Powering the American EV Transition
Electric vehicles represent the largest single market for lithium-ion batteries by energy deployed — and the market most directly connected to American energy independence. Every EV running on a battery built from unverifiable foreign minerals is a missed opportunity to anchor the EV transition in domestic industrial capacity.
Chemistry and Performance
NMC remains dominant for long-range passenger EVs, offering 200–280 Wh/kg at the cell level. LFP is competitive for mid-range vehicles and fleets with superior cycle life (3,000–5,000 cycles) and lower cost. BMLMP — C4V's flagship chemistry — bridges these worlds: higher voltage and energy density than LFP while retaining its safety and cycle life advantages, using domestically available manganese and iron.
IRA opportunity: The Inflation Reduction Act's EV tax credit provisions require increasing percentages of critical minerals sourced from the US or free-trade-agreement partners. Domestic sourcing is becoming a competitive advantage, not just a compliance requirement.