Who Says #China Has Locked in the EV Supply Chain?
This latest chemistry, LMFP, and promise to commercialize it, could be yet another game changer.In its latest formulation, manganese will boost the energy density of LFPs, allowing them to take vehicles further along (while remaining the safer and cheaper option.) In CATL’s case, the voltage will increase from 3.2 volts to 4.1 volts. Such chemistry could provide up to 25% more energy density, according to a subsidiary of Lithium Australia that has also been working to adjust its own manufacturing processes to boost battery performance. CATL’s cells will be mass produced by the end of this year with a potential energy density of 230 Wh/kg, compared to 150Wh/kg to 180Wh/kg. That’s substantial given range anxiety and charging infrastructure remain the biggest barriers to widespread consumer adoption.
Manganese — and its effectiveness in electrochemistry — is often forgotten because of its low cost as a portion of the whole battery compared to that of other metals like nickel and cobalt. It’s used in higher energy density batteries, or the nickel cobalt formulation but in smaller amounts than the other elements. Those powerpacks, while also popular and a favorite of South Korean manufacturers, have been involved in fires and aren’t considered as stable despite being able to take vehicles further. Other combinations exist too, like the increasingly promising lithium nickel manganese oxide, or LNMO. In the past, one persistent issue with using manganese was that the battery would have a limited life cycle and high resistance, meaning it gets too hot and voltage drops. CATL’s version (and others) seem to have overcome this.
India, for instance, could become a key supply chain risk mitigator. It has vast untapped reserves. Of the more than 140 or so mines, several are currently inactive and almost half the production comes from two dozen public sector mines. Most of the ore is suitable for steel and other more basic uses. Only a tiny portion is battery-grade, however it can be processed and purified in to a battery-friendly form. An Indian government committee last month recommended exploring manganese reserves and boosting R&D efforts to explore the use of the metal for powerpacks, hopefully leading to increased policy support. Putting all this to work effectively could give India a spot in the global supply chain.
Read more at: Who Says China Has Locked in the EV Supply Chain? – The Washington Post