[Pacific Automotive Network Industry Channel] A few days ago, at the 2022 China Electric Vehicle Hundred Forum, Ouyang Minggao, vice chairman of the China Electric Vehicle Hundred and academician of the Chinese Academy of Sciences, said that the reason for the rise in the price of power battery materials in this round is basically the same as the rise in lithium resources in 2016-2018, with the improvement of lithium carbonate supply capacity, it is expected that it is possible to restore a complete supply and demand balance after 2-3 years.
Ouyang Minggao said that the reason for the price increase of this round of power battery materials lies in the growth of vehicle demand, battery expectations are higher, enterprises expand production capacity, increase reserves; the other impact is delayed, because the typical ore production of lithium carbonate, the capacity release cycle is 3-5 years, the cycle of brine lithium extraction is 6-8 years; in addition, the impact of the epidemic affects the production of lithium resources, and the transportation capacity affects the supply.
It is expected that a complete balance between supply and demand may be restored in 2-3 years, but considering the deterioration of the trade environment and the speculation in nickel prices brought about by the Russo-Ukrainian war, in order to cope with the security of supply, the government department should introduce relevant policies and take effective measures to combat hoarding and curb short-term large fluctuations.
In addition, due to the rising value of materials, the recycling industry has ushered in opportunities, with 125 GWh recycled by 2025. However, the energy consumption emissions of battery material production and recycling are large, and it is necessary to pay attention to the energy saving and emission reduction of battery recycling, and vigorously carry out scientific and technological research on battery recycling and regeneration.
In terms of battery technology innovation, the innovation of the single battery structure is mainly to reduce the weight of the accessory, taking the cylindrical battery as an example, from 18650 to 21700 to 4680, in order to increase the single capacity and increase the specific energy. In terms of battery systems, the biggest trend of structural innovation is to gradually develop from the composition of the battery cell and module to the battery pack of the traditional battery pack to remove the module and remove the whole package, thus constituting CTC and CTV.
In addition, the traditional chassis, electric chassis, intelligent chassis, its braking, steering, suspension will also change accordingly.
The final disruptive technology is the hub motor, which can increase the battery space and capacity by 20%, and can carry more power; the motor feedback brake + EMB line control; the electric wheel drive efficiency is increased by more than 10%, ensuring the mileage of more than 1000km; the four-wheel drive/two-wheel drive flexible switching can be implemented, which can realize four-wheel all-wheel steering; intelligent detection and control of slip rate, full-line control of the chassis, support for L4 level automatic driving, and train-train fusion control.
Regarding charging, the first is the charging innovation standard first, chaoji charging standard can directly match the existing GB system, support 350 kilowatts of high-power fast charging, low-power charging DC and vehicle network interaction V2G, and synchronize with IEC international standards is expected to be submitted for approval in the third quarter of this year.
Regarding the interaction technology between orderly slow charging and vehicle network, it includes one-way orderly charging V1G, two-way flow of vehicle network energy V2G, and vehicle connection V2X. It is expected that after 2030, with the popularization and development of V2G, its capacity will exceed the energy storage capacity of electrochemical batteries in the power grid, and electric vehicles will begin to become units that gradually become negative carbon emissions.
(Text: Pacific Auto Network Yayong)