee LFP resurgence as it doubles down on EV battery cathode expansions

With the news that Tesla will be using lithium iron phosphate (LFP) cathode cells in standard range Model 3 electric vehicles in China, questions have been raised: what does the future of the cathode market look like?

Tesla’s dominant battery cells are cylindrical and NCA (nickel, cobalt, aluminium) cathode chemistry, which it produces at the Gigafactory 1 in Nevada in partnership with Panasonic.

What also went under the radar in this discussion is that Tesla is moving to