The original reason is that 66% of the global cobalt production is in the Republic of Congo, which is a country located in west-central Africa, and its national characteristics are summarized in one word - chaos. The unstable situation has directly affected the production capacity of cobalt, and it is also difficult to control the price of cobalt. The most difficult thing to recover is the cobalt element, and the highest recovery rate is only about 50%; these factors have resolved that cobalt will seriously affect the development of the global new energy car industry, and the high price of the power battery has also resolved that the vehicle is difficult to spread.
In addition to the impact of the above-mentioned factors, there are two other inevitable changes in the type of power battery.1: Nickel-cobalt ternary lithium regardless of whether the price of cobalt is controllable, its production capacity and the speed and demand for cars throughout the world will always reach a bottleneck, when the cost of the battery will be higher. And want to make electric cars instead of fuel cars, the central element is inevitably low prices, otherwise everything is empty talk. And can reduce the cost of battery production methods as long as the screening of these elements, so even the transition metal will not use a lot of lithium iron phosphate batteries are bound to become the mainstream.
The future of electric cars lithium iron phosphate batteries will replace ternary lithium batteries?
2: The future of new energy cars do not need a long "vehicle range", this statement may not be recognized by many people but is true. The battery itself is difficult to complete a long range, and the increase in capacity will affect the charging power, and the only way to deal with this problem is to rely on the "charging road". In the infrastructure has a huge advantage of domestic, for small micro passenger cars (family mobility type) wireless charging road will be built sooner or later, when the ordinary highway daily short-distance commute has two or three hundred kilometers of range can be satisfied, long-distance driving is routed how long the vehicle range on how long.
Heavy commercial vehicles are the most difficult and simple throughout the new energy models, the difficulty is the need for large capacity battery pack to complete a reasonable range, which determines the battery cost will be extremely high, the price of the vehicle will be very high. Simple natural also lies in the "charging road", but this kind of car is more suitable for trolleybus and high-speed rail power extraction method - overhead contact network effective charging, charging equipment erection cost will be lower than the construction cost of wireless charging road. This form was first discussed in the major domestic enterprises, but unfortunately has been tested and built in some overseas countries.
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