S&P Global
For the lithium‑ion battery sector, the cumulative effect of the Iran War clearly signals that geographic dispersion and battery supply chain regionalization are no longer optional risk‑mitigation tactics—but core strategies for competitiveness. Accordingly, investment is already shifting toward localized refining and precursor‑material capacity versus the globalized, logistics‑heavy model that underpins the current battery transition. Travertine’s battery-grade purified phosphoric acid projects in Louisiana and Quebec are preparing to meet the demand for North American lithium iron phosphate (LFP) cathode active materials (CAM) production.
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