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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

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China dominates BloombergNEF’s (BNEF) lithium-ion battery supply chain ranking in 2020, having quickly surpassed Japan and Korea that were leaders for the majority of the previous decade. This has led to a boom in European cell plants, and the rest of the supply chain is also slowly making its way to Europe.

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Benchmark: Li-ion battery 2031 pipeline blows past 7 TWh; 9 companies control half of gigafactory capacity

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The 2031 Li-ion battery gigafactory pipeline capacity has soared past the 7TWh threshold in Benchmark Minerals’s latest Gigafactory assessment. BYD last month announced a 30 GWh gigafactory in Yichun, China, tipping the pipeline capacity for the next decade past the milestone. China has strength in the midstream, too.

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SK Innovation to invest $354M to build Li-ion battery separator plant in China

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million) to build a Li-ion battery separator plant in China. The plant is set to start commercial production in the third quarter of 2020 with an annual capacity of 340 million square meters of polymer lithium-ion battery separator (LiBS) and 130 million square meters of ceramic-coated separator (CCS), SK Innovation said.

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Benchmark launches Li-ion Battery Raw Material Price Index

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Benchmark Mineral Intelligence has launched a Lithium-ion Battery Raw Material Price Index. The index is published every month for the following lithium ion battery chemistries: NCM High-Nickel (8 and 9 series blends, e.g. NCM 811, NCM 9). Battery grade lithium carbonate (EXW China). LFP (lithium iron phosphate).

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Aqua Metals and 6K Energy partner to develop low-carbon CAM precursors for Li-ion batteries

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Cathode active material is the most expensive component in a lithium battery, and it is currently manufactured almost exclusively in China. 6K Energy was recently awarded a $50-million Department of Energy (DOE) grant opportunity that will partially fund the more than $200-million PlusCAM factory in Jackson, TN, scheduled to open in 2025.

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FutureBridge expects cost-parity between solid-state and Li-ion batteries by 2025

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Market analysis firm FutureBridge expects that cost-parity between Li-ion and solid-state batteries could be achieved in another five years. Samsung’s silver-carbon composite layer can overcome dendrites in Li-metal anodes of SSBs. Over the next decade, ilika plans to have SSBs with 10-year operating life.

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Octillion Power Systems moves US headquarters to Richmond, Calif.; Li-ion packs for transportation and stationary storage

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Octillion Power Systems, a global provider of advanced lithium-ion batteries, has moved to a new US headquarters in Richmond, California. With demand for lithium-ion batteries continuing to grow, the new facility gives us a lot more space to expand. Octillion also supplies batteries for the energy-storage market. Earlier post.)

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