Cobalt-free batteries are still in the early stage of research and development, and there is little room for the reduction of cobalt content in ternary materials batteries.

The event

Incident: on June 1st, the German magazine published an article "WirtschaftsWoche". A German engineering company is commissioned to take apart Model3. The results show that the Model3 materials and logistics cost about $18000, while labour costs about $10000, and the total cost is approximately $28000. It also found that the quality ratio of Model3 battery and cobalt is 2.8%, which has won the acceptance of Musk.

Event 2: on May 30, Europe "automotive news" report, as a Tesla Model3 sole Panasonic battery suppliers, the company said key battery because the soaring prices of raw materials Co Panasonic plans soon began to develop cobalt free car battery components.

Comments

Model3 cost reduction, is advantageous to the models. Was for Model3 bicycle industry and the cognition of the total cost of the production of about $35000 per car, the price with Model3 standard edition is priced at $35000, for the company no profit to speak of and no price cut space.

The dismantling confirm the total cost is $28000 / Model3 vehicles, the $35000 standard edition Model3 has reached almost 20% of the gross profit margin, if tesla can eventually completed 10000 cars a week Model3 production targets, will make a great contribution for tesla's earnings. At the same time, the lower of cost to bring certain price elasticity Model3 space, is advantageous to the promotion and the sale of the model, as electric fist product Model3 sales promotion is expected to drive the cobalt dosage more than expected.

Model3 battery 21700 lower cobalt content effect is limited. Cobalt content of the lowest on the market at present for NC811, according to the formula to calculate the cobalt content is 6.67%.In known Model3 cobalt under the premise of 2.8% for the weight of the battery, our way through the molar mass and 21700 cobalt content in actual production Angle measurement, according to the results of the cobalt content (of the anode materials) range of about 5.61% - 6.51%, with NC811 relative gap is not big, and by measuring the Model3 bicycle cobalt consumption is still greater than 7 kg. So we think 21700 battery demand for Gu is slightly lower, but the impact is limited.

Cobalt free battery is still in its early stage of development, batteries ternary material cobalt content has little lower space. Panasonic research without Gu battery is mainly due to high cobalt price has great influence on the battery costs, however, power battery after decades of development, considering multiple factors such as cost, safety, under the condition of existing technology, formed in the lithium iron phosphate and market pattern, the ternary materials research and development began in 1996, lithium iron phosphate ternary material research and development began in 1999, after more than 20 years of development to form mature commercial products.

And three yuan material battery technology development for the present situation, in which nickel has the highest number of moles can't more than 9, cobalt below 1 crystal structure and electrochemical stability is difficult to ensure, in 21700 nca ratio is 8.8:0.9:0.3, under the condition of lower cobalt content are not technology allows, want to develop large-scale commercial cobalt free battery is still far away. So in the current ternary battery under the condition of no lower cobalt content space, cobalt demand will be a long time in the future as the growth of the demand for batteries keep growing.

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