L R AS Published on Sunday 27 January 2019 - n° 261 - Categories:lithium batteries, electric vehicles
Chinese domination over vehicle batteries is asserting itself
Demand for electric vehicles will continue to increase in 2019, despite the slowdown in the automobile market in the second half of 2018 and the reduction of subsidies in China for clean vehicles.
Global demand for lithium-ion batteries for new energy passenger cars
is expected to reach 155 GWh in 2019, an increase of 63% from 95 GWh in 2018.
In China, the demand for lithium-ion batteries used in new energy passenger cars will rise from 30 GWh in 2018 to 54 GWh in 2019, an increase of 80%.
Battery production capacity for electric vehicles in China exceeded 134 GWh at the end of 2018 and could reach 164 GWh by the end of 2019. The industry is facing oversupply and the phasing out of subsidies with a reshuffle since the second half of 2018. The main manufacturers have strengthened at the expense of small companies that have disappeared.
The industry will concentrate around the five main manufacturers, with the entry into service of new capacities and the elimination of Chinese subsidies in 2020.
EnergyTrend of 24 January
Editor's note China is in the process of rethinking PV panels: while domestic demand was 30 GWh in 2018, production capacity was four times higher.In 2019, the proportion has fallen a little, to three times, but that's still too much for all producers to survive, especially from next year when China's clean car subsidies will be abolished. There will therefore be an offensive abroad at cost price, which will destroy the embryo of European industry.
Will we be able to learn the lessons of photovoltaics in time, or will we be surprised as in 2010-2012?
