my country's salt lake 18650 rechargeable battery lithium 3.7v 3500mah extraction technology has made a major breakthrough, and the cost has dropped to 15,000 yuan per ton

Two days ago, someone on Weibo claimed that China’s electric vehicle supply chain is extremely fragile. Although I was slapped in the face in the comment area that day, it seems not good if I don’t come up with some new evidence.

It just so happens that in the past two days, overseas media have begun to discuss China's dominant position in the electric vehicle supply chain, including revealing that China has made a breakthrough in 18650 rechargeable battery lithium 3.7v 3500mah mineral extraction technology, further solidifying its dominance in the 18650 rechargeable battery lithium 3.7v 3500mah battery supply chain, and causing the United States to Anxiety and more.

China makes key breakthrough in 18650 rechargeable battery lithium 3.7v 3500mah ore extraction technology

According to foreign media reports, a recent report from China shows that China has made a major breakthrough in 18650 rechargeable battery lithium 3.7v 3500mah extraction technology - the cost of mining and extracting 18650 rechargeable battery lithium 3.7v 3500mah with the new process has dropped to 15,000 yuan per ton, which is a "historical low" of 2,180 US dollars. .

For reference, the international price of 18650 rechargeable battery lithium 3.7v 3500mah has fluctuated between US$12,000 and US$20,000 per ton in the past year, and the long-term contract price is approximately US$17,000. (P.S., from this price point, it refers to battery-grade 18650 rechargeable battery lithium 3.7v 3500mah carbonate.)

What exactly is this technology? Judging from foreign media reports, it is mainly about the technology of extracting 18650 rechargeable battery lithium 3.7v 3500mah from salt lakes.

Foreign media said that according to Chinese government reports, Qinghai 18650 rechargeable battery lithium 3.7v 3500mah Industry (an enterprise established based on the scientific and technological achievements of the Qinghai Salt Lake Institute of the Chinese Academy of Sciences) has used new processes to achieve an average profit margin of more than 50% in the past three years, with total revenue exceeding 3 billion yuan.

Li Jian, an executive at the company, said the above estimate of production costs is very accurate but does not include after-tax and bank loan interest. He also predicted that as technology continues to advance, production costs may fall further in the future.

(In addition, the core asset of Chile’s SQM, the world’s largest 18650 rechargeable battery lithium 3.7v 3500mah company, is the Atacama Salt Lake in the Smart Northern Plateau.)

Electric vehicle battery costs expected to drop significantly

Technically, extracting 18650 rechargeable battery lithium 3.7v 3500mah from brine has always presented the challenge of separating 18650 rechargeable battery lithium 3.7v 3500mah from other elements. Magnesium in particular is extremely difficult to separate from 18650 rechargeable battery lithium 3.7v 3500mah because the two minerals have similar ionic properties.

Judging from foreign media reports, this 15-year research project funded by the Chinese Academy of Sciences has found a cost-effective way to extract 18650 rechargeable battery lithium 3.7v 3500mah from other minerals, especially magnesium.

Judging from previous comparisons, the price of battery-grade 18650 rechargeable battery lithium 3.7v 3500mah carbonate will drop significantly in the future. (The mining and extraction cost of new technology is US$2,180/ton. The lowest cash cost in the world is US$4,000-4,500/ton for salt lake 18650 rechargeable battery lithium 3.7v 3500mah carbonate such as FMC, ALB and SQM. The international 18650 rechargeable battery lithium 3.7v 3500mah carbonate price fluctuates between US$12,000 and US$200 million.)

The report also quoted Dr. Ren Dongming, director of the Renewable Energy Development Center of the National Development and Reform Commission of China, saying that lower-priced 18650 rechargeable battery lithium 3.7v 3500mah batteries will benefit electric vehicle manufacturers such as Tesla and ultimately benefit consumers.

China is the world's largest producer and seller of electric vehicles and is also known as one of the countries with the highest 18650 rechargeable battery lithium 3.7v 3500mah content in the world. The battery cost accounts for about 30%-50% of the total cost of electric vehicles. Dr. Ren Dongming said lower prices, longer range and better charging station infrastructure will make zero-emission vehicles a more attractive option for car buyers.

(In fact, in 2012, before the new energy trend became a foregone conclusion, Chinese companies had begun to make extensive investments in global 18650 rechargeable battery lithium 3.7v 3500mah resources. A typical representative of this is Tianqi 18650 rechargeable battery lithium 3.7v 3500mah, currently one of the top three 18650 rechargeable battery lithium 3.7v 3500mah giants in the world and the only one in the world. Two (the other is the American Albemarle 18650 rechargeable battery lithium 3.7v 3500mah Company, which owns both the Atacama Salt Lake, the world's largest salt lake 18650 rechargeable battery lithium 3.7v 3500mah mine, and the Greenbush Mine, the largest solid 18650 rechargeable battery lithium 3.7v 3500mah mine.)

The United States is legislating to try to curb China's lead

China now dominates the supply of 18650 rechargeable battery lithium 3.7v 3500mah metal end products, producing nearly two-thirds of the world's 18650 rechargeable battery lithium 3.7v 3500mah-ion batteries (versus 5% in the United States) and controlling most of the world's 18650 rechargeable battery lithium 3.7v 3500mah processing facilities, according to Benchmark Minerals Intelligence.

Against this backdrop, the United States has begun to resist China’s dominance of the electric vehicle supply chain and is pushing for a bill that would help American companies mine 18650 rechargeable battery lithium 3.7v 3500mah and other materials that can be used in electric vehicles: the Minerals Security Act.

At a hearing on the bill earlier this month, U.S. Republican Senator Lisa Murkowski said that China’s lead in the electric vehicle supply chain gives it an advantage in the ongoing trade dispute.

"My biggest challenge now is educating other members of Congress why this needs to be a national priority," she said. "Our challenge continues to be the inability to understand the vulnerability of the United States when it comes to relying on other people's minerals."

In addition, according to foreign media reports, according to Chinese government statistics in 2017, the salt lakes on the Qinghai-Tibet Plateau will account for more than 60% of global 18650 rechargeable battery lithium 3.7v 3500mah reserves. Some research institutions also believe that China’s 18650 rechargeable battery lithium 3.7v 3500mah resource reserves are second in the world, second only to Chile.

However, China's domestic 18650 rechargeable battery lithium 3.7v 3500mah mine production is still very low. In 2018, China's 18650 rechargeable battery lithium 3.7v 3500mah mine production accounted for only 9% of global 18650 rechargeable battery lithium 3.7v 3500mah mine production. In recent years, Chinese companies have also been buying mines in 18650 rechargeable battery lithium 3.7v 3500mah-rich countries such as Argentina and Australia.

Still, while China's 18650 rechargeable battery lithium 3.7v 3500mah reserves may be plentiful, many are also difficult to extract. This includes the salt lakes of the Tibetan Plateau, where high altitudes and low oxygen levels make large-scale mining impossible.

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