If you want to know more exciting content, come and follow My SteelRecycled batteries: **Enterprises are resuming work one after another**Showing a small **
This week, battery companies have resumed work one after another, and the sound of inquiries and inquiries in the field has increased. Affected by the fluctuation of nickel salt, cobalt salt and lithium salt at the raw material end, waste ternary and lithium iron batteries have a small range. Some manufacturers believe that it is more cost-effective to purchase materials from the first end to make products than from the new material end, which can reduce costs, and are willing to raise the price slightly to promote the transaction. Waste lithium cobalt oxide batteries account for a small market share, and there is no information on the purchase of goods. At present, practitioners are looking forward to the next development of waste batteries.
Pole pieces and black powder: a small number of transactions in the scrap market, and the holders have a strong willingness to raise prices
In the first week of the year, the scrap market is gradually on the right track. At the beginning of the week, the number of market inquiries was small, and the wet process plant purchased goods from the previous year's scrap ***, and the stockholders responded flat; In the middle of the week, due to the fluctuation of lithium salt and nickel salt**, the wet process plant increased its procurement**, and the market transaction gradually increased. Ternary electrode powder** to 74% off, lithium iron phosphate electrode powder** to 3800 yuan lithium point, and the holder has a strong willingness to raise the price, and it is expected that the waste will run in the short term.
After the year, the impact of waste ternary batteries on the fluctuation of nickel salt, cobalt salt and lithium salt at the raw material end showed a small amount. Although some practitioners intend to purchase, there is no information on the goods released by the holders, and the wait-and-see atmosphere in the market is relatively strong, and there are few real transactions in the market.
Scrapped ternary material battery - cylindrical **16200-19000 yuan ton, scrapped ternary material battery - square shell **20200-24000 yuan ton, scrapped ternary material battery - soft pack **21200-24600 yuan ton.
Small ternary - 18650**9500-12500 yuan ton, small ternary - aluminum shell**12000-15500 yuan ton, small ternary - polymer**13000-16000 yuan ton.
Data**: Ganglian data.
After the year, the waste lithium iron phosphate battery ** has been raised to a certain extent, and the sentiment of the inquiry and interrogation in the field is getting better. Some enterprises that resumed work after the holiday tentatively inquired about the goods, and some manufacturers wanted to ship iron-lithium soft packs. However, there is still a certain psychological gap between the two sides, and it is difficult to make a deal. Waste pure cobalt batteries are not inquired about for the time being, and they occupy a small market share.
Scrapped lithium iron phosphate battery - cylindrical **6200-7500 yuan ton, scrapped lithium iron phosphate battery - square shell **7700-9500 yuan ton, scrapped lithium iron phosphate battery - soft pack **8000-10000 yuan ton.
Scrapped lithium cobalt oxide battery - polymer ** 36000-40000 yuan ton, scrapped lithium cobalt oxide battery - miscellaneous electricity **20000-23000 yuan ton, scrapped lithium cobalt oxide battery - apple strip **38000-41000 yuan ton.
Data**: Ganglian data.
Ternary lithium battery scrap remained small, and this week's scrapped ternary electrode pieces were reported at 43,500-45,750 yuan tons, and ternary electrode powder was reported at 49,550-52,850 yuan tons. Ternary waste is hard to find before the year, and many wet plants have been unable to purchase ternary battery powder and ternary electrode powder, and the current cost is far exceeded. The discount coefficient and metal salt** were both raised, and the ternary scrap** strengthened slightly.
Ternary lithium battery scrap** (Yuan ton).
Data**: Ganglian data.
This week, the discount coefficient of metal salt for three-yuan scrap metal salt was raised. Ternary electrode piece powder (li 6.)5%) nickel salt discount coefficient of 71%, week-on-week**2%, month-on-month**4%; The discount coefficient of cobalt salt is 71%, 2% week-on-week, and 4% month-on-month; The discount coefficient of lithium salt is 71%, 2% week-on-week and 4% month-on-month.
TernaryBattery scrap transactionNickel-cobalt-lithium metal saltscoefficient (yuan ton).
Data**: Ganglian data.
Data**: Ganglian data.
Lithium cobalt oxide waste *** lithium cobalt oxide electrode is reported at 67100-68000 yuan ton, and lithium cobalt oxide electrode powder is reported at 78300-79300 yuan ton. This week, the supply of lithium cobalt oxide is less heard, and ** follows the fluctuations of the lithium salt market to increase slightly.
Lithium cobalt oxide scrap** (Yuan ton).
Data**: Ganglian data.
Data**: Ganglian data.
The lithium cobalt oxide scrap discount coefficient remained stable this week. Lithium cobalt oxide electrode powder (Li 6.)5%), cobalt salt discount coefficient 695%, no change week-on-week, month-on-month **4%; The discount coefficient of lithium salt is 695%, no change week-on-week, month-on-month **4%;
Lithium cobalt oxide battery scrap transaction cobalt lithium metal salt discount coefficient coefficient (%)
Data**: Ganglian data.
Data**: Ganglian data.
Lithium iron phosphate waste** is affected by the imbalance between supply and demand in the market, and the waste lithium iron phosphate battery powder (Li 25%) reported at 6700-7055 yuan tons, waste lithium iron phosphate black powder (li 3.8%) at 12,730-13,490 yuan ton. This week, a small amount of lithium iron phosphate waste was traded, and a number of wet plants purchased lithium iron phosphate waste.
Lithium iron phosphate waste** (Yuan ton).
Data**: Ganglian data.
Data**: Ganglian data.
This week, the lithium iron phosphate waste lithium point ** was raised. Waste lithium iron phosphate battery powder (22%＜li＜2.5%) lithium point**2850-3000 yuan lithium point, week-on-week**150 yuan lithium point, month-on-month**150 yuan lithium point, year-on-year**9350 yuan lithium point. Waste lithium iron phosphate black powder (Li 3.8%)Lithium point**3550 yuan lithium point, week-on-week**200 yuan lithium point, month-on-month**200 yuan lithium point, year-on-year**11200 yuan lithium point.
Lithium iron phosphate battery scrap transaction lithium point** (yuan lithium point).
Data**: Ganglian data.
Data**: Ganglian data.
1.*The General Office proposes to strengthen the recycling of waste power batteries
A few days ago, the General Office issued the "Opinions on Accelerating the Construction of a Waste Recycling System". The opinions put forward to strengthen the recycling of waste power batteries. Strengthen the traceability management of power batteries for new energy vehicles. Organize and carry out the action of the producer's target responsibility system. Establish and improve the standard system of power battery ecological design, carbon footprint accounting, etc., actively participate in the formulation of international standards for power battery recycling, and promote international cooperation and mutual recognition of standards and specifications. Vigorously promote the quality certification of power battery cascade utilization, and study and formulate technical specifications for waste power battery dismantling enterprises. Carry out a joint special inspection action to clean up waste power batteries. Study the import management policy of used power batteries.
2.Guizhou proposes to vigorously develop the battery ladder utilization industry
Recently, the report on the implementation of the 2023 national economic and social development plan of Guizhou Province and the draft of the 2024 national economic and social development plan was released. The report proposes to adhere to the dual track development of "power battery + energy storage battery", accelerate the construction of the follow-up production line of CATL, build the second phase of Guiyang Fodi power battery and other projects, vigorously develop the battery ladder utilization industry, accelerate the formation of a complete industrial chain, and promote the new energy battery materials industry chain to achieve new results, and the added value of the new energy battery materials industry will increase by 15%, so as to enhance the influence of the R&D and production base of new energy power batteries and materials.
3.The European Union has proposed a new version of the ELV** Rules
Recently, the European Union is proposing to expand the dismantling obligation under the End-of-Life Vehicle Regulation (ELVR). The proposed ELV regulations foresee new dismantling obligations for parts and components of end-of-life vehicles (ELVs) prior to shredding. The regulations aim to improve reuse, refurbishment and remanufacturing; address compelling safety issues (e.g., traction or SLI batteries); Achieve higher levels of material efficiency, which cannot be achieved by subsequent shredding techniques for material extraction and separation (e.g. catalytic converters). The European Confederation of Industries (EURIC), the European Automobile Manufacturers' Association (ACEA) and the European Automobile Manufacturers Association (CLEPA), which represent vehicle manufacturers, manufacturers and car manufacturers, have no objection to the merits of disassembling vehicle parts for reuse, provided that there is a downstream market for reuse. However, the value added by mandatory dismantling obligations for certain components in terms of reuse, safety or material efficiency has been questioned.
4.The environmental impact assessment of the battery ** project of SVOLT and CNGR was accepted
On February 18, the Ivy Renewable Resources (Shangrao) **lithium battery dismantling** project was accepted and publicized for EIA. The Ivy Lithium Battery Dismantling Project is located in the New Energy Vehicle Core Parts Industrial Park, Economic and Technological Development Zone, Shangrao City, Jiangxi Province, which collects waste nickel-cobalt-manganese oxide (ternary NCM) cathode sheets, lithium iron phosphate (LFP) cathode sheets, negative electrode pieces, NCM lithium batteries, and LFP lithium batteries as raw materials, and uses physical screening to produce overflow powder, aluminum particles, copper particles, black powder and other products through crushing, screening, winnowing and other processes. The project plans to invest 2500 million yuan, annual processing 240,000 tons of waste lithium batteries and pole pieces.
5.Ascend Elements append 1$6.2 billion in financing
On February 21st, Ascend Elements announced another 1$6.2 billion in new equity investments. Just Climate, ClearVision Ventures, and Irongrey participated in the round, bringing the total amount to 7$0.4 billion. The company intends to use the funds to accelerate the construction of the Apex 1 EV battery materials manufacturing facility currently under construction in Hopkinsville, Kentucky. Ascend Elements is a provider of sustainable closed-loop battery material solutions. The Company is committed to the production of sustainable lithium-ion battery materials, from EV batteries** to commercial-scale production of lithium-ion battery precursors (PCAM) and cathode active materials (CAM).
6.Hunan Yuneng New Energy set up a wholly-owned subsidiary to carry out battery business
On February 18, Hunan Yuneng New Energy said on the investment interactive platform that the company has set up a wholly-owned subsidiary, Hunan Yuneng Recycling Technology, to carry out battery business, and the project is progressing in an orderly manner. At the same time, it is emphasized that the utilization of batteries is an important part of the company's integrated industrial layout of "resources-precursors-cathode materials-recycling", which will help consolidate the company's cost advantage and further improve the ability of key raw materials.
7.Guoxuan Hi-Tech joins hands with Jinjing New Energy to lay out the overseas power battery market
On February 20, Gotion Hi-Tech reported that its wholly-owned subsidiary, Gotion Hi-Tech (Hong Kong)**, reached a cooperation with Jinjing New Energy Holdings*** to jointly establish a low-carbon research institute in Hong Kong, which will further promote the global layout of Gotion Hi-Tech in low-carbon technology research and development and energy storage business expansion. Previously, Gotion Hi-Tech and Jinjing New Energy have planned to cooperate in the development of energy storage EPC projects on a global scale, the construction and operation of batteries** and other projects, and build shared local and international logistics solutions.
8.Ganfeng Lithium's 100,000-ton retired battery ** comprehensive utilization project trial production
Recently, Ganfeng Lithium entered the trial production stage of the 100,000-ton retired battery comprehensive utilization project in Dazhou City, Sichuan. As part of the China (Puguang) lithium and potassium comprehensive development project, the project has an investment of 1 billion yuan and a planned land area of 200 acres. The company introduced and installed the lithium battery carbonization processing line, using oxygen-free crushing, oxygen-free carbonization, crushing, screening, sorting and other processes to regenerate resources. It is reported that the project is expected to achieve an annual output value of 3 billion yuan and an annual profit of 1 billion yuan after it is put into operation.
9.Zhonghan Hongsheng lithium-ion battery recycling project started
On February 19, the commencement ceremony of the first batch of major projects in Yueyang City, Hunan Province in 2024 was held. A total of 12 industrial development projects have been started this time, including the battery utilization project, including the Zhonghan Hongsheng lithium-ion battery recycling project. The production scale of the project is 12,950 tons of waste lithium-ion batteries, 28,800 tons of waste lithium-ion positive and negative electrodes, and 800MWh of unused lithium-ion batteries. Adopt coarse crushing, fine crushing, multi-stage sorting and other processes. According to the data, Hunan Zhonghan Hongsheng New Energy Co., Ltd. was established in February 2023 and is located in Miluo City, Yueyang, Hunan Province.
10.Longbai (Changsha) New Energy Materials Research Institute was officially established
Recently, Longbai (Changsha) New Energy Materials Research Institute was officially established. According to the Qichacha APP, the company's registered capital is 10 million yuan, and its business scope includes resource recycling technology research and development, battery manufacturing, new energy vehicle waste power batteries, and cascade utilization. It is reported that the company is wholly owned by Longbai Group.
11.Guanghua Technology: Help Guangdong's new energy vehicle industry form a closed loop
On February 18, Guanghua Technology said that it had completed the key links of power battery and comprehensive utilization in the whole industry chain of new energy vehicles in Guangdong. In terms of technological innovation of cascade utilization, Guanghua Technology has independently developed a battery management system based on the underlying algorithm, as well as an active balancing system based on battery models, advanced devices and efficient algorithms, which can extend the service life of batteries with performance degradation and facing retirement. The battery that cannot continue to be used in the vehicle enters the cascade utilization link and is used in industrial logistics vehicle batteries, large-scale battery energy storage systems and other products. In terms of regeneration technology innovation, Guanghua Technology has independently developed the process of "fine dismantling of batteries-electrode piece separation-pole powder separation", and has mastered the key core technologies of ternary and lithium iron phosphate retired power battery recycling.
12.Ronbay Technology applied for a patent for the most valuable metal of lithium battery cathode material
On February 20, according to the announcement of the State Intellectual Property Office, Ningbo Rongbai New Energy Technology Co., Ltd. applied for a method called "a valuable metal for lithium battery cathode materials". The patent abstract shows that the present application relates to the technical field of lithium battery cathode materials, in particular to a method of valuable metals for lithium battery cathode materials. The ** method comprises the following steps: the organic carbon source solution is mixed with the cathode powder to be ** and then dried to obtain a mixture of carbon source and cathode powder; The mixture is reduced by calcination to obtain a reduction product, which is separated to obtain a solution containing at least one transition metal element and a lithium carbonate precipitate. The organic carbon source forms a uniform carbon layer on the surface of the cathode powder, which can not only increase the contact area between the two, thereby enhancing the effect of the carbonaceous thermal reduction reaction, but also reducing the amount of carbonaceous reduction additives.
13.Tianqi Lithium has obtained a patent for a fully automatic waste lithium-ion battery process system
A few days ago, according to the announcement of the State Intellectual Property Office, Tianqi Lithium Co., Ltd. has obtained a project called "a fully automatic waste lithium-ion battery process and system". The patent abstract shows that the present invention provides a fully automatic waste lithium-ion battery technology process, which belongs to the battery technology field. The process comprises discharge, primary crushing, winnowing separation of films, magnetic separation of steel shells, rigid energy shear crushing and vibrating screening. The battery is soaked and discharged in brine, transported to the primary pulverizer for crushing, and the waste battery fragment mixture and electrolyte exhaust gas are obtained, and then the separator plastic fragments and steel shell fragments are separated from the mixture by using the air flow air separator and the magnetic separator respectively; Then shear and crush in a high-energy shear crusher to form a mixture composed of active material powder, copper and aluminum foil fragments and binder exhaust gas, and finally the active material powder is separated from copper and aluminum fragments by vibrating sieve device.
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