LFP vs NMC: The Chemistry War
Comparing Lithium Iron Phosphate vs Nickel Manganese Cobalt.
LFP Cycles
3000+
Cycle Life
NMC Range
+20%
Energy Density
Trend
LFP
Mass Market
Executive Summary
LFP is cheap, safe, and lasts forever. NMC is energy-dense and performs better in the cold. The market is splitting based on use-case.
The Range vs. Durability Trade-off
NMC (Nickel Manganese Cobalt) packs pack more energy into a smaller space, making them ideal for long-range luxury cars and trucks. However, they degrade faster if charged to 100%. LFP (Lithium Iron Phosphate) is heavier but can be charged to 100% daily without damage and lasts for a million miles.
The Cobalt Ethics
NMC relies on Cobalt, often mined in ethically challenging conditions in the DRC. LFP is cobalt-free, making it the ethical choice for ESG-conscious corporations. Tesla and Ford are moving entry-level models to LFP for this reason.
Use Case Segmentation
City cars and delivery vans will be LFP. Sports cars and long-haul trucks will be NMC (or Solid State). Understanding this segmentation is key for investors tracking commodity demands. EV.NET provides the granular data needed to model these futures.
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