With the support of policies and markets, domestic electric batteries continued to grow this year. As power batteries have increasingly higher requirements for energy density and performance, the high-end cathode materials market also faces broad development opportunities. This is currently seen by international materials giants as the best time to accelerate their development.
Under the strong demand in the power battery market, the new round of expansion of international materials giants has quietly accelerated.
Recently, Umic, the world's largest manufacturer of lithium battery cathode materials, launched a cathode materials project in Jiangmen, with an annual output of 200,000 tons of lithium battery cathode materials, requiring precursors and supporting nickel and cobalt. expected to launch in 2019. Go into production in six months. The project plans to build a world-class new energy vehicle lithium battery material production base.
It is understood that Umic is optimistic about the long-term prospects of China's new energy vehicle industry and is also preparing for long-term investment in cathode materials in China. The investment in the Jiangmen project is approximately 2.6 billion yuan. The planned investment lines cover NCM111, 523, 622 and 811 systems, mainly targeting the domestic high-end electric battery market.
In fact, with the support of policies and markets, domestic electric batteries have continued to grow this year. As power batteries have increasingly higher demands on energy density and performance, the materials market cathigh-end hodices has also paved the way for vast development opportunities. It is currently considered by international materials giants as the best opportunity to accelerate their deployment.
Coincidentally, another international giant, BASF, is also preparing for it. Not long ago, BASF announced that its production capacity for high-nickel cathode active materials at its Onoda production base in Japan, jointly established by BASF Toda Battery Materials Co., Ltd. (BTBM) and Toda from Japan, would triple.
According to the interpretation of industry insiders, BASF placed its Asia production base in Japan based on the consideration of cooperation with Toda. But its ultimate target market, like Umic, is China, the world's largest market for new energy vehicles.
It is worth mentioning that Johnson Toyomaru, who is also an international chemical giant, is not weak at allt, and its new energy business with lithium battery cathode materials as the core is expanding globally. In September 2017, the Financial Times reported that Johnson & Johnson would spend 1.8 billion yuan to develop and mass produce high-nickel cathode materials (reinforced lithium-nickel oxide) for lithium batteries.
We know that at present, some domestic materials enterprises are on par with international enterprises in terms of material technology, performance, quality, etc. Many of them are going international and have premium prices, but they need to stabilize batch quality during the R&D rush and subsequent stages. Still relatively weak. It is foreseeable that the increased expansion of international materials giants will have a certain impact on the domestic high-end cathode materials market.
The industry generally believes that the domestic new energy vehicle market is still driven by policy subsidies, and the demand for high-end and high energy density cathode materials may explode around 2020. Once subsidies removed, the true fundamental competitiveness of materials companies will be highlighted.
Therefore, we sorted out the layout of the above three international materials giants in the field of cathode materials and gained insight into their market strategies and layout strategies, in the hope to bring benefits to the industry.
Umicore: Finding the best way to meet demand for power battery materials.
As the world's largest manufacturer of cathode materials for lithium batteries, Umic's global market share exceeds a quarter. In the field of domestic cathode materialsx, Meimeike's development and growth can be described as steady and steady.
Regarding the marketing strategy of cathode materials, Umic's idea in the Chinese market is to focus on the most profitable medium nickel materials in the short term. Based on technical feasibility, cost advantages and the possibility of mass production, China Nickel Materials is currently considered the best solution for economical electric vehicles. But in the long term, high nickel materials will be the direction to go.
Based on previous public information, Umic believes that, based on current technology, the material cost of 811/NCA and the battery cost are still very high. Can the high sales price of electric vehicles be achieved. is it maintained after the subsidies are maintained? Obtain market recognitionIt requires time and market testing. According to him, products with medium and high nickel content should adapt to different application platforms and different voltages, rather than blindly pursuing high nickel content for all products.
In the context of national policies favoring high energy density batteries, the trend towards the development of cathode materials with high nickel content is undeniable. It is understood that Umic has always had technical reserves and mass production preparations for 811 products. Once market demand is formed, the company can supply products at any time.
With stable product supply and a strategy that meets market demand, Memeke has won the favor of domestic first and second tier battery manufacturers.
In fact, the expansion of Umicore's cathode materials project in Jiangmen representsalso highlights Umicore Group's determination to actively participate in the construction of China's booming new energy vehicle industry and its long-term optimism for China's new energy vehicle industry. .Prospects.
BASF: Expanding Patent Cooperation with High Nickel Production Capacity
As a global chemical giant, the recent series of expansion actions of BASF has also attracted an unlimited number of associations in the industry.
In December 2017, BASF announced that it would cooperate with BASF Toda Battery Materials Co., Ltd. (BTBM), established by Toda in Japan, to triple the production capacity of high nickel cathode active materials at the Onoda site. production base in Japan.
The industry's interpretation is that BASF intends to leverage Dongda Industrial's production capacity and its customers' resources in the fieldine of cathode materials to create a full range of battery materials products, and then use its existing global sales network of the automotive industry chain to become the world's leading supplier of functional cell/battery materials and components unique.
BASF places its Asian production base in Japan, mainly considering cooperation with Toda, but as the final target market, it must target China, the world's largest new energy vehicle market.
In fact, as early as 2015, BASF moved the headquarters of its global battery materials division from the United States to Shanghai and launched the second phase of its Asia-Pacific Innovation Park. This means that BASF has significantly expanded its R&D activity in the Asia-Pacific region, bringing innovation closer to customers in the region through a series of new initiatives, which also shows the focus on the chinois.
In addition to increasing their production capacity, BASF andChina's cathode material companies' cooperation is also accelerating. Last month, BASF granted Peking University the first sublicense of patents related to Argonne National Laboratory's (ANL) nickel-cobalt-manganese (NCM) cathode materials.
Industry insiders believe that patent licensing is the beginning of cooperation between BASF and domestic materials companies. With the development of the domestic new energy vehicle market, the cooperation between the two parties will be further expanded, and BASF's domestic lithium battery business will undoubtedly continue to grow.
Zhuang Feng: Enter the field of high-energy nickel-based cathode materials
At the end of September 2017, the British "Financial Times" article stated that Johnson Toyomaru, who is mainly engaged in the sectoreur of gasoline and diesel automobile catalysts, will invest 2 billion (about 1.8 billion RMB) to develop materials for batteries.
Zhuang said the reason he increased the provision is because he is optimistic about the market opportunities for battery materials in the future. It is estimated that when global electric vehicle market penetration reaches 10%, the battery materials market size will reach $30 billion.
In fact, Johnson Toyomaru predicted that sales of its catalyst business would slow in the coming years due to the shift to diesel in Europe and the penetration of electric vehicles. This is one of the reasons why Johnson & Johnson turned to cathode materials.
In terms of product strategy, the company's largest cathode materials business is lithium iron phosphate. The current productt promoted is a high-energy nickel-based enhanced lithium nickel oxide (eLNO). The energy density is said to exceed all current ternary systems. At present, the new improved cathode material lithium nickel oxide (eLNO) has entered the pilot stage.
Zhuangfeng has invested heavily this time and plans to produce 10,000 tons of enhanced lithium nickel oxide (eLNO), which is expected to be used in electric vehicles in 2021-2022.
Zhuang Feng believes that lithium iron phosphate materials have a large market space in the fields of start-stop batteries and bus logistics vehicles; In the passenger car market, enhanced lithium nickel oxide (eLNO) materials dominate the status. As for active materials with higher specific capacity like high pressure spinel, they cannot be used on a large scale due to colimited technical specifications. However, thanks to technological advances, they will be used in passenger cars in the future.
One million car subsidies
BMW and BASF cooperate to become the first European manufacturer of renewable raw materials to produce matte paint
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Salary ten%.
The recruitment information of BASF Shanshan TV Materials Co., Ltd. show that the payment amount of BASF Shanshan's employee provident fund is based on 10% of the company's average salary. employees are 25,000 yuan. Provident fund payment The amount is 7,500 yuan.
BASF Shanshan refers to BASF Shanshan Battery Materials Co., Ltd., which was established in 2003. Its business scope includes the research and development of new materials and related technologies, as well as research, development, production and sales of materials for battlithium electronic series.
BiAuto News Recently, the BMW Group cooperates with BASF to become the first European factory to use renewable raw materials. Automobile manufacturer producing matte paint. Additionally, the BMW Group used anti-corrosion materials produced using sustainable processes in vehicle manufacturing at its plants in Leipzig, Germany, and Rosslyn, South Africa. Certified by the German Technical Inspection Association (TüV), the factories mentioned above will reduce their carbon dioxide emissions by more than 15,000 tonnes by 2030.
Basic raw materials such as that the naphtha and methane needed for traditional production of automotive coatings often come from fossil resources such as oil and natural gas. As a result, not only will valuable non-renewable resources be consumed, but a large amountUnavoidable carbon dioxide emissions will also be generated during the production, transportation and processing of crude oil.
In this cooperation with BASF, the BMW Group will use renewable raw materials - such as naphtha of biological origin and biomethane obtained from organic waste - to replace fossil raw materials for production through to innovation in production processes. chemicals required for coatings and maintain the same performance as traditional coatings.
External certification has confirmed that the total amount of naphtha and methane required for sustainable paints purchased by the BMW Group is equivalent to the total amount of naphtha and bio-based biomethane used in production paints. The quantity is equivalent, thus avoiding almost 40% of carbon dioxide emissions during production.
Dr JoachimPost, BMW Group Director and Head of Purchasing and Supplier Network, said: “Reducing the use of fossil raw materials not only helps protect natural resources, but also effectively reduces carbon emissions. To achieve this goal, we are increasingly encouraging our suppliers to use sustainable innovations in their activities, and the application of sustainable coatings based on renewable raw materials is an important step in this direction for the BMW Group. »
The BMW Group aims to create the most sustainable supply chain system in the industry and plans to reduce carbon emissions in the supply chain by 20% by 2030 compared to 2019. In this regard, the BMW Group has taken many measures and invested in zero-carbon steel smelting technology, natural fiber automobile parts manufacturing and production.uction of raw materials for electric batteries.
In March 2021, BMW i Ventures, the venture capital arm of the BMW Group, invested in Boston Metal, an American start-up specializing in metal technology solutions that is committed to developing processes innovative. using renewable energy to replace coal to smelt steel, further supporting the reduction of carbon emissions in the steel supply chain.
In April 2022, the BMW Group increased its investments in innovative materials and announced its investment in the Swiss start-up Bcomp, a leading company in the sector of composite materials based on natural fibers, to explore the use of a higher proportion of natural fiber composite materials. durable materials in parts of future models. Recycled materials.
In addition, in May 2022, the BMW Group announced that itwould lead the investment in Canadian start-up Mangrove Lithium. The modular platform developed by the company applies electrochemical processes to the refining of lithium raw materials. increase power. The sustainability status of battery raw material production.
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