2023 is considered to be the first year of the industrialization of sodium batteries, and it is also a critical stage for verifying the cost and performance of mass-produced sodium-ion batteries. According to the forecast of Xinyu Information, by 2030, the demand for sodium electricity is expected to reach 300Gwh. Whoever can take the lead will stand out in the crowded lithium battery track and enjoy a place in the energy storage market with small power and huge growth.
In the morning meeting, the participants were generally optimistic about the prospect of sodium electricity industrialization from the perspective of energy security and scale effect. The afternoon meeting focused more on the comparison of the advantages and disadvantages of the three routes of sodium-ion batteries and discussed the cost comparison after mass production.
Mr. Wang Jiandong, Minister of Investment Promotion Department of Suyin Industrial Park, Mr. Xia Yongyao, Professor of Fudan University and Chief Scientist of Shanghai Puna Energy Technology Co., Ltd., Mr. Wu Yongjun, Sales Director of Honggong Technology Co., Ltd., research and development of Shenzhen Pangu Naxiang New Energy Co., Ltd. Director Mr. Lu Jiangying, Professor Wang Kaixue of Shanghai Jiaotong University, Director of Oriental Fortune Securities Research Institute Mr. Zhou Xuhui, CEO of TIAMAT SAS (France) Mr. Hervé BEUFFE, General Manager of Lepu Nadian (Shanghai) Technology Co., Ltd. Mr. Fang Ming, Professor of Shanghai University Ms. Zhao Yufeng, Mr. Qian Yi, a researcher of Xinyu Information Industry, etc. gave wonderful speeches。
Three Routes One Center
Cost reduction and efficiency increase are practical first
Wang Jiandong, director of the Investment Promotion Department of Suyin Industrial Park, introduced that Suyin Industrial Park will be built into a high-tech, ecological, and comprehensive new industrial city, becoming a "demonstration area for the coordinated development of east and west, a demonstration area for the integration of industry and city, and a copy of the experience of the park." Demonstration area, a demonstration area serving the 'Belt and Road'". Minister Wang Jiandong welcomed the participating enterprises to visit the park for business contacts and investment.
Xia Yongyao, a professor at Fudan University and chief scientist of Shanghai Puna Energy Technology Co., Ltd., believes that currently 80% of China's lithium resources rely on imports, and there is a risk of bottlenecks, while the sodium-based battery system has the advantages of abundant resources and good prices. At the same time, its advantages need to be comprehensively measured in terms of resources, costs, technological advantages, policies and markets.
Professor Xia introduced the characteristics of various cathode material technology routes and polyanion technology routes. He believes that sodium-ion batteries have the advantages of low cost and excellent high and low temperature characteristics, which can learn from the manufacturing process of lithium batteries and have entered the stage of industrialization. In 2023, there will be samples of various technical routes in the market, ushering in a period of industrial scale expansion.
He said that the sodium-ion battery based on iron-based phosphate pyrophosphate cathode has the characteristics of low cost and long cycle, and is another preferred technology for energy storage batteries. He also said that the energy density of Ah soft-pack batteries is greater than 100Wh/kg, which meets the needs of two-wheeled vehicles and energy storage. If the positive electrode is 115mAh/g and the negative electrode is 300mAh/g, the efficiency of the battery is 0.55, and the energy density of the battery can reach 120-130Wh/kg.
Wu Yongjun, sales director of Honggong Technology Co., Ltd., said that the 2019 Nobel Prize in Chemistry was awarded to three scientists from the United States and Japan who had made outstanding contributions to the lithium battery industry. In 2023, the first year of Nadian will stand on the shoulders of giants, and mass production is just around the corner.
Wu Yongjun said that if a sodium electricity production enterprise is a "kitchen", his own company is a kitchen cooker supplier - providing equipment for sodium electricity material production enterprises. In this era of intensification and scale, Honggong Technology will open up a new world of material production line equipment.
Wu Yongjun, sales director of Honggong Technology Co., Ltd., said that the 2019 Nobel Prize in Chemistry was awarded to three scientists from the United States and Japan who had made outstanding contributions to the lithium battery industry. In 2023, the first year of Nadian will stand on the shoulders of giants, and mass production is just around the corner.
Wu Yongjun said that if a sodium electricity production enterprise is a "kitchen", his own company is a kitchen cooker supplier - providing equipment for sodium electricity material production enterprises. In this era of intensification and scale, Honggong Technology will open up a new world of material production line equipment.
Wu Yongjun, sales director of Honggong Technology Co., Ltd., said that the 2019 Nobel Prize in Chemistry was awarded to three scientists from the United States and Japan who had made outstanding contributions to the lithium battery industry. In 2023, the first year of Nadian will stand on the shoulders of giants, and mass production is just around the corner.
Wu Yongjun said that if a sodium electricity production enterprise is a "kitchen", his own company is a kitchen cooker supplier - providing equipment for sodium electricity material production enterprises. In this era of intensification and scale, Honggong Technology will open up a new world of material production line equipment.
"Sodium-ion batteries will replace lithium-ions in some fields." At the 2023 Na-ion Battery Technology Development and Industrial Investment Summit Forum, Zhou Xuhui, head of the Oriental Fortune Securities Research Institute, said. Under the premise that the technical route is running smoothly, cost reduction will be the keyword for the industrialization of sodium electricity in 2023. The cost reduction speed of sodium electricity will start a "life and death" race with the price reduction of lithium carbonate. In the case that the price of lithium carbonate is still running at a high level, it has left a golden window for the industrialization of sodium electricity.
Zhou Xuhui believes that the relationship between the industrialization of sodium-ion batteries and lithium carbonate will reduce the dependence on lithium in the long run. If the price of lithium carbonate rises, the space and time for the industrialization of sodium-ion batteries will be more abundant. On the contrary, the industrial process of sodium-ion batteries will be accelerated.
TIAMAT SAS (France) CEO Mr. Hervé BEUFFE remotely introduced TIAMAT's sodium-ion battery technology. The company was founded in 2017, but its scientific research project started as early as 2013. In 2020, the company signed cooperation agreements with famous automakers. In 2022, TIAMAT started the research and development of the second generation of batteries for medium energy density.
The company currently has two generations of products, the first generation is a powerful battery, and the second generation is an energy storage battery, both based on sodium-ion battery technology.
Fang Ming, general manager of Lepu Nadian (Shanghai) Technology Co., Ltd., introduced the low-cost route of key cathode materials for sodium-ion batteries. Fang Ming said that in the research and development direction of cathode materials, the three technical routes have their own advantages and disadvantages.
In response to the needs of layered oxide cathode materials in different application scenarios, Lepu Nadian has simultaneously developed a variety of cathode materials. In terms of anode materials, hard carbon materials have become the most popular due to their good sodium storage performance, stable charge and discharge platform area, and high sodium storage capacity. Hard carbon exhibits excellent high and low temperature, fast charging performance, and low cost. anode materials with commercial application prospects.
Zhao Yufeng, a professor at Shanghai University, focused on high-power, low-temperature resistant sodium-ion batteries to start the topic. She introduced three research results. The first is to establish the interface regulation mechanism of layered interface materials; the second is to propose a dynamics improvement strategy for the full voltage region of hard carbon materials; the third is to analyze the low-temperature speed control steps and build a low-cost pouch battery.
Finally, Qian Yi, an industry researcher of ICC Information, made a report on "Price Prediction of Lithium Carbonate for Batteries". According to the forecast of Xinyu Information, in 2023, the supply of domestic lithium resources will be 1.0882 million tons, and the demand will be 1.034 million tons. It is expected that the lithium carbonate market will show an inverted V-shaped trend throughout the year, and the average price of lithium carbonate will drop to about 400,000 yuan/ton.
He introduced that after the Spring Festival, the pessimistic atmosphere in the domestic lithium carbonate market is still strong, the inventory level of downstream enterprises and traders is low, and lithium carbonate enterprises have accumulated a lot of inventory. In fact, after nearly two months of sharp decline, the downstream industries of lithium carbonate (such as lithium iron phosphate, lithium manganate, etc.) have gradually turned losses into profits, so the problem is mainly on the demand side.
From previous years, around the Spring Festival has always been the off-season sales of the automobile and lithium carbonate industries, and this year is no exception. According to the latest statistics, the domestic production and sales of new energy vehicles in January were 425,000 and 408,000 respectively, a sharp drop of 46.6% and 49.9% month-on-month, which directly led to weak demand for lithium carbonate and downstream materials. Affected by this, the overall lithium carbonate market in the first quarter will be dominated by a slight negative decline, and the support level is expected to be 430,000-440,000 tons.
After the second quarter, domestic consumption of new energy vehicles is expected to pick up. In particular, various regions have recently continued to introduce relevant measures to promote automobile consumption, including the issuance of automobile consumption coupons and the extension of new energy purchase subsidies. The market demand and sentiment will improve. The lithium carbonate market is expected to usher in a wave of stock replenishment, and the price may reach a high of 500,000-550,000 yuan, but it is difficult to exceed the level of last year.
After the second half of the year, the new resources of domestic and overseas (especially Australia and Africa) lithium mines will be gradually released, and the price center of gravity of lithium carbonate will move down again. After the fourth quarter, the decline will probably accelerate, and the lithium carbonate market will welcome Come the real inflection point.
This summit is the second sodium-ion battery summit forum held by Xinyu Information after the 2022 sodium-ion battery industry development summit forum. Although the summit has ended, the participants still have more to say. Regarding the industrialization and technological breakthroughs of sodium-ion batteries, there are still many issues that need to be resolved and discussed urgently. Let us look forward to the sodium-ion battery held by ICC Information in 2023. Follow-up activities for industry development.
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