Nano One Materials is advancing its strategy to expand lithium iron phosphate (LFP) cathode active material production as demand grows across electric vehicle and energy storage markets.
The company plans to license its One-Pot process technology into regional markets through localized development companies, or DevCos. These entities are intended to bring together Nano One’s technology with regional partners, customers, and project funding to support the development of LFP cathode plants.
LFP accounted for approximately 60% of global lithium-ion battery cell demand in 2025, or about 1.0 TWh, according to Nano One. Annual demand outside China is forecast to reach 2.1 TWh by 2035.
The company said European demand is being driven in part by battery-electric vehicles, with BEV registrations across 17 European markets increasing 33.7% in the first half of 2026.
Nano One’s One-Pot process is designed to produce cathode active materials directly from non-sulfate metal or oxide feedstocks, eliminating the need for precursor cathode active materials. The company said the process can reduce reliance on China-dominated supply chains and eliminate certain byproduct waste streams associated with conventional cathode production.
Under its Design One Build Many strategy, Nano One plans to license the process through several adoption models, ranging from direct technology licensing to more fully integrated plant-development packages.
The company is also expanding its Candiac, Québec, facility. As of July 23, 2026, detailed engineering for the expansion was 85% complete. Commissioning of the expanded approximately 800-tonne-per-year production line is targeted for the first half of 2027.
An existing approximately 200-tonne-per-year pilot line is currently supporting customer sampling and product qualification.
Nano One develops process technology for lithium-ion battery cathode active materials, with product development and process optimization based in Burnaby, British Columbia, and piloting, demonstration, and commercial production based in Candiac.
Filed Under: Batteries, Technology News
