Driven by strong market demand, the capacity of head power battery is full, and the upstream raw materials include lithium salt, electrolytic cobalt, lithium iron phosphate, electrolyte (including lithium hexafluorophosphate, VC solvent, etc.), copper foil and other supply and demand gap, and prices continue to rise. The most scarce in the early stage is the electrolyte, especially the VC solvent (vinylidene carbonate).
At present, the supply of electrolyte raw materials continues to be tight, and the price rise remains unchanged. Since the beginning of this year, it has become normal for electrolyte enterprises to grab VC, and it is difficult for small and medium-sized enterprises to get goods. The VC (vinylidene carbonate) orders of some electrolyte additive manufacturers have been scheduled for the first half of 2022. According to the latest data released by the China Automobile Association, from January to May, the output of lithium iron phosphate batteries in China totaled 29.9 GWH, accounting for 50.3 percent of the total output, an increase of 360.7 percent over the same period last year. Market analysis shows that as the proportion of VC in lithium iron phosphate battery is much higher than that of ternary battery, the growth of production and marketing of lithium iron phosphate is expected to aggravate the shortage of VC supply.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Suzhou Huayi currently has a total production capacity of about 3000 tons of vinylidene carbonate (VC) and fluoroethylene carbonate (FEC), in which Oke shares. Vinyl carbonate (VC) and fluoroethylene carbonate (FEC) have all passed the certification of downstream major manufacturers.
Yongtai Technology said that Inner Mongolia Yongtai is building an annual production capacity of 3000 tons of FEC and 5000 tons of VC. According to the company's previous experience in other reconstruction projects, the reconstruction cycle is usually 2-3 months.
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