Nano One Materials (OTC: NNOMF), a battery cathode technology innovator, is strategically positioned to address the accelerating global demand for lithium iron phosphate (LFP) materials beyond China’s borders. Industry projections from Bloomberg New Energy Finance indicate LFP adoption could capture 52% of the total battery cathode market by 2035, with demand outside China poised for a fivefold surge that may surpass Chinese production capacity.
The company’s proprietary One-Pot™ production technology eliminates wastewater generation and dependence on Chinese iron sulphate inputs, offering an environmentally sustainable pathway for localized LFP manufacturing. In its 2025 Global Critical Minerals Outlook, the International Energy Agency spotlighted Nano One among key innovators developing alternative production methods to diversify global battery supply chains.
This strategic alignment comes as G7 nations under Canada’s leadership and the Canada-EU Summit formalize commitments to bolster domestic critical mineral processing infrastructure under the Global Critical Minerals Action Plan, citing urgent needs to reduce geopolitical dependencies in the energy transition.
Positive
- Designation by IEA as strategic innovator for LFP production alternatives
- One-Pot™ technology circumvents wastewater and Chinese material constraints
- Sole operational LFP production facility situated outside Asian continent
- Alignment with G7 and Canada-EU critical mineral independence frameworks
- Market position leverages projected 52% global cathode share for LFP by 2035
Negative
- Commercial licensing agreements yet to be secured
- Intense competition from China’s 95% market control in LFP technologies
- Material sourcing limitations create elevated manufacturing costs versus Chinese peers
07/08/2025 – 03:05 AM
Highlights:
- BNEF forecasts explosive 500% growth in LFP demand outside China by 2035
- Production innovation strategically syncs with G7 and EU critical mineral independence initiatives
- IEA recognition spotlighted in 2025 Outlook as global efforts accelerate supply chain diversification
VANCOUVER, British Columbia / ACCESS Newswire / July 8, 2025 – Nano One® Materials Corp. (TSX:NANO | OTC: NNOMF | Frankfurt:LBMB)
Positioned at the convergence of geopolitics and electrification economics, Nano One Materials Corp. is advancing a transformative approach to lithium-ion battery manufacturing amid mounting global pressure to reshape critical mineral supply chains. Current market dynamics reveal a crucial pivot point: While China controls approximately 95% of existing LFP cathode production, international demand is projected to outpace domestic Chinese capacity within the decade.
“The trillion-dollar electrification opportunity requires fundamental reengineering of how we produce battery materials,” emphasized CEO Dan Blondal. “Our One-Pot™ technology intentionally dismantles historical dependencies—it eliminates wastewater constraints and China’s iron sulphate monopoly while enabling scalable, licensable manufacturing that converts critical mineral policy into commercial reality.”
Market projections underscore the urgency. Bloomberg New Energy Finance anticipates global cathode demand scaling to 5.9 TWh by 2035, with LFP’s market dominance doubling previous forecasts to 52% adoption. Most tellingly, demand outside China shows hockey-stick trajectory—projected to expand fivefold while eclipsing China’s production capacity.
Policy tailwinds amplify the commercial equation. This year’s G7 Global Critical Minerals Action Plan—spearheaded during Canada’s presidency—identified licensing innovation and processing investments as essential to break strategic dependencies. Similar urgency echoed through recent Canada-EU Summit accords prioritizing defense, AI, and energy infrastructure localization. These frameworks align with NATO’s redefined defense spending targets anticipating increased battery demand for security applications.
The International Energy Agency’s 2025 Outlook notes: “China’s 95% control of high-purity manganese sulphate and 75% domination of battery-grade phosphoric acid creates supply vulnerabilities that alternative production methods now seek to address.” It identifies Nano One among a select cohort developing solutions to circumvent concentrated mineral dependencies.
“Policy ambitions require industrial solutions,” Blondal noted, “Our immediate focus rests on translating validation samples into licensing partnerships. Possessing the only operational LFP facility outside Asia positions us to convert regulatory tailwinds into tangible supply chain diversification.”
2 Bloomberg New Energy Finance, 2024 Battery Market Analysis
3 BNEF Electric Vehicle Adoption Long-Term Forecast
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About Nano One®
Cautionary Notes and Forward-looking Statements
Certain information contained herein may constitute forward-looking statements regarding technological development, market positioning, government policy impact, and supply chain evolution. These statements reflect Nano One’s current projections regarding cathode material demand growth, adoption rates of LFP technologies, regulatory developments, and commercial partnership opportunities. Actual outcomes may differ materially due to competitive factors, technology adoption risks, policy implementation, and global economic conditions. Detailed risk factors appear in Nano One’s regulatory filings available at www.sedarplus.ca
SOURCE: Nano One Materials Corp.
View the original press release
FAQ
What market dynamics support Nano One’s position in LFP production?
Global LFP demand is predicted to represent 52% of the total cathode market by 2035, with non-Chinese demand exploding fivefold to exceed China’s production capacity, creating unprecedented opportunity for alternative supply chains.
How does Nano One’s technology disrupt existing LFP production?
The One-Pot™ process fundamentally restructures material flows—eliminating wastewater byproducts and removing dependence on China-controlled iron sulphate sources—enabling geographically flexible manufacturing facilities.
What competitive advantages define Nano One’s market position?
The company possesses the only active LFP production facility operating outside Asia and holds recognition from the International Energy Agency as a strategic innovator in supply chain diversification.
How do government initiatives impact Nano One’s strategy?
The G7 Global Critical Minerals Action Plan and Canada-EU partnerships explicitly target development of non-Chinese processing capacity and aligned technologies, creating direct policy tailwinds.
What challenges remain for Nano One’s commercial prospects?
The company faces China’s entrenched 95% market dominance while navigating complex material economics and advancing initial commercial agreements for its licensed production model.
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