North American phosphate material from sedimentary deposits is laden with heavy metals such as cadmium, uranium.
Current phosphate process methods geared to fertilizer industry.
Sedimentary deposits not feasible for the LFP battery industry as only a small portion can be refined up to ultra pure phosphoric acid and, even so, large radioactive slag piles are created.
Consistent Supply Source Integrated into R&D/Manufacturing
North American LFP battery industry needs to close the gap on Asian leading global producers through advanced R&D and ESG mandate.
Asian processes cannot be easily replicated in North America because they are banned environmentally.
North American LFP producers will need dedicated, traceable, supply of high purity critical phosphate battery material to integrate directly into their R&D functions and manufacturing processes.
Dedicated North American Phosphate Supply
Most of North American phosphate material is dedicated to vertically integrated fertilizer applications in an already tight supply.
Foreign phosphate supply comes from unstable regions such as Russia, North Africa and the Middle East.
North American LFP battery industry requires production of the highest purity, ESG-compliant, ethically sourced phosphate material from a clean phosphate source that can easily produce an abundant amount of pure phosphoric acid.
Requires a source of phosphate battery material that is consistent, secure, traceable, R&D-driven, supply chain integrated.
US government EV credits require 40% of EV battery materials to be sourced in the US or in aligned free trade countries. Requirement rises to 80% by 2027.
LFP Value Chain Starts with a High Purity Mining Source
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