Cathode active materials (CAM) occupy a pivotal position in lithium-ion battery systems, as they are the single most influential component across all three core design criteria: performance, cost, and CO₂ footprint. The cathode dictates key electrochemical properties such as energy density and cycle life, while also representing the largest share of cell-level costs and embedded emissions due to its energy- and resource-intensive production. As a result, the choice of CAM is not just a technical decision—it is a strategic lever for advancing battery technology and meeting sustainability targets. Overlaying this technical importance is a complex and often fragile global supply landscape, where many of the industry’s most pressing sustainability challenges converge. The CAM supply chain is shaped by geopolitical risk, regional resource concentration (notably for lithium, nickel, and cobalt), and critical ESG concerns around responsible mining, ethical labor practices, and environmental impact. Addressing these challenges is essential for building resilient, scalable, and truly sustainable battery systems. Understanding cathode materials—both from a technical and a supply-chain perspective—is therefore essential for anyone working to advance next-generation battery technologies or scale-up sustainable energy storage solutions.
TOPICS TO BE COVERED:
- Cathode history
- Cathode chemistry families
      o LCO
      o NMC
      o NCA
      o LFP
      o Next Gen (Mn-rich, disordered rock salts,…)CAM quality
      o 4M changes
      o Raw Material qualifications
      o Liability
- Relationship between pCAM and CAM properties
- CAM IP landscape
- CAM supply chains & ESG matters
- Key CAM contractual topics
Participants will understand why:
- pCAM and CAM are not commodities that can be simply interchanged in a cell.
- The choice of cathode chemistry directly impacts not only energy density and cycle life, but also the overall cost structure and COâ‚‚ footprint of the battery.
- Supply chain risks (geopolitical, ESG, and resource concentration) must be considered alongside technical performance when evaluating CAM options.
- Careful reflection is needed when entering long term CAM supply contracts.