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The Lithium-Ion Battery Megafactories Are Coming [Chart]
on May 8, 2015 at 4:56 pm
![The Lithium-Ion Battery Megafactories Are Coming [Chart]](http://2oqz471sa19h3vbwa53m33yj.wpengine.netdna-cdn.com/wp-content/uploads/2015/05/li-ion-batteries-2020.png)
Analysis: China Energy Storage Network News Source: China Battery Network Date: 2017-3-22
The past two years, the global 3C lithium battery market is becoming more mature, power lithium battery market has become the world' s largest lithium battery market, the biggest engine of rapid growth. From the long-term development, the next decade, the global power lithium battery market will continue to grow rapidly, is expected by 2022, the total demand and market size will reach 54.9GWh and 267 billion US dollars, the next decade the average annual compound growth rate of 37.0% and 31.6%, the market size will rapidly increase to about 63%.
2015 - 2020 global power lithium battery market size forecast table
Source: China Chemical and Physical Power Industry Association
China has become the world' s most active lithium battery development area
On the regional market, China has become the world' s most active lithium battery development areas. Data show that in 2016 the new energy vehicles total sales of 517,000, lithium battery market size of about 115.5 billion yuan, power lithium battery demand 60.5 billion yuan, an increase of 65.8%. According to the China Chemical and Physical Power Industry Association statistics, the end of 2016, China' s power battery capacity of 101.3GWh. 2020 power battery demand will reach 5 times in 2015, " thirteen five" during the total increase will reach 233.4GWh.
China lithium battery applications accounted for
Source: China Chemical and Physical Power Industry Association
From the domestic lithium battery applications, power, energy storage and 3C and other industries has become the rapid development of lithium-ion battery industry to drive the development of the main driving force, and power and energy storage areas of lithium battery demand growth is accelerating.
At present, China' s lithium battery industry is mainly concentrated problem is low, and the lack of technology accumulation and innovation, there are dozens of large-scale enterprises, numerous forest enterprises, leading to serious scattered resources, market disorder competition. This makes the Chinese lithium industry has always been large and not strong, can not optimize the allocation of resources, can not form a standardized and orderly market structure, can not compete with the external forces to form a joint force, easy to opponents each break.
China' s power battery industry chain competition intensified
According to statistics , in 2016 the global output value of lithium battery batteries reached 215.8 billion yuan, an increase of 22.9%. It expects 2017 global lithium cell batteries market will reach 256.7 billion yuan, output growth of 19%, the main benefit from the global growth in electric vehicles in the application.
From the demand side, 2016 global lithium battery cell demand for 124Gwh, up 29% over the previous year. Among them, the power lithium battery shipments of about 45.33Gwh the next decade, the global power lithium battery market will continue to grow rapidly, is expected in 2022 total demand and market size will reach 54.9Gwh and 26.7 billion US dollars.
In addition, the total output of three types of lithium batteries in China in 2016 is about 62.35GWh, of which soft bag, square, cylindrical battery production were 27.8GWh, 20.32GWh, 14.23GWh, respectively, year on year increase of 40.4%, 19.5% and 40.89% The
Statistics on the Output of Three Kinds of Mainstream Packaging Lithium Batteries in China in
Source: China Chemical and Physical Power Industry Association
Sanyuan battery, 2016 China ternary battery demand is about 9.2GWh, compared with 2015, year-on-year growth doubled, the industry-effective production capacity of 12GWh or so, Samsung, LG and other joint venture total super 4GWh, is expected to 2020 Year will be close to 60GWh, the average annual compound growth rate of more than 60%.
Through the specific research and analysis of the relevant factors of the power lithium battery industry, the report aims to understand the future development direction of the power lithium battery industry, the evolution trend of the competitive lithium battery industry and the technical standard of the power lithium battery, the power lithium battery market scale , Power lithium battery industry potential problems and power lithium battery industry development of the crux of the problem, to assess the investment value of power lithium battery industry, and put forward constructive comments, and strive for power lithium battery industry investment decision makers and power lithium battery business operators to provide reference The
2017年 全 球 锂 电 池 电 芯 市 场 规 模 将 达 2567亿 元
作 者 ： 中 国 储 能 网 新 闻 中 心 来 源 ： 电 池 中 国 网 发 布 时 间 ： 2017-3-22
近 两 年 ， 全 球 3C锂 电 池 市 场 日 趋 成 熟 ， 动 力 锂 电 池 市 场 已 经 成 为 全 球 锂 电 池 市 场 快 速 增 长 的 最 大 引 擎 。 从 长 远 发 展 看 ， 未 来 十 年 ， 全 球 动 力 锂 电 池 市 场 将 继 续 迅 猛 增 长 ， 预 计 至 2022 年 ， 总 需 求 量 和 市 场 规 模 将 分 别 达 到 54.9GWh 和 267 亿 美 元 ， 未 来 十 年 年 均 复 合 增 长 率 分 别 为 37.0%和 31.6%， 市 场 规 模 占 比 将 迅 速 提 升 至 63%左 右 。
2015-2020年 全 球 动 力 锂 电 池 市 场 规 模 预 测 表
数 据 来 源 ： 中 国 化 学 与 物 理 电 源 行 业 协 会
中 国 已 成 为 全 球 锂 电 池 发 展 最 活 跃 地 区
就 区 域 市 场 来 看 ， 中 国 已 成 为 全 球 锂 电 池 发 展 最 活 跃 的 地 区 。 数 据 显 示 ， 2016年 全 年 新 能 源 汽 车 总 计 销 量 为 51.7万 辆 ， 锂 电 池 市 场 规 模 约 为 1115亿 元 ， 动 力 锂 电 池 需 求 605亿 元 ， 同 比 增 长 65.8%。 据 中 国 化 学 与 物 理 电 源 行 业 协 会 统 计 ， 2016年 年 底 中 国 动 力 电 池 产 能 为 101.3GWh。 2020年 动 力 电 池 需 求 量 将 达 到 2015年 的 5 倍 ， &ldquo 十 三 五 &rdquo 期 间 增 量 合 计 将 达 到 233.4GWh。
中 国 锂 电 池 应 用 领 域 占 比
数 据 来 源 ： 中 国 化 学 与 物 理 电 源 行 业 协 会
从 国 内 锂 电 池 应 用 领 域 看 ， 动 力 、 储 能 以 及 3C 等 产 业 快 速 发 展 已 成 为 驱 动 锂 离 子 电 池 产 业 发 展 的 主 要 驱 动 力 ， 且 动 力 和 储 能 领 域 对 锂 电 池 的 需 求 增 速 在 不 断 加 快 。
目 前 ， 中 国 锂 电 池 产 业 面 临 的 问 题 主 要 是 集 中 度 明 显 偏 低 ， 且 缺 乏 技 术 积 累 和 创 新 ， 有 规 模 的 企 业 就 有 几 十 家 ， 林 林 总 总 上 百 家 锂 电 池 企 业 ， 导 致 资 源 严 重 分 散 ， 市 场 无 序 竞 争 。 这 使 得 中 国 锂 电 产 业 始 终 大 而 不 强 ， 无 法 优 化 资 源 配 置 ， 无 法 形 成 规 范 有 序 的 市 场 格 局 ， 无 法 在 与 外 部 强 敌 竞 争 时 形 成 合 力 ， 容 易 被 对 手 各 个 击 破 。
中 国 动 力 电 池 产 业 链 竞 争 加 剧
据 统 计 ， 2016年 全 球 锂 电 池 电 芯 产 值 达 到 2158亿 元 人 民 币 ， 同 比 增 长 22.9%。 预 计 2017年 全 球 锂 电 池 电 芯 市 场 规 模 将 达 到 2567亿 元 人 民 币 ， 产 值 增 长 为 19%， 增 长 主 要 受 益 于 全 球 电 动 车 的 推 广 应 用 。
从 需 求 端 来 说 ， 2016年 全 球 锂 电 池 电 芯 需 求 为 124Gwh， 比 上 年 同 期 增 长 29%。 其 中 ， 动 力 锂 电 池 出 货 量 约 为 45.33Gwh； 未 来 十 年 ， 全 球 动 力 锂 电 池 市 场 将 继 续 迅 猛 增 长 ， 预 计 2022 年 总 需 求 量 和 市 场 规 模 将 分 别 达 到 54.9Gwh 和 267亿 美 元 。
此 外 ， 2016年 全 年 ， 中 国 三 类 锂 电 池 总 产 量 约 为 62.35GWh， 其 中 软 包 、 方 形 、 圆 柱 电 池 产 量 分 别 为 27.8GWh、 20.32GWh、 14.23GWh， 同 比 分 别 增 长 40.4%、 19.5%和 40.89%。
2011-2016年 中 国 三 类 主 流 封 装 锂 电 池 产 量 统 计
数 据 来 源 ： 中 国 化 学 与 物 理 电 源 行 业 协 会
三 元 电 池 方 面 ， 2016 年 中 国 三 元 电 池 需 求 量 约 为 9.2GWh， 与 2015年 相 比 ， 同 比 实 现 翻 倍 增 长 ， 全 行 业 有 效 产 能 12GWh 左 右 ， 三 星 、 LG 等 合 资 厂 商 合 计 超 4GWh， 预 计 到 2020 年 将 接 近 60GWh， 年 均 复 合 增 速 超 过 60%。
通 过 对 动 力 锂 电 池 行 业 相 关 因 素 进 行 具 体 的 调 研 分 析 ， 《 报 告 》 旨 在 洞 察 动 力 锂 电 池 行 业 今 后 的 发 展 方 向 、 动 力 锂 电 池 行 业 竞 争 格 局 的 演 变 趋 势 以 及 动 力 锂 电 池 技 术 标 准 、 动 力 锂 电 池 市 场 规 模 、 动 力 锂 电 池 行 业 潜 在 问 题 与 动 力 锂 电 池 行 业 发 展 的 症 结 所 在 ， 评 估 动 力 锂 电 池 行 业 投 资 价 值 ， 并 提 出 建 设 性 意 见 ， 力 求 为 动 力 锂 电 池 行 业 投 资 决 策 者 和 动 力 锂 电 池 企 业 经 营 者 提 供 参 考 依 据 。
WTI/RBOB Plunge After Inventory Hits Record High, Production Surges
by Tyler Durden
Mar 22, 2017 10:38 AM
After a sizable build in crude and draw in gasoline overnight from API, WTI and RBOB are lower (legged down on Libya production news). DOE data confirmed the API data with a sizable crude build and gasoline and distillates extending their draw streak. US crude production rose once again - the highest in 13 months.
API
- Crude +4.539mm (+3mm exp)
- Cushing +1.968mm
- Gasoline -4.934mm (-2.4mm exp)
- Distillates -883k
DOE
- Crude +4.945mm (+3mm exp)
- Cushing +1.42mm (+1.1mm exp)
- Gasoline -2.81mm (-2.4mm exp)
- Distillates -1.91mm (-1.5mm exp)
Crude inventory expectations had risen into the print and DOE data confirmed a notable build. Gasoline drew down but less than API and Cushing saw another notable build...
Cushing inventories are at their second highest level in history...
A new record high for US crude inventories... (note that Crude storage in ARA rises 7.3%, Genscape weekly data show, so European inventories are also soaring)
Last week' s stats showed a decline of 816,000 barrels from the SPR. This draw was expected as part of the ongoing sale from the SPR. This week we should see another draw, though likely less, around 600,000 barrels or 86k bbls/d. These stocks will likely be added to commercial storage.
Still no real sign of the output cuts having an impact on inventory levels in the U.S.
US Crude Production contonues to trend higher to 13-month highs with lagged rig counts...
Crude Exports tumbled as Imports surged...
WTI/RBOB pumped-n-dumped after API data then tumbled this morning on Libya production data. The DOE data sent both plunging but RBOB is bouncing back a little. NOTE - Brent tumbled below $50
It appears the panic-buying-algo is back...
Chinese lithium demand stronger for longer, say analysts
Analysts from Canaccord came away from a trip to Shenzhen in southern China clearly impressed by the outlook for the lithium market.
In a Lithium Sector Update this week, the North American broker says meetings with a number of lithium-ion battery producers, electric vehicle makers and industry research groups suggested a stronger than expected level of lithium demand (more so in the longer term).
&ldquo Expectations remain that the Chinese lithium battery market will continue to display rapid growth in the foreseeable future &ndash electric vehicles are expected to remain the key driver,&rdquo Canaccord said.
&ldquo Battery makers that we me with detailed impressive growth plans,&rdquo it continued. &ldquo Contrary to belief, long-term growth in the Chinese EV market will not be driven by continued government subsidies, but improvement in technology and reductions in battery costs.
&ldquo This could suggest that our current forecasts for Chinese EV sales of 4 million units per annum by 2025, representing 35 per cent of global market share (from ~350k in 2015) could be too conservative.&rdquo
Canaccord says most Chinese groups agreed that it would be at least 10 years until the commercialisation of new battery technologies.
http://smartandstatic.com/rrs/files/Research%20Reports/Lithium%20Note.pdf
you are wrong :) when u use renewable energy for electricity.... it doesnt require any burning.... bro go research or read my below article
China' s solar power capacity more than doubles in 2016
Workers walk past solar panels in Jimo, Shandong Province, China, April 21, 2016. China Daily/via REUTERS
China' s installed photovoltaic (PV) capacity more than doubled last year, turning the country into the world' s biggest producer of solar energy by capacity, the National Energy Administration (NEA) said on Saturday.
Installed PV capacity rose to 77.42 gigawatts at the end of 2016, with the addition of 34.54 gigawatts over the course of the year, data from the energy agency showed.
Shandong, Xinjiang, Henan were among the provinces that saw the most capacity increase, while Xinjiang, Gansu, Qinghai and Inner Mongolia had the greatest overall capacity at the end of last year, according to the data.
China will add more than 110 gigawatts of capacity in the 2016-2020 period, according to the NEA' s solar power development plan.
Solar plants generated 66.2 billion kilowatt-hours of power last year, accounting for 1 percent of China' s total power generation, the NEA said.
The country aims to boost the mix of non-fossil fuel generated power to 20 percent by 2030 from 11 percent today.
China plans to plough 2.5 trillion yuan ($364 billion) into renewable power generation by 2020.
(Reporting by Ryan Woo Editing by Helen Popper)
buysellbuysell ( Date: 21-Mar-2017 21:42) Posted:
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China Targets 800,000 Plug-In Electric Vehicle Sales In 2017
1 month ago by Mark Kane 15Comments
Sales of New Energy Vehicles in China &ndash 2016
After back-to-back very impressive gains the past two years, China expects even further growth of the New Energy Vehicle (all-electric and plug-in hybrid vehicle) market this year.
China
After record a 507,000 plug-in vehicles sold in 2016 (including more than 350,000 cars and 115,700 all-electric buses), the new goal is 800,000 this year.
The 58% improvement is to hopefully be achieved despite a 20% cut of central government subsidies. Clearly the government is hoping the majoring of the EV market and many new offerings will make up the demand shortfall caused by curtailing incentives.
Xu Yanhua, a vice secretary of CAAM (China Association of Automobile Manufacturers), said to Economic Information Daily that passenger EVs would be powering the market in 2017, with an estimated 70% demand surge during the year.
&ldquo In 2017, demand for long-range pure electric car will rise further, charging facilities will continue to maintain rapid growth momentum, and following an expansion in scale, manufacturing costs will also be further reduced,&rdquo Xu told the state-run publication (via Reuters).
In 2016, the targeted volume was 700,000. Given how short how short (~193,000 units) the actual total came to that estimate (despite being incredible impressive and outpacing the total sales of the rest of the global community combined), we tend to feel that 800k in 2017, with less incentives, has virtually no shot at happening.
But we aren&rsquo t China, so we&rsquo d happily take a 150k miss on that number too!
US Electric Car Sales Up 68% In February
March 6th, 2017 by Zachary Shahan
Also published on EV Obsession. See our Electric Car Sales page for a deeper look at US, European, and Chinese electric car sales.
US electric car sales jumped approximately 68% in February 2017 versus February 2016. Fully electric car sales were up 74%, while plug-in hybrid sales were up 61%. For the first two months of the year, that puts all plug-in car sales up 64%, fully electric car sales up 57%, and plug-in hybrid sales up 72%.
Naturally, one of the standout points this month is that my estimates for Tesla Model S and Model X sales put the two high-end EV models in first and second place. They were followed by two plug-in hybrids that have fairly broad availability (theoretically) &mdash the Chevy Volt and Toyota Prius Prime.
Toyota Prius Prime numbers were almost identical in January and February, which backs up our finding that the model is production limited versus demand limited. I have to wonder how much demand there would be for the model if it weren&rsquo t production limited and Toyota was really pushing it.
Surprisingly, Chevy Bolt sales fell down a little bit in February versus January. The Bolt is still production limited itself, but one would think GM is ramping up production capacity as quickly as possible. Perhaps carryover deliveries in January from the holidays or bureaucratic holdups in certain places are why January saw more sales &mdash or perhaps it&rsquo s just that February is a shorter month.
In the end, the sub-1000 Bolt delivery total meant that the Nissan LEAF &mdash which is holding on surprisingly well &mdash logged one more month ahead of the Bolt.
Of course, after those top 6 models, Ford&rsquo s two Energi models (Fusion Energi and C-Max Energi) held a solid lead over the rest of the pack. We thought the Energi models were available nationwide, thus accounting for their steady sales in the top 10. However, it turns out they&rsquo re hard to get a hold of even in EV-loving Florida. Though, Ford&rsquo s electric cars are still available much more broadly than most compliance cars, and quite loved by their owners.
In total, those top 8 models accounted for 82% of the EV market. The top 6 models accounted for 71% of the market.
Overall, electric cars accounted for 0.95% precisely 1% of the US auto market. (This sentence was updated after a mistake was identified in the original spreadsheet.)
Note: US electric car sales reports are getting tougher and tougher. Some companies don&rsquo t report their electric car sales, but their numbers are surely jumping (Hyundai, Fiat, Chrysler &hellip ). Furthermore, Tesla keeps growing at an astounding pace, but it&rsquo s hard to have a great guess on the sales split between the US and the rest of the world. If you come across any useful official resources or statements for these challenges, please drop us a note!
The tables here were slightly modified after mistakes in some of the formulae were identified.