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APE电动汽车 (EV) 电池供应链中的关键矿产和机遇概览.pdf

上传人: S** 编号:184104 2024-06-10 12页 1.20MB

1、 _ 2024/SOM2/AD/004 Agenda Item:2.2 Overview of Critical Minerals and Opportunities for APEC Economies in Electric Vehicle Battery Supply Chains Purpose:Information Submitted by:United States 39th Automotive Dialogue Arequipa,Peru 9-10 May 2024 Overview of Critical Minerals and Overview of Critical

2、Minerals and Opportunities for APEC Economies Opportunities for APEC Economies in EV Battery Supply Chainsin EV Battery Supply ChainsCharles UthusUnited States American Automotive Policy CouncilAD39-Agenda Item 2.2 9 May 2024Battery Science BasicsBattery Science BasicsBasic Science Batteries store e

3、nergy and convert it to electrical energy when in use.This electricity is produced by the movement of electrons small particles with a negative charge found in all atoms into negatively or positively charged ions.Chemical reactions within the battery move these ions from one electrode to another.Com

4、ponentsElectrodes Cathode(“positive”electrode):Provides positively charged ions(e.g.,lithium ions)during discharge.Anode(“negative”electrode):Accepts and stores positively charged ions during charge.Electrolyte:Either solid or liquid solution that facilitates movement of ions between cathode and ano

5、deSeparator:Thin,porous membrane placed between positively charged anode and negatively charged cathode to prevent an electrical short circuit while enabling the ions to move from one to the other.Structural components of a lithium-ion batteryBasic science of all batteriesEV Battery&Supply Chain Bas

6、icsEV Battery&Supply Chain BasicsEV Battery Chemistry Todays EVs mainly use lithium-ion(li-ion)chemistries.Primary li-ion cathode chemistries are:NCA(lithium nickel cobalt aluminum oxide)NMC(lithium nickel manganese cobalt oxide)LFP(lithium iron phosphate)Li-ion EV batteries depend on varying amount

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本文主要探讨了电动汽车电池供应链中关键矿物的重要性以及APEC经济体在此领域的机遇。文章指出,电动汽车电池主要依赖于锂、镍、钴、铜、石墨等关键矿物,而这些矿物的储备主要集中在少数地区。文章还提到了电动汽车电池供应链的四个阶段:上游矿产开采、中游原材料加工、下游电池组装以及电池的生命周期管理。文章强调了进入电动汽车电池供应链各阶段所面临的挑战,包括高资本投入、技术复杂性、监管合规、供应链透明度和可追溯性等。同时,文章还提出了支持APEC经济体电动汽车电池供应链的政策建议,如提供税收优惠、简化许可程序、加强技术创新、促进供应链多元化等。
"关键矿产如何影响电动汽车电池供应链?" "APEC经济体在电动汽车电池供应链中有哪些机会?" "政策如何支持APEC经济体中的电动汽车电池供应链?"
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