Critical node· Grids & Energy · Critical anchor

Electrolytes & LiPF6, China

Guangzhou, China23.13°N 113.26°E

computed criticality17/100

reading

China >70% of global LiPF6 capacity and most electrolyte

2024

Fault line

The conductive liquid of batteries and its key salt, LiPF6, are made overwhelmingly in China (Tinci, Capchem). A locked chemical link that completes China's dominance over the cell.

Actors

Tinci Materials

Capchem

Mitsubishi Chemical

Sources

Prismane Consulting, LiPF6 market outlook ↗estimate

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