The Ledger
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Frith: Normalized US LFP cell production is 8% costlier than China
“For a LFP cell produced in China, 35 gigawatt hour facility you're looking at around kind of 68 dollars per kilowatt hour. So this isn't kind of optimized for these super low prices that we we're seeing today, but Assumes a kind of LFP material costs of about …”
Frith: Chinese LFP battery cell prices have fallen to $50/kWh
“We've got LFP prices from China down at kind of 50 bucks per kilowatt hour, which is... That, that's at the sell level, yeah. Exactly, that's at the sell level.”
Frith: Chinese turnkey energy storage systems now cost $135/kWh
“At a system level, kind of for a turnkey system, you're looking at something like a 135 dollars per kilowatt hour. So again, kind of crazy low considering that 18 months ago, the average price of a cell was about 135 dollars per kilowatt hour.”
Frith: Chinese battery makers are liquidating expensive stockpiles
“And that's that a lot of the companies in China and the supply chain, cell manufacturers, and material providers had stockpiled material over the last couple of years, particularly when raw material prices were very high. And so they then have that material si…”
Frith: Silicon anodes will eventually beat graphite on cost
“Over the next few years, we're going to see the increasing kind of adoption of silicon materials. And again, some silicon materials, not all, but some silicon materials will give you a Cost advantage over graphite. So on a per kilowatt hour basis, you'll have …”
Frith: Raw materials constitute 70% of LFP battery cell costs
“The operational costs account for somewhere around, kind of, 20% of the total cost of a cell. You've then got roughly 10%, which is, is related to the, kind of, capex, so equipment and plant capex, and then the rest of what you're looking at, kind of, 70% or s…”
Frith: 90% of China's battery capacity was built between 2020 and 2024
“If we go back to 20 20, kind of commissioned capacity in China was about 550 gigawatt hours. By the end of this year you know, if all the kind of projects that are under construction are completed, you'll be looking at about 4.5 TeraWatt hours of capacity. So,…”