2020年电池能源材料供应链机会展望报告- 美国能源部（英文版）（95页）.pdf

1、Battery Critical Materials Supply Chain Opportunities June 29, 2020 energy.gov Assistant Secretary for Fossil Energy Steven Winberg energy.gov Assistant Secretary for the Office of Energy Efficiency and Renewable Energy Daniel R. Simmons A/S Frank Fannon U.S. Department of State Bureau of Energy Res

2、ources LithiumLithium- -Ion Battery Critical Materials Challenges Ion Battery Critical Materials Challenges related to Electric Vehicles related to Electric Vehicles Collaborative presentationCollaborative presentationAdvanced Manufacturing Office Geothermal Technology Office Vehicle Technologies Of

3、fice June 29, 2020 David Howell, VTO Helena Khazdozian, AMO Sean Porse, GTO Samm Gillard, VTO 2 2U.S. DEPARTMENT OF ENERGY OFFICE OF ENERGY EFFICIENCY & RENEWABLE ENERGY Anticipated Rise in Electric Vehicle PurchasesAnticipated Rise in Electric Vehicle Purchases Global projection of annual passenger

4、 EV Global projection of annual passenger EV sales is 56M EVs in 2040sales is 56M EVs in 20401 1 17% (9.6M EVs) of those sales will be in the US market 9.6M EVs equates to approximately a $100 billion battery market 2018 markets2018 markets2 2of similar size:of similar size: Smart phones ($79 billio

5、n) Gas stations ($110 billion) Passenger Car/auto manufacturing ($112 billion) 1Source: Bloomberg NEF Long-Term Electric Vehicle Outlook 2019 2Source: IBIS World, Market Size Statistics - United States 2018 NAICS Reports 3 3U.S. DEPARTMENT OF ENERGY OFFICE OF ENERGY EFFICIENCY & RENEWABLE ENERGY EVs

6、 will dominate the demand for LiEVs will dominate the demand for Li- -ion batteriesion batteries Of the 374 GWh of global Li-ion cell manufacturing, the US capacity was 9% (34 GWh) in Sept 2019 Source: Bloomberg NEF Passenger EVs Commercial EVs Stationary Storage Consumer Electronics E-buses Lithium