Briefly on the safety of lithium iron phosphate batteries

Rooted in the industrial chain with power battery as the core, it has to look at the industry in the ups and downs of the policy; in the turmoil of capital, predict the pattern trend; in the generosity of experts, consolidate its own views.

The industry is still evolving in an ever-changing way. In the face of overwhelming media reports, the author also has some of his own opinions. He only shares with you in the form of comments.

Original: What is worth learning in the Ningde era?

As the top power battery from China to the international market, Ningde era has created a miracle in China's lithium battery industry, making countless lithium batteries proud and proud.

Comments:

Many people use "upstarts" to describe the Ningde era established in 2011, but in my opinion, it is incomplete to let go of ATL to talk about the rise of Ningde era. The popularity of Ningde era is actually the result of accumulation.

ATL has won orders from Apple for its years of technical accumulation in the field of polymer lithium batteries; Ningde era successfully cut into the BMW supply chain with its excellent product quality and development strength. There is a connection between the two. After ATL got the Apple order, it was not pure production. In the supply process, ATL also carried out continuous process improvement and management mode upgrade, thus completing the qualitative change, which is also one of the reasons why the Ningde era was caught by BMW.

Similarly, in the Ningde era and the supply process of BMW, the Ningde era also completed a leap in quality and technology, which became the international first-line battery company in 2016, surpassing Matsushita in 2017, becoming a veritable lithium battery giant. It is worth mentioning that in the process of technology/process accumulation, the reserve of talents in the Ningde era far exceeds the international lithium-ion enterprises such as Samsung, LG and Panasonic. From this perspective, the rise of the Ningde era is inevitable.

Original: Will the lithium iron phosphate in the commercial vehicle sector under the weight of the cost erode the ternary status?

With the subsidy of the new policy in 2018, in the field of commercial vehicles with high cost sensitivity, due to the increased cost reduction requirements, some companies plan to use lithium iron phosphate as a power battery to promote vehicles.

Comments:

Many people think that the ternary life is high and iron and lithium are safer. In fact, this view is untenable. It is true that the thermal stability of lithium iron phosphate is better than that of ternary materials, but in battery safety accidents, the thermal decomposition of the positive electrode material is a very marginal factor.

From the cell level, after the temperature rises to 130 ° C, the SEI film on the surface of the negative electrode decomposes, resulting in a severe redox reaction in the high-activity lithium carbon negative electrode exposed to the electrolyte, and the generated heat causes the battery to enter a high-risk state. At 200 ° C, the passivation film of the positive electrode material decomposes and decomposes oxygen. At this time, no matter how good the thermal stability of lithium iron phosphate is, it is unable to return to the sky.

From the perspective of the module, the failure of the battery cell is only a small part of the safety hazard of the entire battery system, and more important factors such as the control system, the tightness of production control, and other factors.

At the same time, battery life can also be upgraded by stacking batteries. Therefore, the contest between ternary and iron-lithium will eventually return to cost, especially in the field of logistics vehicles.

Original: Each road capital divides the overseas cobalt mine 2018 cobalt market 4 big prospects

According to industry analysts, the cobalt supply gap in 2018 will be compensated for but will remain tight. Domestic cobalt prices are vulnerable to changes in international cobalt prices and investment institutions, so cobalt prices still have room to rise but growth may be Slow, even in the short term there is a possibility of a small correction.

Comments:

Cobalt is a really hard thing to control. On the one hand, it is mainly concentrated in Congo, which is a place with unstable national conditions. On the other hand, cobalt is only a companion mine of copper, which is very affected by the copper market. Therefore, the fluctuation of cobalt price has been relatively large, and it has reached 800,000/ton in history.

Lithium prices are also criticized along with the rise in cobalt prices, but lithium and cobalt are not the same. Lithium resources are relatively scarce. According to the layout of lithium mines in 2017, supply is likely to exceed demand, and lithium carbonate may not be as popular as it is now. Of course, as a scarce resource, even if the production capacity is further released, the price will be adjusted back, and there will be no cliff-like decline. The lithium mine is still a necessity for the new energy giants to compete for.

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