Power Battery Exported to Europe to Meet "New Challenges"

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2021-06-02 14:59

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Power Battery Exported to Europe to Meet "New Challenges"

WritingYan Zhigang

EditWheat

American editorThe CBEA is unique

For companies that intend to export batteries to Europe or build power battery R & D and production bases in Europe, they can now begin to prepare for a job: the construction of a battery carbon footprint system.

This year1Month26Day, the European UnionWTO(World Trade Organization) notified the "Proposal for Regulations on Batteries and Waste Batteries", which will upgrade the current battery control method from "Directive" to "Regulation" to ensure that batteries placed on the EU market become sustainable throughout their life cycle., High performance and safe and reliable.

New regulations are planned2022Year1Month1implemented from the day. It is reported that the new regulations will not only affect the self-produced batteries in all EU member states, but also apply to imported batteries.

It is worth noting that the new regulations have a significant impact on capacity2kWhThe above batteries increase the carbon footprint, recycled raw materials, electrochemical performance and durability, disassembly and replaceability, QR code labeling andCELabeling, battery management system, battery passport, safety and other requirements, and put forward new requirements for operators' due diligence and recycling and disposal of used batteries.

According to Battery China, the carbon footprint of power batteries will be implemented in stages:The first is to require information disclosure, then to grade, and finally to set mandatory limits.

That is,2024Year7Month1Only products for which a carbon footprint statement has been established can be placed on the market.

The new regulations require that the carbon footprint of the battery must be compulsorily verified by a third party.

What is a carbon footprint? This is a new term for most people.

Carbon footprint (carbon footprint) refers to the total greenhouse gas emissions directly or indirectly generated by individuals, organizations, events or products to measure the impact of human activities on the environment.

Generally speaking,Product Carbon FootprintIt is a summary of carbon emissions in its life cycle (raw materials, manufacturing, storage and transportation, sales, use, waste to recycling).

It is worth noting that the carbon emissions of the whole process of the product include not only the product itself, but also the carbon emissions within the scope of the supply chain.

For battery products, the carbon footprint not only refers to the carbon emissions in the manufacturing process, but also includes the summary of carbon emissions in the upstream manufacturing and transportation of various materials. This requires battery companies not only to reduce carbon emissions in the production process, but also to use various materials that meet the carbon footprint requirements, such as the statistics and use of the carbon footprint information of the four upstream materials.

In this case, it is very necessary to control, refine, implement and record the carbon footprint of the whole industry chain.

In fact, in addition to the EU's new battery regulations on the battery itself has this requirement, in the future under the requirements of carbon emission regulations, vehicle enterprises should also have carbon footprint related management rules, and as a part of the upstream supply chain of the vehicle, the power battery must also meet its requirements.

For example, this year3In June, the BMW Group announced that their factories in Dingfen and Munich will use 100% local green hydropower for the new electric.BMW iXandBMW i4The production provides power. Member of the Board of Directors of the BMW Group responsible for productionMilan NedeljkovicWe are not only minimizing emissions from driving, but are committed to significantly reducing the carbon footprint of our production processes. In the future, it is expected that the BMW Group will also include power batteries from suppliers into the relevant management, requiring the power batteries provided by suppliers to also meet the relevant requirements of the EU carbon footprint.

In fact, in the context of the global carbon neutral target, overseas battery companies have sensed the impact of this policy change and are preparing for the battery carbon footprint in advance.

2020Year7month,LGChemistryIt was announced."2050The strategy of achieving carbon-neutral growth in,Proposed to advance in all plants worldwide100%Use of renewable energy (RE100）.

EuropeLGNew energy (LGchemical subsidiary) the main market for power batteries, in the face of the upcoming battery regulations in the European Union,LGNew energy is driving battery and upstream material manufacturing to minimize carbon emissions.

toLGThe production of new energy in the Chinese market, for example,2020Year12month,LGChemical cathode material factory located in Wuxi, Jiangsu Province-Leyou New Energy Materials(Wuxi)Ltd. has signed a supply agreement with Jiangsu Runfeng New Energy Co., Ltd., a local wind and solar power generation enterprise.140GWhof the Power Purchase Agreement, since2021years,LGChemical Wuxi cathode materials plant will use only renewable energy;2021year,LGChemical also plans to promote the use of renewable energy to generate electricity at the Zhejiang Quzhou precursor plant through a power purchase agreement, which in turnLGChemical Battery Materials Factory in China Will Realize90More than% carbon neutral.

according to our understanding,LGChemical Quzhou and Wuxi plants produce precursor and cathode materials, all supplied to its subsidiaries.LGNew Energy's Nanjing battery plant and the battery plant in Wroclaw, Poland.

AccordingLGChemical introduction, "battery precursors and cathode materials in the production process almost no direct carbon emissions, therefore, will be used for the production of electricity all the use of 'green electricity', can be achieved90%above carbon neutral."

This year5month,LGNew Energy, Nanjing Jiangning Binjiang Development Zone Management Committee and Huaneng International Power jointly signed a tripartite renewable energy supply cooperation agreement, Huaneng International Power and Binjiang Development Zone to jointly build Huaneng Binjiang integrated energy project, will be through the establishment of microgrid, including.LGNew energy, including the park settled enterprises to provide "green electricity".

LGThe practice of chemistry in the Chinese market may be to cope with the future policy requirements from Europe and other countries on the carbon emissions and carbon footprint of battery manufacturing, and to prepare in advance to avoid being excluded from the relevant market due to "policy factors.

In the next few years, in the global market, the "carbon footprint" may be an important competitive weapon, which may affect battery companies to enter the relevant international market. This is for many battery companies that are about to go out of Europe, North America and other international markets. Should attract enough attention.

New energy vehicles and power batteries are one of the important ways to achieve the national goal of "carbon peak and carbon neutrality,How to ensure that new energy vehicles, power battery itself carbon emissions decline, it is particularly critical.

Under the global "double carbon" strategic goal, battery companies should think and prepare in advance.

Battery China learned from relevant people,Ningde Times, BYD, Honeycomb Energy, AVIC LithiumDomestic battery companies have recently built power battery production bases in Sichuan, Chongqing and other southwest regions,The first is to seize the new energy automobile market in southwest China; the second is that the lithium battery resources and industrial chain supporting facilities in southwest China are relatively rich; the third is that the local area has the advantage of low-cost electricity price;Fourth, the electricity used for the production and manufacture of power batteries is mainly hydropower, that is, "green electricity"It can greatly reduce carbon emissions in the production process of power batteries and achieve higher efficiency of carbon neutrality.

According to people familiar with the matter, in the future, Ningde era will use Yibin power battery production base as an important base for export to Europe, and the use of batteries produced by "green power" in the region should have this consideration.

Another battery company-visionAESCRelying on the strong background of Vision Group in the field of wind power and optoelectronics, its Wuxi factory is building a smart energy industry system based on distributed wind power, distributed photovoltaic, distributed energy storage and electric vehicle charging piles, hoping to meet its factory requirements.70%green power demand and reduce the park's15%The cost of electricity. AccordingVisionAESCintroduction, which aims to achieve the park by the end of this year100%renewable energy power use, which in turn in2022Annual realization100%Carbon Neutrality Targets.

Of course, the pressure to build a battery "carbon footprint" is not just on battery companies. The carbon footprint runs through the whole life cycle of the battery, so the upstream carbon traceability is equally important. This requires that the upstream material links such as resource mining, precursor, positive and negative electrodes, electrolyte, diaphragm, etc. must also pay attention to the control of carbon emissions and establish a traceable carbon footprint to realize the traceability of the whole life cycle and can be queried. This requires domestic battery enterprises, especially the head enterprises to play a leading role, guide the domestic battery industry chain as soon as possible to build and improve the relevant system.

In the long run, in the next few years, the "carbon footprint" of batteries will also be a sharp weapon for enterprises such as batteries and materials to participate in the international market competition. On the one hand, to standardize the carbon footprint system of products in advance can more easily enter the supply chain of downstream vehicle and battery enterprises; on the other hand, in the future, domestic battery and material enterprises should export their products to Europe or build factories in Europe, they should do a good job in this respect, otherwise, whether the products enter the international market or build factories overseas, they may face great difficulties.

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