<2023> Precursor for Cathode Technology Trend and Market Outlook (~2030)
Due to the serious climate change phenomenon in the 21st century, many
countries around the world agree to the reduction of carbon emissions, so
various activities and regulations are being actively carried out to achieve
environmental conservation and a sustainable society, and the need for
environmentally friendly energy is strongly emerging. The secondary battery
industry is representative of environmentally friendly energy. Especially, as
the vehicle is transformed from an internal combustion engine to an electric
vehicle, the issue of demand and supply of various kinds of lithium-ion
batteries, related materials and raw materials is getting hot.
This report contains detailed information of precursors,
which are raw materials for cathode active materials. It includes precursor
manufacturing methods, process technologies, raw material supply and demand,
analysis of market, and the situation of precursor suppliers. A brief
description of the precursor market is as follows.
The self-sufficiency of secondary battery precursors is very low in
Korea, because the portion of cost competitiveness is much bigger than
technology. Currently, about 90% of import volume of NCM precursors in Korea is
produced in China. So in the long term, investment in domestic production
capacity and technology development is urgent.
Currently, the global market share of precursor is dominated by
Chinese suppliers in both NCM / NCA and LFP. And only a few suppliers in Korea
are developing and manufacturing, therefore it is difficult to respond to the
demand of cathode active materials.
In order to prevent the difficult situation in supply and demand of
raw materials due to the increase of cathode materials demand, domestic
suppliers of batteries and cathode materials are striving to secure the
necessary precursor demand by establishing joint ventures with Chinese
suppliers through equity investment. Currently, major five precursor suppliers
in China are Brunp, Zoomwe, GEM, Huayou Cobalt, Ronbay, and large-scale
investment and advanced technology development are underway to find out the
demand of cathode active materials in the future.
The strong point of this report
1. Overview of the precursors and a rich
description of technology
2. Overall considerations in design and
synthesis, which are key points in the manufacturing process of precursors.
3. Also containing information of precursor raw
materials and cathode materials, so it will be easy to grasp the overall
supply-chain of materials.
4. Objective and analytical figures of the
market through SNE Research’s forecasts and objective precursor market
forecasts based on the supplier’s expansion plan.
5. Detailed information on development and
product status of major global precursor suppliers.
This report includes the principles and technologies of precursor
manufacturing, market, raw material sourcing, supply-chain and sales status by
suppliers, production plan of global Top7 suppliers, and information on 30
major global precursor suppliers.
1. Definition of Precursor
1.1 About
Precursor
2. Introduction of Precursor
2.1 Crystalline
Structure and Pros and Cons
2.2 Major
Features by Materials
3. Types of Precursors
3.1 LCO
3.1.1 Definition
of LCO
3.1.2 Manufacturing
Flow of LCO
3.2 Ni-Based (NCM, NCA)
3.2.1 Definition
of NCM
3.2.2 Definition
of NCA
3.2.3 Manufacturing
Flow of Ni-Based
3.3 LFP
3.3.1 Definition
of LFP
3.3.2
Manufacturing Flow of LFP (solid phase method)
3.3.3
Manufacturing Flow of LFP (liquid phase method)
3.3.4
Manufacturing Flow of LMFP
4. Manufacturing Principle of Ternary Precursor
4.1 Impurity removal of precursor (Fe, Al, Cu, etc.)
4.2 Principle of Precipitation and Coprecipitation
4.3 Principle of Nucleation and Growth
4.4 Correlation of pH and Ammonia (NH3)
4.5 Characteristic Factor of Manufacturing
Process in Precursor Development
5. Manufacturing Precursor
5.1 Process and Production
5.1.1 Process
Flow of Precursor
5.1.2 Production
Process of Precursor
5.1.3 Production
Facility of Precursor
5.2 Major Technologies of Manufacturing Process
5.2.1 Major
Technologies by Precursor Elements
5.2.2 Details of
Major Technologies
6. Major Technologies by Precursor Process
(Ternary)
6.1 Manufacturing Technologies of Precursor Raw Materials
6.2 Manufacturing Technologies of Precursor Metal Dissolution
6.3 Technologies of Precursor Doping and Coating
6.4 Average Particle Diameter and Size Distribution of Precursor
6.5 Reliability Assessment of Precursor
6.6 Analytical Equipment
6.6.1 ICP
(Inductively Coupled Plasma)
6.6.2 BET
(Brunauer Emmett Teller)
6.6.3 XRD (X-ray
Diffractometer)
6.6.4 SEM
(Scanning Electron Microscope)
6.6.5 DSC
(Differential Scanning Calorimeter)
6.6.6 PSA
(Particle Size Analyzer)
7. Key Management Items of Precursor
7.1 Features by Composition of Ni / Co / Mn
7.2 Particle Diameter and Size Distribution of Precursor
7.3 Features by Primary Particle Shape of Precursor
7.4 Features by Tap Density of Precursor
7.5 Influence of Impurities in Precursor
8. Essential Technologies of Precursor
8.1 Management Items
8.1.1 Management
of Raw Material Impurities
8.1.2 Management
of Industrial Water Impurities
8.1.3 Management
of Foreign Substance Inflow
8.2 Manufacturing and Synthesis of Raw Materials
8.2.1
Manufacturing and Composition of Precursor Raw Materials
8.2.2 Synthesis
of Precursor
8.2.3 Effects of
Solution Temperature Inside Coprecipitation Reactor
8.2.4 Effects of
Stirring Speed Inside Coprecipitation Reactor
9. Precursor Reactor
9.1 Definition of Continuous Reactor and Batch Reactor
9.2 Comparison of Particle Size Distribution and SEM
9.3 Evaluation Data of Coin Cell (NCA 83%)
9.4 Comparison of Batch Type Process (Korea vs. China suppliers)
10. Information of Precursor Raw Materials
10.1 Nickel (Ni)
10.1.1
Distribution Chart and List of Mine Companies
10.1.2
Deposition and Production Quantity by Countries
10.1.3 Stock
Quantity and Outlook of Price
10.1.4
Production Companies
10.1.5
Manufacturing Companies of Nickel Sulfate
10.1.6 Supply
and Demand Strategy of Nickel by Suppliers
10.1.7 Value
Chain of Domain Nickel Sulfate
10.2 Cobalt (Co)
10.2.1
Distribution Chart and List of Mine Companies
10.2.2 Domestic
Import / Export Status and Sales Current Status
10.2.3 Outlook
of Cobalt Demand
10.2.4 Outlook
of Cobalt Supply
10.2.5
Comparison of Cobalt Demand and Supply
10.2.6 Value
Chain
10.2.7 Cobalt CR
and Clean Cobalt Issue
10.2.8 Revision
of Mining Law in Congo
10.3 Manganese (Mn)
10.3.1
Distribution Chart and Deposition Quantity
10.3.2
Production Quantity and Suppliers by Countries
11. Outlook of Precursor and Cathode Material
Demand
11.1 Precursor
11.1.1 Market
Share
11.1.2
Comparison of M/S by Suppliers
11.1.3 Capacity
Plan of Precursor (~2027): Expansion Outlook of Major Suppliers
11.1.4 Demand
Outlook of Global Precursor (~2030)
11.1.5 Supply
Outlook (~2030)
11.1.6 Supply-Demand
(~2030)
11.2 Cathode Materials
11.2.1 Key Scope
of Usage and Demand Outlook (~2030)
11.2.2 Demand
Outlook of Cathode Materials for Electric Vehicles (~2030)
11.2.3 Demand
Outlook of Cathode Materials for ESS (~2030)
11.2.4 Demand
Outlook of Cathode Materials for Small-sized Batteries (~2030)
12. Analysis of Raw Material Cost per Battery
Cell
12.1 Raw Material Content per Battery Cell_Small-sized Battery
12.2 Raw Material Content per Battery Cell_18650 Cylindrical Battery
12.3 Raw Material Content per Battery Cell_21700 Cylindrical Battery
12.4 Raw Material Content per Battery Cell_Rectangular Battery
12.5 Raw Material Content per Battery Cell_Pouch Battery (27Ah)
12.6 Raw Material Content per Battery Cell_Pouch Battery (60Ah)
12.7 Raw Material Content for an Electric Vehicle
13. SCM of Precursor Raw Material
13.1 SCM Structure by Precursor Type (LCO)
13.2 SCM Structure by Precursor Type (NCM 111)
13.3 SCM Structure by Precursor Type (NCM 523)
13.4 SCM Structure by Precursor Type (NCM 622)
13.5 SCM Structure by Precursor Type (NCM 811)
13.6 SCM Structure by Precursor Type (NCA)
14. SCM of Global Big7 Precursor Suppliers
14.1 Supply Chain Management of Precursor Suppliers (2022)
15. Information of Precursor Suppliers
15.2 GEM (格林美)
15.3 Huayou Cobalt (华友)
15.4 Brunp (邦普)
15.5 BASF Toda
15.6 Jiana (佳纳, Dowstone)
15.7 Umicore
15.8 Sumitomo MM
15.9 LGC
15.10 Reshine+Jinchuan
15.11 Tanaka
15.12 Ronbay (容百)
15.13 Fangyuan 芳源
15.14 Zhejiang Power
15.15 MCC Ramu
15.16 Ecopro Materials
15.17 Kelong
15.18 POSCO future M
15.19 Eco&Dream
15.20 JH Chemical
15.21 Korea Zinc (Korea Precursor)
15.22 LS-L&F Precursor
15.23 Hunan Yuneng
15.24 Dynanonic
15.25 LOPAL
15.26 Hubei