Lithium resources and battery industry development status

In recent years, China's lithium resources and battery industry has developed rapidly. According to the Power Battery Application Branch of the China Chemical and Physical Power Industry Association(hereinafter referred to as the "Power Battery Application Branch"), the total global lithium battery output has grown by more than 25 % annually since 2010, and the total size of China's lithium power market in 2017 is expected to reach 82 GWh. In 2016, global power lithium battery shipments reached 45.33 GWh, of which BYD and Ningde were ranked in the top two with 7.35 GWh and 6.72 GWh respectively.

According to the statistics of the Power Battery Application Branch, in terms of lithium resources, in 2017, it is estimated that the demand for lithium carbonate in China will be about 106,300 tons, while the output will be only 94,300 tons, requiring a net import of 0.5 million tons, and the supply and demand for lithium carbonate will be tight. The market for lithium resources products is booming.

Although China's lithium resources and battery industry has achieved a lot of achievements, there are still problems that can not be ignored in the development of lithium resources: waste of lithium resources, low level of development of lithium resources in salt lakes, and serious environmental pollution; Lithium battery production links, due to improper control of processes and equipment, exhaust gas, wastewater and solid waste are likely to cause pollution to the environment; There are also problems such as poor economic costs in the use and recycling of batteries.

The lithium resource and battery industry must not only develop well, but also be sustainable. Only sustainable development will not become a short-lived boom. Recently, the "Lithium Industry International Summit Forum" and the report "Lithium and Battery Industry Sustainable Development Research(2017)" jointly prepared by the China Electric Vehicle 100 People's Association and the Power Battery Application Branch, The theme of the two discussions is the sustainable development of lithium resources and battery industry. So, how can we achieve sustainable development of lithium and battery industry? The Secretary-General of the Power Battery Application Branch, Zhangyu, said that to achieve sustainable development, lithium and battery industry chain companies must collaborate and innovate to create a green industrial ecological chain.

As the co-organizer of the "Lithium Industry International Summit Forum" special summit I-`` Global Lithium Resources Development and Development and Building a Benign Industrial Ecology ", since its establishment, the Power Battery Application Branch has promoted the coordinated development of the Lithium-electric industrial chain. As its own responsibility. In order to understand the current development of the lithium and battery industries, the Power Battery Application Branch, together with 100 people from China, will conduct in-depth research on more than 50 well-known companies in the fields of lithium power production, raw materials, BMS, PACK, and new energy vehicles. Understand the problems existing in the lithium resources and battery industry chain and the real needs of the company, and issued a "prescription"-`` Lithium and battery industry sustainable development study(2017) "report. The report provides a series of policy recommendations on the various aspects of the lithium resource and battery industry. It is of inspiration and reference value to policymakers and practitioners in the lithium and battery industry.

Mining links: Through advanced mining and extraction processes and equipment, intensive and efficient use of lithium resources to achieve green mining. Raise the threshold of entry for mining enterprises, reasonably reduce the number of enterprises, and eliminate the opening of large mines; We will step up law enforcement and environmental monitoring of mineral resources to ensure the rational development and utilization of Salt Lake resources.

Production link: Through intelligent production means and energy-saving emission reduction technology, ensure the product quality and energy-saving emission reduction in the production process. Strict control of power cell production projects to prevent a large number of low-end products into the market, disrupting the healthy development of the industry; Strengthen the environmental monitoring and control, to the enterprises that do not meet the emission standards and require rectification.

Application link: make full use of the new energy vehicle as a mobile energy storage terminal and the relationship between the power storage device and the power grid to fully eliminate renewable energy; We will increase support for new energy vehicles, energy storage and supporting infrastructure, and speed up the promotion through fiscal and non-fiscal policies. We will build a data monitoring platform to ensure the safe operation of products. The introduction of carbon trading and green certification system will improve the economy of enterprises and consumers in the operation and use of products.

Power cell recovery: standardize and guide the production of power cells, and ensure that the dismantling and recycling proceed smoothly through the full life cycle traceability management; Formulate the incentive implementation rules for power battery recycling, and establish a clear reward and punishment mechanism; At the same time, it is necessary to speed up the release of the entry catalogue of the "Standard Conditions for the Industry of the Comprehensive Utilization of New Energy Vehicle Used Power Battery" and introduce third-party enterprises to help the rapid development of the recycling business of Hedongli battery manufacturers.

The main meaning of the "collaborative innovation" and "sustainable development" proposed by Zhangyu, as well as the "prescriptions" set out in the project report, is that the links and enterprises in the chain of the lithium and battery industries must be effectively linked as a whole. In coordination with development, industrial policy plays the role of guiding and standardizing the development of the industry.

Lithium resources and battery industry to achieve temporary development is not difficult, the difficulty is to achieve sustainable development. Therefore, it is necessary to create a benign and healthy industrial ecology and promote the development of a green cycle of lithium resources, lithium battery manufacturing, new energy vehicles, and power battery terraces.

The page contains the contents of the machine translation.