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International Lithium Industry Leap Forward Europe And The United States Into A Lithium Consumer Market
Jul 03, 2017

In fact, Western mainstream car manufacturers in 2007 did not agree with the lithium electric vehicle technology and commercial feasibility. In the eight years of George W. Bush's administration (2000-2007), basic research and industrialization of hydrogen and fuel cells reached their peak in the West, especially in the United States, Germany, Canada and Japan.


Europe and the United States car industry began to choose the fuel cell instead of lithium-ion battery, in my opinion, mainly based on three reasons.


The first reason is the most important reason, the fuel cell in the energy density and power density relative to the secondary battery has an absolute advantage, simply on the operating conditions of the fuel cell is indeed more suitable than the secondary battery for the main vehicle power source , And in 2005 before the performance of lithium-ion battery generally reached the actual loading conditions.


On the other hand, Europe and the United States developed countries have occupied the top of the global industrial chain and seek high profits, they believe that the secondary battery industry is a low value-added industry is an Asian thing, Europe and the United States is essentially disdain to develop this profit margin Low physical economy. Long-term do not attach importance to Europe and North America caused by the lack of large-scale lithium enterprises, lithium industry chain has not been able to build up, and Europe and the United States in the field of fuel cell has an absolute dominant position.


In addition, from the perspective of the entire industry chain, hydrogen and fuel cells on the overall level of industry to promote and enhance the lithium-ion battery industry is indeed higher than a grade. So, Europe and the United States had chosen to develop hydrogen and fuel cells rather than lithium-ion battery, is also logical.


However, due to the industrial production and storage of hydrogen and fuel cells in technology, cost, life and other aspects of the existence of many technical challenges, these problems seriously hampered the fuel cell electric vehicle industrialization process. In terms of seeking truth from facts, the EU and DOE planning at the time underestimated the key issues in the process of technological, product and market transformation, and it was overly optimistic about the progress of technological progress, infrastructure, and market development. When these problems were encountered, On the impact of the government and industry on the fuel cell vehicle industry is expected.


So 2008 Obama was elected president of the United States, the US government in the new energy and electric vehicle strategic direction from the hydrogen and fuel cells to the lithium-ion battery, which is the current second round of electric vehicle industry boom, but the power The technical route of the system is switched from a fuel cell to a lithium-ion battery.


Since 2008, due to the US Department of Energy (DOE) and the European Union (EU) policy, the international set off a wave of lithium material production and manufacturing investment boom. Not only almost all of the lithium industry multinational companies have carried out a large-scale capital increase, but also many new enterprises to enter the lithium industry chain.


Representative companies in the field of lithium electrode materials, BASF in early 2012 to integrate resources to set up lithium materials division, the United Kingdom JohnsonMatthey through the acquisition of A123 material plant and Canada Phostech after the establishment of battery technology department. Other large companies include Dow (cathode materials and electrolyte additives), Dupont (ternary materials, LTO and special fluorine-containing electrolyte), Cabot (ternary material, LTO) is also a great investment in electrode materials.


LithiumEnergy Japan, a joint venture between GSYuasa and Honda, and AutomotiveEnergySupply (AESC), a joint venture between NEC and Nissan, and SBLimotive, Hitachi and Shin-Kdbe, a joint venture between BOSH and SamsungSDI, and the joint venture between Mitsubishi and GYYuasa. A joint venture of HitachiVehicleEnergy; Saft and JohnsonControl JCISaft joint venture and Daimler-Benz and Evonik joint venture Li-Tec and so on.