SHANGHAI, July 18 (SMM) - At the 7th China International New Energy Conference in 2022--China International Nickel and Manganese Industry Chain Development Forum jointly held by Shanghai Metals Market (SMM) and Shanghai Futures Exchange, Eternal Tsingshan Group analyst Liu Yinzhi introduced manganese ore reserves, domestic manganese ore, manganese application in batteries, EMM projects, and innovative technologies.
Manganese ore
The output cuts of crude steel finished in 2021 and the output will further decline in 2022. Crude steel output stood at 1.03 billion mt. By 20025, more than 80% of capacity will finish the ultra-low emission transformation. At the end of the "14th Five-Year Plan", the crude steel market concentration of the top ten enterprises may reach 60%.
EMM
China’s EMM output accounts for 98% of the total global output. China is the biggest producer, consumer and exporter of EMM. In 2021, 47 enterprises produced a total EMM output of 1.2 million mt, down 100,000 mt on the year. The apparent consumption was about 820,000 mt, and the export volume was about 360,000 mt.
The production is concentrated in Hunan, Guizhou, Chongqing and other places. In recent years, the EMM output in Guangxi and Ningxia increases.
Stainless steel
According to Worldstainless, the annual compound growth rate of of global stainless steel output in 1950-2021 was 5.80%.
In 2021, global stainless steel output stood at 58.289 million mt, an increase of 12.5% from 2020.
The output in 2022-2023 is expected to further increase.
Manganese application in batteries
Tesla and Volkswagen are exploring to use more manganese in batteries.
Lithium-rich manganese-power battery; lithium iron manganese phosphate-power battery; lithium nickel manganate materials-power battery; LMO-two-wheeled vehicles or consumer area; sodium-ion cathode materials-energy storage, two-wheeled vehicle.
EMM project
The Indonesia Tsingshan’s EMM project with capacity of 100,000 mt/year is the first Chinese EMM project that goes abroad and starts the construction in the world. It is the world largest project with single plant, one-time investment, one-time design and one-time construction. Both the scale of construction and the level of technical equipment are in a leading position in the world.
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