Monday 28 March 2016

Lithium Race Into The Post Carbon World: Top EV Battery Producers.


Clean Technica.

  We have the confirmation from Clean Technica of the trend we were talking about before. China is the centre of Lithium Universe with the largest lithium materials market, breaking into the status of the largest lithium battery maker now and will become the largest electric cars market in the world this year. International Lithium is building vertically integrated lithium business with Ganfeng Lithium to ensure the security of supply for Energy rEVolution with raw materials.

International Lithium Options Mavis Lithium Project and Forms Strategic Alliance with Australian Company, Pioneer Resources Ltd.

  Mr Kirill Klip, President, International Lithium Corp. stated: "We are very pleased that International Lithium is opening a new strategic phase of expanding its operations in North America. We are at the very beginning of the mass market for electric cars with GM Bolt and Tesla Model 3 coming into production this and next year respectively. Recent huge spike in lithium prices in China, the centre of lithium industry today, has demonstrated the importance of our strategic partnership with Ganfeng Lithium in building the vertically integrated lithium business with our J/V projects in Argentina and Ireland. We envision that North American market, which is dominated by producers from Asia, will start to build its own lithium batteries production facilities like Tesla Gigafactory in Nevada, U.S. This transaction is the first step for ILC in building the secure supply of lithium for the North American market." Read more."


Top EV Battery Producers.

March 26th, 2016 by  
Originally published on EV Obsession.
Electric vehicle battery sales figures for December 2015 were recently revealed by the EV Salesblog, thereby allowing us to take a look at year-end totals for 2015 for the first time. These totals largely show us what we already knew — that Panasonic remains on top of the pile, and that BYD and LG Chem continue to grow. But they put interesting numbers to the story.
Panasonic’s consumer electric vehicle (EV) battery sales for the year totaled 4,552 megawatt-hours (MWh) worth of lithium-ion batteries. This figure represents quite a year-on-year rise from 2014 — when 2,726 MWh worth of batteries were sold by the company. The company’s market share has remained level at around 38%.
Top EV Battery producers
Battery Producer2015 (MWh)2014 (MWh)% of 2015 Total% of 2014 Total
LG Chem143288613%13%
Mitsubishi/GS Yuasa6004515%7%
Beijing Pride Power3971213%2%
Air Litium (Lyoyang)283NA2%

The reason for Panasonic’s market dominance is largely down to the company’s partnership with Tesla Motors, and the relatively large battery-pack sizes used in the Tesla Model S and Model X.
The second-place position was captured by BYD, with 1,652 MWh of batteries sold during 2015 — up a great deal from 2014’s 461 MWh worth of consumer EV batteries. The company grew its market share to 14% in 2015 — up from 6% in 2014.
It should be realized that BYD’s substantial electric bus battery operation isn’t included here, owing to a lack of reliable figures — if they were, then BYD would no doubt be running head-to-head with Panasonic.
LG Chem took the third position, with 1,432 MWh of lithium-ion EV batteries sold during the year — up from 886 MWh in 2014. Market share remained level at 12%. LG Chem is the supplier for the Chevy Volt plug-in hybrid (PHEV) and will be the supplier for the soon-to-be released Chevy Bolt — which will feature a notably larger batter pack than the Volt — but it also supplies batteries for numerous less-popular EVs & PHEVs.
The EV Sales blog provides more context and commentary:
AESC, the joint venture between NEC and Nissan, continues to lose share (Down 12%(!) YoY), with the Leaf sales losing steam and with Nissan outsourcing batteries to LG in the future, the future is bleak for the Joint Venture.
In a fast growing market, Lithium Energy Japan (GS Yuasa / Mitsubishi) sales have risen on a modest rate, hampered by the small battery volume each Outlander PHEV has.
Samsung has a partnership with BMW and FIAT, and with both auto manufacturers plug-in sales improving, Samsung has beaten last year result by a large margin, albeit it wasn’t enough to win market share.
Epower is the first of a series of small chinese battery makers at the bottom of the ranking, with BPP in #8, Air Lithium (Kandi provider) in #9 and Wanxiang in #10, an interesting fact is that all of them have increased share regarding last year.
Future developments to keep an eye on are: the continuing rise of the Chinese sector, the launch of the Tesla Model 3, and the beginning of production at the Tesla/Panasonic Gigafactory.
Images by EV Obsession | CleanTechnica (CC BY-SA 4.0)

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