China Pushes Back Against LFP Price Wars

Recently, the China Chemical and Physical Power Supply Industry Association released a proposal 📜

– Urging lithium iron phosphate (LFP) material producers to reject malicious price competition and protect market order.

👉 To me, this move is significant.

LFP has become the backbone of China’s EV battery boom — cheaper, safer, and more scalable than many alternatives.

But when competition turns into a race to the bottom, it risks damaging the very foundation of long-term growth:

• Innovation suffers when margins vanish.
• Global trust weakens if instability clouds supply chains.
• Industry consolidation accelerates in ways that may not favor long-term resilience.

This call for fair pricing is not just about protecting companies today;

it’s about ensuring that LFP remains a sustainable, globally competitive solution for tomorrow’s EV and energy storage markets.

✍️ The big question: will industry players prioritize short-term survival or long-term leadership?