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chain","morocco-and-us-set-to-lead-ex-china-battery-phosphate-supply-chain","article/morocco-and-us-set-to-lead-ex-china-battery-phosphate-supply-chain",{"_uid":547,"date":548,"tags":549,"editor":556,"content":566,"excerpt":641,"featured":51,"reporter":642,"_editable":646,"component":647,"seo_title":543,"categories":648,"visibility":655,"author_company":49,"featured_image":656,"seo_description":641,"author_full_name":49,"author_job_title":49,"formattedDate":662,"formattedArticleDate":663},"f9d06585-26ef-4883-9ea4-2b6be4c89d42","2025-01-16 00:00",[550,553],{"slug":551,"name":552},"morocco","Morocco",{"slug":554,"name":555},"usa","USA",[557],{"slug":558,"name":559,"content":560},"didi-bostock","Didi Bostock",{"job_title":561,"image":562,"bio":564,"linkedin":565},"Editor - Energy Transition & Economics",{"filename":563},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":567,"content":568},"doc",[569,586,591,596,609,614,621,626,631,636],{"type":570,"attrs":571,"content":572},"paragraph",{"textAlign":49},[573,576,584],{"text":574,"type":575},"Morocco and the US are set to be the largest sources of ex-China purified phosphoric acid (PPA) supply by 2030, according to","text",{"text":577,"type":575,"marks":578}," Benchmark’s Phosphoric Acid Market Outlook",[579],{"type":580,"attrs":581},"link",{"href":582,"uuid":49,"anchor":49,"target":49,"linktype":583},"https://www.benchmarkminerals.com/phosphate/data-reports/forecast/","url",{"text":585,"type":575},". ",{"type":570,"attrs":587,"content":588},{"textAlign":49},[589],{"text":590,"type":575},"Together the US and Morocco will account for 36% of ex-China supply by the end of the decade; other important suppliers include Belgium, Canada and Israel.",{"type":570,"attrs":592,"content":593},{"textAlign":49},[594],{"text":595,"type":575},"“With 1 operating and 3 more lithium iron phosphate (LFP) facilities planned, the US is going to need more PPA to both satisfy domestic LFP production and have enough supply for traditional food and beverage industry customers,” said Rania Benjelloun Benkacem, Benchmark analyst.",{"type":570,"attrs":597,"content":598},{"textAlign":49},[599,601,607],{"text":600,"type":575},"PPA production is concentrated in China, due to the predominance of LFP batteries, but",{"text":602,"type":575,"marks":603}," demand is also rising in the West",[604],{"type":580,"attrs":605},{"href":606,"uuid":49,"anchor":49,"target":49,"linktype":583},"https://source.benchmarkminerals.com/article/canada-adds-phosphate-to-critical-minerals-list-as-lfp-demand-grows-outside-china",{"text":608,"type":575},", raising concerns about the lack of investment into ex-China PPA capacity expansions there.",{"type":570,"attrs":610,"content":611},{"textAlign":49},[612],{"text":613,"type":575},"Ex-China PPA is set to remain steady overall as a share of global supply at 27% from 2024 to 2030. In many of these countries, producers are already working at full capacity and are forecasted to produce the same annual output until 2030. ",{"type":615,"attrs":616,"content":618},"heading",{"level":617,"textAlign":49},4,[619],{"text":620,"type":575},"Moroccan PPA to grow on the back of world-leading phosphate reserves",{"type":570,"attrs":622,"content":623},{"textAlign":49},[624],{"text":625,"type":575},"Morocco is the biggest growth hotspot for ex-China PPA supply, with its share of ex-China production to increase from 11% to 18% in 2030.",{"type":570,"attrs":627,"content":628},{"textAlign":49},[629],{"text":630,"type":575},"The country is a natural area for PPA capacity expansion, holding by far the world’s largest known reserves of phosphate which is needed to make the chemical.",{"type":570,"attrs":632,"content":633},{"textAlign":49},[634],{"text":635,"type":575},"The country’s biggest PPA producer is Emaphos, a joint venture between OCP Group, Buddenheim, and Prayon, which owns two operating plants known as Emaphos 1 and 2 in Jorf Lasfar, Morocco. ",{"type":570,"attrs":637,"content":638},{"textAlign":49},[639],{"text":640,"type":575},"“The Jorf Lasfar complex stands out with a total planned capacity of 680,000 tonnes by 2030 – the largest ex-China capacity at a single location – and will serve as the primary source of PPA for nearby LFP facilities to be operated by Chinese companies BTR and Tinci Materials,” said Benjelloun Benkacem.","Morocco and the US are set to be the largest sources of ex-China purified phosphoric acid (PPA) supply by 2030, according to Benchmark’s Phosphoric Acid Market Outlook. Together the US and Morocco will account for 36% of ex-China supply by the end of the decade; other important suppliers include Belgium, Canada and Israel. “With 1 […]",[643],{"slug":558,"name":559,"content":644},{"job_title":561,"image":645,"bio":564,"linkedin":565},{"filename":563},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"f9d06585-26ef-4883-9ea4-2b6be4c89d42\", \"id\": \"\"}-->","article",[649,652],{"slug":650,"name":651},"critical-minerals","Critical Minerals",{"slug":653,"name":654},"phosphate","Phosphate","private",{"id":49,"alt":657,"name":658,"focus":658,"title":657,"source":658,"filename":659,"copyright":658,"fieldtype":660,"meta_data":661,"is_external_url":51},"Phosphate mine.","","https://a.storyblok.com/f/287943243085208/2f4c9c7f70/bm-phosphate-mine.jpg","asset",{"alt":657,"title":657,"source":658,"copyright":658},"Jan 16, 2025","16th January 2025",[],[],1781530278150]