The ternary lithium battery was besieged by policies and opponents, where is the way out?
Editor’s note: This article comes from the WeChat public account “Car thing” (ID: chedongxi) , author Juice.
The ternary lithium batteries commonly used in electric vehicles are going to be eliminated?
On May 12, the Ministry of Industry and Information Technology issued three expedited documents, promulgating a series of mandatory standards for electric vehicles, including a “requires that after the battery cell thermal runaway, the battery system will not fire or explode within 5 minutes. , To reserve a safe escape time for the occupants “.
This rule is a major blow to the most widely used ternary lithium battery.
Judging from some spontaneous combustion incidents that occurred before, the ternary lithium battery for vehicles ignited quickly after a thermal runaway occurred, which did not meet the above five-minute fire-free regulations.
The increase in the content of nickel in the ternary lithium battery cathode material can greatly increase the energy density of the battery, which can also bring a longer cruising range for electric vehicles, but after the nickel element is improved, the battery is more prone to heat out of control.
Compared with the iron phosphate battery, the material inside the ternary lithium battery will decompose after a special thermal runaway occurs (such as acupuncture experiment) and explode with it. The iron phosphate battery can remain stable.
In addition to the policy, the ternary lithium battery is also facing a new round of blows from its competitors, iron phosphate batteries.
The blade battery launched by BYD uses a new packaging method to greatly increase the energy density to make up for its own shortcomings. In addition, it has a better safety and cost advantage, and it has risen rapidly.
Han, BYD ’s flagship electric car, was launched with a blade battery. Tesla also replaced the iron phosphate battery for the domestic Model 3.
The emergence of new standards and new products has caused fierce debate in the industry. The representatives of the ternary lithium battery and the iron phosphate battery, Ningde era and BYD “broke up” for this matter.
After BYD released the results of the acupuncture experiment at the blade battery press conference, the giant Ningde Times stated that battery safety and battery abuse testing are two different things, but some people equate passing the abuse test with battery safety.
But then, BYD replied toughly and said, “Unacceptable? Then let’s pierce it!”.
Then the ternary lithium battery arrivesThe two power battery manufacturers Ningde Times and BYD have each firmly followed the road of differentiation.
But in recent years, although the safety accidents of ternary lithium batteries have begun to increase, and lithium iron phosphate batteries have risen, Tesla ’s use of lithium iron phosphate batteries has caused even more public opinion.
For a time, ternary lithium batteries will be sentenced to death, and ternary lithium batteries are dead. But in reality, it is possible that the ternary lithium battery is still the battery type with the highest shipment. The lithium iron phosphate battery will gain a certain market because of safety, but it cannot completely subvert the ternary lithium battery.
Not to mention, current ternary lithium battery players are still researching and upgrading ternary lithium batteries. With the emergence of more ternary lithium battery variants with higher safety, lower cost and higher energy density, three Yuan lithium battery will continue to prosper. Therefore, it is too early to sentence the death penalty for ternary lithium batteries.