掀开奶罩边躁狠狠躁苏玥视频,无码专区3d动漫精品,去阳台跪着把屁股抬起来,精品国产丝袜黑色高跟鞋


Chinese battery breakthrough needn’t worry cobalt price bulls

  • Wednesday, June 3, 2020
  • Source:ferro-alloys.com

  • Keywords:Chinese battery
[Fellow]Chinese battery breakthrough needn’t worry cobalt price bulls

[ferro-alloys.com]High energy density, longer-range NCM (nickel-cobalt-manganese) cathodes, together with Tesla’s NCA (nickel-cobalt-aluminum) technology account for over 90% of batteries in passenger EVs.

Automakers continue to thrift the use of cobalt – by far the priciest raw material – in cathodes. While NCM111 (equal parts nickel, cobalt, magnesium) are found in fewer and fewer models, cobalt is proving a sticky component of cathodes and NCM811 still commands a market share in the single digits.

Cobalt in cathodes makes batteries last longer, and crucially provides thermal stability.

Last month, Chinese battery maker Svolt revealed two battery technologies that forego cobalt altogether. Called NMx, the new battery uses nickel-manganese cathode chemistry.

The company, spun out of Great Wall Motors in 2018, claims the technology achieves the energy density – and therefore longer range of NCM despite the absence of cobalt. 

Coming a couple of months after Tesla broke rank and opted for lithium iron phosphate (LFP) batteries for its entry-level Model 3 in China, Svolt’s breakthrough seemed to be another harbinger of cobalt’s demise.

Apart from the eye-popping claims of range for NMx batteries (880km for those destined for GWM’s high-end models) Svolt says it can commercialize the technology as soon as July of next year.

That’s a highly ambitious target, says Benchmark Mineral Intelligence, a battery supply chain and price discovery firm:

As the market looked to reduce cobalt in EV cathode technology and move to NCM 811 the path has been anything but smooth.

The route to commercialisation follows a lengthy qualification process with each automaker. This can be a multiyear process, even for a different blend of existing technology as is the case with NCM 811.

For SVOLT a lengthier qualification process can be expected as the technology remains commercially unproven. As a new supplier, with an entirely new product, the Tier 2 cell producer will also face a longer qualification process, although this process would likely be shorter for the domestic Chinese market.

Moreover, says Benchmark, western automakers’ attention and capital has largely been, and continues to be, focused on NCM technology.

Price uptick

Benchmark’s cobalt price assessment published Tuesday shows cobalt hydroxide (crystalline form produced at mines containing 20–40% cobalt) prices gaining slightly in May on the back of disruption of material exported from South Africa.

The uptrend is not likely to last, however. As shipments of hydroxide reach China in early-mid June, Benchmark believes oversupply concerns will ease and prices to subside accordingly.

(Mining.com)

  • [Editor:王可]

Tell Us What You Think

please login!   login   register
Please be logged in to comment!
主站蜘蛛池模板: 塘沽区| 吉木乃县| 新化县| 横山县| 紫金县| 连山| 张家港市| 西乡县| 伊吾县| 平谷区| 乌兰浩特市| 临邑县| 衡阳市| 巨野县| 平邑县| 乐安县| 盘山县| 凌源市| 高陵县| 内江市| 麻城市| 福清市| 巴林右旗| 抚州市| 洛浦县| 衡阳市| 栾城县| 吴旗县| 赤壁市| 额尔古纳市| 乐都县| 耒阳市| 英超| 八宿县| 建宁县| 怀柔区| 松滋市| 嘉荫县| 中宁县| 睢宁县| 潼关县|