"Double Control" high pressure, zero-carbon method for battery industry chain

　　Author ：Iflowpower – Hordozható erőmű szállítója

Under the high pressure of "dual-control", the lithium-industrial industry chain has been deeply affected. Since August, a wave from the south to the north, from the east to the west, the wave and the country, and the wave of power-saving power, making many manufacturing companies can't work hard. In the field of lithium battery, the negative graphitization link is the first to rush.

Graphite is a key process of producing the production of a nickeng negative electrode material, accounting for about 5% of the negative electrode material, and important cost is electricity bill, usually 1 ton of graphitized production takes 1.2-1.4 million electricity, which belongs to high energy consumption.

In China, 70% of the negative graphitized production is distributed in Inner Mongolia. According to the research, it is affected by the restriction and double control. Inner Mongolia graphitization reduces the production of about 40%, including Scholar, Ziyu, Snow, etc.

Different levels of impact, some SMEs even have no choice but to close, the overall impact exceeds 100,000 tons. Industry is conservatively expected, this situation will last at least to the first quarter of next year. At the same time, the large-scale dynamic lithium-ion battery production planning, the negative electrode graphitization field will also face difficulties in the field of production planning.

Higher's lithium battery research has been understood that in Inner Mongolia area has no further batch of graphitized production, and in Sichuan, the graphitized production of up to 500,000 tons of graphitization has not received the ability to assess, and the expansion progress may be postponed, which means that the negative electrode graphite The continuity of chemical deficiency will further exacerbate. At the 14th High Industry Lithium Industry Summit, Chen Thai, Chairman Chen Wei, is concerned, and 10 times the power lithium-ion battery production in the next five years, and the "double-duty" double carbon target "double Control "pressure, will form a huge contradiction, how to resolve this contradiction will become the" must-answer question "of the industrial chain company. It can be aligned, if the global power lithium-ion battery output rises from the current 200GWH to 2000GWH, the demand for negative electrodes will reach 2.

6 million tons, according to one ton of artificial graphite total power consumption of 20,000 electric measurement, this means The negative material required for the 2000GWH battery consumes more than 50 billion yuan a year. In addition to the negative electrode, including the positive electrode, copper foil, electrolyte aluminum, etc. The pressure is far more than this, and under the target of lithium battery supply chain, under the goal of carbon, the requirements from the market end are also more urgent.

At the beginning of the year, the EU informed the World Trade Organization for the "Regulations on Battery and Waste Battery", which added carbon footprints, regenerated raw materials, battery passports, safety of 2KWh or more. From July 1, 2024, only the power lithium-ion battery that has established carbon footprint declaration can be put on the market. At the same time, the EU has also launched a carbon emission border tax method in July this year, that is, the import commodity of the relatively loose country and region in carbon emissions.

At present, the price of European carbon emissions quotas has risen to CO258 euros per ton ( Johe RMB 443). In synchronization with policy regulations, there are more and more car companies that have clearly proposed to reduce the supply chain link. The consensus on the global scale is that the automotive industry should achieve the total life cycle zero-carbon objective, the industrial chain is also important, the carbon emissions in the production and recycling process of the dynamic lithium-ion battery and materials should be concerned.

In this context, there is a powerful lithium-ion battery company such as Ningde Times, Viveration, LG Energy, has begun to start or develop carbon neutralization schedules. Among them, the first action is the vision motivation, and the visionary technology group announced in April this year, it will achieve carbon in operation in the end of 2022. At the end of 2028, it has achieved full supply chain and has become the most realistic value chain.

Carbon neutralization. In fact, the carbon emissions of the powered lithium-ion battery sequence have indeed "notes", report from the European Transportation and Environment Federation (T <000000> E) showed that the carbon emissions in battery production ranged from 61 to 106kgCO2 / kWh, and the highest can occupy electric More than 60% of the car full life cycle. Among them, the important concentration of carbon emissions in power lithium ion batteries is in two links.

One is battery production and assembly, and the second is the production of key materials such as upstream positive and negative poles. T <000000> E data shows that battery production and assembly carbon discharge is 2 ~ 47kgCO2 / kWh, and the upstream part of the battery (mining, refining, etc.) is 59kgCO2 / kWh, accounting for more than half of more than half.

China's dual-control and small-handed small climate, global automotive industry chain carbon neutrics. Inside and outside extrusion, materials related to power lithium-ion battery materials, especially high-energy positive and negative, copper foil, etc. Inside, power lithium-ion battery material companies should forward carbon footprint traceability management, speeding up the development of carbon neutralization.

In the outside, through the co-linkage, collaboration and integration of the downstream of the power lithium-ion battery industry chain, build its own zero-carbon "friends circle" as soon as possible. Power lithium-ion battery industry chain zero carbon "source" "Coal East" Erdos, located in the center of the Yellow River, accounting for one-third of the national coal reserves, and also the enrichment of renewable energy. Today, it is becoming a "strategy source" that is moving towards zero-carbon targets in the dynamic lithium-ion battery industry.

At the beginning of October, Erdos officially join hands with the Vision Technology Group announced the official launch of the world's first zero-carbon industry park. In March before this, the vision announced that it will build 20GWH energy storage and dynamic lithium-ion battery production and industrial chain ecological projects in Erdos. The vision zero carbon industrial park is to create a new industrial system "model" as the core of vision energy storage and power lithium-ion battery projects, which will achieve high proportion, low cost, based on the local rich renewable energy resources and smart grid systems in Erdos.

Plenty of renewable energy production and use. Forming an integrated industrial chain around the power lithium-ion battery and energy storage, electric weight card, battery material, green hydrogen production, etc. with integrated top floor design.

The high work is known, the two lithium-electric materials companies Kaipin (negative), the Shengxi vanadium (positive) has taken the lead in signing the zero-carbon industrial park. According to the plan, there will be a series of lithium-electric material companies including aluminum-plastic film, diaphragm, electrolyte, copper foil, aluminum foil, etc. Can attract lithium-electric materials companies to settle, first of all, visionary power in Erdos clear production planning and market applications.

As the core part of the zero carbon industrial park, the long-range power dynamic lithium-ion battery manufacturing base is planned for total production 20GWH, which will exceed 30,000 stools of electric weight card supply power lithium-ion batteries, will also supply over 10GWH energy storage batteries for wind-scale applications. 10GWH 10GWH will achieve mass production in early next year. It is reported that Erdos has a special scene of a short-down card, which supplies commercial scenes for the application of the power lithium-ion battery.

At present, the vision has reached a cooperation with the head car company, and will carry out a variety of low-carbon, environmentally friendly, efficient, intelligent overall transportation solutions and new service models such as "changed power card", and create new energy commercial vehicles. Operating base. Plus a considerable energy storage battery order will give continuous scale demand for upstream material suppliers.

In fact, before, inner Mongolia, Inner Mongolia did not have a dynamic lithium-ion battery layout. However, in the upstream of the dynamic lithium-ion battery industry chain has formed aggregation advantages, in the negative graphitization, the node mineral, the fluoride upstream of the electrolyte lithium salt Mine and other links have rich resource endowments and corresponding companies, which also become an important reason for the vision choice of Erdos to promote dynamic lithium-ion battery industry chain. Second, in the case of the upstream supply chain company, how to solve the use of energy-consuming dual-control high pressure, it is the most severe challenge in the current face, which is a driving factor in the vision zero carbon industrial park.

"Upstream raw materials are often high-consuming companies, when they are trapped in electricity, energy consumption, carbon emissions indicators, the zero carbon industrial park can supply solutions for them. "Zhao Weijun, President of Vision, my country, said that the reason why the vision zero-carbon industrial park can attract lithium-eugenic material companies, in addition to the clear supply chain demand brought by the power lithium-ion battery company, it is more important. It is based on green electricity in the zero carbon industry, which can help them solve the power consumption and can be used.

According to the plan, the vital zero-carbon industry park will build the "wind + light + storage + smart microgrid" system and steam supply electrification, can achieve more than 80% green electricity. At the recent State Council executive meeting, improve local energy consumption and double control mechanisms, promote new renewable energy consumption in one time, not included in the total amount of energy consumption. This means that the large proportion of the zero carbon industrial park will enjoy the policy bonus of carbon, which can be able to supply a certain degree of use of high load energy companies in the park.

And green electricity is not only used, but also means lower production costs, vision forecasting, by 2023, wind power in my country's three-north high wind speed area will achieve 0.1 yuan / degree, power generation side reserve The energy cost of the energy will also reach 0.1 yuan / degrees.

This means that the upstream companies related to high-energy consumption will also enjoy the low-cost green electricity benefits, bring direct cost advantages. Feng Chengxian, a senior vice president of my country University of Science and Technology, is very expected. He introduced that the beautiful cathode material factory is located in China.

It is difficult to get green electricity. It is more difficult to buy green electricity. If you can enter zero Carbon industrial park, not only can be well solved, but also highlights the cost advantage.

In addition, for the power lithium-ion battery supply chain, they face the requirements of the cargo enterprises to supply chain and carbon industrial parks and their zero-carbon technology methods, which can provide carbon for upstream companies. Footprint traceability and carbon and solution. The vision zero-carbon industrial park will use the vision of the "energy carbon dual-control" platform in the vision Ark to automatically calculate the carbon emission value according to the national carbon emission factor library and carbon model, which can help the company can track the tracking and analysis of carbon emissions indicators.

Visualization, establish a unified carbon data, carbon indicator management, and automatically generate the company's customized carbon emission report, simulation and optimization company emission path on this basis. The company can directly purchase green electricity, green card, carbon exchange service, one-stop realization carbon and closed loop. With the opening of the national carbon emissions trading market, there will be more industries to join the trading market in the future.

The company can participate in the future carbon trading and electric transactions through the vision ENOS intelligent joint operation system and Ark carbon management platform. In addition, through the combination of technological advantages in renewable energy, energy storage, smart grid, energy management, vitality can provide end-to-end zero carbon solutions to the company, help the company's all-round optimized energy management and carbon management. Image Vision <000000> Guided International Zero-Carbon Industrial Park Standard's Characteristics of Zero Carbon Industry Park In fact, this is also the core idea of ​​the prospects before the British, French layout dynamic lithium-ion battery super factory.

In July, Vision Power Telemers Nissan's first integrated electric vehicle production, dynamic lithium-ion battery manufacturing, zero-carbon smart grid, renewable energy power system, zero-carbon smart grid, and renewable energy power system zero-carbon new industrial area, and the core target of the core goal is to be combined. Electric cars and power lithium ion battery industry chain to achieve zero carbon objectives. The full emphasis of zero carbon industrial parks and zero-carbon technology will effectively help batteries to achieve carbon, and this cooperation model will also be replicated by vision in the layout of overseas dynamic lithium-ion battery base.

This will help domestic supply chain companies to achieve international layout, more deep dimension participation in the global dynamic lithium-ion battery supply chain system. According to the idea of ​​the CEO of the Vision Technology Group, whether it is in the country, it is a global, the vision is not only the pioneer of the industry, but also the enningrger of the industry. Especially the development of electric vehicles and energy two trillion industries will promote a green new industrial revolution.

The vision will join hands with partners, using the vision zero carbon solution to assume the upper and downstream partners, and ultimately realize electric vehicles and Carbon neutrics of power lithium ion battery full industry chain. Under the new industrial cycle, call for powerful lithium-ion battery industry chain build safety and stability, green sustainable, international supply chain system, and cooperation with the upper and downstream companies is also from the past supply chain cooperation model, gradually empowering each other. Evolution of carbon neutralization and partnerships that fused to each other.

"Thirty Years Hedong, 30 Years Hexi", carbon neutrient lithium-ion battery in the context, relying on the research and development technology reserves that have accumulated in many years, complete industrial chain support, large-scale manufacturing, and renewable energy The technical competitiveness of the field, my country will become industry leaders. In this round of change cycle, the vision zero-carbon industrial park located in Ordos will become the "lighthouse" of the global dynamic lithium-ion battery industry.