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CATL to build new $280M, 80 tpy LFP cathode materials plant in China

China-based battery maker CATL (Contemporary Amperex Technology Co Ltd) and its subsidiary Shenzhen Dynanonic signed an agreement with Jiang’an county government (located in south-west China’s Sichuan province) to build a lithium iron phosphate (LFP) cathode materials plant with a production capacity of 80 tpy. The construction of the plant is expected to be completed in three years, with a total investment of US$280 million.

In a speech at the China EV100 conference, CATL Chairman Zeng Yuqun observed that global lithium battery market demand will increase significantly starting this year, but added that the growth of capacity supply in the entire industry chain is relatively slow, and effective supply is insufficient.

CATL, he said, has over the years formed four innovation systems: material system; system structure; extreme manufacturing; and business model.

First of all, material system innovation is very important. For a certain period in the future, lithium iron phosphate and ternary materials still have room for improvement, and they are still the absolute mainstream of application. Afterwards, some new systems may emerge. It is necessary to start from the atomic scale, deeply understand materials and their interface properties, achieve a fundamental breakthrough in the material system, avoid many precious metals, and take a more cost-effective way to deal with long-term, huge market demand.

—Zeng Yuqun

Metals, minerals and chemical industries consultancy Roskill said that in 2020, LFP accounted for around 20% of global cathode materials production. In 2021, the market share of LFP cathode materials is forecast to increase to 25%.

Roskill said that in 2020, the installation of LFP batteries in EVs is reported to have increased by around 21% y-o-y, to 24.4 GWh in China, and the upward trend is expected to remain in 2021. Roskill attributes a wider use of LFP in EVs partly to technology improvements, boosting driving ranges of EVs, coupled with price competitiveness and safety benefits.

Earlier in January, Guoxuan High-tech launched its new-generation LFP cell, with an energy density of 210Wh/kg—a similar level to NCM523 battery cells. At the pack level, module-less pack designs, including CATL’s Cell to Pack and BYD’s Blade Battery, have allowed more LFP cells to be placed into the pack than previous technologies.

The use of LFP in other applications, such as stationary ESS and water transportation, is forecast to increase as well. As reported by Roskill previously, despite the effects of the COVID-19 pandemic, the electrification of vessels has not shown any signs of slowing down in China. In 2020, around 70MWh of LFP batteries were installed in Chinese electric vessels, equivalent to more than 1,270 Tesla Model 3 vehicles with LFP batteries.

CATL has invested heavily in LFP battery production. Besides the expansion of connections with downstream clients, CATL has been actively moving towards an upstream position to gain a source of captive LFP cathode materials. This would grant the company a strong foundation to deal with the impending changes to the global Li-ion battery market, Roskill said.

Comments

Lad

LFP batteries are a good drop in solution to replace the toxic lead acid starter batteries for internal combustion engines,
Many race cars teams have used them for years because they have a much higher power density, are 50% lighter and are more reliable.
I have used one for 5 years now in my riding lawn mower and it starts every time.
Pricewise, LFP is now about at parity with L/A and hopefully as more are produced, LFP batteries will cost less.

gryf

As GCC points out:
Earlier in January, Guoxuan High-tech launched its new-generation LFP cell, with an energy density of 210Wh/kg—a similar level to NCM523 battery cells. At the pack level, module-less pack designs, including CATL’s Cell to Pack and BYD’s Blade Battery, have allowed more LFP cells to be placed into the pack than previous technologies. Yes, LFP batteries do have cost parity with PbA batteries, but they are more than capable of starter motor or lawn mower batteries.
However, there are some problems if you do not upgrade thermal management software as Tesla found out in the "Made in China" Model 3 Standard Range plus (SR +) with a battery made with the CATL LFP cells. (Read:"Tesla Model 3 with LFP Battery Has a Cold and Range Problem", at TorqueNews (https://www.torquenews.com/1/tesla-model-3-lfp-battery-has-cold-problem).

There could be a fix for CATL or SVolt LFP Prismatic batteries if they use the Penn State battery design (read the GCC post "Penn State develops thermally modulated LFP battery; fast-charging, inexpensive, long-life for mass-market EVs", GCC 1/19/2021).
Tesla would need to use a different approach with the 4680 battery, probably using it's excellent thermal management properties (from the patent 20200144676A1,
Heat transfer through the base of the cell, and especially heat transfer from the negative electrode, are thereby improved in the disclosed embodiment due to the increased area over which the transfer takes place. The improved heat generation and transfer properties facilitate thermal management of the electrochemical cell.).

yoatmon

That would certainly be a welcome introduction in the EV market. Even better would be the product described in the following if ... if all those claims could be trusted.
https://www.graphenano.com/en/la-primera-planta-de-baterias-de-grafeno-del-mundo-en-espana/

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