Will the lithium battery supply chain slow down Lithium - Ion Battery Equipment

Will the lithium battery supply chain slow down, will power batteries rise sharply? -Lithium - Ion Battery Equipment

Affected by the new crown epidemic, the new energy vehicle industry chain is facing a huge test. Although the domestic epidemic prevention and control has achieved remarkable results, and the power battery industry has gradually resumed production, the overseas epidemic is spreading rapidly, and companies such as Panasonic Battery, LG Chem, Samsung SDI and other companies have announced the suspension of production. In addition, the outbreak of overseas epidemics has slowed down the logistics of the entire lithium battery supply chain, and may jeopardize the production and use of power batteries around the world, and battery prices may rise.

Cui Dongshu, secretary-general of the National Passenger Vehicle Market Information Association, said in an interview with the media recently that Australia, an important producer of lithium, a raw material for power batteries, also includes mining exploration companies and collaborative business units in other countries and regions such as Chile. In particular, Congo, the main producer of raw material cobalt, is also affected by the epidemic, and cobalt raw materials in the global market will face the risk of supply disruption in the future.(Lithium - Ion Battery Equipment)

Cutting battery costs has always been the most pressing challenge for the electric vehicle industry, which has undoubtedly exacerbated the difficulty of cost reduction when raw material supplies may be cut off. As we all know, the cost of ternary lithium batteries is stuck in the neck by "cobalt", and car companies and battery companies are using other methods to reduce costs. Lithium iron phosphate "blade battery", these changes can improve the energy density of the battery while reducing costs; the "cobalt-free battery" based on the lamination process launched by Honeycomb Energy (a company spun off from Great Wall Motors) can achieve high performance The same level of energy density of NCM811 power battery, the material cost is reduced by 5%-15%.

The person in charge of a domestic lithium battery supply company said frankly that the current domestic automotive lithium battery supply is not tight, the overall market supply exceeds demand, and it is unlikely that battery costs will continue to rise, but if the overseas epidemic worsens, it will affect the situation. Later battery production.



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