Tesla "stormed" manganese-based cathode battery lithium battery manganese content may surge by more than 10 times

With the progress of material modification technology, the industrialization process of manganese-based cathode materials is accelerated, in which lithium ferromanganese phosphate, as one of the most important improvement directions of lithium iron phosphate, is expected to be the first to wait for industrial application. A few days ago, at the opening ceremony of Tesla's Berlin super factory, Musk said that Tesla is currently developing more materials to make batteries and now sees the chemical potential of manganese-based cathode batteries.

Compared with lithium iron phosphate, the biggest advantage of lithium manganese iron phosphate is that the voltage platform can be increased from 3.4V to 4.1V, which can increase the battery energy density by about 15%; second, it can be mixed with ternary materials to reduce the cost. Third, there is no need to make major changes to the production line, which is conducive to mass production and cost reduction. Analysts point out that thanks to the rapid growth of shipments of ternary cathode materials and lithium manganate materials, the amount of manganese used in lithium cathode materials is expected to exceed 300000 tons in 2025, and CAGR will be 32% in 2021-2025. With the increase of the permeability of the new manganese-based cathode materials, the amount of manganese used in lithium batteries is expected to surge to more than 1.3 million tons by 2035, more than 10 times that in 2021, but the dominant position of manganese used in iron and steel is difficult to change. the "dual pattern" of the manganese industry makes it easy to have a structural shortage of manganese raw materials for batteries.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Tianyuan share lithium iron manganese phosphate cathode material is in the pilot stage, and the newly built production line of lithium iron phosphate cathode material is completely compatible with the production line of lithium iron manganese phosphate cathode material, so the company can produce lithium iron manganese phosphate cathode material through simple adjustment of formula and process.

The production capacity of Tianyuan battery-grade manganese tetroxide at Sinosteel is 5000 tons / year.