It may seem unlikely that LFP — cathode chemistry long maligned...

It may seem unlikely that LFP — cathode chemistry long maligned for its poor cold-weather performance and low range — poses a threat to battery recycling efforts. LFP (short for lithium iron phosphate) is undergoing a resurgence thanks to its safety, low cost, and impressive cycle life. The main advantage of LFP lies not in what it has, but what it lacks: nickel and cobalt.

LFP batteries are a remedy for fears of nickel and cobalt shortages. They're cheaper and rely on more abundant materials. For environmentalists persuading drivers to abandon their gas-guzzlers, LFP cars are a lower cost hurdle.

Recent sales figures support the notion of an LFP boom. The share of EVs sold with LFP batteries jumped to 18% of total sales in January, from just 1% a year before. Nickel and cobalt aren't going anywhere, but LFP is taking up more and more space in the market, potentially amounting to sales in the tens of millions by 2030. See the full report at:https://intercalationstation.substack.com/p/lfp-batteries-reveal-recyclers-shaky-foundations