Founded in 1957 and located in Nanjing Chemical Industrial Park, Nanjing Titanium Dioxide is one of the larger titanium dioxide production enterprises by sulfuric acid method. It was recognized as a "high-tech enterprise" in August 2012 and has passed ISO9001:2000 quality management system certification. The company's products are widely used in coatings, papermaking, chemical fiber, ink, plastic pipe profiles, films, rubber, leather, cosmetics and other fields. They sell well in the market and are exported to Southeast Asia, Africa and America, which are highly praised by users. The production capacity reaches 100000 tons / year, and the wholly-owned subsidiary Xuzhou titanium dioxide also has an annual production capacity of 80000 tons of titanium dioxide. titanium dioxide rutile,tio2 powder price,rutile titanium dioxide price,titanium dioxide in plastics,tio2 white Henan Chuange Industry CO.,LTD , https://www.chuangegroup.com
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Strang Li Jigang: ternary battery cost suddenly increased lithium iron phosphate material is still promising
In 2017, the new energy subsidy policy directly links the subsidy amount to the energy density of the battery system. In addition, the national planning technology roadmap puts high requirements on the energy density of the battery, resulting in the appearance of ternary materials after the Spring Festival. Lithium iron phosphate The development of materials in the cold of the year.
However, the author believes that lithium iron phosphate material is still a good choice for the development of China's power battery in the future, from the perspectives of economy, safety and applicability.
After the Spring Festival, the lithium battery industry began to resume work. The company's organization team learned from the customers of the downstream battery companies that the power battery companies basically laid out the ternary battery production line in accordance with the new subsidy policy requirements, and ready to be mass-produced.
However, due to the heavy dependence on imports of domestic ternary materials such as cobalt and nickel, the DRC government banned cobalt mine exports and the Philippine government's large-scale shutdown of nickel mines due to environmental problems, resulting in a shortage of domestic cobalt-nickel ore supply after the holiday. Prices have skyrocketed, and the price of ternary materials has risen and is extremely out of stock, causing battery companies to slow down and maintain a wait-and-see attitude.
It can be foreseen that the shortage of nickel and cobalt raw materials of ternary materials will lead to a sharp increase in prices, even if the recycling is far less than its increment, which will inevitably lead to a doubling of the price of ternary materials, resulting in the unsustainable ternary battery. In contrast, iron and phosphorus in iron-lithium materials are abundant in reserves and low in price. Therefore, although the market share of ternary materials is increasing, lithium iron phosphate materials can achieve better long-term economic benefits.
At present, battery companies have already felt the pressure brought by the price increase of ternary materials, and the amount of subsidies after the decline has not fully compensated for the increase in battery costs, which is bound to exert great pressure on the promotion of new energy vehicles. Therefore, if the prices of cobalt-nickel and ternary materials are high, passenger cars, mild hybrids and other models may re-select low-cost, safe and long-lived lithium iron phosphate materials.
In fact, the ternary materials do not conflict with the lithium iron phosphate materials. There is an intersection but the market is growing at the same time: the ternary battery is dominant in electric passenger cars, logistics vehicles, and mild hybrid cars, while electric buses and storage. In the energy field, lithium iron phosphate is more advantageous. On the other hand, the company and customers in the high-rate battery to increase research and development, the results are significant, and then fast-filled to achieve the benefits, 10 minutes to charge 90% capacity; later with the popularity and improvement of charging stations, iron-lithium battery life The relatively short board of 300 kilometers has a quick charge to make up for it, and the application of iron-lithium battery will be greatly improved and quickly popularized.
Therefore, in the long run, Sterling still insists that lithium iron phosphate material is the first choice for the later development of power batteries!