Ninder era for Tesla is the iron lithium battery volume is not less than 40% of the latter’s production capacity

Earlier, Reuters reported that Tesla would buy “cobalt-free batteries” from the Ninder era. The report adds that the cobalt-free battery is a lithium iron phosphate battery. The official account of Tesla’s Shanghai Super factory posted on February 22 under a video from a user who said, “No cobalt, does not mean it must be lithium phosphate.” “This reply was later deleted.

Original title: Exclusive . . . Ninder era for Tesla is the iron lithium battery, the volume of the latter’s production capacity of no less than 40%

Caijing reportershi Zhiliang and Chen Liang

Travel only know that the Ningde era this year to Tesla is the lithium iron phosphate battery. The iron phosphate lithium battery provided during the Ningde era is only used in domestic Tesla Model 3 and domestic Tesla Model Y. This is the cobalt-free battery that was previously widely watched, not the so-called new battery.

As for the supply volume, travel passengers exclusively understand that the initial agreement between the two sides of the supply is not less than 40% of the planned capacity of Tesla Shanghai Super Plant (Phase I).

In addition to lithium phosphate products, travel from people close to the Tesla battery project learned that the Ningde era of other technical routes of mass production products will also be available to Tesla, and will enter the domestic Tesla high-end products next year.

Previously hotly fried cobalt-free batteries are now only a technical solution offered by the Ningde era and have not yet reached mass production levels. It also means that this year’s domestic Tesla won’t be equipped with the cobalt-free batteries of the Ninder era. Whether Tesla’s cobalt-free technology will be announced at Tesla Battery Day in April is still to be expected.

The Ninder era began testing Tesla’s batteries in early 2019. This project is the top secret project of the Ningde era.

Lithium iron phosphate is a lithium-ion battery using lithium iron phosphate as a positive material. Unlike teramarial batteries, lithium iron phosphate batteries do not contain nickel, cobalt and other elements. The concept of cobalt-free batteries in the teratosis lithium battery system is not the same.

The three-way lithium battery refers to the lithium battery of the three-positive material used by lithium nickel cobalt manganese acid or lithium nickel-cobalt aluminum acid. According to the nickel cobalt manganese or nickel cobalt aluminum three elements of the ratio of different, can be roughly divided into 333, 532, 622, 811 and so on. When the use of cobalt drops to 0, it can be called a cobalt-free battery.

Regarding the availability and cycle of supply, the specific purchase situation Tesla will be based on their own needs in order to determine, the agreement does not impose a mandatory constraint on Tesla’s purchase volume, the final sales amount must be based on the actual settlement of the purchase order issued by Tesla. Available from 1 July 2020 to 30 June 2022.

According to statistics released by the Research Department of the Power Battery Application Branch of the China Chemical and Physical Power Industry Association, China’s power battery installed capacity in 2019 was about 62.2 gigawatt hours. The Ningde era installed 31.71 gigawatt hours, the travel passenger learned that the Tesla order volume is equivalent to the Ningde era in 2019 installed a large part of the capacity.

The order is an important step in fulfilling Tesla’s localbusiness commitment, and to gain further support from the Chinese government, it will need to support local Chinese companies. At the same time, you can control costs and choose the best cost solution.

For the Ninder era, Tesla is the world’s leader in new energy vehicles, and this order will not only bring considerable economic benefits to the Ninder era, but also help it accelerate its internationalization. At the same time, the order can help the Ningde era to do a good job of market capitalization management.

When completed, the Shanghai-based Tesla Superplant Project (Phase I) will produce 150,000 electric vehicles per year, with modelmodels including model 3 and Model Y. Elon Musk attends the launch of the China-made Model Y project in Shanghai on January 7, 2020.

Prior to the Ninder era, the domestic Tesla used the NCM (Nickel Cobalt Manganese) 811 cylindrical triavean battery from LG in South Korea.

Ninder era for Tesla is the iron lithium battery volume is not less than 40% of the latter's production capacity

Cylindrical Lithium Battery / Network

Depending on the package shape, it can be subdivided into cylindrical, square, soft packages. Cylindrical batteries have a long time to develop, mature technology and high standardization. But the theoretical energy density is lower than that of square and soft packs. At the same time, a car to carry thousands of batteries, the heat management system has higher requirements. Tesla’s overseas version uses the battery.

Unlike the cylindrical batteries supplied by LG, the Ningde era will supply square batteries to domestic Teslas. The square battery structure is simple and the production process is not complicated. The theoretical energy density is higher than that of a cylinder. However, the need for customized design, the degree of standardization is low.

Ninder era for Tesla is the iron lithium battery volume is not less than 40% of the latter's production capacity

Square battery / network

Soft-packed batteries are packaged with aluminum film in structure, and are thinner in volume. Theoretical energy density is the highest of the three packaging forms. The disadvantage is that complex battery control systems are required to keep the battery working stable, and the number of cell models is small, and the cost of developing new models is high.

Ninder era for Tesla is the iron lithium battery volume is not less than 40% of the latter's production capacity

Soft-pack lithium battery / network

Because the batteries provided by the two suppliers are not the same, the future of domestic Tesla’s terminal pricing will be more fragmented. Different batteries correspond to different prices and range.