Lithium Iron Phosphate Cathode Material Production
📈 Market & Timing
We're at the perfect inflection point - there's never been a better time to build this plant
Tesla and other major US battery manufacturers are desperate for domestic suppliers - we'll solve this critical bottleneck
We already have massive order backlogs waiting for us to switch on production
The US government is throwing unprecedented financial support at us through IRA and BRI - they want this to happen
Day one profitability with 50% net margins - this is an insane ROI opportunity you won't find anywhere else
🏅 Competitive Advantages
We've assembled America's most battle-tested LFP engineering team - 5 successful global projects and counting
Our technology is generations ahead of both US and global competitors
Our Texas location gives us a massive energy cost advantage - the economics are compelling
We're going hardcore on automation - robots handle transportation, minimizing labor costs while maximizing safety
Two-phase implementation: First phase focuses on material mixing and sintering, scaling from 10,000 to 50,000 tons, creating exponential returns as we scale
Huge Domestic Demand in USA
Battery and Material Supply Analysis
Battery Demand Forecast (GWh)
3702025
4602026
6002027
7752028
LFP Cathode Material Supply (kton)
77.5
12.5
2025
105
30
2026
120
60
2027
145
105
2028
Imports
Domestic
•Explosive Demand Growth: US battery demand projected to surge from 370GWh to 775GWh by 2028
•Critical Supply Gap: Domestic LFP production remains minimal, starting at just 12.5kton in 2025
•Import Dependency: China dominates supply chain with 77.5kton imports in 2025, growing to 145kton by 2028