On February 24, Beijing time, about Russian-Ukrainian relations brushed all over the major platforms, while hoping for peace, today also saw reports on finance, finance, energy and other aspects of the news, after the start of the war between Russia and Ukraine, will it have an impact on the new energy industry?
As the country with the largest land area, Russia certainly has rich mineral resources, but also the only country on the earth that can be self-sufficient in mineral resources, hearing this, the author wants to say that if the country can also achieve self-sufficiency in mineral resources, presumably all fields can control the cost better; In Russia's mineral resources, the storage energy of oil, gas, nickel, iron, copper and diamond is at the forefront of the world.
Nickel prices soared to a decade high
New energy vehicles in recent years with the trend of carbon neutrality, demand and sales have increased significantly, and even 2021 has ushered in a large inflection point, driven by the demand for new energy vehicles, nickel in the field of lithium batteries the proportion of applications is also increasing, with the flagship electric vehicle demand for range continues to increase, in order to expand the energy density of lithium batteries to increase the endurance of electric vehicles, lithium-ion batteries slowly opened the continuous expansion of ternary lithium batteries, and nickel is a very important resource for ternary lithium batteries, ternary lithium batteries cathode materials are divided into nickel, cobalt, Manganese ternary, hence the name ternary lithium battery.
According to the data reported by the Bureau of Metals Statistics, the supply shortage in the global nickel market will reach 144,300 tons in 2021, and the price of nickel will soar due to the shortage of the supply market, which is one of the reasons why in 2021, it is often seen that many electric vehicle products will continue to adjust their prices. On the 22nd, according to the London Metal Exchange (LME), nickel rose by more than 2% at one point, and the price soared to $24,900, which has become the new highest price since August 2011, and so far, in less than two months in 2022, nickel prices have risen by 20%.
As mentioned above, Russia's nickel ore is very rich, according to statistics, Russia's nickel ore production accounts for about 11% of the world, although it is not the country with the largest nickel mineral content, but it is also among the best, and China's nickel ore account for only 3% of the world.
After the rupture of Russian-Ukrainian relations, it will lead to a reduction in Russian mineral exports in the short term, and the price of raw materials for nickel is likely to rise again due to the rupture of Russian-Ukrainian relations.
New energy industry impact
At present, the electric vehicle industry has been because of the "various absurdity", long-term delivery and delayed delivery has been common, many of the owners who should have delivered the car in January reacted, and there was no delivery notice in February; in this context, if the price of battery raw materials and supply demand are affected, it is likely to have two aspects of the impact.
First, because the export of minerals such as battery raw materials is reduced, the progress of battery production is affected, and the market that was originally slow to deliver may continue to be delayed, and it is likely that the original 1 month delivery will become 2 months delivery, which will make more prospective owners waiting for delivery be pigeons.
Second, due to the decline in nickel exports, on the basis of the original high nickel price, it is likely that there will be a second price increase, resulting in more brands and products in the electric vehicle industry for subtle price adjustments; regarding the adjustment of electric vehicle prices, we have seen many times in Tesla, so in the near future, it is likely that we can see it again.
Write at the end
The new energy industry is different from traditional fuel vehicles, the internal structure of traditional fuel vehicles is a mechanical structure, there will be no fluctuations and impacts on automobile production and prices, the only thing that can be affected is the change in oil prices, which will affect the cost of use of car owners, but there will be no problem of product delay.
Due to the fluctuation of mineral exports, the supply and demand of raw materials for electric vehicles changes, which will directly lead to consumers directly reflecting in vehicle demand and car purchase cycle, resulting in affecting consumers' car purchase experience.