Lithium resource development technology -Lithium - Ion Battery Equipment
As a rare metal with a wide range of applications, lithium metal is known as "industrial monosodium glutamate", "new energy metal" and "the metal that drives the world forward". It plays a pivotal role in the health and sustainable development of today's society and economy. It is an important material for new energy vehicles and plays a pivotal role in new energy storage technology; it is an important product in industry and is used in grease, ceramics and pharmaceuticals; it also has important uses.
Among the three key technical components of new energy electric vehicle batteries, motors, and electronic control, it is currently recognized that lithium-ion batteries are the best choice for electric vehicles. In the lithium-ion battery industry chain, a monopoly can be formed, one is the key technology of the battery's long-term use ability, and the other is lithium ore resources.(Lithium - Ion Battery Equipment)
Perhaps, this is the best reason why some people predict that "lithium may cause the third industrial revolution".
Lithium resource demand awakened by policy
In 2009, the Electric Vehicle Initiative (EVI) to accelerate the deployment of the electric vehicle market was initiated and developed by a number of governments (Canada, my country, Finland, France, Germany, India, Japan, Mexico, the Netherlands, Norway, Sweden, the United Kingdom and the United States). , the exit and prohibition plans of fuel vehicles successively implemented by various countries determine that the deployment of electric vehicles is mainly driven by policy.
In June this year, the state promulgated the "Special Administrative Measures for Foreign Investment Access (Negative List) (2018 Edition)", which officially proposed that from July 28, the restrictions on foreign shareholding in the manufacture of special vehicles and new energy vehicles will be lifted. . This means that the state officially allows foreign-owned companies to build new energy vehicle factories in China.
On July 10, the Shanghai Municipal Government and TSLA Company signed a memorandum of cooperation. The TSLA super plant, which plans to produce 500,000 pure electric vehicles per year, has officially settled in Shanghai's Lingang area.
Analysts pointed out that my country is the world's largest electric vehicle market. The move of TSLA to build a factory in Shanghai will greatly promote the rapid development and market development of TSLA in Asia and even the world, and stimulate the survival of the fittest and rapid innovation of domestic new energy companies in my country, and will also greatly promote the development of the global new energy vehicle industry. . The rapid rise of the new energy vehicle industry will also drive the rapid rise of lithium-ion batteries.
According to the 2018 Electric Vehicle Outlook report of the Global Energy Agency (IEA), the number of new electric vehicle (EV) sales exceeded 1 million in 2017, a 54% increase from 2016 and a record high; More than double the global market share, and electric vehicles account for 2.2% of its overall vehicle sales market share. my country's electric vehicle stock accounts for 40% of the world's total, making it the largest electric vehicle market.
It is argued that whether electric vehicle sales are driven by individual consumers or commercial interests, aggressive global action seems to be working towards the same goal. International government goals and policy objectives have inspired its supply - to directly support demand for lithium products.
Chrisery (Berry), founder of HouseMountinpaters, believes that there are still many technical barriers in the electric vehicle market, and it will be at least a few decades before the industry starts to really demand a lot of lithium. But as the cost of electric vehicles falls, the revolution in battery chemistry emerges, and the infrastructure for EV charging becomes more commonplace, it can realize its full potential as an important driver of lithium demand. Tighter supply and demand drive prices up. Batteries are the largest application area of lithium resources, of which lithium for electric vehicle batteries accounts for about 20% of total lithium demand.
Although the exact future demand for lithium cannot be determined, the most conservative view also clearly emphasizes that by 2020, there will be at least a 7,000 t/a supply gap for lithium carbonate. Some experts also predict that my country's total demand for lithium carbonate will increase at a rate of 20% in the next few years, which will be faster than the global average growth rate.
Lithium is mainly sold in the form of lithium carbonate, followed by lithium hydroxide, two compounds commonly used as electrode materials in the production of rechargeable batteries.
Among the three key technical components of new energy electric vehicle batteries, motors, and electronic control, it is currently recognized that lithium-ion batteries are the best choice for electric vehicles. In the lithium-ion battery industry chain, a monopoly can be formed, one is the key technology of the battery's long-term use ability, and the other is lithium ore resources.(Lithium - Ion Battery Equipment)
Perhaps, this is the best reason why some people predict that "lithium may cause the third industrial revolution".
Lithium resource demand awakened by policy
In 2009, the Electric Vehicle Initiative (EVI) to accelerate the deployment of the electric vehicle market was initiated and developed by a number of governments (Canada, my country, Finland, France, Germany, India, Japan, Mexico, the Netherlands, Norway, Sweden, the United Kingdom and the United States). , the exit and prohibition plans of fuel vehicles successively implemented by various countries determine that the deployment of electric vehicles is mainly driven by policy.
In June this year, the state promulgated the "Special Administrative Measures for Foreign Investment Access (Negative List) (2018 Edition)", which officially proposed that from July 28, the restrictions on foreign shareholding in the manufacture of special vehicles and new energy vehicles will be lifted. . This means that the state officially allows foreign-owned companies to build new energy vehicle factories in China.
On July 10, the Shanghai Municipal Government and TSLA Company signed a memorandum of cooperation. The TSLA super plant, which plans to produce 500,000 pure electric vehicles per year, has officially settled in Shanghai's Lingang area.
Analysts pointed out that my country is the world's largest electric vehicle market. The move of TSLA to build a factory in Shanghai will greatly promote the rapid development and market development of TSLA in Asia and even the world, and stimulate the survival of the fittest and rapid innovation of domestic new energy companies in my country, and will also greatly promote the development of the global new energy vehicle industry. . The rapid rise of the new energy vehicle industry will also drive the rapid rise of lithium-ion batteries.
According to the 2018 Electric Vehicle Outlook report of the Global Energy Agency (IEA), the number of new electric vehicle (EV) sales exceeded 1 million in 2017, a 54% increase from 2016 and a record high; More than double the global market share, and electric vehicles account for 2.2% of its overall vehicle sales market share. my country's electric vehicle stock accounts for 40% of the world's total, making it the largest electric vehicle market.
It is argued that whether electric vehicle sales are driven by individual consumers or commercial interests, aggressive global action seems to be working towards the same goal. International government goals and policy objectives have inspired its supply - to directly support demand for lithium products.
Chrisery (Berry), founder of HouseMountinpaters, believes that there are still many technical barriers in the electric vehicle market, and it will be at least a few decades before the industry starts to really demand a lot of lithium. But as the cost of electric vehicles falls, the revolution in battery chemistry emerges, and the infrastructure for EV charging becomes more commonplace, it can realize its full potential as an important driver of lithium demand. Tighter supply and demand drive prices up. Batteries are the largest application area of lithium resources, of which lithium for electric vehicle batteries accounts for about 20% of total lithium demand.
Although the exact future demand for lithium cannot be determined, the most conservative view also clearly emphasizes that by 2020, there will be at least a 7,000 t/a supply gap for lithium carbonate. Some experts also predict that my country's total demand for lithium carbonate will increase at a rate of 20% in the next few years, which will be faster than the global average growth rate.
Lithium is mainly sold in the form of lithium carbonate, followed by lithium hydroxide, two compounds commonly used as electrode materials in the production of rechargeable batteries.
