It is not so easy for Europe to get rid of imports of lithium batteries!

Although China's power development is relatively late, many technologies are now ahead of the world. For example, in power transmission, we have the world's unique ultra-high voltage transmission technology. Only China has it, and the United States, Europe and Japan do not. Moreover, my country is still the world's largest producer of lithium batteries, and Europe is a bit worried. Recently, the Vice President of the European Commission Maros Sebkovic expressed that he hopes that Europe can produce enough lithium batteries by 2025, and hopes to get rid of the dilemma of relying on imports and have its own independence in the development of electric vehicles. Europe is a strong place for traditional automobile production, and it does not want to subvert its own advantages; it is not cold about the development of electric vehicles, but now it finds that the momentum is not right, and it has to make up the industry chain. It is very difficult to realize this idea in Europe because the layout is too late. Lithium batteries were officially commercialized. It was in 1991 that Sony successfully developed lithium-ion batteries, which led to the emergence of portable devices, such as mobile phones and notebook computing machines. Relying on its technological and industrial advantages, Japan has long occupied the world's first place in the field of lithium batteries. However, after 2005, China and South Korea began to catch up. In 2014, China's lithium battery output surpassed Japan for the first time, becoming the world's first. In 2019, the global lithium battery manufacturing capacity reached 316 gigawatt-hours, of which China’s output of lithium batteries was as high as 73%. At least 7 of the world’s 10 lithium batteries were produced in China, and the United States ranked second, but It only accounts for 12% of global production. Six of the world's top ten lithium battery manufacturers are Chinese companies, and none in Europe. Europe is now rushing to make up for the job. It is doing its best to promote the construction of 15 large-scale lithium battery production plants. Europe is full of confidence. I believe that in the near future, they will be able to get rid of the dilemma of lithium battery imports, but Europe wants to get rid of dependence. easy. In the entire global lithium battery production industry chain, neither lithium mineral resources nor lithium batteries are in the hands of Europeans. The most upstream lithium resource is the top priority of the industry chain. At this stage, the world’s identified lithium ore stock is 62 million tons. As long as it is distributed in South America and Australia, European countries can almost be ignored, including China and the United States. , Japan, South Korea and other countries are not rich in lithium resources. Overseas layout has become very important, and our country has made layout overseas early, because our country is the first country to determine that electric vehicles are the future direction of automobile development, and it has become the top priority of our country's development. In 2018, Tianqi Lithium spent a huge amount of US$4.07 billion to acquire a 24% stake in Chilean lithium mining giant SQM; however, as early as 2013, Tianqi Lithium had already acquired 51% of Australia’s Terryson. Sen owns the world's largest and best quality spodumene ore and is the world's largest supplier of solid lithium ore. Ganfeng Lithium holds 51% of the shares of International Lithium Ireland, 19.9% u200bu200bof the shares of American Lithium, as well as Jiangte Electric China Mining Resources and so on. Statistics show that my country has mastered half of the world's lithium resources. In contrast, Europe’s own lithium resources are few, and the technology for late overseas deployment is not on hand, and it does not have an advantage in the upstream and midstream. Although Europe has built 15 large-scale battery factories, most of the investment in these factories comes from China, South Korea and the United States. For example, China's CATL built a plant in Germany, South Korea built a plant in Hungary, and American Tesla built a plant in Berlin. Although Europe can produce lithium batteries, the capital and technology are brought by Chinese, South Korean and American companies, and large amounts of raw materials need to be imported. The so-called get rid of the import of lithium batteries, but there is no way to get rid of the dependence on technology and raw materials. Without the certainty of future automobile power lithium batteries, the European automobile industry may be a dead end.