12 Oct 2026 23:06:52 ET │ 9 pages China Battery Materials Flash | Takeaways from ZE Consulting LFP cathode and FePO4 conference CITI'S TAKE We attended the LFP cathode and FePO4 conference held by ZE Consulting on 13th Oct. Mr. Alfred Hu, Founder of ZE Consulting, presented at the conference. The 4th generation LFP cathode capacity is expected to be 1.8mntpa in YE2026E, covering 20% of total capacity, and will increase to 3.8mntpa in YE2027E, covering 30% of total capacity. ZE expects 4th generation LFP cat ...

16 Oct 2026 04:25:34 ET │ 8 pages We attended FePO4 (FP) presentations at the conference held by ZE Consulting on 14th Oct. Mr. Yu Saiqiang, Market Research Manager of Hunan CNGR New Material, and other industry experts presented and attended the meetings. Below are our takeaways from Mr. Yu's presentation. Output – China FP output was 3,166kt in 8M26, +61.5% YoY, and the capacity utilization ratio has been higher than 80% since Jun 2026. The FP output using ammonium method and iron method covers 59% and 27 ...