The production capacity of power lithium battery copper foil and diaphragm is seriously unbalanced

The demand for power batteries continues to increase. However, the 'China Automobile News' reporter learned that the supply of raw materials for the battery industry has not kept up with the pace of industrial development. There is an imbalance between supply and demand of the raw material copper foil and diaphragm for power batteries. For a long period of time, the demand gap for battery copper foil has been relatively large. The battery separator market has become saturated, but new production capacity is still being expanded, and industry-wide losses may occur next year. There is a large gap in the material of lithium battery copper foil. In lithium batteries, copper foil is not only the carrier of the negative electrode active material, but also the collector and transporter of the negative electrode electron flow, and its importance is self-evident. In order to ensure the performance of the power battery, the tensile strength, extensibility, compactness, surface roughness, and thickness uniformity of the battery copper foil have high requirements. With high requirements, production capacity is limited. Chen Yubi, vice president of Nord Investment Co., Ltd., said: 'The rapid development of new energy vehicles has led to a sharp increase in the demand for copper foil for lithium batteries, and there has been a large gap in copper foil production capacity. 'It is reported that in 2015, the global supply of copper foil for lithium batteries was 90,000 tons, the demand was 91,000 tons, and the gap was 1%; the supply in 2016 was 105,000 tons, and the gap was expanded to 3%; the supply in 2017 The volume is expected to be 110,000 tons, and the gap ratio is further expanded to 8%. In my country, the growth of new energy vehicle production and sales has driven the growth of copper foil production capacity. In 2015, the production capacity of copper foil was 59,000 tons, an increase of 19.1% over the previous year, but the increased production capacity still cannot meet the needs of the lithium battery industry. During the '13th Five-Year Plan' period, the demand for porous copper foil for lithium batteries with a thickness of less than 6 microns will further increase. 'Chen Yubi said. In 2018, the supply of copper foil for lithium batteries was 146,000 tons, and the demand was 161,000 tons. The gap has further widened. After 2019, the supply imbalance will be alleviated, but there is still a gap of 2% to 3% this year. In addition, the rise in copper prices and the increase in demand for copper foil from power batteries have led to a substantial increase in the price of copper foil. In 2018, the diaphragm industry may suffer a total loss. Contrary to the shortage of copper foil materials, the diaphragm, another raw material for lithium batteries, has seen an oversupply phenomenon. In lithium batteries, the separator is one of the key inner components, and its requirements are also very high. It must not only be resistant to organic solvent corrosion, but also maintain permeability to allow ions to pass through smoothly, and also resist the high temperature generated by electrochemistry. However, the production capacity of the diaphragm is not limited because of this. With the rapid development of new energy vehicles, the global battery diaphragm production line is rapidly expanding, and there is already an overcapacity situation. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete.