Echemi Group
Market Competition and Industry Prospects
Uneasy Lithium Battery Market
Since the beginning of this year, although the epidemic has brought about a certain impact on the global sales of electric vehicles, and the general sales performance has been mediocre, the lithium battery market that powers them has not been calm, and the competition on the supply side has become increasingly fierce.
Four Major Parts of Lithium Ion Battery
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Positive electrode
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Negative electrode
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Separator
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Electrolyte
The above four pieces together with other auxiliary materials and structures form a closed chemical reaction vessel. Lithium ions travel between the positive electrode and the negative electrode through the electrolyte to achieve the purpose of storing energy (charging) and releasing energy (discharging, electricity). Unlike devices such as capacitors that directly store electrons, lithium-ion batteries store and release energy through chemical reactions.When charging, lithium ions are generated on the positive electrode of the battery, and the generated lithium ions move to the negative electrode through the electrolyte and are inserted. When we use the battery (that is, when it is discharged), the lithium ions embedded in the negative electrode are released and move back to the positive electrode.
The "Blood" of Lthium-ion Batteries
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Electrolyte is one of the four key materials of lithium-ion batteries. It is called the "blood" of lithium-ion batteries. Its function is to conduct electrons between the positive and negative electrodes in the battery. It is also the important guarantee for lithium-ion battery to obtain the advantages of high voltage and high specific energy.
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Lithium Battery Electrolyte Composition
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Solvent
Read MoreRead More -
Lithium salt
Read MoreRead More -
Additives
Read MoreRead More
Electrolyte Products Recommendation
Linyi Evergreen Chemical Co., Ltd.: PC/DMC
Battery Evolution History
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Vlotaic Pile
1799
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The battery can reach 1V voltage
40 years later
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Lead-acid batteries
1850
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Nickel-cadmium batteries
1899
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Alkaline battery
1950
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Commercial Ni-MH Battery
1989
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Commercial lithium ion battery
1991
Global Lithium Reserves
- Competition
- Sustainability
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China's market advantage
BNEF pointed out that the success of China’s battery industry is driven by domestic battery demand on the one hand; on the other hand, China has 80% of the world’s battery metal refining capacity, 77% of battery cell capacity and 60% of key raw material capacity. Japan and South Korea are inferior to China in terms of battery metal refining and mining.Raw materials, talents and infrastructure are the keys to attracting investment into the industrial chain. In addition to mineral development, China also leads the world in metal refining, so it has an advantage over Japan and South Korea in the battery field. -
Low-carbon & Sustainable
At present, the sustainability of the lithium battery supply chain and the importance of carbon emissions are becoming increasingly prominent, and how to ensure the use of low-carbon electricity in the processing of raw materials and battery manufacturing has become a top priority. In addition, as the demand for new energy vehicles has soared, the demand for establishing battery manufacturing plants in the vicinity of automobile production sites has also increased.
European Region
Global Lithium Battery Supply Chain
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Driven by the rapid development of the European localized battery supply chain and strict environmental standards, five countries including Germany, the United Kingdom, Finland, France and Sweden have entered the top ten of the ranking.
A major focus of many raw material producing countries is how to enter the high value-added link of the value chain, and the winning factors in this link include the environmental footprint of the battery industry, low-cost clean electricity, skilled workers, and the promotion of batteries Incentive policies for demand growth. -
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The Future of Lithium Battery
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Automobile Industry
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Main Types
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From a small point of view, lithium batteries provide the possibility to facilitate and enrich life. In the long run, the use of sustainable energy sources such as wind power, hydropower, and solar energy is the trend in the future. As an energy storage device, lithium batteries can save these energy sources and Use when needed to make the power generation device "decentralized".MORE -
As cars gradually become "electric", lithium batteries have become the "favorite" of the automotive industry. However, electric vehicles require "constant performance over multiple cycles, large power, and fast charging", and their conditions are more stringent. Therefore, for electric vehicles, the high requirements for their lithium-ion batteries have made various manufacturers continue to try new materials or new formulas to meet market demand.MORE -
At present, there are only two schemes that are used more frequently, NCA811 (nickel-cobalt-aluminum lithium battery, the number represents the ratio) and NCM811 (nickel-cobalt-manganese lithium battery). However, due to patent reasons and other factors, NCA is only adopted by Tesla, while NCM It is the scheme adopted by most manufacturers. Both have their pros and cons. NCA has higher energy density, but NCM is safer.MORE
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Next...
With the increasing popularity of electric vehicles in the future, lithium battery technology may become a key part of the "reshuffle" of major car companies. With the trend of global sustainable development, lithium batteries may be as important as petroleum. -
