U.S. LFP demand and the supply gap

U.S. battery demand is projected to surge from roughly 370 GWh to 775 GWh by 2028, while domestic LFP production remains minimal — starting near 12.5 kton in 2025 in project-material estimates.

Imports fill the gap. China dominates the supply chain, with imports into the U.S. estimated at 77.5 kton in 2025, growing toward 145 kton by 2028.

These are market-analysis projections from project materials, not IET measurements. They describe the opportunity a domestic plant would serve.