世界电池产业报告2022（英文版）.pdf

Volta Foundation Cover PageThe Battery Report 2022 January 15, 2023 Revision: 2023040501 Volta Foundation Introduction Introduction In this annual report, we summarize what we consider to be the most significant developments in the battery industry in 2022. This report seeks to provide a comprehensive and accessible overview of the current state of battery research, industry, talent, and policy. We hope to catalyze in-depth conversations on the state of batteries and trajectory for the future. We consider the following key dimensions in our report: Section 1: Industry Commercial milestones in battery development and manufacturing Section 2: Research Academic breakthroughs in fundamental battery science Section 3: Talent Supply, demand, and insights on talent working in the field Section 4: Policy Government targets, incentives, regulations, and their implications Section 5: Predictions Trends we believe are likely to happen in the next 12 months A project by the Volta Foundation Disclaimer: The views expressed herein are solely those of the authors, and have not been reviewed or approved by any other organization, agency, employer or company. The primary purpose of this work is to educate and inform. The Content is for entertainment and informational purposes only and you should not construe any such information as investment, financial, or other advice. Data and information is from publicly available sources and often self-reported by the companies. The authors declare no conflicts of interest in producing this report. 2 “The battery is the technology of our time.” - The Economist Volta Foundation3 Introduction The Battery Report is a project by volta.foundation Sponsor the Battery Report Volta Foundation Volta Foundation Our members and partners 4 Our members and partners Members and Partners Volta Foundation Section 1Industry 5 Volta Foundation Notable Events Industry Players thus, nominal capacity needs to be well above actual battery demand [1] Volta Foundation Hungary Super Plant$7.6B, 100 GWh capacity in partnership with Mercedes-Benz, BMW, VW, Stellantis Industry Movement | Cell Manufacturers Luoyang City$1.9B for Chinese expansion CMOC Group25% stake in cobalt producer Investment Partnership Commercial TruckingDaimler Truck, Trailer Dynamics, MOU with Kyberg Switzerland KiaFirst time Kia has accepted non-Korean batteries FlexGen10 GWh multi-year ESS storage contract AimsphmInvested in Series C for smart factory Shanshan Technology$470M investment with BYD, ATL, and others to expand anode production Investment Partnership LGES Battery Challenge$1M cash prizes for innovative start-ups Honda$4.4B for EV battery production in Ohio CAPEX Increase$5.3B to boost EV battery production Li-Cycle$50M PIPE from LGES and LG Chem GMUltium JV to invest $2.6B on 3rd plant (50GWh) North American Raw Material SupplySnow Lake Resources, Electra, and Avalon Advanced Materials bolster Li/Co supply OnePredict$25M Series C for factory intelligence software Smart FactoryAgreements with Siemens and RIST to implement smart factory systems Ochang, South Korea$568M to expand production capability HyundaiJV with LGES considering two new battery plants in US 29 Industry: Industry Movement FordConsidering battery plant in Virginia or Michigan Volta Foundation Industry Movement | Cell Manufacturers Investment Partnership Gigafactory 1 OptimizationOptimizing output from 39 to 43 GWh capacity Nouveau Monde Graphite (NMG)North American supply of graphite Kansas Factory$4B for 30 GWh factory producing 4680’s Redwood MaterialsRecycled cathode and copper materials Lucid MotorsSupplying cells for Lucid Air luxury EV’s Investment Partnership R&D ExpansionOpening battery research facilities in US, Germany, and China Stellantis$2.5B for 23 GWh Li-ion plant in Indiana Malaysia Battery Factory$1.3B for cylindrical cell factory in Malaysia Solid StateSolid-state pilot production in early 2023 EcoPro EMJV for 54 kilotons/year of cathode material Investment Partnership Battery Production$4.1B planned for co-located mine and production plant (30 GWh) in Yichun FAW Group45 GWh production in Changchun Lithium MinesUndisclosed amount for 6 lithium mines in Africa ShellEV charging infrastructure across Europe/China SixtPlanned purchase of 100k BYD EV’s by 2028 InchcapeEV market entry in Belgium and Luxembourg Investment Partnership Ascend ElementsSK Eco invests $50M for recycled Li-ion material Ford and KoçJV for Ford EV batteries in Turkey (30-45 GWh) Terra PowerSK invested $250M ($750M round) for SMR tech US Expansion$30B to be invested in US by 2025 for clean energy / technology (EVs, hydrogen, storage) Hyundai$5.54B MOU for battery supply in North America Lake Resources (Lithium) 10% stake, 5-year off-take, 15-25 kilotons/year 30 Industry: Industry Movement