Ultion Technologies has produced and validated lithium iron phosphate (LFP) battery cells made entirely from North American materials.
The Nevada-based company partnered with First Phosphate of Canada to source high-purity iron and phosphate for the cathode, achieving commercial-scale performance that rivals top global imports.
“We can now point to a working battery cell and say every critical material came from North America,” said Ultion CEO Johnnie Stoker.
Tested in 18650 format, the cells deliver 1.6Ah capacity, over 2,000 cycles with 80% retention, and strong stability at a 5C discharge rate – 10x faster than typical LFP batteries. This performance suits demanding applications like grid storage and defence.
With China dominating LFP production, Ultion’s breakthrough offers a strategic alternative. Torus, a Utah-based energy storage firm, has invested in Ultion and committed to using its cells.
“Ultion’s progress gives us reliable supply, strong performance, and a clear competitive edge,” said Torus CEO Nate Walkingshaw.


