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Analysis of S-volt and cobalt-free batteries – THE ELEC, Korea Electronics Industry Media

| Source: Gaogung Industrial Research Institute | September 8

○S-volt, cobalt-free battery

– A few days ago, at the Chengdu Motor Show, the Great Wall Automobile Euler Cherry Cat equipped with a cobalt-free lithium battery provided by S-Volt was officially unveiled. It is the world’s first new energy electric vehicle equipped with a cobalt-free battery.
– Lithium iron phosphate systems currently used in industry are inexpensive but have an energy density of only 190 Wh/kg. The energy density of the ternary system can reach more than 250wh/kg, but the cobalt element is used for the ternary material, and there are restrictions on mining. The international cobalt market price is very unstable and high. S-Volt’s cobalt-free material realizes zero cobalt element, is not affected by the cobalt market, achieves cost reduction, and maintains the same energy density as ternary material. Compared with lithium iron phosphate technology and ternary battery technology, cobalt-free batteries have a great competitive advantage, and are likely to become the main route in the industry.
– S-Volt currently plans to have a production capacity of 200 GWh by 2025, with full product coverage and a complete chemical system. There are many types of cathode materials required and there is a lot of demand. As such, S-Volt is expected to expand its cobalt-free technology path by partnering with third-party material and battery manufacturers.
– In terms of safety, the 150℃ hot box test of S-Volt’s cobalt-free battery exceeds the 130℃ standard required by international standards. It has better thermal stability compared to the ternary lithium battery of the 811 system.
– S-Volt’s first cobalt-free battery, 115Ah, will start mass production in July 2021. A completed vehicle of the Euler Cherry Cat series of Jangseong Motors equipped with this cobalt-free battery will also be released soon. The combined performance of cobalt-free batteries makes it suitable for transporting mid-range to high-end long-term automotive products.

○EV battery technology direction

– Looking at the current EV battery technology route in China, the leading battery companies and second-tier companies are taking two technological directions: lithium iron phosphate and ternary batteries. These two technology directions are also the current mainstream technology directions in China.
– The biggest advantage of lithium iron phosphate chemistry is that there are few restrictions on metals. In the past two years, lithium iron phosphate batteries have become the technology route for larger batteries, with energy densities ranging from 180-200Wh/kg. Therefore, more and more automakers are choosing lithium iron phosphate batteries for their entry-level models. With the optimization of material systems and processes, the energy density of lithium iron phosphate batteries is expected to reach 210-230 Wh/kg, and the future technology direction of lithium iron phosphate batteries can cover all A0-B entry-level models.
– High-Performance Battery – The main goal of the high-nickel root battery is to create a high-capacity battery based on a high-energy density direction based on a high-nickel system and a silicon-carbon anode material. Current high-nickel batteries have an energy density of 240-300 Wh/kg and a quick charge time of 18-30 minutes. In the next stage, the high-nickel cell introduces a silicon-carbon anode material in the anode, the energy density of the battery will reach 300-400 Wh/kg, and the fast charging time is expected to be 9-15 minutes.

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