SMM7 March 30: July 29th, Ningde era officially released the first generation of sodium ion battery, the cell single energy density reached 160Whhand kg, is currently the highest level in the world. The sodium ion battery has good low temperature performance and charging rate, and the Ningde era is expected to form a basic industry chain in 2023. Based on this, the sodium industry may usher in great development in the next few years.
SMM sodium analysts have learned that the main advantages of sodium ion batteries are:
The main results are as follows: 1. Sodium is rich in resources and the cost is lower. The amount of sodium resources in the earth's crust is 440 times that of lithium, which is different from the sharp rise in the price of lithium resources in the past two years. The prices of sodium products are basically stable in the long run, and the prices of sodium compounds such as sodium sulfide and sodium carbonate are generally about 1000 yuan per ton.
2. Fast charging rate. According to Ningde Times, the charge of a sodium ion battery can reach 80% after being charged for 15 minutes at room temperature.
3. Good performance at low temperature. At 20 degrees below zero, the sodium ion battery can still maintain a discharge rate of more than 90%.
At the same time, we should also see that the sodium ion battery also has some shortcomings at present, among which the more obvious one is its low energy density. According to market participants, the energy density of lithium-ion batteries on the market is 150-350 Whhand kg, but there is still a certain gap between the 160Wh/kg of sodium-ion batteries and that of lithium-ion batteries. However, according to Ningde Times, the company's next generation of sodium ion battery capacity density will break through 200Wh/kg. At the same time, in the aspect of battery system integration, the company has also developed an AB battery solution, which combines the integration of sodium-ion battery and lithium-ion battery, and mixes the two kinds of batteries in proportion in the same battery system, so that the two batteries can complement each other.
According to SMM's understanding, the sodium products used in sodium ion batteries may be metal sodium and sodium compounds, and the compounds are expected to mainly use sodium carbonate (soda ash) and sodium sulfide. The leading enterprises of the above types of sodium products are Yuanxing Energy, medium Salt Chemical and Nanfeng Chemical and so on.
Generally speaking, at present, sodium ion battery has a certain potential for market development, and it is understood that the potential application demand of sodium ion battery in China is about 123GWh.According to the current price of lithium iron phosphate battery, it is about 53.7 billion of the market space. Thus it can be seen that the sodium industry may usher in a great development.
