Frozen Capacity Queue
418 GWh
Pre-construction approvals suspended
Retained Active Pipeline
682 GWh
Operational & advanced buildout
Market Balance Horizon
Q3 2027
Structural glut clearance date
Utilization Rebound
+14.2% pts
Active factory run-rate recovery
Projected Cell Price Floor
$58.4 /kWh
Standard 280Ah/314Ah utility LFP
Manufacturing Capacity Rationalization Waterfall
From total announced 1,100 GWh pipeline to post-moratorium active operating capacity
GWh Impact Vector
Provincial Pipeline Breakdown (GWh Exposure)
Interactive cluster breakdown
Model parameters synced with 2026-2028 industrial balance projections.