Battery cathode composition: LFP, NMC or NCA? A three-way war

FuturENERGY December 2021-January 2022

Composición del cátodo de las baterías: ¿LFP, NMC o NCA?, una guerra a tres bandas

Given the clear commitment of major automakers to electrify their fleets, the next big step is to find the best technological alternative to make this plan feasible in the short- and longterm, considering both the chemical composition and the cell format. To achieve this, the different battery technology suppliers are working on several development lines to find the solution that best meets the challenges posed by the automotive industry (as well as others related to stationary applications), to adopt new energy storage solutions in their products.

It seems that the industry’s great expectations are placed on solid-state batteries. However, we will have to wait until the second half of this decade for this promising new generation of batteries to be widely adopted by the industry. Therefore, in parallel, and with an eye on the short-term, the major manufacturers are looking for the best solutions based on conventional lithium-ion technologies.

As far as the cathode composition is concerned, there is still no clear commitment by industry to one technology or another, and each manufacturer has its own bet. In fact, there are three main candidates to lead the market in the coming years, according to their potential and final application.

Roberto Pacios
Technology Coordinator of the Electrochemical Energy Storage at CIC energiGUNE

Iñigo Careaga
BCARE Business Analyst