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Mar 14, 2021

Will lithium iron phosphate batteries replace ternary lithium batteries?

Recently, I saw news on the Internet that Xiaopeng P7 will release models with lithium iron phosphate batteries on March 3. The batteries are still provided by Ningde Times. The cruising range can reach 480 kilometers. After the lithium iron phosphate battery is equipped, the price of the model is expected to be further reduced.


In addition, the previous Tesla Model 3 also used lithium iron phosphate batteries, and the price was further dropped.


However, the models that use lithium iron phosphate batteries also have an obvious shortcoming, that is, the cruising range in winter has shrunk more seriously. Therefore, many users also say that lithium iron phosphate batteries are not as good as ternary lithium batteries. If you buy a pure electric car, you must buy a ternary lithium battery model. So the topic we talked about in this video program is whether the lithium iron phosphate battery will completely replace the ternary lithium battery.


First of all, I want to say that my conclusion is that I think lithium iron phosphate batteries will gradually replace ternary lithium batteries.


First of all, cobalt, the raw material for ternary lithium batteries, is difficult to control output and prices.


The cathode material of the ternary lithium battery is nickel, cobalt, and aluminum. Some ternary lithium battery materials use nickel, cobalt, and manganese.


Therefore, one of the indispensable materials in ternary lithium batteries is cobalt. This is also the reason why the price of ternary lithium batteries is high.


66% of global cobalt production comes from the Republic of Congo. This is a country in central Africa. This country is characterized by chaos, unstable current situation, and wars, which have seriously affected the production capacity of cobalt and the price of cobalt.


Some manufacturers have thought of recycling the cobalt in used batteries, but the recycling rate of this material is also very low, less than 50%. Therefore, cobalt is currently seriously affecting the global new energy automobile industry. development of. So now all battery manufacturers are developing cobalt-free batteries.


The second reason is price. Since the cost of lithium iron phosphate batteries is lower, the price of pure electric vehicles equipped with lithium iron phosphate batteries is also low. At present, it is just a stage in the popularization of pure electric vehicles. In such a critical period, there are only lower prices. Price can attract consumers to buy. In order to continue to expand the market influence of pure electric vehicles. So now many car manufacturers are gradually abandoning ternary lithium batteries and choosing lithium iron phosphate batteries.


Third, the improvement of charging infrastructure. We have to admit that the energy density of ternary lithium batteries is greater than that of lithium iron phosphate batteries, and the cruising range is longer. In the early stages of the development of pure electric vehicles, vehicles using ternary lithium batteries do have great advantages. There is a long battery life.


However, with the popularization of pure electric vehicles, infrastructure construction such as charging piles will become more and more perfect, so when charging will not become a particularly big problem, then the lithium iron phosphate battery has a short cruising range, this shortcoming is not a big disadvantage Up.


The blade battery that BYD has been promoting recently is actually a type of lithium iron phosphate battery, but it changes the shape of the battery from a cylindrical shape to a blade, a thin shape. The advantage is that it can carry more lithium iron phosphate batteries, which increases the cruising range.


The fourth is better security. The low temperature resistance of the ternary lithium battery is indeed better than that of the lithium iron phosphate battery, but the energy density is also higher than that of the lithium iron phosphate battery, but the safety of the ternary lithium battery is not as good as the lithium iron phosphate battery, the general lithium iron phosphate battery It only burns at 800 degrees Celsius, but the ternary lithium battery starts to burn at 200 degrees Celsius.


So now many car manufacturers, including Xiaopeng Motors and Tesla Motors, have launched models. The two batteries mentioned above are often carried at the same time, so how do consumers choose?


I think you must not choose by price, because if you choose by price, the current price of lithium iron phosphate battery models is definitely lower. However, the price of models using ternary lithium batteries is not more than tens of thousands of dollars more than models with lithium iron phosphate batteries.


My advice to everyone is that if you live in southern China where the winter temperature is not so low, then I recommend you to choose a model with a lithium iron phosphate battery. If you live in northern China and the temperature is relatively low in winter, it is best to choose a ternary lithium battery model. Because of these two batteries, the most obvious difference for user experience is that the lithium iron phosphate battery has a relatively large reduction in cruising range in winter.


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