Brief Analysis of Production Changes in China's Phosphorus-Based New Energy Materials, 2025

Key takeaways: Rapid growth: LFP cathode materials (+60%), iron phosphate (+67%), and LiPF6 (+38%) saw significant production expansion, reflecting strong demand from power batteries and energy storage. New-type materials such as LMFP and composite sodium iron phosphate grew by over 90%, entering the commercialisation phase. Solid-state battery lag: P₂S₅ production remained stable at 60,000 mt, up only 11.62%, indicating that sulphide solid-state batteries are still in the R&D stage and large-scale industrialisation will take time. The new energy transformation of phosphorus chemicals is accelerating, but volume breakthroughs for next-generation materials are yet to come.

From 2024 to 2025, phosphorus-based chemical products closely linked to the new energy industry generally exhibited rapid growth.

Among them, cathode material and precursor iron phosphate (+67.17%) and LFP (+60.06%) posted the most significant increases, directly reflecting strong demand for LFP cathode materials from the power battery and ESS sectors. Raw materials industrial-grade MAP and purified wet process phosphoric acid grew by 36.28% and 23.19% respectively. As key phosphorus sources for LFP, their growth was broadly in line with the downstream expansion pace. LiPF6 grew by 38.07%, corresponding to the continued expansion of the electrolyte market. Although LMFP and composite sodium iron phosphate had relatively small bases, their growth rates were extremely high (exceeding 90% and 350% respectively), indicating that new-type cathode materials (blended ternary, sodium-ion battery) are entering the commercialisation phase. Solid-state battery side, P₂S₅ production remained stable at around 60,000 mt over the two years, increasing by only 11.62%. As a core raw material for sulphide solid electrolytes (e.g., LPSC), P₂S₅ production did not experience explosive growth, suggesting that sulphide all-solid-state batteries are still in the R&D or pilot-scale stage and have yet to generate large-scale industrialisation demand. Additionally, the growth of P₂S₅ applications in traditional industries was limited. Overall, phosphorus chemicals are accelerating their shift towards the new energy sector, while large-scale volume ramp-up of next-generation battery materials will still take time.

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