For now, European regions have a high demand for lithium-ion batteries, but what is the impact of the localization of the automaker and suppliers? Xiaobian took you into this period exclusive report.
At present, the automotive industry generally has a higher demand for lithium-ion batteries, but such demand may be just a horn of the iceberg. Regulatory support behind the electricity of the vehicle, as well as the exponential market growth will appear quickly. Faraday Institution predicts that due to the comprehensive development of the supply chain, 2028 global battery production capacity will increase from 297 GW · h in 2018 to 2,00 gw · h.
Relevant researchers predict future production demand. In China, project investment still requires weighing and cons., But will usher in major changes in Europe, and the first super factory in Europe has begun to invest in construction. Relevant agencies predict that the proportion of global capacity in Europe will increase from 4% to 17%, or 348 gW · h within the same 10 years. By 2050, the EU member believes that more than 30 super plants will meet the power battery demand in the region.
The Planning place of Verkor, France, is one of them, and the company will reference the business advantage from competitors, and thereby provide low-cost methods and produce cleaning low carbon energy. Philippe Chain, founder, is mentioned that the business will be based on the decrease in battery pack costs. The cost of cost is sustainable, but the researchers will optimize their production efficiency, and the scale effect of the super factory is also part of the process. At present, the most important challenges facing researchers are the establishment of an ecosystem that produces battery-producing batteries, and can supply low-carbon batteries, while need sufficient capacity to meet the needs of the electric vehicle market. This puts higher demand for the entire industrial chain, but the most important step is to establish a starter factory and produce the battery through low carbon energy.
Supply and demand
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The European Commission studies the energy storage solutions and automotive batteries in the EU committee. According to the relevant data, it is necessary to increase the indicator by 18 times to 2030, and the indicator needs to increase the indicator to increase by 60 times, which is a major challenge.
McKinsey & Company Basic Material Senior expert Ken Hoffman mentioned that the EU's demand for cleaning the supply chain may be an important obstacle. For some metal materials, since it is more difficult to obtain only through the EU, it is necessary to cooperate with the mining plant in the region, thereby making the situation more serious.
One initiative was proposed by the Fair Cobalt Alliance of the Democratic Republic of the Congo, and its purpose is to make relevant enterprises to collect minerals more legally. Stephen Gifford, Chief Economist of Fara Research, is mentioned that due to the phenomenon of repeated changes, the researchers need frequent corrections for the prediction scheme of industrial demand.
Currently, there is no special problem for the number of raw materials in the world. But the growth of demand may generate bottlenecks because the mining company will take longer to develop 1 new factory.
In the UK, Britishvolt has launched a full cooperation with domestic original material suppliers in conjunction with the future super factory. At the same time, the company is developing cells and modules for quality brand customers, including cathodes and anodes, and is planning to establish a joint venture that specializes in battery packs.
BRITISHVOLT's Chief Strategic Officer Isobel Sheldon explained that Britishvolt is not focused on reducing battery costs, but wanting to make 1 battery products with higher competitiveness, and make it high efficiency. High-quality brand automakers can give 1 product that can closely cooperate with application needs and brand expectations. Single items with higher brand differentiation will be one important part of the sustainable development of BritishVolt business model.
Sheldon mentioned this, the production mode will adopt a new material. The factory is currently preparing to adopt recycled materials rather than simply depends on additional mining capacity. If the factory can recover consumer goods in the production process at a sufficiently high purity, it will be put into production, thereby do not need to worry about the emergence of production and stop and other related issues. Thus, Britishvolt can truly use other consumer goods in the production site and gradually reduce its production costs.
Sustainable future
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The Swedish manufacturer Northvolt also focused on sustainable development and believes that although the number of batteries is flying, European countries have not prepared them. In order to break through the bottleneck, Northvolt cooperates with Chaimers University of Technology and aluminum manufacturer Hydro to establish 1 first recycle center for the largest electric vehicle market in Europe, Norway, and 1 A test factory will be used to treat materials.
The researchers set a recycling place with a capacity of 4 GW · H, which will be officially opened within 2021. By 2030, the company's production capacity target in Europe will be 150 gW · h, and approximately 50% of recovery materials will be employed. At the same time, through cooperation with the joint venture partner, the European Battery Union across the region is shared on the professional knowledge of sustainable supply chain and new materials, the purpose is to promote the development of innovation in Europe. .
With the promotion of autonomous electric drive assembly technology, some battery companies in Asia have always focused on European regions. Since the future Germany will establish a super factory, Ningde Times (CATL) signed a $ 4.7 billion supply agreement with BMW Group. Such cooperative relationships also have higher attractions to Daimler, which sets 1 carbon neutral supply chain target for 2039.
Since the economy of the European electric vehicle market is currently increasing, the automakers must take into account the impact of economic, regulatory and safety factors.
EDTOR: JQ, read full text, original text title: exclusive | Electricity - Power Battery Super Factory has put into production
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