5 research titles covering the functional materials that define battery performance — cathode active materials, solid-state electrolytes, liquid electrolyte solvents, and LiPF6 electrolyte salt. These are the materials where chemistry decisions are made and where the highest-value IP in the battery sector resides. Built from primary conversations with materials scientists and process chemists.
Materials covers the functional chemistry layer of the battery cell — the cathode active material (NMC, NCA, LFP, LMFP powders), the electrolyte system (liquid electrolyte solvents and LiPF6 salt for conventional cells, solid electrolyte materials for next-generation cells). These are the materials where performance differentiation, supply concentration risk, and technology transition risk are highest.
Cathode active material market sizing requires distinguishing between cathode powder production capacity and actual output — capacity utilisation in CAM production varies significantly by producer and chemistry. Faradex anchors cathode active material estimates to Umicore, BASF, L&F, and POSCO Chemical annual reports and production disclosures, supplemented by primary conversations with procurement engineers at cell manufacturers who can confirm actual receipt volumes.
Solid-state electrolyte materials are the most technically complex market in the Faradex Sectors. The CAGR of 31.2% for solid-state electrolyte is based on a deliberately conservative commercialisation timeline — incorporating feedback from primary panel members who have worked directly on Toyota, Samsung SDI, and QuantumScape solid electrolyte development programs.
5 specialist titles on cathode active materials, solid-state electrolytes, liquid electrolyte chemistry — the highest-IP layer of the battery value chain.
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