Nano One Materials Corp. & Worley | Webinar Replay

Why It Matters

Diversifying LFP production mitigates geopolitical supply risks while unlocking a multi‑billion‑dollar market for Western battery manufacturers.

Key Takeaways

• LFP demand outside China projected to grow five‑fold by 2035
• Nano One’s patented “one‑pot” process cuts LFP production cost and complexity significantly
• Worley brings decades of EPC and chemical‑process expertise to scale plants
• Partnership aims to license rapid‑deployment LFP plants across North America, Europe
• Securing Rio Tinto and Sumitomo as shareholders validates Nano One’s technology

Summary

The Redcloud Financial webinar focused on the urgent need to build lithium‑iron‑phosphate (LFP) battery material supply chains outside of China. Nano One Materials Corp. and engineering giant Worley outlined how their alliance could deliver cost‑effective, locally sourced LFP production at commercial scale.

Speakers highlighted that global LFP demand is expected to increase five‑fold by 2035, with more than half of that growth coming from North America, Europe and other regions. Current Chinese‑centric supply chains pose strategic risks for automakers, grid‑scale storage and defense applications. Nano One’s patented “one‑pot” process promises lower capital and water intensity, while Worley contributes decades of EPC, gas‑processing and chemical‑plant expertise to accelerate plant design, permitting and construction.

Key data points included Bloomberg’s forecast of roughly 6 TW of LFP‑based battery demand by 2035 and a projected 300 GW of North American LFP cell capacity by the end of 2025—equivalent to about 600,000 tons of cathode material. The partnership is bolstered by strategic investors Rio Tinto and Sumitomo Metal Mining, underscoring confidence in the technology’s scalability and feed‑stock flexibility.

If successful, the alliance could diversify the global battery supply chain, reduce reliance on Chinese manufacturers, and open sizable licensing and construction opportunities for investors and OEMs seeking secure, cost‑competitive LFP sources.

Original Description

WATCH: Red Cloud Financial Services Webinar Series Presents: Nano One Materials Corp. & Worley

The batteries powering EVs, energy storage, defence systems, and AI data centre infrastructure all depend on LFP cathode materials—and those supply chains are routed through a single country. Governments and industry are increasingly recognizing this concentration as a risk. Nano One and Worley bring together proven cathode technology and deep technology solutions expertise to tackle one of the battery industry's most urgent challenges: how do you build local supply chains that are economically viable and scalable?

For manufacturers and investors, a path forward exists, but there are still real questions around cost, speed, and how to de-risk the build. Join our panel as they break down what a fast, cost-competitive path to LFP production could look like in practice.

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