ReqoData
Battery Materials 2026Updated

List of Cobalt-Free Battery Cathode Material Producers

A comprehensive database of companies producing cobalt-free cathode materials including LFP, LMFP, sodium-ion, and NMx chemistries. Identify and compare suppliers to diversify your cathode supply chain beyond cobalt-dependent formulations.

Available Data Fields

Company Name
Cathode Chemistry
Headquarters
Annual Production Capacity
Product Form
Target Applications
Key Customers
Certifications
Expansion Plans
Contact Email
Website

Data Preview

* Full data requires registration
CompanyChemistryHeadquartersCapacity
Shenzhen DynanonicLFP (Nano)Shenzhen, China265,000 t/yr
AleeesLFPTaoyuan, Taiwan2,500 t/yr
SVOLT EnergyNMx (Cobalt-free)Changzhou, ChinaNot disclosed
Mitra ChemLFPMountain View, USAScaling up
Gotion High-TechLFP / LMFPHefei, China200,000 t/yr

100+ records available for download.

* Continue from free preview

Cobalt-Free Battery Cathode Materials: A Rapidly Expanding Supply Landscape

The shift away from cobalt in lithium-ion battery cathodes is no longer an aspiration — it is a commercial reality reshaping the global battery supply chain. Driven by cobalt price volatility, ethical sourcing concerns in the DRC, and the push for supply chain localization, cathode producers worldwide are scaling cobalt-free chemistries at an unprecedented pace.

Dominant Cobalt-Free Chemistries

LFP (Lithium Iron Phosphate)
The most mature cobalt-free cathode, now commanding over 40% of the global EV battery market. Chinese producers dominate, but manufacturing is expanding into the US, Europe, and Southeast Asia.
LMFP (Lithium Manganese Iron Phosphate)
The next-generation evolution of LFP, offering 15-20% higher energy density while retaining cost and safety advantages. CATL, Gotion, and Dynanonic are commercializing LMFP at scale.
NMx (Nickel-Manganese, Cobalt-Free)
Pioneered by SVOLT, NMx replaces cobalt with manganese in high-nickel cathodes. Series production began in 2021 at the Jintan facility in China.
Sodium-Ion Cathodes
Entirely free of both cobalt and lithium, sodium-ion cathodes (Prussian white, layered oxides) are entering commercial production from companies like HiNa Battery and CATL.

Geographic Diversification Underway

While China currently produces over 90% of global LFP cathode material, policy incentives such as the US Inflation Reduction Act and EU Critical Raw Materials Act are catalyzing non-Chinese production capacity:

RegionNotable Projects
United StatesMitra Chem (Michigan), ICL Group with Aleees technology (St. Louis), Gotion (Illinois)
EuropeICL-Dynanonic JV (Spain), IBU-tec (Germany), Morrow Batteries (Norway)
Asia-Pacific (non-China)Aleees (Taiwan), Epsilon Advanced Materials (India)

What Buyers Should Know

Procurement decisions in this space hinge on more than just price per ton. Battery cell manufacturers evaluating cobalt-free cathode suppliers should assess particle morphology and size distribution, electrochemical performance consistency across batches, capacity to scale alongside your production ramp, and compliance with IRA or EU battery passport requirements. The market remains supply-constrained for non-Chinese sources, making early supplier engagement critical for securing long-term offtake agreements.

Frequently Asked Questions

Q.What cathode chemistries are covered in this dataset?

The dataset covers all major cobalt-free cathode chemistries: LFP (lithium iron phosphate), LMFP (lithium manganese iron phosphate), NMx (nickel-manganese without cobalt), sodium-ion cathodes (Prussian white, layered oxides), and other emerging cobalt-free formulations.

Q.How is production capacity data obtained?

Capacity figures are gathered from publicly available sources including company press releases, regulatory filings, and industry reports. At the time of your request, our AI crawls the web for the latest disclosed capacity data. Non-public or internal capacity figures are not included.

Q.Can I filter by suppliers that qualify under the US Inflation Reduction Act?

Yes. You can specify IRA eligibility or domestic content requirements as a filter condition, and the dataset will identify producers with manufacturing facilities in IRA-qualifying countries based on publicly available information.

Q.How current is the supplier information?

Data is collected in real-time by AI when you submit your request, crawling public web sources for the latest company information. This is not a static database — each request generates a fresh dataset from current public sources.

Q.Does the dataset include sodium-ion cathode producers?

Yes. Sodium-ion cathode producers are included as they are inherently cobalt-free. You can filter specifically for sodium-ion chemistry if needed.