ReqoData
Battery Materials 2026Updated

List of Cathode Active Material and Battery Precursor Suppliers

Directory of global CAM and pCAM suppliers serving EV battery cell manufacturers, covering NMC, LFP, NCA, and LCO chemistries with production capacity, facility locations, and customer partnerships.

Available Data Fields

Company Name
Headquarters
Cathode Chemistry
Product Type
Annual Capacity (tons)
Production Facilities
Key Customers
Certifications
Battery Application
Founded Year

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Company NameHeadquartersCathode ChemistryAnnual Capacity (tons)
POSCO Future MSeoul, South KoreaNMC, LFP271,000
Ronbay TechnologyNingbo, ChinaNMC (High-Nickel)250,000
UmicoreBrussels, BelgiumNMC100,000
Sumitomo Metal MiningTokyo, JapanNMC (High-Nickel)84,000
Ascend ElementsWestborough, MA, USANMC, LFP (Recycled)30,000

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Cathode Active Material and Battery Precursor Supplier Landscape

Cathode active materials (CAM) and their precursors (pCAM) account for roughly 40% of lithium-ion battery cell costs, making supplier selection one of the most consequential decisions in EV battery supply chain management. The market is dominated by Asian producers, with China supplying nearly 90% of global CAM output as of 2024, though significant capacity buildouts in Europe and North America are reshaping the competitive landscape.

Market Structure by Chemistry

Chemistry2024 Market SharePrimary ApplicationKey Producers
LFP~56%Standard-range EVs, ESSHunan Yuneng, Dynanonic, BYD
NMC (High-Nickel)~30%Long-range EVsRonbay, Umicore, EcoPro, Sumitomo Metal Mining
NCA~8%Performance EVsSumitomo Metal Mining, BASF
LCO~6%Consumer electronicsXTC New Energy, Umicore

Regional Capacity Shifts

While China remains dominant, IRA subsidies and the EU Critical Raw Materials Act are driving new Western capacity. Notable projects include:

North America
POSCO Future M–GM joint venture in Quebec (30,000 t/yr), Ascend Elements in Kentucky (recycled pCAM), and Western CAM in Maine (LFP/LMFP).
Europe
Umicore pCAM plant in Finland (20,000 t/yr), BASF Schwarzheide CAM plant in Germany, and the Orano–XTC joint venture near Dunkirk, France.

Precursor (pCAM) Supply Chain

pCAM production — the conversion of refined nickel, cobalt, and manganese sulfates into mixed hydroxide or carbonate precursors — is a critical bottleneck for non-Chinese producers. Key pCAM specialists include CNGR Advanced Material (China, 300,000+ t/yr), Umicore (Finland and China), Kansai Catalyst (Japan, technology licensor to Positive Materials in Canada), and Metso (turnkey pCAM plant engineering).

Emerging Trends

  • Manganese-rich cathodes: Umicore targets commercial HLM CAM production by 2026, promising higher energy density at lower cost than current NMC.
  • Sodium-ion cathodes: XTC New Energy and several Chinese producers are scaling Prussian blue and layered oxide cathodes for low-cost ESS applications.
  • Closed-loop recycling: Ascend Elements and Redwood Materials are producing battery-grade pCAM from recycled black mass, reducing reliance on mined feedstock.

Frequently Asked Questions

Q.What cathode chemistries are covered in this dataset?

The dataset covers all major lithium-ion cathode chemistries: NMC (including 111, 523, 622, 811, and 9½½ variants), LFP, NCA, LCO, LMFP, and emerging sodium-ion cathode materials. Each supplier entry specifies which chemistries they produce at commercial scale.

Q.Does the data include pCAM suppliers or only finished CAM?

Both. The dataset includes pure pCAM producers (e.g., mixed hydroxide and carbonate precursor manufacturers), vertically integrated CAM producers that make their own precursors, and companies offering both as separate product lines.

Q.How is production capacity data sourced?

Capacity figures are gathered from public sources including company press releases, investor presentations, regulatory filings, and industry reports. They reflect announced nameplate capacity, which may differ from actual utilization rates.

Q.Can I filter for suppliers with Western production facilities?

Yes. You can specify region-based criteria such as North American or European production sites. The dataset includes facility locations for each supplier, so you can identify companies with local manufacturing to meet content requirements under IRA or EU CRMA regulations.

Q.How current is this supplier data?

When you request the dataset, our AI crawls public web sources in real time to compile the latest available information. This is not a static database — data is freshly collected at the time of your request, reflecting the most recent publicly available capacity announcements and facility updates.