The development trend of lithium battery industry
The rapid growth of cobalt consumption in the nickel-metal hydride lithium battery industry has increased global cobalt consumption by about 100% in a few years. At present, the lithium-ion battery industry has become the largest consumption area of u200bu200bcobalt, accounting for about 40% of the total cobalt consumption, and the proportion is still increasing. The consumption of cobalt in the Chinese market increased from 12,200 tons in 2006 to 25,400 tons in 2011, with an average annual compound growth rate of 13%. However, in 2012, the growth rate of consumption has slowed down. According to Asian Metal, the consumption in 2012 was 26,200 tons, an increase of only about 3%, and its main consumption was also concentrated in the battery industry. The battery sector is still the driving force for the growth of domestic cobalt consumption. In 2013, the lithium-ion battery cathode material industry consumed 25,600 tons of cobalt (metal content), accounting for 36% of the total global cobalt consumption in 2013; among them, three yuan in 2013 The consumption of cobalt by materials is about 6,600 tons, accounting for 9% of the total global consumption. At present, the global supply of cobalt can basically meet consumer demand, and the supply and demand of the global cobalt market from 2006 to 2013. The global demand for lithium-ion battery cathode materials for drilling resources is forecasted by statistics. According to the data in the two tables, the future development direction of ternary materials will have a great impact on the demand for cobalt resources. According to data analysis, in 2017, the global demand for cobalt for lithium-ion battery cathode materials reached 70,000 tons, which is approximately the same as the global cobalt market consumption in 2013. By 2020, the global demand for cobalt for lithium-ion battery cathode materials will reach 170,000 tons, this will definitely cause the price of cobalt to rise again; if the data is analyzed, the global demand for cobalt for lithium-ion battery cathode materials in 2017 will reach about 39,000 tons, and it will reach 65,000 tons in 2020: a multi-faceted analysis of the future Lanyuan Materials will develop in the direction of high nickel type. Combining the future development direction of ternary materials and the world's current proven cobalt reserves of 7.2 million tons, cobalt resources can meet human needs for up to 50 years. Cobalt reserves are relatively small compared to lithium and nickel, which can be described as a scarce resource. From the perspective of the development trend of global cathode materials, the main reason for the future impact of cobalt consumption and price fluctuations is the development of the ternary material industry.