GGII: It is expected that by the end of 2025, the shipment volume of lithium iron phosphate batteries in China will exceed 1.3TWh.

According to the Wise Finance and Economics APP, on September 11th, GGII stated that with the further extension of the deadline for some exemptions from the US Section 301 tariffs to November 29, 2025, the temperature of the domestic energy storage industry continues to rise. In addition, driven by the growth in demand for lithium iron phosphate power batteries, it is estimated that by the end of 2025, China's lithium iron phosphate battery shipment volume will exceed 1.3TWh, driving the upstream lithium salt positive electrode material market shipments to exceed 3.5 million tons, achieving a year-on-year double increase of over 45%.