How Lithium Carbonate Pricing Influences Battery Production Costs

๊ฒŒ์‹œ๋จ: Dec 27, 2024 17:23
Lithium carbonate is a crucial component in the production of lithium-ion batteries, which are widely used in various applications, including electric vehicles (EVs) and portable electronic devices. Its significance stems from its role as a primary raw material in the synthesis of cathode materials, which directly affects battery performance, energy density, and longevity. As the global demand for EVs and renewable energy storage solutions continues to rise, the importance of lithium carbonate in battery manufacturing becomes increasingly evident.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
International Graphite, Wogen๊ณผ ํ‘์—ฐ ๊ณต๊ธ‰ ๋ฐ ์˜คํ”„ํ…Œ์ดํฌ ๊ณ„์•ฝ ์ฒด๊ฒฐ
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International Graphite, Wogen๊ณผ ํ‘์—ฐ ๊ณต๊ธ‰ ๋ฐ ์˜คํ”„ํ…Œ์ดํฌ ๊ณ„์•ฝ ์ฒด๊ฒฐ
๋” ๋ณด๊ธฐ
International Graphite, Wogen๊ณผ ํ‘์—ฐ ๊ณต๊ธ‰ ๋ฐ ์˜คํ”„ํ…Œ์ดํฌ ๊ณ„์•ฝ ์ฒด๊ฒฐ
International Graphite, Wogen๊ณผ ํ‘์—ฐ ๊ณต๊ธ‰ ๋ฐ ์˜คํ”„ํ…Œ์ดํฌ ๊ณ„์•ฝ ์ฒด๊ฒฐ
ํ˜ธ์ฃผ์˜ ํ‘์—ฐ ๊ฐœ๋ฐœ์—…์ฒด International Graphite๊ฐ€ ์˜๊ตญ ๋ฌด์—ญํšŒ์‚ฌ Wogen๊ณผ ๋น„๊ตฌ์†์  ๊ณต๊ธ‰ยท์ธ์ˆ˜ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค. ์ด ๊ณ„์•ฝ์— ๋”ฐ๋ผ Wogen์€ ์„œํ˜ธ์ฃผ์— ์žˆ๋Š” International Graphite์˜ Collie ๋ฏธ๋ถ„์‡„ ํ‘์—ฐ ๊ณต์žฅ์— ์—ฐ๊ฐ„ ์ตœ๋Œ€ 1๋งŒ ํ†ค์˜ ์ธ์ƒ ํ‘์—ฐ ์ •๊ด‘์„ ๊ณต๊ธ‰ํ•˜๊ณ , International Graphite๋Š” Wogen์˜ ํƒœํ‰์–‘ ์ง€์‚ฌ์— ์—ฐ๊ฐ„ ์ตœ์†Œ 3์ฒœ ํ†ค์˜ ๋ฏธ๋ถ„์‡„ ๊ตฌํ˜• ํ‘์—ฐ์„ ๊ณต๊ธ‰ํ•˜์—ฌ ์ฃผ๋กœ ์ผ๋ณธ๊ณผ ํ•œ๊ตญ์„ ์ค‘์‹ฌ์œผ๋กœ ์•„์‹œ์•„ยทํƒœํ‰์–‘ ์ง€์—ญ์— ์œ ํ†ตํ•  ์˜ˆ์ •์ด๋‹ค. ์–‘์‚ฌ๋Š” Collie ์‹œ์„ค์ด 2027๋…„ ์ค‘๋ฐ˜ ์ƒ์—… ์ƒ์‚ฐ์„ ์‹œ์ž‘ํ•˜๊ธฐ ์ „์— ๋ฒ•์  ๊ตฌ์†๋ ฅ ์žˆ๋Š” ๊ณ„์•ฝ์„ ํ™•์ •ํ•  ๊ณ„ํš์ด๋‹ค.
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ํ™์œ„์•ˆ์ œ์•ฝ, ์—ฐ 6,000ํ†ค LiPFโ‚† ์ƒ์‚ฐ๋ผ์ธ ๊ฐ€๋™
3์‹œ๊ฐ„ ์ „
ํ™์œ„์•ˆ์ œ์•ฝ, ์—ฐ 6,000ํ†ค LiPFโ‚† ์ƒ์‚ฐ๋ผ์ธ ๊ฐ€๋™
๋” ๋ณด๊ธฐ
ํ™์œ„์•ˆ์ œ์•ฝ, ์—ฐ 6,000ํ†ค LiPFโ‚† ์ƒ์‚ฐ๋ผ์ธ ๊ฐ€๋™
ํ™์œ„์•ˆ์ œ์•ฝ, ์—ฐ 6,000ํ†ค LiPFโ‚† ์ƒ์‚ฐ๋ผ์ธ ๊ฐ€๋™
ํ™์œ„์•ˆ์ œ์•ฝ์€ ์—ฐ๊ฐ„ 6,000ํ†ค(tpa) ๊ทœ๋ชจ์˜ ์‹ ๊ทœ ๋ฆฌํŠฌ ํ—ฅ์‚ฌํ”Œ๋ฃจ์˜ค๋กœ์ธ์‚ฐ์—ผ(LiPFโ‚†) ์ƒ์‚ฐ ๋ผ์ธ์ด 6์›”์— ๊ฐ€๋™์„ ์‹œ์ž‘ํ–ˆ์œผ๋ฉฐ, ํ•˜๋ฐ˜๊ธฐ์— ์ ์ฐจ ์ƒ์‚ฐ๋Ÿ‰์„ ๋Š˜๋ฆด ๊ฒƒ์ด๋ผ๊ณ  ๋ฐœํ‘œํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ธฐ์กด ์ƒ์‚ฐ ๋Šฅ๋ ฅ๊ณผ ํ•ฉ์น˜๋ฉด 2026๋…„ ๋ง๊นŒ์ง€ ํšŒ์‚ฌ์˜ ์ด LiPFโ‚† ์ƒ์‚ฐ ๋Šฅ๋ ฅ์€ ์—ฐ๊ฐ„ 1๋งŒ 8,000~2๋งŒ ํ†ค์— ์ด๋ฅผ ์ „๋ง์ž…๋‹ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
ํ•œ๊ตญ, ์ „๊ธฐ์ฐจ ์ถฉ์ „์š”๊ธˆ ๊ฐœ์ •์•ˆ ํ™•์ •
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ํ•œ๊ตญ, ์ „๊ธฐ์ฐจ ์ถฉ์ „์š”๊ธˆ ๊ฐœ์ •์•ˆ ํ™•์ •
๋” ๋ณด๊ธฐ
ํ•œ๊ตญ, ์ „๊ธฐ์ฐจ ์ถฉ์ „์š”๊ธˆ ๊ฐœ์ •์•ˆ ํ™•์ •
ํ•œ๊ตญ, ์ „๊ธฐ์ฐจ ์ถฉ์ „์š”๊ธˆ ๊ฐœ์ •์•ˆ ํ™•์ •
๊ธฐํ›„์—๋„ˆ์ง€ํ™˜๊ฒฝ๋ถ€๋Š” 7์›” 1์ผ ๊ฐœ์ •๋œ ๊ณต๊ณต ์ „๊ธฐ์ฐจ ์ถฉ์ „ ์š”๊ธˆ ์ฒด๊ณ„๋ฅผ ํ™•์ •ํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์ด ์ฒด๊ณ„๋Š” ์ดˆ๊ณ ์† ์ถฉ์ „๊ธฐ์˜ ์š”๊ธˆ์„ ์ธ์ƒํ•˜๊ณ  ์™„์† ์ถฉ์ „๊ธฐ์˜ ์š”๊ธˆ์„ ์ธํ•˜ํ•˜๋ฉฐ, 8์›” 1์ผ๋ถ€ํ„ฐ ์‹œํ–‰๋œ๋‹ค. ๊ฐœ์ •์•ˆ์— ๋”ฐ๋ฅด๋ฉด ์ถœ๋ ฅ 30kW ๋ฏธ๋งŒ ์ถฉ์ „๊ธฐ๋Š” kWh๋‹น 295.0์›, 30kW ์ด์ƒ 50kW ๋ฏธ๋งŒ์€ kWh๋‹น 307.2์›์ด ๋ถ€๊ณผ๋œ๋‹ค. 50kW ์ด์ƒ 100kW ๋ฏธ๋งŒ์€ kWh๋‹น 325.6์›, 100kW ์ด์ƒ 200kW ๋ฏธ๋งŒ์€ kWh๋‹น 348.4์›, 200kW ์ด์ƒ์€ kWh๋‹น 393.1์›์ด๋‹ค.
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Lithium carbonate is a crucial component in the production of lithium- - Shanghai Metals Market (SMM)