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release time:2022-12-14
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1. Since then, the price fluctuation of cobalt has had a great impact on the ternary lithium ion battery market. With the worsening of the epidemic situation this year, Congo, an important cobalt producer, had to take blockade measures, which had a great negative impact on China's import of cobalt raw materials. Low cobalt and cobalt free batteries will soon become the development direction of the next generation of power lithium batteries, because of the birth of the market.
2. At present, there are two important technical routes for new energy vehicles, one is ternary battery, the other is lithium iron phosphate battery; The former has high energy density and strong endurance; The latter has good safety and low cost. The ternary battery has two modes: nickel cobalt aluminum and nickel cobalt manganese. Cobalt is an important element, which is used to stabilize the layered structure of materials and improve the cycle and rate performance of materials. It is an indispensable precious metal in ternary batteries.
3. In recent years, the development of ternary power lithium battery is a process of adding nickel and reducing cobalt. The proportion of NCM is from 532 to 622 to 811, and the cobalt content has been declining. Among them, the cobalt content of ncm811 battery produced by Ningde Times is between 8% and 10%. The cathode material of Tesla battery is NCA, and its cobalt content is less than 3%. If the industry further develops to high nickel in the future, the cobalt content will be reduced.
4. Although the current battery trend of high nickel and low cobalt meets the company's needs to reduce costs on the one hand, on the other hand, high nickel and low cobalt may lead to overheating of the battery, which is easy to cause combustion and affect its safety. Therefore, in order to achieve cobalt free in the future, the difficulty will increase, and there must be some technical breakthroughs. Some people believe that any new technology to replace cobalt battery materials will emerge within 10 years, and the rise of new energy vehicles is much faster than the development of cobalt free technology. The "high nickel low cobalt" ternary lithium-ion battery with the goal of "cobalt removal" and the upgraded lithium iron phosphate battery have brought hope for the development of the technical route of the ternary power lithium-ion battery. With the continuous improvement of user mileage requirements, high nickel and low cobalt are the inevitable trend of lithium ion battery development, but "cobalt" is still an important metal material that can not be replaced by ternary power lithium battery in a short time. The upcoming new blade battery and new cobalt free battery may bring new subversion. The most important are technology and cost.
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