The lithium iron phosphate market is in a state of oversupply at the low end and tight supply at the high end

An investment relations manager of a lithium iron phosphate supplier said that starting from 2026, the supply and demand relationship of mid- and high-end lithium iron phosphate will be reversed. In 2025, the market may shift from oversupply to supply and demand balance, and in 2026, it may develop from supply and demand balance to a certain gap.