CATL launches Qilin Battery

CATL has launched its Qilin Battery, the Cell-to-Pack (CTP) 3.0 technology that can reportedly achieve a volume utilisation rate of 72% and an energy density of up to 255Wh/kg at pack level. According to CATL, the Qilin battery with NCM cells will easily deliver a range of over 1000km. The battery will be manufactured at scale in 2023.  

CATL launched the first generation of CTP technology back in 2019 and was the first battery provider that was able to reach a volume utilisation rate of 55%. Since then, other companies have followed suit in developing module-less CTP technology. Today, its Qilin battery is claimed to be the pack with the highest level of integration in the world, with CATL reporting

 

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SK On signs partnership agreement with POSCO Holdings

SK On and Posco Holdings have entered a strategic partnership which is intended to mitigate global supply chain disruptions and strengthen expanding business operations. Both companies plan to collaborate closely on a range of issues. Joint working groups will focus on global expansion of operations, raw materials investment, creation of cathode development roadmap, expansion of anode supplies and the establishing of a waste battery collection network.

The partnership aligns with the two firms’ recent and significant growth. In March, Posco Holdings began construction of a lithium production facility in Argentina and invested in Taiwanese solid-battery producer ProLogium in May. It also established…

 

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ONE and BMW sign agreement to demonstrate iX with 600 mile range

Michigan-based energy storage company Our Next Energy (ONE) has signed an agreement with BMW group to utilise ONE’s Gemini Dual-Chemistry battery technology in the BMW iX all-electric Sports Activity Vehicle. ONE is attempting to create a more sustainable energy storage technology to reduce environmental impact – its unique long-range Gemini technology reduces lithium and graphite use by 20% and 60% respectively, simultaneously minimising the use of nickel and cobalt. Production of a prototype model is expected to be completed by the end of 2022.

Mujeeb Ijaz, founder and CEO of ONE, said…

 

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The EV Battery Demand Index – April 2022

 

Our EV Battery Demand Index (below) draws on work from our EV Battery Chemistry Monthly Assessment. Each month this report analyses the latest in EV and battery market developments and provides our regular assessment of EV battery demand by battery chemistry and vehicle class.

Highlights from this month’s assessment include:

  • Chinese automakers teased the imminent release of next-generation pack architectures. Leap Motor C01 and BYD Seal will be the first vehicles to integrate batteries in the vehicle underbody and reach the market in 2022.
  • Six years since inception, Northvolt delivered the first mass-manufactured battery cells to automotive customers.
  • Overall BEV & PHEV sales decreased by 34% m-o-m in April 2022. 2022 YTD battery deployment is now 70% above 2021 levels, higher than the comparative rise in units sold of 63%.

 

If you haven’t already subscribed to the EV Battery Chemistry Monthly Assessment, and would like to find out more, just get in touch with one of the team or request a demo.

 

 

Global battery demand for all vehicle classes decreased by 36% m-o-m in April 2022 to 25GWh. The sales weighted average pack size decreased slightly to 46kWh, a result of the increase in PHEV share to 28%. 2022 YTD battery deployment is now 70% above 2021 levels, higher than the comparative rise in units sold of 63%. Global LFP cathode share reduced to 30% in April across all vehicle classes, YTD LFP now accounts for 32% globally and over 50% in China.

Why do we track EV battery demand?

As EV and battery market analysts, we track EV sales across all vehicle classes, cathode and anode chemistry, and battery demand on a monthly basis. Our tracker is used for analysis on the implications for raw material demand, and for the deployment of battery packs so that our members and followers can better understand what is driving global EV battery demand.

Who benefits from understanding EV battery demand?

In order to form robust strategies and informed policies, battery manufacturers, OEMs, EV battery technology companies and policy makers need a solid grasp of what EV battery demand looks like from region to region, and from one time period to the next. Anyone operating within the EV supply chain, will benefit from understanding EV battery demand, what is driving it and how it affects the EV market as a whole.

As part of the work involved to produce our EV Battery Chemistry Monthly Assessment, we publish a monthly EV Battery demand Index, (the full archive can be seen on our membership platform), to offer our members and followers regular insights into EV battery demand. The EV Battery Demand Index is an assessment of aggregated monthly kWh battery demand for all vehicle classes, based on monthly vehicle sales and our model-by-model analysis of EV pack sizes and chemistry.

How do we track the EV and battery markets?

Our EV Battery Chemistry Monthly Assessment, and our EV & Battery Quarterly Outlook both contain in-depth analysis into EV battery demand, EV sales and all other key variables that shape the EV and battery markets.

The EV Battery Chemistry Assessment is a weighted average of vehicle battery chemistry across passenger car and light duty vehicle, bus and coach, and medium and heavy duty vehicle sectors. Electric vehicle sales data is collected on a model-by-model basis from automotive associations at country level for both BEV and PHEV vehicles for major markets. This analysis covers a minimum of 90% of total global market sales, and provides a balanced representation of markets with different vehicle characteristics, suppliers and seasonality. Our EV battery demand index is derived from this data.

Our forecasts are based on robust and informed methodologies looking at the interactions between different functions in the supply chain. We track the following variables that impact the forecast: Legislation and incentives, OEM strategy, battery manufacturers’ capital investment and battery chemistry strategy, battery raw material pricing and costs, charging infrastructure investment, electric vehicle cost of ownership and consumer behaviour. For each vehicle model we collect data relating to battery pack size, battery chemistry, cell format, number of cells, and pack supplier in addition to a number of other vehicle metrics

How could our data help you?

Our insight and analysis on the EV market and battery technology advances, allow our clients to be fully up to date on latest developments, and will help inform the ways in which they react and respond to changing market dynamics. Businesses with an interest in the EV supply chain, from battery raw materials suppliers, battery manufacturers, OEMs, to charging infrastructure providers, will find it easier to form considered and forward-thinking strategies when equipped with Rho Motion data and analysis.

Rho Motion’s EV & Battery Market Reports 

To find out more about our EV & battery market reports, click on the links below or contact us on +44 (0) 203 960 9986. Alternatively complete the form below and we will be in touch.

EV & Battery Chemistry Monthly Assessment >>

EV & Battery Quarterly Outlook >>

EV & Battery Monthly Database >>

EV Motors Monthly Assessment >>

Hybrid EV & Battery Quarterly Outlook >>

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BASF and Nano One enter into a Joint Development Agreement for lithium-ion battery materials

Clean technology innovator in battery materials Nano One® Materials Corp. (Nano One) and BASF SE (BASF), a globally active chemical company with substantial experience in battery materials development and manufacture, have signed a joint development agreement (JDA). The two companies will co-develop a manufacture process with the aim of reducing by-products for commercial production of next-generation cathode active materials (CAM). The JDA will utilise BASF’s HEDTM-family of advanced CAM and Nano One’s patented One-Pot process and metal direct to CAM (M2CAM®) technologies.

BASF’s range of CAM products contribute to the company’s ability to meet the evolving requirements of batteries in automotive drivetrains, and complement their proven history of developing products in collaboration with other companies. Through use of the M2CAM® process in the JDA…

 

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CATL to supply BMW with cylindrical cell from 2025

Chinese battery producer CATL will begin supplying cylindrical cells to BMW from 2025, as announced on Friday 27th May 2022. Having historically used prismatic cells, also supplied by CATL, BMW will power its new series of dedicated electric vehicles with a cylindrical cell format.

An agreement was signed nominating CATL as the provider of cylindrical cells to the German car manufacturer. Neither company has elaborated on the signing of the deal. This agreement builds on the ten-year partnership CATL has with BMW as their battery supplier.

The Chinese firm is also looking to secure…

 

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