The two major suppliers on the day of the TSLA Battery will be shot! The reason is this

　　Author ：Iflowpower – Portable Power Station Supplier

According to foreign media reports, Indonesian Maritime and Investment Affairs Coordination, LuHutpandjaitan, said that Indonesia has reached an agreement between LGCC and my country CAT1 in South Korea. The agreement covers the scale, timetment and the incentive measures supplied by the government. According to him, Indonesia uses its nickel production advantages, setting the goal of producing lithium-ion batteries in 2024.

"We will continue to develop downstream industries from nickel to lithium-ion batteries and electric vehicles. "In June this year, Indonesia stopped the export of raw nickel to ensure the supply of raw materials for nickel investment in the country. The Indonesian Investment Coordination Committee has said that LG chemistry is considering investing 9.

8 billion US dollars in an electric vehicle battery factory integrating smelter. At the same time, CATL has also investing in a factory in Indonesian Sulawesi to extract battery-level nickel chemicals. LG chemistry and CATL have not been collected.

01 Global installed volume giants to high-nickel batteries or key than the TSLA battery day, battery supplier's dynamics are focus on market attention. In this, LG chemistry and CATL are not only TSLA suppliers, but also the top two giants of the current global power lithium battery installed. In the next time, two lithium-ion battery suppliers are also in Indonesian nickel mines, intriguing.

In fact, the fierce competition between LG Chemistry and CATL has been launched in my country last year's LG chemistry to enter our market. In the first quarter of this year, CATL has declined due to domestic epidemic performance, and LG Chemicals took this opportunity to catch up. The first time I won the first quarter of the quarter, until July, still firmly dominate the first throne.

At the same time, in the face of the increasingly wide track, LG Chemistry and CATL accelerate in the strategic direction they have developed. Regarding LG chemistry, light-installed combined with expansion development is an important development direction. On the day of the Indonesian official announced and the two major battery manufacturers signed a cooperation agreement, there will be Korean media to explode, LG chemistry will split its battery business, and set up a wholly-owned subsidiary to raise funds, and it is expected to be raised by public issuance.

Take a fund for the facility expansion and R & D. Regarding CATL, the expansion and dual priority of this year are the unchanged strategy this year. Shortly after 1970 million expansion, the 19.

0 billion investment industry chain was announced further after the 1.9 billion investment industrial chain, and the "first single" investment was determined this week. 100 million yuan into the domestic equipment manufacturer faucet pilot intelligence.

Although according to their respective actual conditions, the focus of both parties is different, but the role of the R & D direction of the lithium-ion battery is consistent - adheres to the ternary / four-yuan battery. According to the Industrial Securities Analyst, Zhu Wei is sorted out, currently, the monomer energy density is the highest, the lithium-ion battery is the NCA cylinder 21700 battery produced by Panasonic, reaching 322WH / kg, and the current single energy density of LG chemistry is the largest. NCM622 battery, reaching 254WH / kg, CATL although the current importance of TSLA is supplied to TSLA, the NCM811 battery monomer energy density has reached 235Wh / kg.

Recently, LG chemistry continues to pass the R & D plan of the three-yuan / four yuan lithium-ion battery. Just last month, foreign media broke the news, the NCMA battery research and development of General Motors and LG chemicals is expected to be advanced to next year, the latter is also necessary to prepare for NCMA batteries, and its positive material supplier LF Six The moon has begun to supply high nickel NCMA positive material, and LF is expected to begin in the middle of next year, and the usage rate of NCMA positive material will begin. CATL has previously stated that cooperation with TSLA or will not be limited to lithium iron ion batteries, and in recent investment, it will abandon NCM811 high-niobi three-yuan battery technology route, and it will not give up NCM811 technology.

Route, and high nickel ternary batteries have not touched technology ceiling. 02 "Cobalt tapping nickel" is still the biggest surprise in the battery day? The attitude towards the high-nickel lithium ion battery may be buried for this time. At the same time, as the two major batteries of TSLA, LG Chemistry and CATL "circle" movement at this time, more people who will be open to the next week's TSLA battery.

Up to now, according to the discussion of the media exposure, the discussion of the battery day is important around the "Million Mile", silicon nanocapressor, cobalt battery, dry electrode and supercapacitor, electric aircraft, Berlin Factory crewfast process, etc. The so-called cobalt-free battery is generally considered to refer to the cobalt ingredients in the nickel-cobalt-manganese ternary lithium ion battery, the latter due to the small reserves, unstable yield, if it can remove the cost of the battery to a large extent. In the present technical method, "cobalt" or "cobalt" method generally improves nickel content (such as the NCM9 battery of Skinnovation) or simultaneously add new elements (such as LG chemistry and general combination of NCMA batteries, nickel content) Accounting ratio to 90%).

Northeast Securities analysts, March 12, reported that the dry motor, super capacitance and other technologies were the process level. The probability is only a supporting role, and it is judged that the "cobalt battery" of TSLA is not only lithium iron phosphate, and there are other no Cobaltization method, it is expected that the cobalt content of a new generation of high-nickel batteries will be reduced to 1%, and it is objectively opposite "cobalt". The use of cobalt will drop 60%.

Li Shuaihua, Li Shuaihua, also pointed out that nickel can increase the energy density of the power lithium battery, so high nickel positive materials (NCM811 and NCA) will be the big trend of future powered lithium batteries. In the foreseeable future, the power lithium battery route is "three yuan main, and supplemented". The three metal-lithium cobalt nickel conditions involved in the three-yuan battery are different.

Cobalt is a decrease in unit dosage. The electric vehicle production and sales volume is amplified. The overall cobalt is stable.

Lithium is the unit usage, benefit from electric vehicle production and sales. Zooming and demand continues to rise; nickel is benefited from unit usage and battery car production and sales volume, the demand growth is the fastest. Li Shuaihua predicts that nickel's demand in power lithium battery will rise from 40,000 tons to 800,000 tons in 2030, with an annual compound rate of 35%.

Just in last week, Mask once again advised that "the battery day will announce a lot of exciting things," once again lift everyone's appetite high. While LG chemistry and CATL do the same, does it mean "cobalt tapping" will still be the largest "surprise" of the battery day, we will wait. .