Pain Points In The Development Of Lithium Batteries
Mar 09, 2023
There are pain points in the upstream, midstream and downstream of lithium battery products, and iterative upgrades on the supply side meet the needs of multiple upgrades
The lithium battery industry is now in a period of rapid development, but the development process has also resulted in some development pain points. For example, due to limited lithium resources, the surge in upstream costs has limited the overall market development; in the midstream, because the performance of existing lithium batteries has approached the theoretical upper limit or has not reached the best state, it is still necessary to further iterate new materials/products to supply the market to meet high performance and high requirements. Safety and security needs; as the backbone of new energy, the development of lithium batteries still needs to return to the sustainable green goal. Whether the industry is recyclable and whether production and use are sustainable are the ultimate goals of lithium battery development.
1. The supply of raw materials is limited
The supply of rare raw materials is limited. About 70% of lithium still needs to be imported; at the same time, lithium battery heat is too high, and the cost continues to rise driven by the market, resulting in an average annual increase of 100-150% in the cost of battery positive electrodes, electrolytes and other materials.
2. Power battery material technology needs breakthroughs to meet high-performance requirements
Potassium batteries are still mainly in liquid form at this stage. Its temperature adaptation range, energy density, and ability to meet the needs of different application scenarios have not yet reached the optimal state. It is necessary to achieve a balance between supply and demand through the research and development and upgrading of lithium batteries, the landing of new materials, and market supplementation of other categories, and the market will develop in an orderly manner.
3. The cycle of sustainable development has not yet closed
At this stage, the development of lithium batteries is mainly concentrated in the production and use stage. The recycling and reuse industry of lithium batteries has not officially entered the industrialization. The use of resources has not yet reached the maximum limit, and the problem of environmental pollution still needs to be solved.
4. Lithium battery safety needs to be broken through
Under the influence of factors such as increased energy density, increased sales of new energy vehicles, and increased demand for fast charging, it is more difficult to challenge the safety of lithium batteries. At this stage, the cell design and battery management system still need to be upgraded. There are still safety accidents such as trams out of control and small electric batteries catching fire.
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