Visualizing the Samsung SDI LFP Deal — Key Data
Interactive visuals of U.S. battery capacity, battery pack price trends, and LFP market share — built from reported figures and analyst forecasts. Save the file and open it in any modern browser.
U.S. Cumulative Utility-Scale Battery Capacity (GW)
The chart shows historical growth (solid line) and near-term projections (dashed) for U.S. utility-scale battery capacity. 2024 reported cumulative capacity: **~26 GW** (EIA, Jan 2025 update). Projections to 2028/2030 are from industry forecasts (Wood Mackenzie / Reuters summary).
Average Lithium-ion Battery Pack Price ($ / kWh)
BloombergNEF reported an average pack price of **$115/kWh in 2024** with forecasts toward ~$80/kWh by 2030. This chart uses historical values and the BNEF mid-term projection series to show the trend.
LFP (Lithium Iron Phosphate) Market Share — % of New Cell Output
LFP has grown rapidly as a share of new cell output and is especially dominant in ESS and low-cost EV segments. This is an illustrative share-series combining reported 2020–2024 growth and analyst projections to 2030 (BNEF/industry sources).
Underlying Data (CSV-ready)
The table below contains the numeric arrays used to render charts. The CSV-download buttons export the same numbers.
| Year | US Capacity (GW) | Pack Price ($/kWh) | LFP Share (%) |
|---|
Notes: Historical figures are drawn from public reports (EIA, BNEF, Reuters). Projections are analysts' mid-range forecasts and are clearly labeled as such in captions.
Key sources:
- Samsung SDI deal reporting: Reuters (Dec 10, 2025).
- U.S. battery capacity: U.S. EIA (Jan 2025 / 2024 cumulative reports).
- Battery pack prices & forecast: BloombergNEF (BNEF) analysis, 2024–2025 insights.
- U.S. ESS installation growth forecasts: Wood Mackenzie / Reuters reporting.
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