Analyze the upstream raw material prices of lithium batteries

The price of upstream raw materials for lithium batteries leads the three giants with more than 70% of the global lithium carbonate processing capacity: Chile square meters, the United States FMC, and the German Chemetall company announced the addition of lithium carbonate, lithium hydroxide, lithium chloride, and lithium salt 15% The price of ~25% has triggered a chain effect, and the price of lithium batteries will inevitably show an upward trend. In the past year or two, with the introduction of lithium batteries of 3C products into new power vehicles and energy storage systems, the share of lithium batteries in all battery stores has risen from 2.5% to about 20%. In response to the serious pollution of lead-acid batteries in my country, the government has adopted strict measures to reduce lead-acid battery manufacturers from thousands to less than 500, forcing many famous lead-acid battery factories to close down, which has become an important rise in demand for lithium batteries. As a result, these three countries control 85% of the world's lithium reserves, including Argentina, which is cooperating with leading lithium processors such as Bolivia and Chile, and the cartel of the Organization of Petroleum Exporting Countries (OPEC). Lithium is an important part of the manufacture of electric vehicle batteries. The supplier said that every 100,000 new electric vehicles will increase the demand for 5,000-8,000 tons of battery-grade lithium, which is equivalent to a 5%-8% increase in global lithium demand. The impact of the rise in the price of lithium salt, according to the analysis, will directly affect the transmission of the battery data flow field, and touch the increase in the cost of data such as lithium manganese acid, ternary data, lithium cobalt acid, and lithium iron phosphate; in limited lithium battery systems In the selection, the olivine structure data represented by lithium iron phosphate is generally considered to have the greatest potential for development in the use of electric vehicles and energy storage batteries due to its high safety and long service life. +The price of phosphoric acid in the international market is also affected by the impact of pesticides. There will be more than 15% appreciation pressure forecast. Therefore, the raw material supply of lithium iron phosphate is estimated to be tracked and capitalized and internationally authorized patent elements. Such as phosphorus, it is estimated that the capital will increase by 30%, and the new shopping center will bring a lot of pressure. However, according to industry analysts, although the price of lithium iron phosphate is traded with U.S. dollars under the pressure of rising raw materials, when the price of lithium iron phosphate rises, the cost pressure of lithium batteries is limited because the cost of lithium iron phosphate batteries is about Accounting for 20%, the total impact of rising raw materials is actually only 6%. It may be an exaggeration to say that this wave of price increases will hinder the development of new drivers. Although industry analysis shows that the impact is small, this may just be the beginning of the battle for rare metals in global new energy demand. Only at the time when this battle takes place, will the new power mall’s tipping point and the prediction of the famous American venture capital company Zpryme predict that the global smart grid mall will reach 171.4 billion US dollars in 2014; Institute of Information Technology It also pointed out that in the Japanese electric vehicle lithium battery market, it is estimated that the mall plans to rise from US$417 million in 2010 to US$12.6 billion in 2020, which is equivalent to a compound increase rate of 41% from 2011 to 2020. In terms of end use, a new report by PikeResearch, a US shopping mall research company, shows that 32,000 buses (50% of all buses) delivered globally in 2015 will use alternative engines. This shows that this expanding business will require a large amount of lithium materials and upstream raw materials from all over the world. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete it.