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Somebody needs to make large lithium-iron phosphate batteries in the US. A123 does, but they are China-owned. Anyone know if this American Battery Factory comp

Somebody needs to make large lithium-iron phosphate batteries in the US. A123 does, but they are China-owned. Anyone know if this American Battery Factory company is going to deliver?[1] They have the same street address as Lion Energy, which seems to be an importer of battery packs and inverters. Street View shows a small startup space. Back in 2022, they announced they would have a new factory on line in two years. Three years later, no factory. [1] https://americanbatteryfactory.com/ https://americanbatteryfactory.com/ [2] https://www.energy-storage.news/us-gigafactory-startup-abf-claims-first-3gwh-lfp-making-facility-can-be-online-in-two-years/ https://www.energy-storage.news/us-gigafactory-startup-abf-c...

philipkglass 1y ago
One Next Energy does: ONE said yesterday (15 May) it was launching US-manufactured 314Ah lithium iron phosphate (LFP) cells, an ‘Aries Grid Module’, and a battery management system (BMS), all designed for the battery energy storage system (BESS) market. "ONE Launches U.S. Manufactured Grid Products: LFP Cells, Modules and Battery Management Systems" https://one.ai/one-launches-u-s-manufactured-grid-products-lfp-cells-modules-and-battery-managem https://one.ai/one-launches-u-s-manufactured-grid-products-l... https://one.ai/manufacturing https://one.ai/manufacturing In October 2023, the first LFP cells rolled off ONE’s 10 MWh customer validation line at ONE Circle in Van Buren Township, Michigan. In April of 2023, we started producing Aries LFP modules at Piston Automotive, also in Michigan.
andyferris 1y ago
Tesla Powerwall 3 is LFP - do they make that in the US? (I'm not sure if you call it large but Tesla also does large installations).
- Animats 1y ago
  Oh, good. Big lithium ion batteries in wooden garages were never a good idea. How does pricing compare to BYD and CATL?
  - anamexis 1y ago
    I'd imagine by the time you have a lithium ion fire, it really doesn't matter what the structure is made of.
  - toomuchtodo 1y ago
    CATL's sodium chemistry (Naxtra) is anticipated to be ~$50/kWh at scale. Faster charge/discharge capability, ~3x cell lifecycle longevity, reliable cold performance (@ ~-30C), sodium abundance vs lithium, lower risk of thermal runaway; weight and density are non issues in this application. https://www.catl.com/en/news/6401.html https://www.catl.com/en/news/6401.html https://electrek.co/2025/04/21/catl-unveils-ev-battery-charges-as-fast-as-pumping-gas/ https://electrek.co/2025/04/21/catl-unveils-ev-battery-charg... https://www.ess-news.com/2024/11/28/new-sodium-ion-developments-from-catl-byd-huawei/ https://www.ess-news.com/2024/11/28/new-sodium-ion-developme...
    - ortusdux 1y ago
      I'd pour a slab and have a shed sized battery delivered if the $/kwh and cell longevity was favorable enough.
      - toomuchtodo 1y ago
        Keep your wallet close, that time is rapidly approaching. Global demand for energy storage at this price and scale is voracious, and supply is spinning up to meet it. https://about.bnef.com/blog/china-already-makes-as-many-batteries-as-the-entire-world-wants/ https://about.bnef.com/blog/china-already-makes-as-many-batt... https://www.iea.org/commentaries/the-battery-industry-has-entered-a-new-phase https://www.iea.org/commentaries/the-battery-industry-has-en... https://www.energy-storage.news/global-bess-deployments-soared-53-in-2024/ https://www.energy-storage.news/global-bess-deployments-soar... https://rhomotion.com/news/global-bess-deployments-surpass-expectations-in-2024/ https://rhomotion.com/news/global-bess-deployments-surpass-e...
        toomuchtodo 1y ago
- conradev 1y ago
  They assemble them in the US, but they import the cells from China. Panasonic does make Lithium-ion cells in the Gigafactory, but only ones with Nickel chemistry. Tesla does not make its own cells, but they've collaborated closely with Panasonic to do things like create a new cell size (2170).
  - p_d_r 1y ago
    They do make _some_ of their own cells (4680) in Texas. But those do go into cars, not stationary storage.
    - conradev 1y ago
      Did not know that! Old article, but: > However, in the nearly four years since the 4680 battery was unveiled in 2020 and began mass production at the end of 2023, companies like CATL and BYD have reduced battery costs to RMB 0.4/Wh. Even if Tesla meets its cost reduction target by the end of this year, according to multiple engineers and industry insiders, the cost of 4680 batteries may still range between RMB 0.8-1/Wh, which is twice that of CATL and BYD batteries. Moreover, the safety, cycle life, and charging speed of this battery are weaker than mainstream batteries. https://m.energytrend.com/news/20240628-47693.html https://m.energytrend.com/news/20240628-47693.html Sounds like intense competition!
      - AtlasBarfed 1y ago
        Battery day was a total failure. The future of EV transport is either ultra cheap sodium ion /lfp or ultra dense sulfur /solid state. Tesla's entire battery manufacturing/packaging advantage lead is gone and is probably a legacy disadvantage, or will be soon. If 200 wh/kg is reached by sodium ion, that is a 300ish mile car with no cobalt, nickel, or lithium that should be fundamentally cheaper than an ICE. It also should enable a dirt cheap 200ish city car or a cheap 40-60 mile Phev. Even if the CEO didn't destroy the brand with Nazi salutes, Teslas days as a high margin car maker were over. The stock price is unhinged from reality in an unprecedented manner.
deleted 1y ago
[deleted]
mensetmanusman 1y ago
A123 started out of mit. Who cares if China invests in it.
JumpCrisscross 1y ago
LMR looks like a better fit for the American market.

philipkglass 1y ago

One Next Energy does: ONE said yesterday (15 May) it was launching US-manufactured 314Ah lithium iron phosphate (LFP) cells, an ‘Aries Grid Module’, and a battery management system (BMS), all designed for the battery energy storage system (BESS) market. "ONE Launches U.S. Manufactured Grid Products: LFP Cells, Modules and Battery Management Systems" https://one.ai/one-launches-u-s-manufactured-grid-products-lfp-cells-modules-and-battery-managem https://one.ai/one-launches-u-s-manufactured-grid-products-l... https://one.ai/manufacturing https://one.ai/manufacturing In October 2023, the first LFP cells rolled off ONE’s 10 MWh customer validation line at ONE Circle in Van Buren Township, Michigan. In April of 2023, we started producing Aries LFP modules at Piston Automotive, also in Michigan.

andyferris 1y ago

Tesla Powerwall 3 is LFP - do they make that in the US? (I'm not sure if you call it large but Tesla also does large installations).

Animats 1y ago
Oh, good. Big lithium ion batteries in wooden garages were never a good idea. How does pricing compare to BYD and CATL?
- anamexis 1y ago
  I'd imagine by the time you have a lithium ion fire, it really doesn't matter what the structure is made of.
- toomuchtodo 1y ago
  CATL's sodium chemistry (Naxtra) is anticipated to be ~$50/kWh at scale. Faster charge/discharge capability, ~3x cell lifecycle longevity, reliable cold performance (@ ~-30C), sodium abundance vs lithium, lower risk of thermal runaway; weight and density are non issues in this application. https://www.catl.com/en/news/6401.html https://www.catl.com/en/news/6401.html https://electrek.co/2025/04/21/catl-unveils-ev-battery-charges-as-fast-as-pumping-gas/ https://electrek.co/2025/04/21/catl-unveils-ev-battery-charg... https://www.ess-news.com/2024/11/28/new-sodium-ion-developments-from-catl-byd-huawei/ https://www.ess-news.com/2024/11/28/new-sodium-ion-developme...
  - ortusdux 1y ago
    I'd pour a slab and have a shed sized battery delivered if the $/kwh and cell longevity was favorable enough.
    - toomuchtodo 1y ago
      Keep your wallet close, that time is rapidly approaching. Global demand for energy storage at this price and scale is voracious, and supply is spinning up to meet it. https://about.bnef.com/blog/china-already-makes-as-many-batteries-as-the-entire-world-wants/ https://about.bnef.com/blog/china-already-makes-as-many-batt... https://www.iea.org/commentaries/the-battery-industry-has-entered-a-new-phase https://www.iea.org/commentaries/the-battery-industry-has-en... https://www.energy-storage.news/global-bess-deployments-soared-53-in-2024/ https://www.energy-storage.news/global-bess-deployments-soar... https://rhomotion.com/news/global-bess-deployments-surpass-expectations-in-2024/ https://rhomotion.com/news/global-bess-deployments-surpass-e...
      - toomuchtodo 1y ago
conradev 1y ago
They assemble them in the US, but they import the cells from China. Panasonic does make Lithium-ion cells in the Gigafactory, but only ones with Nickel chemistry. Tesla does not make its own cells, but they've collaborated closely with Panasonic to do things like create a new cell size (2170).
- p_d_r 1y ago
  They do make _some_ of their own cells (4680) in Texas. But those do go into cars, not stationary storage.
  - conradev 1y ago
    Did not know that! Old article, but: > However, in the nearly four years since the 4680 battery was unveiled in 2020 and began mass production at the end of 2023, companies like CATL and BYD have reduced battery costs to RMB 0.4/Wh. Even if Tesla meets its cost reduction target by the end of this year, according to multiple engineers and industry insiders, the cost of 4680 batteries may still range between RMB 0.8-1/Wh, which is twice that of CATL and BYD batteries. Moreover, the safety, cycle life, and charging speed of this battery are weaker than mainstream batteries. https://m.energytrend.com/news/20240628-47693.html https://m.energytrend.com/news/20240628-47693.html Sounds like intense competition!
    - AtlasBarfed 1y ago
      Battery day was a total failure. The future of EV transport is either ultra cheap sodium ion /lfp or ultra dense sulfur /solid state. Tesla's entire battery manufacturing/packaging advantage lead is gone and is probably a legacy disadvantage, or will be soon. If 200 wh/kg is reached by sodium ion, that is a 300ish mile car with no cobalt, nickel, or lithium that should be fundamentally cheaper than an ICE. It also should enable a dirt cheap 200ish city car or a cheap 40-60 mile Phev. Even if the CEO didn't destroy the brand with Nazi salutes, Teslas days as a high margin car maker were over. The stock price is unhinged from reality in an unprecedented manner.

deleted 1y ago

[deleted]

mensetmanusman 1y ago

A123 started out of mit. Who cares if China invests in it.

JumpCrisscross 1y ago

LMR looks like a better fit for the American market.