Lithium battery energy storage revolution

Tesla's Super Battery Factory is about to completely change the way lithium batteries are stored. The Super Battery Factory project marks Tesla's energy storage layout. The lithium battery will realize the seamless connection between Tesla and Sun City, igniting the lithium battery energy storage revolution. Last week, Tesla launched the Gigafactory, which marked Tesla's layout in the field of energy storage. Lithium batteries will realize the seamless connection between Tesla and Sun City, and realize the resonance of electric vehicles and photovoltaic cells. New energy will truly challenge the integration of traditional energy sources. Analysts believe that lithium batteries will be the main axis of this round of the new energy vehicle market. 1. New energy vehicles have fundamentally confirmed the way of lithium battery technology. There have been controversies about the technical route of new power vehicles (fuel, nickel-metal hydride, supercapacitors, etc.), but the opening of the gigabit lithium battery factory has proved at least two tasks: First, Tesla is determined to use lithium batteries in the medium term. Tesla CEO has previously stated that supercapacitors may be the future direction of development, but his actions show that he is the most optimistic about lithium batteries until at least 2020. Second, followers will accelerate the progress of industry. Although the company can jump out of the Tesla framework, it is undeniable that more and more countries and companies (especially my country) will act as followers and imitators during the period of participation, and the speed of industrial progress is often related to participants. The number of capacitors (photovoltaic silicon thin film, barb) capacitors, the basic skills road proved to accelerate industrial clusters, industrial clusters can accelerate technological progress, but also because the lithium battery industry chain is relatively mature, and the division of labor is clear, there is a large space for capital investment , Tesla now plans to invest more funds, and a drop of more than 30% by 2020 is completely feasible. 2. Lithium batteries will achieve resonance between new energy vehicles and energy storage. The demand for energy storage is not only the demand for new power vehicles, but will also rise rapidly, or even explode, because the industry is accelerating the decline in capital costs. The reasons for the explosion of energy storage are as follows: First, the photovoltaic + energy storage distributed system has taken another step towards user-side parity. Now in Germany, the residential electricity price is 2.4 yuan/kWh. Now the capital of photovoltaic power generation is about 1.1 yuan/kWh. If the capital is less than 1.3 yuan/kWh for energy storage and residents, the solar energy storage system will replace the power grid. Near the critical value of capital energy storage (about 1.2 to 1.5 yuan/kWh), if the storage capital declines according to an annual increase rate of 10-15%, parity will be achieved in the next one to two years. Photovoltaic power generation has been accused of relying on subsidies, and this demand is completely economically driven, and demand without subsidies has huge explosive power and space. In countries with higher electricity prices such as Italy and Australia, this kind of user-side parity will also be achieved. Second, the batteries of electric vehicles are naturally closely connected to energy storage. Electric vehicles have high quality requirements for lithium batteries, but there are no requirements for energy storage. After the launch of the new energy vehicle market, the replacement or screening of car batteries for repeated use such as energy storage (charging piles or household systems) will greatly dilute the cost; the decline in the cost of lithium batteries will not only drive electric vehicles, but also drive photovoltaic self-use Demand, and the subsidy can be completely eliminated for photovoltaic self-use. 3. Lithium batteries are the most valuable part of electric vehicles and the biggest difference from traditional fuel vehicles. In electric vehicles, 30-40% of the funds are made up of lithium batteries, the greatest value, and the difference between the body or wheels and other parts, lithium batteries are from scratch, there is an additional addition, from the perspective of flexibility, Lithium batteries are the largest in electric vehicles. 4. Lithium batteries are not always unprofitable. The reason why lithium batteries have been criticized is that historically, the performance is lower than expected, because the processing capacity is large and the competition is very fierce. It is always the case. Although the sales volume has risen, it is difficult to make up for the price of the quantity and performance due to the falling price. The rate of rise is very low, and the lithium method is the most typical case. As far as new jobs are concerned, supply and demand are determined by demand, and the volatility of demand is far greater than that of output. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete.